Google Private Window Jobs in Usa

Location: Dallas

A highly regarded, strategically focused, mid-sized global law firm (700 lawyers) is actively seeking established Private M&A and Private Equity partners to support targeted growth in Dallas and New York.

The firm operates at the intersection of financial services, private capital, and investment management, and is executing a disciplined five-year growth plan centered on expanding its strongest practices in its existing offices.

This is not a merger-driven growth story. The firm is intentionally scaling from a position of strength and profitability.

The Opportunity

The platform is particularly well-suited to partners with a meaningful sponsor-side or private company M&A practice who are looking for:

• A more collaborative, entrepreneurial culture
• Meaningful cross-selling opportunities across funds, private credit, investment management, tax, regulatory, and private wealth
• Strong specialist support embedded directly within Corporate

Unlike many peer firms, the Corporate group includes embedded specialists (e.g., tax, employment, benefits) who work exclusively on transactional matters, ensuring responsiveness and market-informed negotiation support. This structure has proven to be a competitive advantage in deal execution and client service.

The firm also provides proprietary market data and financial services survey insights that partners actively use as business development tools to open doors with sponsors and portfolio companies.

Ideal Candidate Profile

• $3M+ portable book of business (day-one portability expected)
• Strong private equity or private company M&A focus
• Sponsor relationships highly valued
• Demonstrated business development track record
• Collaborative, team-oriented mindset

Group acquisitions are also considered.

Why This Firm

• 700-lawyer global firm with strong brand in financial services and funds
• Targeted growth strategy
• Deep private capital ecosystem
• Embedded deal-specialist model
• Entrepreneurial but highly collaborative culture
• Strong Dallas momentum
• Competitive economics at partner level

Interested? In which case, please apply and we will reach out to discuss this in more detail.

Job ID: 410401

Practice area:- Corporate - M&A,Corporate - Private Equity

Corporate M&A / Private Equity Associate Attorney (2–5 Years Experience) – Am Law Firm | New York, NY

Keywords:- Corporate M&A Associate Attorney, Private Equity Associate Attorney, Corporate Transaction Attorney, Mergers and Acquisitions Attorney, Corporate Attorney New York, New York legal jobs, Attorney jobs NYC, NY Bar required, Law firm corporate associate, Partner-track position, lawyer,corporate governance,entity formation,shareholder agreements,corporate resolutions,board counsel,SEC filings,corporate compliance,business formation

A prestigious Am Law firm is seeking a Corporate M&A / Private Equity Associate Attorney (2–5 years experience) to join its sophisticated transactional practice in New York, NY. This opportunity offers exposure to complex private equity transactions, investment fund restructurings, and strategic corporate deals while collaborating with highly experienced attorneys on sophisticated matters.

This Corporate M&A Associate Attorney role provides hands-on involvement in high-value transactions including private equity acquisitions, financing arrangements, and joint ventures. Attorneys seeking New York legal jobs with significant deal exposure and professional growth opportunities will find this role particularly compelling.

The Corporate M&A Associate Attorney will work closely with senior attorneys and the firm’s tax team on complex transactions involving investment funds, strategic alliances, and corporate restructuring initiatives. This partner-track position offers early responsibility and meaningful participation in sophisticated transactions.

This opportunity is actively interviewing candidates and represents a rare opening for transactional attorneys seeking New York legal jobs at a respected Am Law firm.

This AmLaw firm provides it's associates with excellent partners, high quality work, a transparent pay policy, and numerous pro bono opportunities. Attorneys get substantive experience early-on in their careers. There’s no billing requirement at this firm, and the work does not overwhelm the associates here. Vacations are very doable, and associates report they aren’t bothered during those precious days. The firm has a very collegial atmosphere. According to the associates, firm social life is available, but not expected.

________________________________________

Key Responsibilities

• Work on sophisticated private equity M&A transactions and corporate acquisitions.

• Assist with structuring and negotiating corporate financing transactions.

• Participate in joint ventures and strategic alliance agreements involving institutional clients.

• Support investment fund restructuring projects and related transactional matters.

• Draft and review transactional documents including purchase agreements, joint venture agreements, and financing documents.

• Conduct due diligence for complex corporate transactions.

• Collaborate closely with the firm’s tax team on transaction structuring and regulatory considerations.

• Assist partners and senior attorneys in managing complex deal processes from inception through closing.

• Provide strategic legal analysis and transactional support to corporate clients.

