Integreon Managed Solutions Private Ltd Jobs in Usa

American Equipment Holdings, is one of the leading overhead crane solutions providers and rigging products manufacturers in the United States. Over the years, our ability to grow and set ourselves apart from the competition is the result of a tried-and-true philosophy – take care of our customers and take care of our people. We also believe that our people matter, which is why we are committed to providing our team members with competitive wages, attractive benefit offerings, and abundant training offerings. As one of the fastest growing companies in our industry, new opportunities are regularly available that enable our team members to develop, grow, and pursue their career passions.

Position Summary:

American Equipment Holdings is a leading provider of industrial equipment and services, specializing in overhead cranes and rigging products. We are currently seeking a highly motivated and driven individual to join our team as an Outside Sales Rep – RSS (Rigging & Service Solutions) in Salt Lake City.

In this role, one of the primary responsibilities is to promote the sale of Slings and other Lifting and Rigging Products as well as Services, Repairs and Inspections of Overhead Crane systems.

Responsibilities:

• Develop and maintain relationships with current and potential clients in the assigned territory.
• Promote and sell slings and other lifting and rigging products, services, repairs, and inspections of overhead cranes to new and existing clients.
• Identify and prospect potential clients through various channels, including cold calling, networking events, and industry conferences.
• Follow up on qualified leads and contacts
• Prepare and present sales proposals, quotes, and contracts
• Conduct product demonstrations and presentations to clients and prospective
• Collaborate with the sales team to develop sales strategies, set targets, and achieve revenue goals
• Collaborate with internal teams, such as customer service and operations to make sure the customer’s needs are met
• Stay up-to-date with industry trends, competitors, and market conditions to identify new business opportunities
• Organize, manage, and drive sales to support sustained growth in assigned territory
• Provide exceptional customer service and ensure customer satisfaction throughout the sales process
• Collaborate with the service team to coordinate service and repair activities for customer orders
• Update and maintain CRM system covering the customers in the territory
• Develop pipeline of opportunities to meet or exceed budget

Required Skills/Abilities

• Proven track record of success in outside sales, preferably in the industrial equipment, construction, or related industry. Experience in Rigging/Lifting products industry or overhead crane industry is a plus.
• Excellent communication and interpersonal skills to build and maintain customer relationships.
• Excellent time management and prioritization skills.
• Self-motivated and goal-oriented with a strong drive to achieve targets and exceed expectations.
• Ability to work independently and as part of a team in a fast-paced and dynamic environment.
• Comfortable with frequent travel to meet with customers in an assigned territory, largely spent driving behind the wheel of a car.
• Proficient in sales tools to track leads, sales activities, and customer information.
• Valid driver's license
• Bachelor’s degree in business administration, Sales, Marketing or related field preferred.
• Proficiency in Microsoft Office and CRM Software.

If you are a results-driven individual with a passion for sales and a strong understanding of overhead cranes and rigging, we would love to hear from you. Join American Equipment Holdings and be part of a dynamic team that is dedicated to providing top-notch industrial equipment and services to our valued customers.

Work Environment

• Prolonged periods of sitting at a desk and working on a computer.
• Travel by car to meet with customers in construction and industrial/warehouse settings
• Must be able to lift up to 25 pounds at times.

Position Type and Expected Hours of Work

This is a full-time position, office and travel role; typical work hours and days are Monday through Friday, 8:00 a.m. to 5 p.m. The role may include traveling to potential customers and vendors.

What we offer:

Base Salary + commission for this role

• Company car or car allowance provided.
• We offer competitive compensation and benefits package, including health insurance, retirement plans, and paid time off.
• Cigna Health Insurance (Kaiser in CA)
• FSA & HSA healthcare employer contribution
• Critical Illness, Accidental, and Hospital Indemnity Plans
• Dental and Vision Plans
• Company paid STD & LTD Disability Insurance
• Educational and Tuition Reimbursement
• Maternity (12-wks) and Paternity leave
• Employee Assistance Program
• Basic & Voluntary Life AD&D
• 4% 401K Employer Match, with 6% of your Contribution
• Company Paid Time Off (PTO)
• Company provided PPE
• Discounts on products and services
• Opportunities to network and connect

American Equipment Holdings is an organization of leading overhead crane and hoist and below-the-hook service providers in the United States. Together, our companies provide comprehensive solutions for everything related to customers’ overhead crane and hoist and rigging, including OSHA mandated inspections, preventative maintenance and repair field services, parts, engineering, ISO certified fabrication, new and replacement equipment, automated systems, system modernizations and training. American Equipment Holdings is one the largest and fastest growing companies in our space with more than 800 dedicated team members that serve thousands of customers throughout the United States.

