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Asset Management Jobs in Rochester

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United States
Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring

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 Experience : 5-8 yrs required
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships

Job Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide tax... for a variety of Asset Management clients. - Work as... part of a multi-disciplinary team providing industry knowledge and experiences. - Oversee a portfolio of clients of varying size and scope and act...

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Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney supervision. - Facilitate referrals and track the status of cases and referrals. - Timely report data and time in case management systems. - Respond to inqu......

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management

Job Title: Investment Management Agreement Review Analyst Job Responsibilities: The... Investment Management Agreement Review Analyst is... responsible for providing dedicated administrative and operational support to legal teams involved in the intake, drafting, review, and execution of Investment Management Agreements (IMAs). The role......

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Posted On Aug 01, 26
Full-time 34 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business succession... planning strategies. The ideal candidate will have a mi...

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Posted On Aug 01, 26
Full-time 46 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

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Posted On Aug 15, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

five-year lookback rules and asset protection strategies. - Draft and... documents including Wills, Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist... with Medicaid applications and coordinate with...

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Posted On Jun 17, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills

and correspondence, including Wills, Trusts, Deeds, Powers of Attorney, Health Care Proxies, and related estate planning documents. - Open new client matters promptly and accurately in the law firm's case management system. - Coordinate a busy... calendar of client meetings, document signin...

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Posted On Jul 07, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation. This entails resolving... fines and fees, title clearing, and addressing...

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Posted On Aug 04, 26
Full-time 3 views Experience : 8-15 yrs required
Practice Area:
Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - General Real Estate - Leasing Real Estate- Commercial Transactions Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side) Environmental Law - Transactions & Compliance Tax - General
Job Tags:
ADA affordable housing agreements Americans with Disabilities Act asset management Civil Rights consumer protection contracts Data Protection Employment Law general liability government relations indemnity Insurance Litigation partnerships Property Management regulatory compliance zoning
Practice Area:
Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - General Real Estate - Leasing Real Estate- Commercial Transactions Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side) Environmental Law - Transactions & Compliance Tax - General
Job Tags:
ADA affordable housing agreements Americans with Disabilities Act asset management Civil Rights consumer protection contracts Data Protection Employment Law general liability government relations indemnity Insurance Litigation partnerships Property Management regulatory compliance zoning

operations of the company's asset management and property management... lines of business. This... role involves designing enterprise-wide risk frameworks, navigating affordable housing regulatory requirements, and protecting the company from systemic liabilities. The successful candidate will work closely with the Chief...

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Posted On Sep 07, 26
Full-time 118 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

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, investment...

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Posted On Sep 07, 26
Full-time 127 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Vice President Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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Posted On Sep 07, 26
Full-time 112 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

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 al...

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Posted On Sep 07, 26
Full-time 98 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

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

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Posted On Jul 20, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship
Job Tags:
Asset Protection bodily injury Elder Law family hospitals Insurance Medicaid nursing homes social security Social Services
Practice Area:
Guardianship and Conservatorship
Job Tags:
Asset Protection bodily injury Elder Law family hospitals Insurance Medicaid nursing homes social security Social Services

Title: Paralegal - Elder Law and Medicaid Planning Job Responsibilities: - Coordinate with various stakeholders including banks, financial advisors, CPAs/accountants, care managers, social workers, Department of Social Services, Social Security, Veterans Administration, and clients’ families to ensure seamless communication and operation. - Conduct...

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Posted On Jul 07, 26
Full-time 1 views
Practice Area:
Education - Higher Education Education - General
Job Tags:
Affirmative Action Bankruptcy Consumer Law criminal equity eviction family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Education - Higher Education Education - General
Job Tags:
Affirmative Action Bankruptcy Consumer Law criminal equity eviction family Family Law health insurance Immigration Insurance title Wills

Title: Paralegal - Tenant Defense Hotline Job Responsibilities: The Paralegal for the Tenant Defense Hotline at the organization is tasked with several key responsibilities. Under the direction of the Tenant Defense Program Staff Attorney, the Paralegal will: - Answer hotline telephone calls to...

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Posted On Jul 27, 26
Full-time 47 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies,...

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