- Genesis Resources (Miami, FL)
- Nationally recognized insurance agency is currently growing in the High Net Worth space and is looking for someone to support some of their larger personal ... lines clients as a Sr. Account Manager . Experience with Epic systems is required. more
- Big I South Carolina (Mount Pleasant, SC)
- …HNW personal insurance clients across the country. Must have property and casualty insurance AND high net worth account experience as this book of business ... ? Mappus is looking for a seasoned HNW account manager to jump right in and provide a white...in coastal property and flood insurance as well as High Net Worth and affluent… more
- Topel Forman (Denver, CO)
- Tax Manager - High Net - Worth & Entity Job Description We are looking for a Tax Manager for our Denver office, to lead and manage a book of clients ... in accounting Minimum of 5 or more of recent, relevant experience specializing in High Net - Worth Individuals as well as Estate & Gift, Trust, or Flow Through… more
- MAP SSG (New York, NY)
- …required; 3+ years of experience as an executive assistant, personal assistant, or office manager in a high - net - worth family or corporate environment. ... This role provides high -level administrative, personal, and office management support to...organization, and vendor management. Personal Qualities : Loyal, honest, trustworthy, and discreet. Comfortable working in a high -profile, confidential… more
- Frazier & Deeter (Atlanta, GA)
- …we help each other grow in every aspect of life. Job Summary: A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for ... mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage and conduct high level review of complex tax returns for our individual… more
- Goldman Sachs, Inc. (Seattle, WA)
- …skills to contribute to a growing business Act as key relationship manager for ultra- high net worth clients Work closely with Private Wealth Advisors and ... planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth … more
- Jamie Grayem (Albany, NY)
- …Job Summary The Wealth Planner is responsible for delivering financial planning experience to high net worth clients and prospects. The Planner will work ... Work with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities. Support internal...clients (required) 3+ years providing financial planning advice to high net worth clients (preferred)… more
- Trinity Real Estate Investment Services (Fort Worth, TX)
- …make things happen. Who we are. Trinity exists to serve developers, funds, and high - net worth individuals seeking a savvy, strategic real estate investment ... activity and call notes in the CRM system. Collaborate with the transaction manager through the sale process. Continually strive to achieve and exceed specified… more
- Beagle Services (Atlanta, GA)
- …water technology and trusted partnerships with insurers. Our team helps homeowners and high - net - worth clients prevent water damage by deploying automatic ... and build a world-class national team, we're looking for a National Sales Account Manager to help lead strategic growth with our property insurance and home service… more
- NBT Bank (New York, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment ... Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation 5 Years experience in...as conduct presentations to potential client groups. Meet with high net worth customers to… more
- CIBC (Madison, IL)
- …investment advisory, or financial services industry and understand the needs of high - net - worth clients. Strong communicator: You possess excellent verbal ... CIBC.com What you'll be doing As a Client Service Manager , you will support Private Wealth relationship management...tracking client activity, and contributing to a consistent and high -quality client experience. How you'll succeed Deliver high… more
- Pennymac (Phoenix, AZ)
- …level items and document system of record with actions taken Manage high volume, high net worth , complex client accounts Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client...meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point… more
- Qualtrics (Seattle, WA)
- …back to business. Join over 5,000 people across the globe who think that's work worth doing. Customer Success Manager - Strategy and Research Why We Have This ... best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we...face. We are looking to add a Customer Success Manager to the Strategy and Research Team to meet… 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
- EisnerAmper LLP (San Diego County, CA)
- …The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... reach your goals. EisnerAmper is seeking an Outsourced Accounting Manager to join the Private Client Services (PCS) practice....global public firms, and middle-market companies, as well as high net worth individuals, family… more
- Citigroup, Inc. (Huntington, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- BST & CO CPAS LLP (Latham, NY)
- …of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high - net worth individuals. BST offers a broad portfolio ... outsourced functional-level accounting and bookkeeping, and more than exclusively high -level financial management. CAAS provides a comprehensive blend of services… more
- KPMG (Dallas, TX)
- …Additional qualifications for Senior Manager : Minimum eight years of recent focused high net - worth individual, flow-through entity and family office tax ... as a firm KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to...of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families… more
- EY (New York, NY)
- …will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into ... area of technical professionalism Ideally you'll also have A proven record in high net - worth tax planning A proven record in a professional services… more
- Bancroft Staffing Partners (New York, NY)
- …exceptional tax, assurance, and advisory services to privately held businesses and high - net - worth individuals. We combine technical expertise with a ... similar platforms Nice-to-Have Experience: Experience in real estate, professional services, and high - net - worth clients Exposure to international tax or… more
