- Vault (New York, NY)
- …in an underwriting leadership role, preferably managing affinity or program business. Strong understanding of high net worth client risk profiles and the ... and profitability targets. Evaluate and underwrite complex personal excess liability risks associated with high net worth and ultra- high net … more
- Citigroup, Inc. (Atlanta, GA)
- …Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The ... to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to… more
- Jamie Grayem (Santa Monica, CA)
- …A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to ... Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars Required skills: Currently holds Series 7… more
- Ultimate (Pasadena, CA)
- …of experience in investment management and portfolio management. Proven ability to manage high - net - worth client portfolios. Strong knowledge of financial ... individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning services. Key Responsibilities: Develop… more
- World Insurance Associates LLC (Tampa, FL)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... & HR solutions. Sales Executive - Commercial Lines Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your… more
- Frazier & Deeter (Tampa, FL)
- …office services and private foundation structures Proven expertise in overseeing complex client engagements and delivering high -quality client service ... They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and...our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for… more
- Carr, Riggs & Ingram (Atlanta, GA)
- …necessary resources and creating an enjoyable work environment to ensure quality and high performance Facilitate the monitoring of the quality of our product and the ... widely acknowledge our commitment to delivering tailored solutions to help ensure client success. We stand out through our collaborative, client -focused… more
- The Jonus Group (Herndon, VA)
- …add a personal lines account manager to their team. Responsibilities include: Handling High - Net - Worth /Standard accounts Client presentations and ability ... to resolve client concerns and issues Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts Liaison between clients and carriers Ability to cross sell and help walk-in/phone- sales questions… more
- Adams Brown LLC (Overland Park, KS)
- …depth knowledge of relevant topics related to taxation of high net worth clients Ensures top quality client service through a cadence of in-person and ... approach to managing their wealth. This advisory role is client facing and a successful candidate will assist the... facing and a successful candidate will assist the client in navigating the complexities where income tax, estate… more
- Citizens Bank (Woburn, MA)
- …banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses ... , you will engage directly with our affluent and high - net - worth clients to exceed their...life events, financial triggers, and other insights. Provide exceptional, high -tough client experiences. Engage Wealth Advisors and… more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... a data-driven approach to optimize marketing tactics and improve client engagement. Ideal candidates will possess strong writing and...as deposits, bank loans, mortgages and margin financing, to high net worth clients of… more
- EY (New York, NY)
- …performing high quality review of complex tax returns Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership ... could include reviewing complex individual tax returns, income tax planning of high - net - worth individuals and families, partnership tax compliance, or… more
- Axelon Services Corporation (Chicago, IL)
- …with associates across Global Client Group to service clients (Institutional and High Net Worth ) or Distributors investing in, or distributing the ... be delivered to clients Supports the completion of due diligence and client questionnaires Qualifications: High School Diploma or equivalent University (Degree)… more
- Northern Trust (Los Angeles, CA)
- …and approach for your targeted new client base. You'll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new ... families, non-profit institutions, and other entities. This is a client development sales executive role. As a senior member...a strong network of Centers of Influence (COIs) for ultra- high net worth individuals and… more
- Citizens Bank (Johnston, RI)
- …Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high - net - worth individuals. Comfortable operating in a dynamic, ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- Dahl Consulting (St. Paul, MN)
- …Private Client Insurance Account Manager: Manage and service a portfolio of high - net worth clients, ensuring insurance coverage aligns with the evolving ... local employment opportunities. This company is hiring a Private Client Insurance Account Manager for a permanent position. Interested?...needs of the client Handle policy renewals, endorsements, claims assistance, and account… more
- Elite Sourcing (Raleigh, NC)
- …recommendations. Assist in tax planning strategies for high - net - worth individuals and business entities. Lead client engagements, communicate directly ... (Hybrid or On-site) Job Type: Full-Time About Us: Our client is a reputable and growing public accounting firm...firm located in Raleigh, North Carolina, dedicated to providing high -quality tax, audit, and advisory services to a diverse… more
- Citigroup, Inc. (Boston, MA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Clark Asset Management (Boston, MA)
- …we're having a lot of fun. So, do you believe what we believe? RESPONSIBILITIES Manage 70+ high net worth relationships . The buck stops with you. You are ... band of flat fee retirement income experts providing outstanding client service. We recently passed $1B at Schwab, and...5+ years of personal financial planning 3+ years running high net worth relationships 10+… more
- The Jonus Group (Plano, TX)
- …Summary A growing insurance agency is seeking a skilled Personal Lines Account Manager with High - Net - Worth experience. In this role, you'll manage high - ... 5+ years of relevant insurance industry experience preferred. Previous experience handling high - net - worth clients and accounts is required. Above average… more