Proof of right to lawfully work in the United States required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

PI75bd771f47b8-37344-39625213

Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
• Ensure accurate data management and data mapping across multiple upstream and downstream systems.
• Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
• Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting needs through strong data governance and product controls.
• Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
• Strong hands-on experience in Investment Management and Investment Operations.
• Deep knowledge of Private Markets, including: Private Equity, Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
• Experience working with Market and Security Reference Data.
• Proven background in data management, including data mapping between multiple systems.
• Strong SQL skills for data analysis, validation, and troubleshooting.
• Experience working in agile delivery environments with technology and data engineering teams.
• Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

• Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
• Familiarity with data governance, data quality frameworks, and control processes.
• Experience supporting large-scale system integrations or platform modernization initiatives.
• Background working in asset management firms, asset servicers, or financial technology organizations.

Consultant – Employee Health & Benefits | Private Equity

Marsh McLennan Agency (MMA)

Private Equity is one of the fastest-growing segments in benefits consulting — and we’re expanding our team.

At Marsh McLennan Agency, we partner with leading Private Equity firms and their portfolio companies to build employee benefits strategies that support growth, attract talent, and create enterprise value.

We’re looking for a Consultant who enjoys working in a strategic, fast-paced environment and wants exposure to complex organizations and leadership teams.

What makes this role different

• Work directly with Private Equity firms and PE-backed portfolio companies

• Advise leadership teams on benefits strategy, plan design, and cost management

• Be part of a high-performing consulting team supporting organizations through growth, acquisitions, and transformation

• Move beyond renewals into true strategic consulting

What you'll be doing

You’ll serve as a trusted advisor to clients, helping them navigate benefits strategy, renewals, and long-term planning while partnering with internal specialists in analytics, compliance, and pharmacy to deliver innovative solutions.

You’ll also have the opportunity to support M&A due diligence and onboarding of new portfolio companies, a unique aspect of consulting in the Private Equity space.

Ideal background

• Experience in employee health & benefits consulting or brokerage

• Comfortable managing client relationships and presenting recommendations

• Strong analytical and problem-solving skills

• Interest in working with high-growth, PE-backed companies

Why MMA

We combine the global resources of Marsh McLennan with the culture and collaboration of a regional firm. Our colleagues have the opportunity to do meaningful work, build strong client partnerships, and grow their careers in a supportive environment.

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As a Solution Manager for Referrals and Community Care, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Qualifications

• 5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.
• Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.
• Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.
• Experience supporting solution experts and solution advisors in translating functional requirements.
• Ability to collaborate on ticket management activities.
• Experience supporting user acceptance testing and functional testing activities.
• Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.
• Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.
• Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).
• Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.
• Direct experience with Electronic Health Record (EHR) systems.
• Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.
• Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.
• Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.
• Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

• Experience with Cerner Millennium, specifically Referrals and Community Care.
• Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.
• Familiarity with public sector or large enterprise processes, terminology, and culture.
• Experience supporting enterprise rollout initiatives and continuous improvement processes.
• Experience coordinating with training, change management, and interface teams.

$117,000 - $127,000 a year

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As a Solution Manager for Registration, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Here is what you need:

Bonus if you have:

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Qualifications

5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.

Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.

Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.

Experience supporting solution experts and solution advisors in translating functional requirements.

Ability to collaborate on ticket management activities.

Experience supporting user acceptance testing and functional testing activities.

Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.

Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.

Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).

Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.

Direct experience with Electronic Health Record (EHR) systems.

Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.

Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.

Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.

Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

Experience with Cerner Millennium, especially Registration.

Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.

Familiarity with public sector or large enterprise processes, terminology, and culture.

Experience supporting enterprise rollout initiatives and continuous improvement processes.

Experience coordinating with training, change management, and interface teams.

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered \"Yes!\" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on June 1, 2026

What You'll Do

As a Tax 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. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

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. 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. Learn more about Deloitte Private Wealth Tax Services.

Qualifications

Required

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available
• 5+ years of public accounting experience (at least 3 years in investment management)
• One of the following accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible:
    • Licensed attorney
    • Enrolled Agent
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Bachelor's degree in accounting, finance, or other business-related field
• Experience reviewing partnership and/or trust documents
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• Strong communication, interpersonal, and organizational skills
• Excellent research and writing skills

Preferred

• Advanced degree such as MST, MAcc, JD, or LLM
• Prior Big 4 or large CPA firm experience
• Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at .

Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Requisition code: 315944

Job ID 315944

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

________________________________________

Certifications

• Tax LL.M. or CPA preferred.

________________________________________

Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

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.

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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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.