Post Jobs Upload Your Resume Log in

Legal jobs

27 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Ohio
  4. Canal Winchester
  5. Wealth Management
  6. In-House

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Sep 07, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management

Job Title: Wealth Management Solutions, Trust &... Estates, Closely Held Asset Management Regional Director, ED Job Responsibilities: -... Business Development: Collaborate with Trust Officers, Bankers, Wealth Advisors, and external legal... and tax advisors revenue and assets under management for the Trusts &......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
artificial intelligence banking equity family finance lending Secured lending Securities underwriters wealth management
Job Tags:
artificial intelligence banking equity family finance lending Secured lending Securities underwriters wealth management

Director - Asset & Wealth Management - Latin America... risk oversight and portfolio management, ensuring decisions align with... risk appetite, governance standards, and cross-border considerations. - Evaluate, structure, and approve complex credit exposures within delegated authority, including new credit requests,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Job Title Asset & Wealth Management - Renewable Energy... projects for asset and wealth management clients in the... renewable energy sector. - Advising clients on local and international tax strategies to optimize their financial outcomes. - Managing the preparation and review of complex...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables - Manage client service accounts and engagement workstreams - Independently solve and analyze complex problems - Utilize company's technical knowledge and industry insights to address...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

**Job Title: Wealth Strategist III** **Job Responsibilities:** - Develops,... consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 08, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... responsible for delivering bespoke wealth advisory services to high-net-worth... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in wealth transfer, success...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 13, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions tailored to high net worth and business owner clients. - Analyze financial, legal, and tax documentation to identify risk exposures and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management

and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 5 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort zone. Act to...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 6 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voice and invit...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 19, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking Code of Conduct Commercial Lending financial products FINRA investment management wealth management
Job Tags:
banking Code of Conduct Commercial Lending financial products FINRA investment management wealth management

Title: **Members Only,** Senior Relationship Manager Job Responsibilities: - Act as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend