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Wealth Management Jobs in Mamaroneck

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United States
Posted On Jul 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate

Title: Estates and Trust Paralegal/Case Analyst Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Title: Probate Paralegal Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight... Group, Tax Services, and Operations, to address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

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Posted On Jul 14, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning

Title: Associate Attorneys (Multiple Positions) Job Responsibilities: - General Litigation Associate: Responsible for all aspects of litigation from discovery through appeals. - Labor & Employment Law Associate: Involves working on arbitrations, collective bargaining negotiations, advising on labor and employment-related statutes, and handling related...

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Posted On Jul 07, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
brokers health insurance Insurance Wills Wrongful Death
Practice Area:
Probate Trusts and Estates - General
Job Tags:
brokers health insurance Insurance Wills Wrongful Death

Title: Legal Secretary Job Responsibilities: - Support attorneys with wrongful death compromise matters from Surrogate’s Court filing through final distribution. - Review and organize case files, including accident reports, medical records, creditor information, and related court matters. - Prepare and assemble exhibits for court...

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Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Vice President, Legal and Compliance Division - Capital Markets and Private Markets Job Responsibilities: The Vice President in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the company. The attorney will focus...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

Title: Executive Director Level Attorney Job Responsibilities: The Executive Director Level Attorney will have a highly visible role within the company, focusing on the Alternative Investments and Private Markets platforms. Key responsibilities include: - Advising on the structuring, distribution, marketing,...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

Title ED, Alternative Investments Attorney Job Responsibilities The Executive Director level attorney at the company will be primarily responsible for advising on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products and private securities...

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Posted On Jul 13, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Capital Markets / Private Markets Attorney Job Responsibilities: - Provide legal coverage for the Capital Markets and Private Markets businesses at the company, with a focus on the Private Securities transactional business. - Work closely with a team of seven capital markets...

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Posted On Aug 19, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
banking estates finance wealth management
Job Tags:
banking estates finance wealth management

and comprehensive solutions to assist in the protection, management, and growth of client... wealth. - Learn the fundamentals of... wealth management by partnering with... a... successful Private Banking team, focusing on high net worth and ultra-high net worth client relationships. - W...

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Posted On Sep 14, 26
Full-time 12 views Experience : Min 3 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 - Associate 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...

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Posted On Sep 14, 26
Full-time 5 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...

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Posted On Sep 14, 26
Full-time 3 views Experience : Min 3 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 - Senior Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...

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Posted On Sep 14, 26
Full-time 1 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 Banker - Executive Director 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 new assets, both...

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Posted On Jul 22, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates Probate spectrum
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates Probate spectrum

services under the supervision of an attorney. Key responsibilities include: - Providing case management support for matters involving... trust and estate, probate, special needs, and elder law to enhance client outcomes. - Handling communication with clients, their families, court clerks, realtors, b...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation

estate administration, and guardianships. - Assist senior attorneys with a focus on estate litigation and related legal matters. - Engage in commercial litigation arising from estate disputes. - Provide support for Surrogate’s Court filings, litigation preparation, and case management. - Participate in litigation t......

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Trusts & Estates Attorney

Recruiter • **Members Only** White Plains, NY

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Posted On Aug 09, 26
Full-time 26 views Experience : 1-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

estate administration matters, guiding clients through every stage of wealth transfer and Overview... A law firm invites applications from an attorney with 1–6 years of hands-on experience in legacy preservation and estate settlement. The successful candidate will handle end-...

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