- Winged Keel Group (New York, NY)
- …and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra- high net worth families. With offices in ... and communications experience, financial services preferred Experience working with and targeting an ultra- high net worth client base Strong mastery of the… more
- Bill and Melinda Gates foundation (Seattle, WA)
- …or equivalent. 7 years past experience in scaled development offices or working with high - net worth individuals, ideally in a global setting. A strong ... action, ensuring philanthropy supports lasting change. We engage with ultra- high - net - worth individuals (UHNWI), corporate and...the range minimum and the salary range midpoint. Actual placement in the range will depend on a candidate's… more
- Bank of Montreal (Indianapolis, IN)
- …growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists...property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… more
- Mandarin Oriental, Boston (Boston, MA)
- …for the following duties: Manage all accounts from assigned markets. Secure new high -end net worth accounts. Weekly hotel sites presenting property. ... to all terms and conditions of employment, including recruiting, hiring, placement , promotion, termination, layoff, recall, and transfer, leaves of absence,… more
- TransPecos Banks (San Antonio, TX)
- …deposit strategies aligned with bank goals. Attract, acquire, and manage relationships with high - net - worth clients. Serve as the primary contact for clients, ... other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume. more
- World Insurance Associates, LLC. (Iselin, NJ)
- …experience including remarketing and new business placement . + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel specific ... in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +...environment + Able to work independently and enjoy a high degree of interaction with team members. + Self-motivated… 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 ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… 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 ... well-respected law firm in downtown Minneapolis, MN seeking a High Net Worth Divorce Paralegal...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Robert Half Legal (Vienna, VA)
- …Attorney with a strong background in tax and estate planning to support high - net - worth families. This role involves crafting sophisticated strategies for ... * Develop and implement comprehensive tax and estate planning strategies tailored to high - net - worth clients. * Provide expert guidance on trust and… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. ... proper tax handling of various items. Strong experience with HIGH NET WORTH 1040's, understanding...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Huntington National Bank (Holland, MI)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties...Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… more
- Robert Half Finance & Accounting (Bloomfield Hills, MI)
- …organizational, communication, and confidentiality skills. + Experience in public accounting supporting high - net worth individuals would be a strong fit ... is seeking an accomplished and motivated Accounting Manager to support a multi-generational high - net - worth family with a longstanding legacy in their… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …Family Office Services and offers an exciting opportunity to lead and manage high - net - worth tax strategies, oversee partnership taxation, and ensure ... * Manage and oversee tax planning and compliance for high - net - worth individuals and partnerships. *...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Robert Half Finance & Accounting (Rogers, AR)
- …firms for final filings. This firm specializes in wealth management, serving high - net - worth individuals, families, and small businesses with advanced ... selecting partners and solidifying agreements. * Provide expertise in tax planning for high - net - worth individuals, small businesses, and trusts. * Educate… more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized...property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office in San Francisco, known for delivering tailored financial solutions to ultra- high - net - worth individuals and families. With a long-standing reputation ... and workflows Requirements + Previous experience managing accounting for trusts, LLCs, or high - net - worth individuals + Strong command of GAAP and familiarity… more
- Robert Half Management Resources (Uniondale, NY)
- …* Prepare individual, partnership, and corporate tax returns with a focus on high -volume and high - net - worth clients. * Ensure compliance ... skills to collaborate with team members and clients. * Experience working with high - net - worth individuals and businesses. * Bachelor's degree in Accounting… more
- Robert Half Finance & Accounting (Larkspur, CA)
- …based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. ... tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize and execute opportunities to… more
- T. Rowe Price (Owings Mills, MD)
- …aT Rowe Price Senior Financial Advisor, you will develop relationships with our high - net - worth clients and prospective clients, providing detailed guidance ... retail client book of business + Experience working with high - net - worth clients in a relationship...- $143,000 for the location of: New York, California Placement within the range provided above is based on… more
- Huntington National Bank (Rosemont, IL)
- …property and casualty, employee benefits, etc. + May be experienced in working with high income/ net worth and corporate customers, working with comprehensive ... property and individual health. Advanced Life Insurance focuses on high - net - worth individuals with business succession...Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… more
