Asset Management Jobs in Brentwood

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Full-time 1 views Experience : Min 2 yrs required

estate planning. Key duties include: - Engaging in gift and estate tax planning to optimize clients' financial legacy. - Handling estate and trust administration to ensure proper management and distribution of assets. -... Facilitating charitable planning to aid clients in achieving their philant...

Full-time 3 views Experience : Min 20 yrs required

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

Full-time Experience : Min 20 yrs required

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation,...

Full-time 1 views Experience : 4-7 yrs required

cybersecurity laws and regulations, and emerging AI governance frameworks. - Counsel clients across industries on data asset management strategies and privacy... program development. - Draft, review, and negotiate a broad range of technology and commercial agreements, including SaaS, PaaS, IaaS, software...

Posted On Sep 14, 26
Full-time 3 views Experience : Min 6 yrs required

client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset...

Posted On Sep 14, 26
Full-time 5 views Experience : 6-10 yrs required

client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation...

Posted On Sep 14, 26
Full-time 4 views

advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investmen...

Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required

for fee revenue-producing accounts, collaborating with other disciplines within Wealth Management to develop and retain... high net worth client relationships. The role involves providing investment expertise and oversight on accounts that require decision-making and implementation. Key responsibilities include: - Developing and...

Posted On Jul 19, 26
Full-time 2 views Experience : 3-4 yrs required

room organization, and closing coordination. - Assist with a range of corporate transactions, including preparation and management of purchase agreements, stock... and asset transfers, and related closing... documents. - Assist in the preparation and file documentation for entity formations, including corporations, LLCs,...

Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Advisor, CFP Job Responsibilities: - Conduct In-depth Financial Analysis: Perform thorough analyses of clients' financial situations, including tax implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies: Collaborate with the Investment Team to develop and recommend investment strategies tailored...

Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required

Title: Estate Settlement Manager Job Responsibilities: - Manage a portfolio of highly complex estate settlement engagements involving significant family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance to...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-10 yrs required

client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allo...

Posted On Aug 07, 26
Full-time 1 views Experience : 5-5 yrs required

diligence, document review, closing coordination, and post-closing administration. - Prepare, review, and manage transaction documents such as purchase agreements, stock and asset transfers, deeds, easements, assignments,... bills of sale, closing statements, and related closing documents. - Prepare and monitor closing checklists, contr...

Posted On Sep 29, 26
Full-time 1 views

Title: Manager, SIU Intelligence & Innovation Job Responsibilities: The Manager of SIU Intelligence & Innovation plays a pivotal role in leading the strategic direction, development, and optimization of Special Investigations Unit (SIU) capabilities, focusing on the detection, prevention, and investigation of fraud,...

Posted On Aug 24, 26
Full-time Experience : Min 1 yrs required

Administrative Paralegal Job Responsibilities: - Provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals within the department. - Prepare mailings to clients for documents that need to be signed. - Coordinate the in-office execution of documents with clients...

Posted On Sep 10, 26
Full-time 5 views Experience : Min 5 yrs required

and Local Tax - Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies...

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required

Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide... and partnerships for various Asset Management clients. - Collaborate... with a multi-disciplinary team to deliver industry knowledge and experiences. - Oversee a portfolio of clients of varying size and scope, acting...

Posted On Sep 20, 26
Full-time 1 views Experience : Min 5 yrs required

Senior Manager, SALT Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, Salt Asset Management The candidate will... participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment...

Full-time 1 views Experience : 2-11 yrs required

Data Privacy, and Security team in Clayton, MO. This position offers a hybrid work clients on compliance with data privacy and cybersecurity laws and AI governance clients on data asset management and privacy program... , review, and ne...

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