________________________________________

Qualifications

• Juris Doctor (JD) with strong academic credentials from a top U.S. or Canadian law school.

• New York Bar required.

• 2–5 years of experience practicing as a Corporate M&A Associate Attorney or private equity transactional attorney.

• Experience handling corporate transactional matters, including M&A and financing transactions.

• Background in private equity transactions, joint ventures, or investment fund matters preferred.

• Prior experience in a law firm environment.

• Strong analytical, drafting, and negotiation skills.

• Ability to manage complex transactions and work collaboratively within a legal team.

________________________________________

Education

• Top US or Canadian academic credentials.

________________________________________

Certifications

• Bar admission in New York.

________________________________________

Skills

• Strong corporate transactional drafting abilities.

• Advanced analytical and problem-solving capabilities.

• Excellent communication and interpersonal skills.

• Ability to collaborate effectively within multidisciplinary legal teams.

• Strong attention to detail when managing complex transactions.

________________________________________

Culture & Firm Appeal

This opportunity is with a globally recognized Am Law firm known for providing associates with early substantive experience on sophisticated corporate transactions. The firm’s culture emphasizes mentorship, collaboration, and meaningful professional development opportunities.

Associates benefit from working closely with experienced partners while developing deep transactional expertise. The firm has built a reputation for maintaining a collegial work environment that encourages collaboration rather than excessive competition among attorneys.

Professionals exploring New York legal jobs in corporate law will appreciate the firm’s transparent compensation structure, strong professional support systems, and commitment to work-life balance. Associates frequently report that the firm offers high-quality transactional work without overwhelming workloads.

This environment allows attorneys to build strong transactional experience while maintaining a sustainable professional lifestyle.

________________________________________

Why This Role Is Unique

• Opportunity to work on complex private equity and M&A transactions.

• Direct exposure to investment fund restructurings and strategic alliances.

• Collaborative deal teams involving corporate and tax attorneys.

• Early responsibility and meaningful participation in sophisticated transactions.

• Partner-track position within a respected corporate transactional practice.

• Excellent opportunity for attorneys seeking elite New York legal jobs in corporate law.

This position rarely opens at this level and provides a unique chance to gain exposure to complex private equity transactions while building a long-term corporate law career.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Private Credit Paralegal

The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).

• Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
• Organize and proofread all documentation.
• Prepare, review and file UCC financing statements, releases, and amendments.
• Perform UCC and other lien searches.
• Perform duties/tasks associated with private credit transactional closings.
• Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
• Coordinate and assist with documentation for closing and post-closing requirements.
• Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
• Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills And Abilities

• Bachelor’s degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
• Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
• Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
• Dependable team player with the ability to act independently and make decisions within scope of the position’s responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.

For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

OBJECTIVE: Classic Home is a reputable furniture company specializing in private-label brands. With a focus on quality craftsmanship and innovative design, we strive to provide exceptional furniture solutions to our customers. As a Private Label Account Specialist, you will play a key role in expanding our private label business and strengthening our client partnerships.

ESSENTIAL JOB RESPONSIBILITIES

·        Manage a portfolio of furniture private label accounts, serving as the main point of contact and building strong relationships with clients.

·        Collaborate with cross-functional teams, including product development, design, manufacturing, and logistics, to ensure successful execution of private label projects.

·        Follow up customers supply chain process for direct container shipping from overseas direct to customers. 

·        Daily communication and follow up with overseas vendors/Suppliers. Able to direct design concepts and spec information, analyze required information/details before disseminating to the suppliers.

·        Coordinate production timeline requirements with sense of urgency, diligence, and attention to detail.

·        Assist with entering, auditing, and analyzing new and existing product data information including costing, pricing, dimensions, materials, parts, and supplier information in various internal systems.

·        Conduct regular meetings with clients to understand their furniture needs, provide product recommendations, and present new design concepts.

·        Work closely with clients to develop customized private label furniture collections, considering their brand identity, target market, and pricing requirements.

·        Monitor industry trends, competitor activities, and market demand to identify opportunities for new product development and differentiation.

·        Negotiate pricing, contracts, and terms with clients, ensuring profitability and customer satisfaction.

·        Track and analyze sales data, generate reports, and provide insights and recommendations to clients and internal stakeholders.

·        Navigate, monitor, and complete task requirements in account Portal and maintain customer vendor guidelines.

·        Stay updated on industry regulations, certifications, and compliance requirements related to furniture manufacturing, labeling and maintain customer vendor guidelines to ensure the company is compliant.  

