- Charles Schwab (Phoenix, AZ)
- …services industryworking directly with clients Preferred Qualifications: Experience servicing high - net - worth clients General understanding of brokerage ... could be the opportunity for you. We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment… more
- Charles Schwab (Indianapolis, IN)
- …leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be ... cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person...What you'll do: Manager will work directly with Ultra High Net Worth clients to… 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
- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- HSBC (New York, NY)
- High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 18 Dec ... you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW ( High Net Worth ) individuals. The role owner will be an… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... We are seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- Vanguard (Scottsdale, AZ)
- …with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor ... supported when they call in to Vanguard. As a High Net Worth Client Case...client experience. + Foster trust and reliability through consistent, high -quality service . + Educate clients on Vanguard's… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- Edward Jones (St. Louis, MO)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management ... Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress toward… more
- HSBC (Miami, FL)
- High Net Worth Relationship Manager - Brazil Brand: HSBC Area of Interest: Private Banking Location: Miami, FL, US, 33131 Work style: Hybrid Worker Date: 18 ... to generate new AUM and Gross Revenue. As our High - Net - Worth Relationship Manager-Brazil you will:...generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use… more
- World Insurance Associates, LLC. (Denver, CO)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- HUB International (Carlsbad, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… 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 ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Southfield, 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 ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Wipfli LLP (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Denver, CO)
- …proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner + ... depreciation schedules, property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and review client correspondence… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …What You'll Do + Serve as a trusted point of contact for ultra- high - net - worth families, ensuring every service need is handled accurately and promptly ... Requirements + Serve as a trusted point of contact for ultra- high - net - worth families, ensuring every service need is handled accurately and promptly… more
