Asset Management Jobs in Draper

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Estate Planning Administrative Assistant Job Responsibilities: Client Communication: - Maintain communication with clients, addressing simple inquiries that do not require an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status...

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Full-time 1 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, you will work closely with the Managing Attorney to provide legal support across various practice areas. Your responsibilities will include: - Estate Planning: - Drafting legal documents such as wills,...

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Full-time 1 views

issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection and business planning. Document... Drafting and Review: - Draft estate planning documents for clients, ensuring accuracy and compliance. - Review documents subm...

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Full-time Experience : 1-3 yrs required

Planning Attorney Overview Salary Range: - per year Description Job Purpose: The primary responsibility of the Estate Planning Attorney is to provide expert legal advice and services in the realm of estate planning. This includes drafting living trusts, wills, and other essential estate...

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Posted On Aug 03, 26
Full-time Experience : Min 2 yrs required

Title: Business Advisor Job Responsibilities: - Conduct structured strategy sessions with prospective clients to assess their business, assets, and risk exposure. - Identify client goals, constraints, and priorities through consultative questioning and issue-spotting techniques. - Work with prospects who have engaged through Partner-led virtual...

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Posted On Aug 17, 26
Full-time 1 views Experience : 3-5 yrs required

reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for... accuracy and escalate them to the Attorney when needed. - Gather and analyze statutes, decisions, legal articles, documents, and other data. - Maintain organized r...

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Full-time 2 views Experience : Min 7 yrs required

providing legal leadership, risk management, regulatory guidance, and strategic... business support across the company and affiliated entities. Reporting to the President, this role serves as the company’s primary legal advisor and employment law matters, litigation management, real estate transactions, and......

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

Subrogation Recovery Specialist Job Responsibilities: - Analyze and recover funds related to accidents, injuries, or illnesses where another party is responsible. - Collaborate with attorneys, health carriers, adjustors, and other professionals to maximize settlement amounts and ensure client savings. - Manage a variety of...

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

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult...

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Full-time 1 views Experience : Min 3 yrs required

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

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Full-time Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Responsibilities: Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the...

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

Title: Corporate Attorney Job Responsibilities: - Draft corporate, securities, and fund documents extensively, which forms the core of the job responsibilities. - Facilitate the transition of deals from the term sheet stage to closure. - Collaborate closely with the team on live matters to...

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Full-time 14 views Experience : Min 7 yrs required

Title: Corporate Attorney Job Responsibilities: - Engage in structuring, negotiating, and closing a variety of transactions, including mergers, acquisitions, business combinations, joint ventures, and strategic alliances. - Manage due diligence processes, oversee closings, handle regulatory filings, and coordinate post-acquisition integration workstreams. - Structure and...

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Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required

& Local Tax - Asset Management Job Responsibilities: - Provide... 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...

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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...

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

Job Title: Manager, SALT Asset Management Job Responsibilities: -... Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge fund, fund of funds, private equity, and real estate sectors. - Work as part of a multi-disciplinary team...

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Posted On Sep 10, 26
Full-time 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...

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Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required

Senior Associate, SALT Asset Management The candidate will... participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate in multi-state companies with...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 1 yrs required

Investment Management Agreement Review Analyst Job Title Investment... Management Agreement Review Analyst Job Responsibilities The... Investment Management Agreement Review Analyst is... drafting, review, negotiation, and execution of Investment Management Agreements (IMAs). Key responsibilities... include: - Supporting the intake and processing of IMA requests in accor...

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