·        Works closely with inventory management.

·        Works closely with QC team overseas to address quality issues with suppliers.

·        Attending trade shows, industry events, and client visits to represent the company and promote private label offerings if necessary.

·        Follows all CH Company policies, rules, and regulations, including Safety.

·        Perform other job-related duties as assigned by company and /or Supervisor.

·        Provide training for new employees as needed.

REQUIRED SKILLS AND COMPETENCIES

·        Bachelor's degree in business, marketing, interior design, or a related field.

·        Proven experience in account management or sales within the furniture industry.

·        Strong knowledge of furniture design, materials, and manufacturing processes.

·        Have a clear understanding of the supply chain process for direct container shipping from overseas direct to customers. 

·        Excellent interpersonal and communication skills, with the ability to effectively engage with clients and internal teams.

·        Ability to manage multiple accounts and projects simultaneously while maintaining attention to detail.

·        Ability to understand client needs and translate them into successful private label furniture collections.

·        Strong negotiation and problem-solving abilities, with a focus on driving sales and revenue growth.

·        Proficient in using e-commerce platforms, order management systems, and Microsoft Office Suite. (Excel pivots, v-look up, Word, PowerPoint, Outlook); strong data entry skills

·        Basic knowledge of project management within the home décor industry a plus.

·        Excellent attention to detail and organizational skills and critical thinking abilities

·        Strong communication skills in both verbal and written.

·        Ability to multi-task several priorities and possess solid time management skills.

·        Prepare purchasing documents and other tasks if necessary.

WORKING CONDITIONS

• Normal office environment
• Ability to work sitting down with some walking up and down the stairs.

Compensation:

$50k-$65k/year open to negotiation.

Full-Time Private Educator

Private Residence – Arlington, Virginia

Starting Salary: $75,000

Benefits: Paid Vacation, Paid Holidays, Paid Sick Leave

A private family in Arlington, Virginia is seeking a full-time Private Educator to provide holistic academic, emotional, and social support for an elementary-aged child with diagnosed learning differences. The ideal candidate will develop a hands-on, project-based curriculum while fostering confidence, independence, and a love of learning in a nurturing, one-on-one homeschool setting.

This role is suited for an experienced, adaptable teaching professional who is warm, flexible, and committed to supporting a child with learning differences. The candidate must collaborate effectively with existing tutors and provide thoughtful, low-friction daily reporting. Discretion, professionalism, and a positive presence within a private household are essential.

Primary Responsibilities

• Develop or adapt a dyslexia-friendly, hands-on, project-based curriculum for Science, Social Studies, Art, Music, and Physical Education, minimizing worksheets
• Provide one-on-one academic, emotional, and social support tailored to the child’s unique needs
• Collaborate with the existing tutor overseeing ELA and Math using the Orton-Gillingham method
• Foster confidence, independence, and curiosity through a nurturing and flexible teaching style
• Maintain daily written reports summarizing academic progress, mood, and activities
• Support enrichment activities, projects, and informal learning experiences

Qualifications

• Must have Home Schooling and Private Educating experience.
• Experienced teacher with strong classroom background, ideally in 1st or 2nd grade
• Montessori or project-based learning experience highly valued
• Demonstrated ability to adapt instruction for children with learning differences
• Warm, nurturing, flexible, and confidence-building approach to teaching
• Ability to maintain discretion and uphold household protocols
• Must be local; relocation is not available

This is an exceptional opportunity for a dedicated and service-minded educator to contribute to a supportive, structured, and growth-focused private household environment.

**Only qualified candidates will receive a response**

This is a physician-owned, private practice urology opportunity offering both a partnership track and flexible part-time options.

AO Multi Specialty Clinic (AOMSC) is a physician-owned and physician-governed, multi-specialty private practice located in Augusta, Georgia. We are seeking general urologists to meet rapidly growing community demand in a large, underserved regional market.

This opportunity is ideal for urologists who value clinical autonomy, strong income potential, and long-term private practice stability without hospital employment or academic obligations.

About the Practice

AO Multi Specialty Clinic is an established and growing private practice serving approximately 800,000 people across 13 Georgia counties and 5 South Carolina counties in the Augusta region.

