Wealth Management Lawyer

About the Rolegpac, a leading recruitment company, is partnering with a rapidly growing Registered Investment Advisory (RIA) firm to find exceptional wealth management professionals to join their team. This award-winning company is known for providing outstanding client experiences, achieving impressive results, and fostering the growth of their team and...

Wealth Management Client SpecialistLocation: Wilmington, DEInternational Search Consultants is collaborating with a distinguished and expanding global investment firm that excels in delivering tailored investment management and advisory solutions to a diverse clientele, including Ultra-High Net Worth individuals, families, trusts, foundations, and...

Wealth Management Consultant Overview: In the role of Wealth Management Consultant at Wilmington Trust, you will take charge of attracting new clientele, nurturing and expanding current relationships, and crafting thorough wealth management solutions.Key Responsibilities:Oversee the client relationship team to ensure access to a wide array of resources and...

Company OverviewFarther LLC is an innovative Registered Investment Advisor (RIA) that merges seasoned financial professionals with state-of-the-art technology, providing a holistic and personalized wealth management experience.Founded by industry pioneers with extensive backgrounds in traditional wealth management and fintech, we are supported by prominent...

Wealth Management Consultant Overview: As a Wealth Management Consultant at Wilmington Trust, your primary role will involve attracting new clientele, enhancing relationships with current clients, and crafting detailed wealth management plans.Key Responsibilities:Oversee the client relationship team to ensure access to a wide range of resources and...

Position Overview:International Search Consultants is representing a distinguished global investment firm that is expanding its operations. They are in search of a dedicated Wealth Management Client Liaison to join their team.Role Summary:The Wealth Management Client Liaison will collaborate with the Centralized Investment Operations team and Wealth Advisors...

gpac, a prominent recruitment firm with over three decades of experience, is collaborating with a distinguished and rapidly expanding Registered Investment Advisor (RIA) in search of outstanding wealth management professionals. This firm is poised for growth in the Wilmington area and is eager to welcome exceptional talent to their organization. This company...

Wealth Management Advisor Overview: As a Wealth Management Advisor at Wilmington Trust, your primary role will involve attracting new clientele, nurturing and enhancing relationships with current clients, and crafting comprehensive financial strategies tailored to individual needs.Key Responsibilities:Lead a dedicated client service team to ensure access to...

gpac, a leading recruitment firm with over three decades of experience, is collaborating with a prestigious and rapidly expanding Registered Investment Advisor (RIA) that is making significant strides in the financial services sector. They are eager to welcome talented wealth management professionals to their organization. This firm offers comprehensive...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at International Search Consultants. As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to our clients.Key ResponsibilitiesTax Reporting: Responsible for all tax reporting of Fiduciary accounts, ensuring accurate...

Job Overview:At WSFS Bank, we are dedicated to fostering the growth of our Associates' careers while guiding our clients towards achieving their financial aspirations. Our commitment extends to actively supporting the Communities we serve, ensuring they thrive.Why Join Us?Careers at WSFS Bank offer a welcoming and supportive environment, competitive...

YOUR IMPACTGoldman Sachs Trust Company (GSTC) has an opening for a Fiduciary Income Tax Manager who will work directly with our Chief Fiduciary Officer (CFO), Trust Officers (TOs), Investment Officers and Infrastructure Team to deliver a superior experience for our clients, while reducing risk by ensuring adherence to our responsibilities as a professional...

Job DescriptionWe are seeking a highly experienced Senior Vice President to lead our Client Services and Operations teams in the Wilmington office. The ideal candidate will have a strong background in wealth management and a proven track record of success in managing high-touch client relationships.Key ResponsibilitiesMonitor all workflows for Client and...

M&T Bank is seeking a Wealth Operations Coordinator to join our team. This role is essential in executing various operational tasks that are crucial for meeting the daily cash requirements of our Wealth clients with precision.Key Responsibilities:• Execute standard and routine transactions in line with established protocols to ensure precision.• Liaise...

Job Description and Summer Analyst Program OverviewAt Bank of America Private Bank, we are dedicated to providing exceptional service and guidance to our clients and prospects. With over 200 years of experience in the financial services industry, we have cultivated an award-winning team that offers a vast array of resources and customized solutions to meet...

Job Description and Summer Analyst Program OverviewAt Bank of America Private Bank, we are dedicated to providing exceptional service and guidance to our clients and prospects. With over 200 years of experience in the financial services industry, we have cultivated an award-winning team that offers a vast array of resources and customized solutions to meet...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.Led by President & CEO Gregory J. Fleming, the firm offers an elevated...

Job Title: Client Relations SpecialistCompany: Wilmington TrustSupport various facets of trust and entity management for affluent clients within the Global Capital Markets sector. Act as the main contact for client inquiries and requests. Cultivate client relationships, offer strategic recommendations for business initiatives, and ensure overall client...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at International Search Consultants. As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to our clients.Key ResponsibilitiesManage all tax reporting of fiduciary accounts, ensuring accuracy and compliance with...