Asset Management Jobs in Newtown Square

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United States
Posted On Aug 05, 26
Full-time 2 views

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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Posted On Jul 30, 26
Full-time

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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Full-time 3 views Experience : 2-4 yrs required

Title: Health Care + Life Sciences Intellectual Property Associate Job Responsibilities: - Engage in patent preparation, prosecution, and litigation activities within the Health Care + Life Sciences Intellectual Property Practice Group. - Conduct freedom-to-operate opinions and manage patent diligence projects to ensure thorough...

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

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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Posted On Aug 04, 26
Full-time 3 views Experience : 2-5 yrs required

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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Full-time 1 views Experience : Min 10 yrs required

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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Full-time 1 views Experience : 10-15 yrs required

Title: Associate General Counsel, Fund Governance Job Responsibilities: - Serve as a strategic legal advisor on corporate governance matters, providing practical advice to trustees, directors, senior executives, and other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and board processes. - Hire,...

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Full-time 2 views Experience : Min 4 yrs required

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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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required

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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Posted On Sep 27, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Paralegal Job Responsibilities: - Conduct legal research using various law sources such as statutes, judicial decisions, legal articles, and media relevant to the company’s business operations and pending legal issues. - Prepare correspondence and documents, communicate with business partners and all levels...

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Full-time

Title: Senior Investigative Counsel Job Responsibilities: - Conduct and report on compliance investigations within the North America region, ensuring the safeguarding of company interests and mitigating risk through impartial and efficient investigation into allegations of wrongdoing. - Handle complex and sensitive investigations that...

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Full-time 2 views Experience : Min 3 yrs required

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

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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Posted On Jul 27, 26
Full-time 1 views Experience : 2-5 yrs required

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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Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required

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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Posted On Jul 29, 26
Full-time 3 views Experience : 5-5 yrs required

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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Full-time 2 views Experience : 4-6 yrs required

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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Full-time 9 views Experience : Min 3 yrs required

Title: Private Equity M&A (Asset Management) - Mid/Senior Job Responsibilities: -... Demonstrate strong experience in asset management M&A, with a... focus on GP stakes transactions. - Handle a broad array of corporate and transactional matters, including mergers and acquisitions, leveraged recapitalizations, growth equity,...

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Posted On Aug 06, 26
Full-time Experience : 3-20 yrs required

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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