- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex ... clients. The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering,… more
- Axelon Services Corporation (Chicago, IL)
- …partners with associates across Global Client Group to service clients (Institutional and High Net Worth ) or Distributors investing in, or distributing ... to clients Supports the completion of due diligence and client questionnaires Qualifications: High School Diploma or equivalent University (Degree) Preferred more
- Citigroup, Inc. (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- International Staffing Consultants, Inc. (Woodbury, NY)
- …1041's, 1120's, 1065's Understanding of Estate and Trusts Financial planning for high - net - worth individuals (estates, gifting, & IRA) Manage resolving ... tax notices and examinations with government agencies Perform tax research and training on various related topics Year-end tax projections/strategies for quarterly estimates & tax planning Oversee and manage workflow and client relationships Supervise staff… more
- Jamie Grayem (Santa Monica, CA)
- …strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners ... who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth.… more
- Ridgeline (New York, NY)
- …duties at an investment management firm Deep knowledge of institutional and high - net - worth investment lifecycles, especially middle- and back-office ... in middle- and back-office investment operations? Do you thrive in a high -accountability environment where you can influence strategic direction while mentoring a… more
- KPMG (Irvine, CA)
- …with that list Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families Experience managing ... to create innovative tax solutions. Join a diverse team helping high -profile clients understand, analyze, and respond to complex business opportunities and… more
- Spartan Placements LLC (Akron, OH)
- …ability to lead, motivate, and coach teams of people. Strong corporate tax and/or high net worth individual background and technical skills Spartan ... Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will… more
- Adams Street Partners (Chicago, IL)
- …corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide. Adams Street ... has offices in Austin, Beijing, Boston, Chicago, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto. About the Team The Portfolio Finance team focuses on deal funding, liquidity, and financing across Adams Street's Private Equity… more
- Hornets (Charlotte, NC)
- …an exceptional service experience. Proactively build and maintain relationships with high - net - worth individuals, corporate executives and key stakeholders ... detail, a deep understanding of premium hospitality and the ability to close high -value deals in a competitive marketplace. You must be a proactive relationship… more
- Flagstar Bank (Jackson, OH)
- …Flagstar's Private Bank, the Relationship manager works to provide personalized banking services to high net worth customers with a white glove service ... and ensuring compliance with wire transfers policies and requirements. Requirements: High school diploma or equivalent required; 2 year related secondary school… more
- Edward Jones (St. Louis, MO)
- …to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, ... how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital property… more
- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... has developed a new wealth management offering tailored to meet the unique needs of high net worth clients and we need your help launching this new offering… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- Robert Half Legal (Minneapolis, MN)
- Description High Net Worth Divorce Paralegal Are you a skilled paralegal and do you already have a passion for family law or think you'd be interested in ... Practice is supporting a well-respected law firm in downtown Minneapolis, MN seeking a High Net Worth Divorce Paralegal to join their dynamic team. This role… more
- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales ... of insurance offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou will: + Identify new business… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift &… more
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to… more
