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Wealth Management Jobs in District Of Columbia

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United States
Posted On Sep 29, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance H-1B wealth management
Job Tags:
family finance H-1B wealth management

Job Title: Asset & Wealth Management - Tax Senior... and client fact patterns to identify filing requirements and reporting implications. - Preparing tax workpapers, schedules, and draft submissions for asset and wealth management clients. - Interpreting complex... compliance issues and translating findi...

Posted On Sep 28, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
child corporate governance criminal estates Ethics Financial Industry Regulatory Authority FINRA Insurance licensing Partnership pension Privacy regulatory compliance spouse title
Practice Area:
Trusts and Estates - General
Job Tags:
child corporate governance criminal estates Ethics Financial Industry Regulatory Authority FINRA Insurance licensing Partnership pension Privacy regulatory compliance spouse title

Title Counsel, Trust and Estates Job Responsibilities - Identifies and manages legal risk for the organization. - Conducts research, provides procedural legal advice, and participates in supporting and resolving significant legal matters. - Provides enterprise perspective and partnership to inside and outside legal counsel. - Reviews...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

Job Title: Wealth Strategist II Job Responsibilities: The Wealth... Strategist II is responsible... more in assets under management. This role involves leveraging... to partner closely with Wealth Advisors and collaborate with... internal specialists and external Centers of Influence. The p...

Posted On Sep 24, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management finance Investment Banking wealth management
Job Tags:
asset management finance Investment Banking wealth management

Job Title Senior Wealth Strategy Associate (DOD SkillBridge... Trainee) Job Responsibilities The role of a Senior Wealth Strategy Associate (DOD SkillBridge... Trainee) involves several key responsibilities, particularly aimed at individuals transitioning from the US Armed Services into the Financial Services...

Posted On Sep 16, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager, you will be responsible for guiding clients through the complexities of tax planning, compliance, and strategy within...

Posted On Sep 16, 26
Full-time Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
Job Tags:
family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job... initiatives for asset and wealth management clients. - Overseeing... the preparation and filing of complex tax returns, confirming adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance H-1B wealth management
Job Tags:
family finance H-1B wealth management

Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with tax...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-18 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estates Probate shareholders trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estates Probate shareholders trusts

Title: Settlement Officer III - Estate Settlement Job Responsibilities: - Manage and settle larger and more complex probate estates and deceased grantor trusts, requiring advanced technical expertise and knowledge in estate and trust administration. - Build and maintain relationships with internal support partners...

Posted On Sep 15, 26
Full-time 3 views Experience : 5-10 yrs required
Practice Area:
Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking Banking Law Capital Markets divestitures EEOC Employee Rights family Family and Medical Leave Act finance Financial Institutions Investment Banking Privacy Regulatory Law Securities stage title wealth management
Practice Area:
Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking Banking Law Capital Markets divestitures EEOC Employee Rights family Family and Medical Leave Act finance Financial Institutions Investment Banking Privacy Regulatory Law Securities stage title wealth management

Title Senior Counsel, Bank Regulatory Legal Job Responsibilities - Serve as a strategic advisor on bank regulatory matters to the bank's businesses and infrastructure functions, particularly for activities in the Americas and globally. - Provide clear, commercially practical advice within a...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Capital Markets family finance Immigration Insurance investment management marketing partnerships pension portfolio companies private equity sovereign wealth
Job Tags:
asset management Capital Markets family finance Immigration Insurance investment management marketing partnerships pension portfolio companies private equity sovereign wealth

Title: Director, Global Private Markets Job Responsibilities: - Strategic Leadership: Support the execution of the Global Private Markets strategy and annual business plan. Identify emerging trends, opportunities, and client needs across private equity, private credit, infrastructure, real assets, funds, secondaries, and other...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

Posted On Sep 09, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, asset protection, and... gift and estate tax issues. - Deliver high-quality, personalized service with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services &...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversee legal research,... legal compliance and risk management. - Manage expenses for... outside counsel relationships and provide strategic direction on when to leverage outside counsel. - Work with outside counsel, combining their advice...

Posted On Sep 16, 26
Full-time 9 views Experience : Min 1 yrs required
Practice Area:
Nonprofit / Charities Law Art & Museum Law - General Art & Museum Law - Litigation Transactional Estate & Tax Planning Trusts and Estates - General
Job Tags:
Administrative Law agreements contracts estates Intellectual Property trusts
Practice Area:
Nonprofit / Charities Law Art & Museum Law - General Art & Museum Law - Litigation Transactional Estate & Tax Planning Trusts and Estates - General
Job Tags:
Administrative Law agreements contracts estates Intellectual Property trusts

its unique Federal and private status. - Engage in risk management and mitigation activities. - Negotiate... agreements and manage disputes. - Prepare policies and provide legal advice on various matters to support the Gallery's educational mission. - Research and advise on issues concerning t...

Posted On Sep 04, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

role within the Private Wealth Public Funds (PWPF) Legal... Development Companies (BDCs) within the Private Wealth Group. The primary responsibilities... include: - Participating in the design, launch, and ongoing management of new and existing... registered funds and other vehicles. - Assisting...

Posted On Sep 04, 26
Full-time 6 views Experience : Min 7 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

specifically in the Private Wealth Public Funds (PWPF) Legal... Group. This role is integral to supporting the legal needs of Blackstone Real Estate Income Trust (BREIT) and involves a wide range of responsibilities focused on global fundraising, marketing initiatives, and...

Posted On Sep 01, 26
Full-time 3 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital

Job Title: Investment Management Associate Job Responsibilities: The Investment Management... Associate will join the... law firm's Investment Management Practice Group and will... engage in a variety of responsibilities that include advising sophisticated institutional investors, private funds, and other market participants. The role...

Posted On Sep 23, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

firm seeks a Private Wealth Senior Counsel for their... of experience in estate planning and wealth and implement sophisticated... estate clients with wealth management and asset ... gift and estate tax with attorneys in the Financial Services...

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