Legal Asset Management Jobs Jobs in Devon, PA

Legal Staff Paralegal in Berwyn, PA

Law Firm • **Members Only** Berwyn, PA

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Posted On Jul 30, 26

Full-time

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary... point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and participate in document...

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Legal Staff Legal Secretary in Wayne, PA

Law Firm • **Members Only** Wayne, PA

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Posted On Jun 30, 26

Full-time 4 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates fiduciary health insurance Insurance trusts wealth transfer

Title: Legal Administrative Assistant Job Responsibilities: As an experienced Legal Administrative Assistant at the law firm, you will be entrusted with a range of responsibilities that are crucial to the support of the estate planning attorneys within the department. Your key duties...

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Legal Staff Paralegal in Saint Davids, PA

Law Firm • **Members Only** Saint Davids, PA

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Posted On Aug 05, 26

Full-time 1 views

Practice Area:

Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General Litigation - Trusts & Estates Litigation - Commercial

Job Tags:

Business Law Family Law Litigation LLC pleadings Software

Title: Legal Assistant Job Responsibilities: - Draft, proofread, and format correspondence, pleadings, and legal documents. - Organize and maintain client files, both physical and electronic. - Communicate with clients, courts, and opposing counsel in a professional and friendly manner. - Support attorneys with case preparation...

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Data Privacy - Transactional Attorney / Corporate - Technology Transactions Attorney / Corporate - Asset/Investment Management Attorney / Corporate - M&A Attorney / Corporate - General Attorney / Corporate - Compliance Attorney / Corporate - Contract Law

In-House • **Members Only** King of Prussia, PA

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Posted On Jul 29, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation

Job Tags:

agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management

Title: Legal Counsel Job Responsibilities: - Provide legal advice, support, counsel, and direction to the company regarding legal affairs and compliance and risk issues affecting wealth technology businesses. - Engage in contract review, negotiation, and drafting; counsel company personnel on business, technology, privacy,...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Radnor, PA

In-House • **Members Only** Radnor, PA

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Posted On Aug 26, 26

Full-time 1 views Experience : 10-10 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

advertising agreements Broker Dealer contracts distribution agreements employee benefits financial products FINRA Insurance licensing marketing Partnership

Title: AVP, Sr. Counsel, Broker-Dealer and Investment Advisor Job Responsibilities: - Provide strategic legal counsel, regulatory guidance, and practical business support for distribution-related activities across the company. - Partner with Legal, Compliance, Operations, Enterprise Brand, Advertising and Marketing, Enterprise Producer Solutions Operations, and...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Aug 11, 26

Full-time 1 views Experience : Min 10 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title

Assistant General Counsel, Retail Brokerage Platform Job Responsibilities: The Assistant General Counsel for the Retail Brokerage Platform at the company plays a crucial role in supporting the Personal Wealth business, specifically focusing on the retail brokerage and wealth platform that serves over...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Sep 07, 26

Full-time Experience : Min 4 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

agreements fund formation Government regulatory compliance Regulatory Law special projects Visa

Title: Legal Counsel - Investment Company Act of 1940 Job Responsibilities: - Provide legal advice and representation on matters related to the Investment Company Act of 1940. - Advise on fund formation, governance, regulatory compliance, and strategic initiatives. - Partner with business leaders to...

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Data Privacy - Transactional Attorney / Corporate - Technology Transactions Attorney / Corporate - Compliance Attorney / Corporate - General Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Aug 10, 26

Full-time 1 views Experience : Min 10 yrs required

Practice Area:

Data Privacy - Transactional Corporate - Technology Transactions Corporate - Compliance Corporate - General

Job Tags:

artificial intelligence asset management contracts Data Protection emerging technologies Ethics investment management IP rights Machine Learning regulatory compliance Visa

Title: AI Associate Counsel Job Responsibilities: The AI Associate Counsel acts as a subject matter expert on legal and regulatory issues concerning the use of artificial intelligence (AI) within the company. This role requires a combination of deep legal expertise and a...

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Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Sep 01, 26

Full-time Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Employment Law - Management (Compliance & Counseling) Attorney / Employment Law - General Attorney / Litigation - Labor & Employment Attorney in Oaks, PA

In-House • **Members Only** Oaks, PA

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Posted On Jul 27, 26

Full-time 2 views Experience : 3-5 yrs required

Practice Area:

Employment Law - Management (Compliance & Counseling) Employment Law - General Litigation - Labor & Employment

Job Tags:

agreements artificial intelligence asset management commercial litigation Employment Law employment law counseling Harassment Insurance investment management Labor and Employment Litigation M&A stage

topics, including hiring, pay practices, performance management, leaves of absence, accommodation... requests, and separations. - Draft and update employment-related policies and procedures to ensure compliance with applicable laws and alignment with business needs. - Support internal investigations involving claims of workplace mi...

