Senior Transactional Attorney - Private-Wealth GC for UHNW Clients
Orion Placement
Orion Placement is seeking an experienced attorney for a full-time, on-site role in Salt Lake City, UT. The ideal candidate will have a J.D. and an active Utah State Bar license, along with over 6 years of experience in transactional law or business planning. Responsibilities include drafting entity formation documents, advising clients, and maintaining meticulous compliance standards while aiming for 1,800 billable hours annually. This role promises a collaborative environment with a professional team that prioritizes client service and high standards of excellence. #J-18808-Ljbffr Orion Placement
- Orionplacement is seeking a transactional attorney based in Salt Lake City, UT, for an on-site role. The position requires 6+ years of experience... ...plan. Join a dedicated team focusing on high-net-worth clients within a professional and collaborative environment. #J-18...SeniorPrivate
- A private wealth-focused legal firm in Salt Lake City is seeking a Transactional Lawyer to join their high-performing team. You will draft and review business contracts... ...legal documents, provide outside counsel to clients, and ensure all work meets high standards of...Private
- ...Lake City, UT, seeks a licensed attorney for a full-time, on-site role focused on private wealth-oriented transactional work. You will draft and review... ...negotiate contracts, provide outside GC support, conduct due diligence, and advise clients on practical planning, with a...SeniorPrivateFull time
$150k - $220k
...Opportunity Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment Do real transactional work: entity formation,... ...perspective Collaborate closely with attorneys and staff to deliver a polished...SeniorPrivateFull time- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...and Ultra High Net Worth clients. This leader will partner... ...terms of a dwelling secured transaction. Individuals in a LO position... ...experience with HNW or UHNW client relationships, or equivalent...SeniorPrivateFull timeWork experience placementWork at office
- ...Description Job Description Private Wealth Law Group At Private Wealth Law... ...sophisticated legal counsel on business transactions, corporate governance, and outside general counsel matters. Our attorneys become trusted advisors to clients, helping them navigate the legal...Private
- ...A private wealth and legal services firm in Salt Lake City is seeking a Client Services Coordinator to support high-net-worth clients. The role involves managing client communications, coordinating meetings, and ensuring documentation accuracy. Candidates should have...PrivateFull time
$128k - $268k
...UtahJOB BRIEF (PURPOSE)The Senior Director of Family Wealth Consulting (the Director)... ...attract, retain and grow clients who require advice and complex... ...relationships for Key Private Bank’s most affluent clients... ...business transition and transaction strategies, including counseling...SeniorPrivateFull timeWork at officeLocal areaFlexible hours$74.93k - $153k
...consulting services to individual clients and their trusts, estates,... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...27. What You’ll Do As a Tax Senior in our Private Wealth Tax... ...and the tax implications of transactions to the client. The Team At Deloitte...SeniorPrivatePrivate practiceWork at officeLocal area- ...Strategic and Quantitative Asset Allocation team within the Investment Strategy Group to work on Systematic Wealth Transfer for Private Wealth Management high-net-worth clients. The role may also support client solutions projects and investment-related research, requiring...Private
- Voyager Wealth Advisors, Inc. is seeking a Senior Registered Client Service Associate for a full-time hybrid role in Salt Lake City, UT. The role supports financial... ...account documentation, and coordinating transactions while adhering to regulatory standards. Responsibilities...SeniorFull time
- BCG Attorney Search seeks an experienced transactional attorney in Salt Lake City, Utah to provide sophisticated counsel on business transactions, corporate... ...structure and governance. You will collaborate with clients and professionals to deliver exceptional service...Senior
- Private Wealth Law Group is seeking an experienced Estate Planning Attorney for our Salt Lake City office to directly engage with clients, handle sophisticated planning matters, and contribute to a collaborative practice. The ideal candidate communicates well, maintains...PrivateWork at office
- ...is seeking a polished Estate Planning Attorney in Salt Lake City, Utah. This full-time... ...drafting estate planning documents, managing client relationships, and collaborating with... ...career growth opportunity in private wealth management. #J-18808-Ljbffr OrionplacementPrivateFull time
- ...financial health of the Firm’s many clients. Credit professionals work... ...work environment. Private Wealth Management Team OverviewThe... ...based lending and derivatives transactions, assess fit with risk appetite... ...appropriate action.Support senior leaders in responding to internal...Private
- ...trading and asset management capabilities to clients around the world. In addition,... ...agreed, every new product launched, every transaction completed, it is Operations that develops... ..., booking, and reconciliation for Private Wealth Management clients. Beyond trade support...Private
- BCG Attorney Search is seeking a mid- to senior-level attorney to join their tax team in Salt Lake City, Utah. The candidate will have over five years of... ...planning, assisting with complex cases and developing wealth transfer plans for high-net-worth individuals....Senior
- J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build trusted relationships, provide personalized advice, and connect clients with JPMS...
- ...to high-net-worth individuals and business owners. Candidates should possess strong knowledge of tax compliance and exhibit strong client communication skills. This position offers opportunities for professional growth and a more balanced lifestyle compared to traditional...SeniorPrivate
- EP Wealth Advisors, LLC is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients in Utah. You will manage relationships, oversee planning processes, and contribute to service offerings. Collaboration...Senior
- Goldman Sachs in Salt Lake City seeks a Senior Associate in Client Services - Operations to own client accounts across Asset & Wealth Management operations. You will coordinate issues across operations teams, ensure data accuracy, and support account activity before trading...Senior
- Job Duties: Senior Associate, Client Services - Operations with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Holistic ownership and understanding of client accounts from a Goldman Sachs Asset & Wealth Management Operations perspective by coordinating client issues...SeniorWork experience placement
- ...office. Preferred candidates should have M&A/Private Equity experience as well as general... ...on the business objectives of our clients. We advise public and privately held companies... ...and syndicated lending, cross-border transactions and general corporate matters. Our industry...PrivateFull timeWork at office
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to... ...and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...relationships Executing money movement transactions at the request of the client and/or FA/...PrivateWork at officeLocal area
$95k - $165k
...Is a Great Opportunity Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters. Work... ...someone who wants close collaboration with attorneys, leadership, and support staff in a professional...PrivateFull timeWork at office$155.3k - $245.63k
...Sr Attorney/Assistant General CounselPacifiCorp is seeking customer... ...and operational activities and transactions.Assess and mitigate legal... ...as a primary interface with senior management regarding establishment... ...and respond appropriately in private and public forums. Knowledge...SeniorPrivateTemporary workLocal area- ...Job Overview A law firm seeks an experienced transactional attorney in Salt Lake City, Utah. The ideal candidate will provide sophisticated... ...legal risks and provide practical solutions. Collaborate with clients' financial advisors and other professionals. Deliver...
- ...Bank in Salt Lake City, Utah seeks an experienced Administrative Support professional to assist teams, manage schedules, and handle client communications. The role emphasizes accuracy, discretion, and effective use of MS Office tools to support banking operations. The...
- Company Description Voyager Wealth Advisors, Inc. provides comprehensive... ...to a select group of clients seeking long-term guidance. The... ...James. Role Description The Senior Registered Client Service Associate... ..., and coordinating transactions in accordance with firm and regulatory...SeniorFull timeWork at officeRemote workWork from home
$95k - $135k
...Assurance Experienced Senior will be responsible for... ...for acting as the client contact for basic questions... ...Applies knowledge of transactional flow and key... ...or public accounting, private industry accounting or... ...chance to grow their wealth over time as their shares...SeniorPrivateWork at office
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