- Michael Page (Greenwich, CT)
- …applicants. The Successful Applicant 3-5 years of accounting experience, preferably in a private wealth , family office , or multi-entity environment. ... and growth About Our Client This organization is a private investment and wealth management office... that oversees the financial affairs of a high-net-worth family . It provides a range of services including accounting,… more
- Forge Global (Denver, CO)
- …5+ years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market ... is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer...that drive awareness, engagement and sales opportunities for Forge's wealth solutions including its suite of custody products. The… more
- Citigroup, Inc. (Huntington, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...and procedures Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job … more
- Grant Thornton (Chicago, IL)
- Job Description As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in… more
- Citigroup, Inc. (Bronxville, NY)
- …Citi policies and procedures. Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family : ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Allocate (Menlo Park, CA)
- …This individual will be responsible for managing and growing relationships with RIAs, multi- family offices, and private wealth managers, ensuring they ... or wealth management Established network of RIAs, multi- family offices, and private wealth ...work from our New York City or Menlo Park office 3-4 days a week or as needed) Salary… more
- Goldman Sachs, Inc. (Seattle, WA)
- …on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth ... worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their... wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled… more
- Citigroup, Inc. (Palo Alto, CA)
- …policies and procedures. Education : Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family : Financial ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...Organized with strong attention to details. Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money… more
- Arch.co (New York, NY)
- …best-in-class client experience Bonus Points If You: Have worked in wealth management, private funds, a family office , or accounting Are familiar with ... A financial technology company that automates the management of private investments, improving access, understanding, and the human experience...roles are based onsite at our New York City office , where our team thrives on in-person collaboration… more
- Citigroup, Inc. (Loma Linda, CA)
- …Citi policies and procedures. Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family : ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- BDO USA (Charlotte, NC)
- Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience ... serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and… more
- Crescent City Recruitment Group (Boca Raton, FL)
- …position requires employees to be on-site five days a week at the Boca Raton, FL office . Note : You must have at least 5 years of experience in wills, trusts, and ... call, as it will be canceled. About Our Client Our client is a well-established private trust company based in Boca Raton, FL. They support the legal, financial, and… more
- Soros Fund Management (New York, NY)
- …Bachelor's degree in accounting and CPA required 15+ years of industry experience ( family office , private investment firm, public accounting), experience ... Management LLC (SFM) is a global asset manager and family office founded by George Soros in...range of strategies and asset classes, including public and private equity and credit, fixed income, foreign exchange, and… more
- Careers at KKR (New York, NY)
- …especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office , Wealth /HNW, Sovereign, and Pension clients. KKR ... and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic...entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can… more
- EPIC Brokers (Newport Beach, CA)
- …Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainers through expert tax ... fostering financial wellbeing and inclusivity. We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients… more
- The University of Pennsylvania (Kennett Square, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- Brown Brothers Harriman & Co. (Chicago, IL)
- …identify opportunities to introduce private business owners to BBH's Multi- Family Office services such as private wealth investment advisory, trust & ... intersection of the private business and the family , helping owners navigate governance, business and wealth...proposition and entire suite of BBH services, including lending, multi- family office , and private equity.… more
- The University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- The University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- Jordan Park Group (Portsmouth, NH)
- …Vice President, Client Reporting in our San Francisco, CA or Portsmouth, NH office to provide leadership and oversight for our client reporting service offering to ... direct experience working in a portfolio accounting/performance system, preferably in Wealth Management (Addepar preferred) Experience building out and leading teams… more
