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Posted On Sep 07, 26
Full-time 43 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......

Posted On Aug 27, 26
Full-time 5 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager- Investments Job Responsibilities: The Private Client Manager- Investments is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and offering the full array of the...

Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

estate, gift, trust, and wealth transfer planning, including strategies... such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state,...

Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

Posted On Aug 17, 26
Full-time
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding...

Posted On Aug 17, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

Posted On Jul 03, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

& Compliance - Private Wealth Legal Group - Securities... role within the Private Wealth Public Funds Legal group,... specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The primary responsibilities include: - Preparing and reviewing public offering materials, such as...

Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management

connection with Asset and Wealth Management products and services,... including wealth management and private banking,... investment solutions, product development (including alternative investments), and retail financial services (including retail banking, investment products, and consumer lending). - Coordinate and communicate effectively with colleagues,...

Posted On Aug 20, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

business environment, focusing primarily on registered funds and Business Development Companies (BDCs) within the Private Wealth Group. The attorney will... handle a range of legal and general corporate matters, with specific responsibilities including: - Participating in the design, launch, and management...

Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures....

Posted On Aug 20, 26
Full-time 5 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. This involves advising on... matters involving family, business entities, and private wealth management. Specific responsibilities include: -... Leading the...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients... of their estate and wealth transfer plans, including making... recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant information, ensuring coordinated...

Posted On Sep 07, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

Title: Estate Administrator - Associate Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with...

Posted On Sep 07, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs. - Assess the current landscape of planning tools, identify gaps in adoption and...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify adoption...

Posted On Sep 07, 26
Full-time Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work with... present content across different wealth management topics. - Serve as... a resource to the field in the areas of both simple and sophisticated tax and trust & estate planning strategies, as well...

Posted On Jul 03, 26
Full-time 344 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

& Compliance - Private Wealth Legal Group - Securities... Attorney, VP (BREIT) Job Responsibilities: - Prepare and review public offering materials, including registration statements and prospectuses under the ’33 Act and private placement memoranda. - Prepare and review ’34 Act filings including Forms...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing

Job Title Attorney – Wealth-Focused Investment Products Job Responsibilities -... support for the company's wealth-focused investment products across all... structuring of the company's wealth-focused funds, with a focus... matters across the company's wealth platform. - Advise on... both private funds and...

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