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Legal Staff Paralegal in Oaks, PA

In-House • **Members Only** Oaks, PA

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Posted On Jul 27, 26

Full-time 1 views Experience : 2-5 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General Corporate - Compliance

Job Tags:

agreements artificial intelligence asset management board of directors corporate governance Insurance investment management Mutual Funds organizational documents stage trusts

Title: Specialist I, Paralegal Job Responsibilities: The Specialist I, Paralegal is an integral member of the Legal & Compliance department at the company. The primary responsibilities of this role include providing legal services to support the company's market units and corporate entities....

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Corporate - Technology Transactions Attorney / Data Privacy - Transactional Attorney / Intellectual Property - General Attorney / Corporate - General Attorney in Oaks, PA

In-House • **Members Only** Oaks, PA

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Posted On Aug 26, 26

Full-time 2 views Experience : 4-8 yrs required

Practice Area:

Corporate - Technology Transactions Data Privacy - Transactional Intellectual Property - General Corporate - General

Job Tags:

agreements artificial intelligence asset management contracts corporate governance emerging technologies Insurance Intellectual Property investment management licensing licensing agreements Machine Learning partnerships Privacy regulatory compliance Software stage technology transactions title

Title: Data Licensing & Technology Transactions Attorney Job Responsibilities: - Support business, technology, operations, procurement, data governance, and product teams in reviewing, negotiating, and administering a wide array of commercial transactions. - Collaborate with business stakeholders and senior members of the legal department...

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Legal Staff Paralegal in East Norriton, PA

Law Firm • **Members Only** East Norriton, PA

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Posted On Jul 29, 26

Full-time 3 views Experience : 5-5 yrs required

Practice Area:

Trusts and Estates - General

Job Tags:

Estate Planning estates health insurance Insurance Software trusts

is expected to have a high degree of proficiency in managing estate-related tasks and should be able to work independently as well as in a team environment. Key responsibilities include: - Utilizing estate management software, with a preference... for those experien...

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Legal Staff Paralegal in Media, PA

Law Firm • **Members Only** Media, PA

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Posted On Aug 04, 26

Full-time 2 views Experience : 2-5 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning health insurance Litigation Media media law

Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal position at the law firm involves a variety of tasks essential for supporting the legal team, particularly in the areas of estate planning, estate administration, and estate litigation. The candidate will be responsible for: -...

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Corporate - M&A Attorney / Corporate - Venture Capital/Emerging Companies Attorney / Corporate - General Attorney in Exton, PA

Law Firm • **Members Only** Exton, PA

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Posted On Sep 10, 26

Full-time Experience : 4-6 yrs required

Practice Area:

Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - General

Job Tags:

acquisitions asset purchase agreements M&A Partnership Taxation Venture Capital

ranging from $25 million to $500 million, as well as venture capital transactions. The role is client-facing and involves substantive work with sophisticated deal structures. Key responsibilities include: - Drafting stock and asset purchase agreements. - Familiarity with... NVCA documents. - Handling routi...

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Legal Staff Paralegal in West Chester, PA

Law Firm • **Members Only** West Chester, PA

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Posted On Sep 01, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills

Title Legal Assistant Job Responsibilities - Assist attorneys by producing well-prepared and accurate documents. - Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce documents such as wills, trust agreements,...

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Blue Bell, PA

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 09, 26

Full-time 56 views Experience : 1-3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Elder Law Estate and Trust Estate Planning estates family Genetics Guardianship Harassment hospitals Insurance Litigation Medicaid Probate trusts

Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...

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Legal Staff Paralegal in Blue Bell, PA

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 05, 26

Part-time 22 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning Probate Software title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...

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Trusts and Estates Attorney

Recruiter • **Members Only** Wayne, PA

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Posted On Aug 06, 26

Full-time Experience : 3-20 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Trusts and Estates Attorney in Wayne, PA. The ideal candidate will be a strategic advocate, guiding clients through estate planning, probate, and estate administration with clarity and authority. This role requires a client-focused approach and...

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