NQ Client Services Manager (Private Label) (Lake Mary FL / Dallas TX)
Associate Attorney - Tax (Honolulu HI)
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Job Title: Counsel – Retirement & Institutional Custody Services Attorney for ERISA & CIT Matters
The successful candidate will be located in (i) Buffalo, New York, (ii) New York City, or (iii) Wilmington, Delaware, and will support Wilmington Trust’s Retirement and Institutional Custody Services Division’s retirement plan services (RPS) and collective investment trust (CIT) businesses.
RPS support includes matters relating to Wilmington Trust’s roles as trustee, custodian, or paying agent, and/or ERISA 3(21) investment advisor or ERISA 3(38) investment manager for 401(k) and other tax-qualified retirement plans of clients and working with clients on rabbi trusts for funding non-qualified deferred compensation plans and arrangements.
CIT support includes matters relating to eligibility and investment questions, applications for IRS determination letters of tax-exempt status, securities and commodities law exemptions and state blue sky compliance matters, and negotiation and drafting of agreements with investment sub-advisers, insurance companies, trading platforms, custodians, transfer agents and administrative service providers for the funds. Also included are supporting Wilmington Trust’s roles as custodian, transfer agent, and administrative service provider for collective investment funds trusteed by other banks.
The ideal candidate also would be familiar with IRAs and able to support enterprise-wide IRA matters.
Education and Experience Required:
At M&T Bank, we understand what's important when you're considering a career. M&T strives to be the best company our employees ever work for, the best bank our customers ever do business with, and the best investment our shareholders ever make.
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