- Citigroup (New York, NY)
- …of the sales organization of Citi Private Bank focused primarily on Ultra High Net Worth clients. The Associate Banker acts in a supporting role with ... client's financial profile and understanding their goals and challenges, the Associate Banker actively contributes to shaping client financial strategies designed to… 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 ... years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within...of experience in tour accounting is strongly favored + Associate 's or bachelor's degree in accounting or finance is… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …independent investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net - worth families and have over $4.0 billion in assets ... under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include:...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- CIBC (San Francisco, CA)
- …team is the full-service division of CIBC serving our high net worth clientele. As a Client Support Associate , you will work closely with private bankers ... manage their portfolios and develop new business. You'll directly engage with high net worth clients to offer support, uncover business opportunities and… more
- KPMG (Philadelphia, PA)
- …services to owners and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare ... **Business Title:** Senior Associate , Business Tax Services - Private Clients **Requisition...to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or… more
- Wells Fargo (Meridian, ID)
- …to customers + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... this role:** Wells Fargo is seeking a Forward Hire Associate Branch Manager (SAFE) for National Branch Network as...for leading, managing and developing a diverse team of high -performing direct or indirect reports, creating a culture that… more
- CIBC (San Francisco, CA)
- …Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries ... provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare and process new...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- JPMorgan Chase (Santa Barbara, CA)
- …a successful Wealth Advisor. You will maintain financial and investment relationship with High Net Worth individuals, while appropriately managing client ... community of Wealth Advisors. As a Wealth Advisor Development Associate you will pursue your desired career in the...You will also provide advisory and execution capabilities to high net - worth individuals and families,… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you are an integral...Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives +… more
- Internal Revenue Service (Washington, DC)
- …compliance and reducing tax abuses by partnerships and high net worth individuals, and shares responsibility with the Associate , the Deputy Associate ... most favorably, and to hear from employees themselves. Responsibilities The Deputy Associate Chief Counsel (Guidance), PSI, serves as one of two principal advisors… more
- M&T Bank (Wilmington, DE)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and… more
- Ithaca College (Ithaca, NY)
- …about higher education and IC's mission and vision; ability to develop relationships with high net worth individuals in a broad range of professions; ... Job Summary: The Associate Director, Philanthropy position is a front-line fundraising...are developed around donor interests and college priorities. The Associate Director travels extensively to develop and strengthen prospect… more
- KPMG (Houston, TX)
- …activities external to the firm Qualifications: + Minimum two years of focus on high net worth individuals, flow-through entities or family office tax ... **Business Title:** Senior Associate , Family Office Tax Practice **Requisition Number:** 111273...create innovative tax solutions. Join a diverse team helping high -profile clients understand, analyze, and respond to complex business… more
- Wells Fargo (Lakewood, NJ)
- …to customers + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Branch Manager (SAFE) for National Branch Network as part of the Consumer,… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …banking, and treasury management products and services to corporate, institutional, and high - net - worth (HNW) clients.** **Job Summary:** The Senior Wire ... Operations Associate will deliver high quality customer service and perform daily processing of financial transactions in a fast paced, time sensitive operations… more
- Stanford University (Stanford, CA)
- …coordinated strategies aimed to maximize the life-time engagement and support of a portfolio of high net - worth households that are mostly based in the Bay ... Senior Associate Director, University Principal Gifts **Office of Development,...approximately 30+ relationships that includes: a consistent focus and high -touch engagement, cultivation, and stewardship that leads to successful… more
- KBF (OR)
- …delivers quality tax solutions to KBF clients specifically privately owned middle-market companies and high net worth individuals. As a leader in this space, ... strengths and interests. **KBF is currently seeking a Senior Associate to join our Middle Market team.** The KBF...environment offers employees the opportunity to work with both high -caliber team members and top-tier clients while maintaining a… more
- Morgan Stanley (Newport Beach, CA)
- …Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households *Education and/or Experience:* * At ... *POSITION SUMMARY:* * * The Associate Market Manager plays a key role in...service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management,… more
- Morgan Stanley (Bethesda, MD)
- …Market Manager in driving corporate marketing initiatives to help increase market share in High Net Worth households. *Education and/or Experience* * At ... *POSITION SUMMARY:* The Associate Market Manager plays a key role in...service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management,… more
- University at Buffalo (Buffalo, NY)
- …Excellent people skills, including the ability to listen and interact effectively with high net worth individuals. * Technical/digital competence. * ... Position Title: Sr. Director/Director/ Associate Director of Advancement, School of Engineering and Applied Sciences Posting Number: U230097 Employer: UB Foundation… more