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Privacy Counsel The candidate will oversee data privacy and security compliance, best practices, and risk management, to align the networks' internal procedures and external vendor and client relationships with shifting legal ..
Wealth Planner Principal Responsibilities: Demonstrates technical expertise and ability to provide guidance on wealth planning matters, including: Estate, gift and income tax planning, Transition event planning, Business succession issues, Charitable planning ..
Private Wealth Services Senior Manager The candidate will lead the practice and provide tax consulting services to clients. Will work with other professionals in Private Wealth Services and General Tax to ..
A prestigious law firm based in New York City is seeking a highly accomplished Partner specializing in Trusts and Estates. The ideal candidate will possess a proven track record of success ..
Private Client Services Tax Experienced Senior Associate The candidate assists in providing tax compliance and consulting services to the high net worth clients. Bachelor’s degree in Accounting or other relevant field ..
Director, Wealth Advisor Responsibilities: Proactive and effective ... solutions. Development of a comprehensive personal and financial wealth profile on the client and ... client’s family including identification of wealth-related life..
Citi Global Wealth (CGW) Chief Administrative Office: Risk ... Issue Management Lead (NAM Consumer Wealth) – Sr. Vice President The ... of issues across NAM Consumer Wealth in line with..
A law firm in New York City is actively seeking a Senior Estate and Trust Attorney with deep expertise in estate and trust planning to join their dynamic team. The ideal ..
A law firm headquartered in the heart of New York City is seeking a dedicated attorney with specialized experience in estate and trust law. The role is ideal for a legal ..
Wealth Management - International Private Bank - Banker - Middle East Coverage The candidate is responsible for new client acquisition through prospecting, development of external and internal referral sources and use ..
Job Overview: A highly regarded law firm is seeking a Private Wealth Associate to join its New York office. This position is ideal for an attorney with 3 to 4 years ..
Citi Global Wealth (CGW) Chief Administrative Office: Risk ... – Issue Management (NAM Consumer Wealth) – Vice President The candidate ... of issues across NAM Consumer Wealth in line with..
Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage ..
... background in estate planning and wealth preservation. This role is designed ... and optimizing the transfer of wealth.Key ResponsibilitiesCraft and implement tailored estate ... powers of attorney.Analyze each client’s..
CWM, Ayco Personal Financial Management - Financial Planner, Associate The candidate will provide comprehensive personal financial planning and tax related services to Goldman Sachs partners. Prepare financial exhibits such as net ..
Wealth Advisor The candidate will meet ... the full suite of Firms Wealth solutions. Team and peer group ... group role model for other Wealth Advisors and Wealth Associates. Continuously..
Wealth Management, Trusts & Estates, Estate Officer - ED The candidate will analyze Wills and trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. Make ..
Wealth Management - International Private Bank - Banker The candidate is responsible for new client acquisition through prospecting, development of external and internal referral sources and use of personal and professional ..
Wealth Advisor III The candidate will ... worth and ultra-high net worth wealth clients. Responsible for developing and ... full suite of the firm Wealth solutions. Accomplish and highly proven..
Senior Wealth Advisor The candidate will meet ... the full suite of Firms Wealth solutions. Continuously act as a ... group role model for other Wealth Advisors and Wealth Associates...
Senior Counsel – Digital The candidate will provide effective legal and regulatory advice and support for enterprise-wide, customer-facing digital channels. Legal responsibilities will focus principally on digital and mobile product development ..
A law firm in New York City is seeking an insightful and detail-oriented attorney to join its trusts and estates team. This position offers a compelling opportunity to work closely with ..
Wealth Management - Latin America Private Bank - Banker The candidate will be responsible for new client acquisition through prospecting, development of external and internal referral sources, and use of personal ..