- Guardian Life (Bethlehem, PA)
- …The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be ... responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the country! **You are** +… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra- High Net Worth Client Investment Performance Reporting Team within ... solutions across complex account structures and groups for ultra- high net worth clients. The Senior Wealth Client Performance Analytics Consultant will… more
- Sutter Health (San Francisco, CA)
- …healthcare projects not only understandable, but compelling for donors, particularly high net worth individuals. The Senior Writer has knowledge of best ... projects as assigned by the Executive, Donor Relations and Operations, the Senior Writer, Donor Relations, is responsible for crafting a variety of Philanthropy… more
- Wipfli LLP (Sterling, IL)
- …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
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Lead Marketing Consultant - High - net - worth segment to join the Wealth and Investment Management (WIM) Marketing ... team. The team focuses marketing programs targeting high - net - worth and ultra- high -...organization and have the ability to effectively present to senior leadership. **In this role, you will:** + Lead… more
- HSBC (San Francisco, CA)
- …our investors, our communities and the planet we all share. As a Senior Relationship Manager, you will acquire maintain, and grow profitable long-term relationships ... economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Wipfli LLP (Missoula, MT)
- …+ Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead client ... relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the… more
- Wipfli LLP (Denver, CO)
- …+ Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead client ... relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Motion Recruitment Partners (Chicago, IL)
- …with financial experience is required. They specialize in pensions, financial institutions and high net worth individuals. Required Skills & Experience + ... Senior . NET Engineer Chicago, Illinois **Hybrid** Contract $70/hr - $75/hr Global alternative asset management company looking for a Senior Software… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are in search of a Senior Tax Associate specializing in international high net worth individuals to join our team in the financial ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- M&T Bank (York, PA)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers,… more
- Wells Fargo (Minneapolis, MN)
- …complexity and risk + Provide vision and set direction for multiple high -impact initiatives including high net worth and ultra- high net worth ... begins with you. **Position** Wells Fargo is seeking a Senior Manager of Wealth Mortgage Underwriting for its Banking,...leader in mortgage underwriting and credit policy development for high net worth and ultra-… more
- KPMG (Chicago, IL)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... **Business Title:** Senior Manager, Business Tax Services - Private Clients...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank... High level of savvy and sophistication re: high net worth clients' concerns / ... a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving...clients with wealth planning needs, and managing risk. This Senior Trust Officer (STO) position focuses on serving clients… more
- Commerce Bank (Kansas City, MO)
- …Maintain a client centric focus and desire to exceed client expectations + Manage high net worth clients and their families and multigenerational ... wealth management and financial planning required + Experience managing high net worth clients and...for some roles. This compensation range is for the Senior Private Client Advisor job and contemplates a wide… more
- KPMG (Philadelphia, PA)
- …start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families + Establish meaningful ... **Business Title:** Tax Manager / Senior Manager Private Markets **Requisition Number:** 112099 -...level Qualifications: + Minimum five years of recent focused high net - worth individual, flow-through entity… more
- KPMG (San Francisco, CA)
- …to owners and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare complex ... **Business Title:** Senior Associate, Business Tax Services - Private Enterprise...to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or… more
- Bank of America (Cleveland, OH)
- …associates and COIs (Centers of Influence.) Works with typically large and complex high net worth clients and beneficiaries involving multi-generational ... Senior Trust Officer Cincinnati, Ohio;Cleveland, Ohio **Job Description:**... High level of savvy and sophistication re: high net worth clients' concerns… more