- 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: ... three times What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups… 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 ... difference for future generations. Job Summary: Wealth Management Client Manager The Wealth Management Select Client Manager ...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... The Wealth Management Select Client Manager (CM) is a critical role leading our...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- HSBC (Miami, FL)
- …new relationships focused on Brazil to generate new AUM and Gross Revenue. As our High - Net - Worth Relationship Manager -Brazil you will: + Combine client ... and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term...Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + Proven track record in asset… more
- Zions Bancorporation (Heber City, UT)
- …** in **Heber City, Utah.** This role acts as the principal account and relationship manager for high net - worth clients. **Private Banking** brings the ... the personal, professional, and philanthropic goals of the bank's high net worth clients. **Ideal...**:** + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
- HSBC (New York, NY)
- …communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships principally focused ... on HNW and UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's what you can expect:… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have ... substantial experience working with high net worth individuals and...experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex… more
- AIG (New York, NY)
- The High Net Worth business is...~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact with your Analytical ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- Comerica (Palm Beach Gardens, FL)
- …Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... and are focused on the customer.Position Responsibilities: Manages Ultra High Net Worth relationships in...law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth… more
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Ultra- High - Net - Worth -Portfolio-Strategist\_25014318-2) **Job Description:** At Bank… more
- Robert Half Finance & Accounting (Bloomfield Hills, MI)
- …an accomplished and motivated Accounting Manager to support a multi-generational high - net - worth family with a longstanding legacy in their industry. ... high degree of accuracy and confidentiality, the Accounting Manager will contribute directly to the family's estate planning...and confidentiality skills. + Experience in public accounting supporting high - net worth individuals would be… more
- Tiffany & Co. (San Francisco, CA)
- …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... The Private Client Manager at Tiffany & Co. holds the critical...* Establishing and reinforcing the Tiffany brand within the High Net Worth client market.… more
- First Horizon Bank (Orlando, FL)
- …business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance ... described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development...portfolio of high net and ultra- high net worth clients with… more
- CIBC (Austin, TX)
- …a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... **How You'll Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong retention and continued business… more
- CIBC (Atlanta, GA)
- …Senior Relationship Manager , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging in… more
- First Horizon Bank (Miami Beach, FL)
- …development of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury ... demonstrated ability to manage a portfolio of high net and ultra- high net worth clients with complex credit and banking needs + Successful track… more