Our group includes:

• 2 Urologists
• 9 Medical Oncologists
• 4 Gynecologic Oncologists
• 4 Radiation Oncologists
• 2 Rheumatologists
• 1 Plastic Surgeon
• 9 Advanced Practice Providers (including 2 Urology APPs)
• Oncology Pharmacist
• Over 240 team members across 6 locations

The demand for private practice urology services in this region continues to grow due to population aging, regional referral patterns, and limited competition.

Urology Practice Overview

• General urology with flexibility to develop procedural or subspecialty interests
• Strong referral base from primary care and oncology colleagues
• Efficient clinic workflows with dedicated support staff
• Modern, spacious 10,000-square-foot clinic with ample exam rooms and equipment
• Single primary hospital relationship located 0.7 miles from clinic

Partnership Track (Full-Time)

• Eligibility for full partnership after 2 years
• No buy-in. No buy-out
• Compensation during first 2 years typically in the mid-$400,000s to mid-$600,000s , depending on productivity
• Compensation structure includes:
• Competitive base salary
• RVU-based incentive model
• Partners participate in profit-sharing , with total compensation potential exceeding $800,000
• Designed for urologists seeking long-term private practice careers and ownership alignment

Flexible Practice Track (Part-Time)

We also welcome part-time urologists (2–4 days per week) seeking flexibility without corporate employment.

These roles are well suited for:

• Physicians with family priorities
• Temporary relocation needs
• Phased retirement or reduced schedules

Key details:

• Not partnership-track positions
• Fair, transparent compensation ($300,000 to >$500,000 based on productivity)
• Same physician-led culture and clinical autonomy
• Predictable scheduling and strong support

Call & Lifestyle

• No weekend call
• Sustainable call expectations
• Emphasis on efficiency, teamwork, and long-term career satisfaction
• Family-friendly community with excellent schools and minimal traffic

Hospital Affiliation

Doctors Hospital of Augusta

• 354-bed full-service acute care hospital
• 3 da Vinci Xi robotic systems
• Level II Trauma Center
• Healthgrades recognition as one of America’s 50 Best Hospitals for Surgical Care
• Home to the largest burn center in the United States

Technology & Innovation
Our practice uses LumaMDX Clinical Note Intelligence , a cutting-edge platform that combines:

• Ambient listening
• Prior-note context
• AI-generated summaries for new and established patients

This improves documentation quality, efficiency, and provider experience while preserving physician control.

Who We Are Seeking

• Board-certified or board-eligible Urologist
• Interest in private practice urology
• Residents and fellows completing training encouraged to apply
• Practicing urologists seeking to transition out of hospital employment welcome
• Physicians who value autonomy, professionalism, and collegial culture

• 
  
• Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
  
• Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
  
• Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
  
• Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
  
• Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
  
• Ability to develop and nurture relationships with senior business leaders within cross divisional a team
  
• Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
  
• Flexible and able to work well under pressure in a team environment
  
• Bachelor's Degree
  

Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.

This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.

Ideal Work Style

• Collaborative and team-oriented
• Self-directed and highly motivated
• Intellectually curious and solutions-focused
• Comfortable managing multiple complex transactions under tight deadlines with minimal oversight

Key Responsibilities

• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects oftransaction closings and fundings, including:
  • Preparing purchaser information
  • Completing complex subscription agreements for multiple investor types
  • Facilitating and managing KYC diligence
  • Coordinating execution and funding logistics
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including:
  • Confidentiality agreements
  • Purchase and sale agreements governing secondary trades of private placements
  • Bond powers and certificates
  • Side letters with fund general partners
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.

Qualifications

Required

• Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
• Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
• Strong working knowledge of:
  • NAIC requirements and risk-based capital considerations
  • Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
  • General corporate law principles, applied in a practical, business-focused manner
• Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
• Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
• Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.

Preferred

• Experience with:
  • NAIC ratings processes
  • Cross-border tax implications and related filings
  • Foreign currency swapped private placements
  • Secondary trades
  • Regulation U and Sections 13/16 reporting requirements
    
• Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

The investment counselor principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi private bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the us.

responsibilities:

• Investment counselors joining Citi private bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi private bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi private bank.
• build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• work across currencies, asset classes, markets and jurisdictions
• engage and advise clients on brokerage activity and execute trades seamlessly.
• appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

qualifications:

• 15+ years of experience
• extensive experience in providing investment advice and solutions.
• cfa, mba degree or other advanced degree a plus.
• requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• us only: s7, s66 (or 63 & 65) & s31; note: securities industry exam (sie is a prerequisite to the s7)

education:

• bachelor's/university degree, master's degree preferred