Lawyer Personal Planning Jobs in New York City

Deputy Director, Gift Planning Operations Duties: Reporting to the Executive Director of Gift Administration, will Supervise all aspects of the administration of trusts/estates and life income gifts. Will be responsible for ..

Gift Planning Officer The candidate will work ... University’s Executive Director of Gift Planning in creating strategies and marketing ... and targets donors, promotes gift planning arrangements, and tracks gift..

... to provide guidance on wealth planning matters, including: Estate, gift and ... Estate, gift and income tax planning, Transition event planning, Business succession issues, Charitable planning and vehicles, Insurance..

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Manager Compliance, Personal Securities Trading Duties: Lead, coach ... broad-reaching in nature. Support project planning activities including but not limited ... manner. Project manage the annual Personal Securities Trading Policy..

Counsel Duties: Working quickly and under tight deadlines to research and provide analysis of novel legal theories and translating those ideas into concrete legal actions or strategies that can be filed ..

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

General Counsel, Investment Banking and Capital Markets Responsibilities: Primary responsibility for all legal activity for LatAm BCMA (this includes coverage of the BCMA LatAm desk in NY as well as cross ..

... and domestic trust and estate planning. Will work on sophisticated estate ... Will work on sophisticated estate planning and estate administration for high ... clients with respect to estate..

Director, Associate General Counsel - SEC Margin and Capital Regulations Responsibilities: Participate in strategic planning and development and contribute to business objectives by using knowledge of industry, laws and regulations. Partner ..

Attorneys The candidate will be doing management of paralegal staff and ability to work alongside other attorneys. Must have 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real ..

Assistant General Counsel - Commercial Bank Duties: The candidate will deliver legal services to RBB and CCB in the United States, and work with legal and other colleagues on cross-border CCB ..

A Lake Success, NY, law firm seeks a dynamic Personal Injury Attorney to join their team. The ideal candidate will have a passion for advocating for clients' rights and excellent communication ..

Senior Counsel, Banking, Capital Markets and Advisory Responsibilities: Manage day to day activities of Legal issues for BCMA. Provide legal advisory services to business managers and defend legal matters. Supervise external ..

Pearl River office of a BCG Attorney Search Top Ranked Law Firm seeks attorney with 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. The candidate will ..

Senior Counsel Duties: Working quickly and under tight deadlines to research and provide high-quality analysis of novel legal theories and translating those ideas into concrete legal actions or strategies that can ..

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

Senior Counsel, Global Digital Banking The candidate will manage the day to day activities of the Legal team(s) within a country, product or sub-unit. Will evaluate employee performance and provide recommendations ..

CWM, Ayco Personal Financial Management - Financial Planner, ... The candidate will provide comprehensive personal financial planning and tax related services to ... provide advice. Assist in financial planning projects..

Advanced Wealth Planning Strategist Responsibilities: Work with advisors ... worth prospects through high-level sophisticated planning concepts. Present and illustrate specific ... and illustrate specific advanced wealth planning concepts such as,..

Advanced Wealth Planning Strategist, SVP The candidate will ... report to the SVP, Wealth Planning Manager and will work under ... worth prospects through high-level sophisticated planning concepts. Present and..

Manager Compliance - Personal Securities Trading Duties: Lead onshore ... broad-reaching in nature. Support project planning activities including but not limited ... manner. Project manage the annual Personal Securities Trading..

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