Role details

SVP, Assistant General Counsel (Private Bank T&E)

Tampa   •  Permanent

Bullet points

  • Global Bank, located in Tampa seeks AGC to lead Institutionl T&E Group
  • Must have institutional estate planning experience and 12 CFR Part 9 experience

About Our Client

Global Bank with Private Banking Center of Excellence located in Tampa, FL.

Job Description

  • Reporting to the Managing Director, General Counsel, the SVP Assistant General Counsel will be focused on dealing with the client's Private Bank Trusts & Estates matters.
  • This role will be heavily focused on dealing with institutional estate planning matters, fiduciary administration, bank regulatory matters, liability exposure as well as fiduciary regulations. The role will deal with 12 CFR Part extensively.
  • This role will be a strategic hire to help build out the institutional estate planning group in Tampa for the organization.
  • Dealing with internal and external clients on a daily basis.

The Successful Applicant

This role is in Tampa, FL and requires candidates be present in the office

Candidate Requirements:

  • U.S. JD from an accredited law school
  • 6-15 years of experience dealing with institutional estate planning within the FS industry; including: fiduciary administration, bank regulatory matters, liability exposure and planning calculations
  • Strong understanding and experience with 12 CFR Part 9
  • Open to law firm or in house experience
  • Ability to work autonomously
  • Excellent written and verbal communication skills

What's on Offer

Competitive base, sign-on, target bonus, relocation

Apply for this job

Click the Apply or LinkedIn button below or contact Jennifer Pettigrew quoting job reference 1203285
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