Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Greenville

59 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. North Carolina
  4. Greenville
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 16, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets
Job Tags:
agreements artificial intelligence civil litigation due diligence equity Financial Institutions FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing NASDAQ private equity regulatory compliance Securities securities laws stock options wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets
Job Tags:
agreements artificial intelligence civil litigation due diligence equity Financial Institutions FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing NASDAQ private equity regulatory compliance Securities securities laws stock options wealth management

Title: Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic legal advice regarding onboarding, due diligence, sales, and controls related to Alternative Investments, Complex Products, and Digital Assets. - Offer day-to-day legal support for the company's alternative investments platform, including compliance analysis and...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Advice and Financial Planning Wealth Management Analyst Job Responsibilities: - Support... the Wealth relationship team in developing... and delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including adding...

Posted On Aug 24, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... specifically for asset and wealth management clients within the... renewable energy sector. - Advise clients on both local and international tax strategies to optimize their financial outcomes effectively. - Manage the preparation and...

Posted On Aug 25, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify opportunities for tax optimization and mitigate...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: The... Asset & Wealth Management Tax Manager at... the company is entrusted with a range of responsibilities that focus on tax planning, compliance, and strategy for clients. The primary duties include: - Providing...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Job Title: Asset & Wealth Management - Tax Senior... in the Asset & Wealth Management sector, you will... be integral to the Financial Services Tax practice, focusing on Corporate Tax services. You will have the opportunity to assist clients in...

Posted On Sep 16, 26
Full-time 1 views 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, confirming 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 1 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 Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of complex tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and minimize...

Posted On Aug 23, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the impact tax has...

Posted On Aug 31, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B wealth management
Job Tags:
Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Provide strategic tax planning, compliance, and advisory services to clients. - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to ensure compliance with tax laws. - Prepare...

Posted On Sep 15, 26
Full-time 2 views 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: - Guide clients through the complexities of tax planning, compliance, and strategy within the Tax practice. - Navigate intricate tax regulations and optimize tax positions, ensuring compliance and minimizing risks. -...

Posted On Sep 15, 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 - Renewable Energy... Tax Senior Associate Job Responsibilities: - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to prepare and file tax returns. - Validate compliance with tax laws and regulations...

Posted On Jul 07, 26
Full-time 3 views Experience : 4-8 yrs required
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management

General Counsel, Executive Director: Wealth Banking, Cash Management &... legal team that supports Wealth Banking, Cash Management, and... include: - Leading and managing a team of attorneys providing legal support for wealth banking and digital assets. -... Advising senior business leaders on...

Posted On Jul 08, 26
Full-time 3 views Experience : 4-8 yrs required
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management
Practice Area:
Finance - Banking Fintech & Blockchain Finance - General
Job Tags:
agreements alcohol artificial intelligence banking banking laws children Code of Conduct derivatives Disability Benefits equity health benefits Insurance investment management Privacy Visa wealth management

General Counsel, Executive Director: Wealth Banking, Cash Management &... providing legal support for wealth banking and digital assets. -... Advise senior business leaders on strategic initiatives, product development, and regulatory matters. - Provide legal counsel on banking laws and regulations, including Regulations...

Posted On Sep 08, 26
Full-time 14 views Experience : Min 10 yrs required
Practice Area:
Corporate - Compliance Corporate - Asset/Investment Management Finance - Financial Services Regulation Fintech & Blockchain Corporate - General Finance - General
Job Tags:
civil litigation due diligence enforcement proceedings Financial Institutions FINRA health benefits hedge funds M&A NASDAQ private equity regulatory compliance securities laws stock options Venture Capital wealth management
Practice Area:
Corporate - Compliance Corporate - Asset/Investment Management Finance - Financial Services Regulation Fintech & Blockchain Corporate - General Finance - General
Job Tags:
civil litigation due diligence enforcement proceedings Financial Institutions FINRA health benefits hedge funds M&A NASDAQ private equity regulatory compliance securities laws stock options Venture Capital wealth management

Title: SVP, Associate General Counsel – Broker-Dealer Regulatory Compliance Job Responsibilities: - Provide day-to-day legal support for the company's financial services business, offering legal analysis and advice related to compliance with applicable rules, regulations, and legal risks impacting brokerage and...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
agreements EEOC Employment Law employment litigation Financial Institutions health benefits NASDAQ stock options wealth management
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
agreements EEOC Employment Law employment litigation Financial Institutions health benefits NASDAQ stock options wealth management

Title: Attorney - Employment Law Job Responsibilities: - Provide day-to-day counseling on employment matters to Human Resources partners. - Advise Human Resources and business partners on employee relations matters including terminations, restructurings, lay-offs, discipline, leaves of absence, and accommodations. - Ensure compliance with applicable...

Posted On Sep 21, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

Title: Estate Planning or Elder Law Attorney Job Responsibilities: The Estate Planning or Elder Law Attorney is responsible for providing expert legal services in the areas of estate planning, trust and estate administration, and elder law. The attorney will support and represent...

Posted On Jun 26, 26
Full-time 8 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

& Private Fund Distribution (Wealth & Investment Management) Job... legal support to the Wealth and Investment Management (WIM)... division, specifically focusing on the distribution of registered investment companies and private investment funds. The responsibilities include: - Advising on the distribution...

Associate Attorney

Recruiter • **Members Only** Charlotte, NC

Apply
Posted On Aug 13, 26
Full-time 10 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Associate Attorney in Charlotte, NC. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives...

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend