- Unknown (Austin, TX)
- …be responsible for overseeing and managing all tax-related matters for the company 's high- net -worth clients and investment entities. This includes tax planning, ... Director of Tax About the Company Well-established private equity firm Industry Venture Capital...Tax with a focus on S Corp, Partnerships, High Net Worth Individuals, and Investments. This role is not… more
- Jars Cannabis (Troy, MI)
- …backend corporate oversight, optimizing/managing corporate spend, debt tracking per location, company -wide net liabilities and cash, and loan covenant ... Finance - Partner with executive leadership to drive financial strategy, full- company budgeting, cash flow forecasting, and scenario planning. - Lead financial… more
- Unknown (Santa Monica, CA)
- …transactions loan sales m&a and corporate advisory property sales and structured credit & net lease About the Role The Company is seeking a Vice President ... Vice President, Hospitality About the Company Prominent real estate investment banking company Industry Real Estate Type Privately Held Founded 1967 Employees… more
- Unknown (Houston, TX)
- Senior Wealth Advisor About the Company Flourishing registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is ... books and will also have the opportunity to close high net worth and ultra-high net worth business sourced through marketing and internal referral pipelines. The… more
- Trust Counsel PL (Coral Gables, FL)
- …and driven Attorney with extensive Estate Planning experience, dealing with sophisticated high- net -worth clients? Do you exemplify our core values: Are you Hungry , ... MUST HAVE ENOUGH PRIOR EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS...a remote role due to frequent client visits. About Company Our name says it all. We are a… more
- Unknown (Tampa, FL)
- …of tax and estate planning, communicating planning research, and establishing the company 's brand in the high- net -worth channel. Applicants for the Director ... Vice President or Director of Insurance Planning About the Company Successful investment management & financial advisory firm Industry Investment Management Type… more
- Unknown (Boston, MA)
- …the company 's vision and financial targets, as well as championing the company 's presence in the high- net -worth and ultra-high- net -worth segments. Key ... Chief Growth Officer, Private Risk Management (Personal Lines) About the Company Recognized provider of insurance, HR & outsourcing solutions Industry Financial… more
- Unknown (Naperville, IL)
- Head of Software Engineering About the Company Fast-growing restoration company Industry Consumer Services Type Privately Held About the Role The Company is ... the position does not involve coding, a background in . NET is preferred. The Head of Software Engineering will...for the Head of Software Engineering position at the company should have a Bachelor's degree in Computer Science… more
- Unknown (Philadelphia, PA)
- Senior Wealth Advisor About the Company Prominent multi-family office Industry Financial Services Type Privately Held About the Role The Company is in search of ... Senior Wealth Advisor to join its newly established High Net Worth division. The successful candidate will be responsible...Applicants for the Senior Wealth Advisor position at the company should be adept at advising clients on a… more
- Unknown (New York, NY)
- Market Leader, Managing Director About the Company Prominent multi-family office Industry Financial Services Type Privately Held About the Role The Company is ... be responsible for leading and managing relationships with ultra-high net worth individuals, families, and their associated family offices...growth. Applicants for the Managing Director position at the company should have a minimum of 15 years' of… more
- Unknown (San Diego, CA)
- Market Leader, Managing Director About the Company Nationally acclaimed investment advisor & manager of multi-family offices Industry Investment Management Type ... Privately Held About the Role The Company is seeking a Market Leader to take on...on providing the highest level of service to high net worth and ultra-high net worth clients.… more
- Unknown (Cleveland, OH)
- Senior Wealth Advisor About the Company Prominent independent wealth management firm Industry Financial Services Type Privately Held About the Role The Company ... be responsible for leading and managing relationships with high net worth and ultra-high net worth individuals...to the oversight of the firm's operating functions. The company values a collaborative and forward-thinking culture, and the… more
- Unknown (Oxnard, CA)
- Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type Privately ... Held About the Role The Company is seeking an SVP, Client Advisor to join...will be the primary relationship manager for affluent and ultra-high- net -worth clients, delivering comprehensive wealth strategies that encompass investments,… more
- Unknown (Los Angeles, CA)
- Senior Wealth Advisor About the Company Respected investment management firm Industry Investment Management Type Privately Held About the Role The Company is in ... Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will...Applicants for the Senior Wealth Advisor position at the company should have a proven track record in the… more
- Unknown (Pittsburgh, PA)
- Senior Wealth Advisor About the Company Prominent multi-family office Industry Financial Services Type Privately Held About the Role The Company is in search of ... Senior Wealth Advisor to join its newly established High Net Worth division. The successful candidate will be responsible...Applicants for the Senior Wealth Advisor position at the company should have a strong background in wealth management,… more
- Unknown (St. Paul, MN)
- …About the Company Respected investment management firm specializing in net lease real estate & alternative investments Industry Financial Services Type Privately ... Held Founded 1970 Employees 11-50 Specialties net lease dst 1031 exchange commercial property income funds...investments and commercial real estate About the Role The Company is seeking a Vice President - Acquisitions with… more
- Unknown (Detroit, MI)
- Senior Wealth Advisor About the Company Prestigious single-family office Industry Financial Services Type Privately Held About the Role The Company is in search ... and lifestyle management services for a select number of ultra-high- net -worth families. This role demands a high level of...experience, with a focus on lead advisory roles for ultra-high- net -worth clientele. The ideal candidate will have a proven… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor...be responsible for leading and managing relationships with high net worth and ultra-high net worth individuals… more
- Unknown (Indianapolis, IN)
- …concierge services for high net -worth & international clients About the Role The Company is seeking a VP of Franchise Sales to join their dynamic team. The ... Vice President of Franchise Sales About the Company Full-service luxury real estate brokerage Industry Real...a designated region. This role is pivotal in the company 's expansion, and the VP will be expected to… more
- Unknown (Miami, FL)
- Vice President, Business Development and Client Relationship Management About the Company Internationally renowned luxury lifestyle & travel company Industry ... & Tourism Type Privately Held About the Role The Company is in search of a Vice President for...concierge, and hospitality services for an exclusive portfolio of ultra-high- net -worth families and private clients. This role demands a… more
