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Director of Gift Planning The candidate will be responsible ... levels. Oversee management of Gift Planning (GP) prospect portfolios; partnering with ... personnel management of the Gift Planning team. Provides..
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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
Part-time Instructor, Certified Financial Planning The candidate will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Provides the instructor with excellent educational content; the ..
Compliance Product Group Manager Duties: Serves as a senior product compliance risk manager for Independent Compliance Risk Management (ICRM) for the USRBM U.S. Retail Business Banking and Citi Merchant Services business ..
... firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ... years of experience in estate planning, with a focus on tax ... focus on tax and business..
Senior HR Policy Leader The candidate will join the Employee and Operational Enablement (EOE) team to support the business lines within the World Wide Operations organization. As a senior member of ..
A law firm seeks a seasoned Senior Attorney to join its Allen, TX office. In this role, you will oversee complex legal matters across a diverse client base, collaborating with a ..
Job Overview:A mid-sized law firm with a strong transactional and real estate practice is seeking a Real Estate & Transactional Associate Attorney for its Dallas office. The ideal candidate will have ..
... improvement and development of new planning processes. Works to ensure that ... for accomplishing current work and planning and achieving development goals. Asks ... of self/others; creates a team..
Compliance Assurance Director - NAM ICG The candidate serves as a senior compliance risk manager for Independent Compliance Risk Management (ICRM)’s Assurance team responsible for assessing compliance risks and controls implemented ..
... 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..
... firm seeks an experienced Estate Planning & Probate Attorney in McKinney, ... individuals and families through estate planning decisions with care and clarity, ... relationships in a supportive, team-oriented..
Job Title: Lead AttorneyJob OverviewA prominent law firm in Dallas, TX, is expanding its operations and seeking a highly skilled attorney to lead a new office. This role presents an exceptional ..
... law firm seeks an Estate Planning and Probate Attorney in Dallas, ... and oversee trust and estate planning matters, including drafting wills and ... expert legal advice on estate..
Senior Director of Legal Services Responsibilities: Oversee the office’s intake, conduct case staffing, review and assign cases for appropriate assistance, conduct regular case reviews of open cases and provide co-counseling assistance ..
Job OverviewA law firm seeks an experienced Construction Litigation Partner in Dallas, Texas. This full-time, partner-level role offers a unique opportunity to lead and expand the firm's construction litigation practice. The ..
Fraud Operations Manager Duties: Lead the build-out of a new Fraud Team and be the most knowledgeable employee in the fraud domain, monitoring internal case insights as well as external fraud ..
Job OverviewA law firm seeks an experienced tax attorney to join as Of Counsel in Dallas. The role focuses on securitization and structured finance transactions, including aircraft leasing, investment funds, and ..
Job OverviewA law firm seeks an Associate Attorney in McKinney, TX to support the litigation team. The role involves managing personal injury case files, conducting legal research, drafting documents, and representing ..
Compliance Assurance Director Duties: The candidate serves as a senior compliance risk manager for Independent Compliance Risk Management (ICRM)'s Assurance team responsible for assessing compliance risks and controls implemented by the ..
... a knowledgeable Tax and Estate Planning Attorney to join their esteemed ... on all facets of estate planning, including tax implications, asset management, ... of the Tax and Estate..
Trust Settlement Officer Responsibilities: Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations. Interpret and apply the terms of the governing trust instrument to identify ..
Job OverviewA law firm seeks a highly experienced Senior Tax Attorney in Dallas, TX. This senior-level role offers the opportunity to lead tax matters across multiple practice areas, including corporate transactions, ..