Financial Investments Services Associate Jobs in Phoenix

Wealth Management Compliance Manager The candidate, under the direction of the Director of Compliance and Audit, develops and implements the Bank's compliance program related to the Private Wealth Management Department; oversees ..

Senior Portfolio Manager The candidate will be responsible for: Manage assigned accounts for high net worth (HNW) clients which requires significant client relationship management and new business development. Assigned relationships are ..

Tax Staff - 2021 The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and ..

Senior Corporate Counsel Duties: Negotiate, draft and review firm contracts including: engagement letters and professional services agreements, master services agreements and statements of work, government contracts, request for proposals, data privacy ..

Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..

Regulatory Legal Counsel Duties: Provide proactive legal advice relating to U.S. and non-U.S. financial industry regulations, with a particular focus on consumer protection, licensing, escheatment, and bankruptcy issues. Work cross-functionally to ..

Products and Services, Trust Company Duties: Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate a plan for execution of the overall estate planning ..

Vice President, Corporate Counsel, Retail Advice and Solutions The candidate will be providing thought leadership and support as a key member of the distribution legal team. Will address full range of ..

Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..