Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.

Morgan Stanley is seeking a litigation attorney to handle a docket of arbitrations, civil litigations and regulatory enforcement investigations and inquiries for its Wealth Management business.

Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.

In Wealth and Market Infrastructure, we are the backbone of our clients' capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider.

Working knowledge of counterparty credit risk management - including collateral management, margining, netting, etc. Strong understanding of liquidity and asset & liability management and experience managing of associated risks.

10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.

Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.

Growth Ventures, building on this foundation and in partnership with other businesses including Investment Management, Asset Servicing, and Pershing, is bringing to market a new software-led, API-first solution for the alternative investment and wealth management ecosystems.

As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice.

Meet Some of Our Local Southwest Michigan Leaders, the Heartbeat of Our Business: Sharon Yoder, Managing Director & Wealth Management Advisor: How long with NM? Steve Lowe, Wealth Management Advisor: How long with NM.

We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.

Speak to a broad knowledge of wealth management principles and estate planning strategies. 5+ years of experience in banking and wealth management. Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.