Robomq Private Limited Jobs in Usa

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.

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

Consulting Point is partnering with a fast-growing strategy and transactions advisory firm in the United States that is expanding its Private Equity practice. The firm is looking to hire experienced consultants across Partner and Associate Partner levels.

This team advises leading private equity funds and portfolio companies across the full investment lifecycle, including Commercial Due Diligence (CDD), Value Creation and Growth Strategy.

The firm has built a strong reputation for delivering high-impact work to private equity investors while maintaining a sustainable consulting model, with a hybrid working structure (typically two days in office and three days remote) and limited client travel.

Key requirements

Private Equity consulting experience:

• Candidates should have a minimum of 4+ years’ experience within a leading strategy consultancy or specialist private equity advisory firm. Experience delivering commercial due diligence, growth strategy or value creation work for private equity investors is essential.
• Proven track record leading or supporting multiple private equity engagements ideally with 20+ CDDs
• Experience in at least one core sector such as Technology and Software, Healthcare and Life Sciences, Industrials, Consumer, Financial Services, Telecommunications and Media, Energy or Business Services.
• Ability to manage client relationships, lead project teams and contribute to business development activities. More senior candidates should demonstrate experience building client networks, originating work and supporting proposal development.
• Strong ability to structure complex strategic problems, conduct primary research, develop investment theses and translate insights into actionable recommendations for private equity investors and portfolio company leadership teams.

The opportunity

This is an opportunity to join a rapidly expanding consulting platform focused on private equity advisory. The team works closely with leading private equity investors and their portfolio companies, delivering high-impact strategic work across transactions, value creation and growth initiatives.

Successful candidates will gain exposure to a diverse set of industries and investment situations while playing a key role in building and scaling one of the fastest-growing private equity consulting teams in the market.

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

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

Our client is a midsized firm with a great reputation in Los Angeles. They are seeking an Associate with 5-9 years of experience with a strong interest in practicing in the Private Client Services industry.

Their PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their trusted advisors.

Their PCS attorneys counsel our clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer tax planning, California property tax planning, residency planning for transitory clients, whether the move is occurring domestically within the U.S. or inbound or outbound international migration, foreign trusts with U.S. assets or U.S. beneficiaries, pre- and post-liquidity event planning, post death trust and probate administration, fiduciary income tax planning, trust and estate contention, fiduciary and beneficiary litigation, charitable planning, grant making, and administration of not-for-profit organizations.

The nature of the PCS practice involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by our full service firm, including but not limited to our corporate, income tax, employment law, real estate, entertainment, and environmental practices.

Attorneys in the PCS group are industry-recognized thought leaders and our group actively encourages participation from all attorneys in the practice. Their members are routinely published in and recognized by leading tax and non-tax publications, and consistently speak at and attend industry conferences worldwide, including, but not limited to, in Los Angeles, New York, Chicago, Miami, Hawaii, Mexico, London, Paris, and Rome. Their group provides continual support for the development of its attorneys in the technical areas of the practice, industry recognition, and professional development.

This role is a full-time in-office (non-remote, non-hybrid) position. Candidates must be licensed to practice in the State of California. A demonstrated interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required.

Salary Range: $265,000 – $320,000 per year

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.

THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.

You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.

WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

• Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
• Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
• Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
• Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
• Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
• Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
• Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions

Relationship Management & Business Development

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
• Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
• Participate in client reviews, strategic account planning, and new business presentations
• Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
• Drive client acquisition through referrals and exceptional service delivery

Risk Assessment & Strategy Development

• Design tailored risk management and loss control strategies aligned with client objectives
• Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
• Develop evaluation frameworks, risk management deliverables, and issue identification protocols
• Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
• Create strategies to build resilience, improve insurability, and enhance overall risk performance

Emergency Planning & Preparedness

• Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
• Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
• Work with Yacht Practice on marine emergency and evacuation planning
• Build crisis readiness programs for high-value residences and assets

Training, Education & Thought Leadership

• Develop site-specific training plans with clients and carrier partners
• Create and deliver national and regional educational webinars supporting marketing efforts
• Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
• Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
• Support media interviews and speaking opportunities at industry events

Compliance & Carrier Relations

• Review and analyze carrier risk management and loss control requirements
• Assist clients with compliance planning and implementation
• Develop and manage strategic relationships with insurance carrier and vendor partners

Dashboard & Tracking

• Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
• Measure and report on consulting impact, client satisfaction, and program effectiveness

Communication & Collaboration

• Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
• Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
• Proactively communicate with stakeholders, address concerns, and set clear expectations
• Contribute to strategic account reviews and continuous growth planning for our consulting practice

Additional Responsibilities

• Lead risk management initiatives using accepted project management and consulting best practices
• Contribute to internal crisis management team activities
• Support special projects as assigned

WHAT YOU BRING

Required Experience & Education

• Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
• Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
• Deep understanding of personal lines coverages and risk analysis
• Strong client-facing presence with consultative mindset
• University degree required, Master's degree in relevant field preferred

Professional Development

• Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
• Commitment to ongoing professional development and industry knowledge

Skills & Competencies

• Exceptional analytical and problem-solving capabilities
• Strong project management skills with ability to manage multiple complex engagements
• Excellent written and verbal communication skills in English
• High attention to detail and accuracy
• Ability to work under pressure and consistently meet deadlines
• Proficient with Microsoft Office suite
• Highly self-motivated with demonstrated ability to work independently with limited supervision
• Varied industry experience across multiple sectors desirable

Travel & Work Requirements

• Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
• Flexibility to work beyond normally scheduled workweek as necessary

WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Career advancement opportunities within a top-5 global broker
• Collaborative, high-performance culture
• Access to cutting-edge risk management tools and resources

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Great opportunity in the heart of Pennsylvania near Wilkes-Barre and Scranton. Growing private practice is looking for an Outpatient Pediatrician to join their group for one of their clinics across the area.

• Board Certified or Board Eligible Pediatrician
• 4-5 days a week with 1 call weekend day every 4-6 weeks
• Night call is one in every 10-14ish days - taken by a call center at night so rare calls at night
• No inpatient or hospital coverage
• 20-23 patients per day when panel is full
• PCC is used for their EHR - 100% pediatric EHR
• Great lifestyle with limited call responsibilities, very progressive pediatric practice with in house lactation center, behavioral health therapists, APP's certified in Mental Health, and in-house certified coder
• Competitive base salary with production bonus, sign on and relo can be negotiated, and a full comprehensive benefits plan
• Please refer to Job ID.

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.

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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.

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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.

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Education

• J.D. from an accredited law school.

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Certifications

• Tax LL.M. or CPA preferred.

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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.

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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.

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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.

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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.

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.