• Risk Manager - High Net

    Edward Jones (St. Louis, MO)
    …capabilities through risk consultation and risk assessment. The Risk Manager - High Net Worth partners with leaders in the Wealth Management Advice & ... Solutions (WMAS) division to manage the risks associated with the High Net Worth (HNW) products and services. Effectively controls the risks associated with… more
    Edward Jones (10/31/24)
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  • Tax Manager - High Net

    Maxwell Locke & Ritter (Austin, TX)
    Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US ... three times. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
    Maxwell Locke & Ritter (10/18/24)
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  • Manager - High Net

    Edward Jones (St. Louis, MO)
    …Full-Time The HNW Client Development Manager will be a part of the High - Net - Worth Business Unit, which focuses on the holistic offering and experience ... clients of Edward Jones. The HNW Client Development Manager is a non-people leader position and is responsible...position and is responsible for the execution of key High Net Worth client acquisition… more
    Edward Jones (10/25/24)
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  • Tax Manager - High Net

    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 ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
    Wipfli LLP (10/22/24)
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  • Account Manager for High

    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
    Gelfand Rennert & Feldman (11/03/24)
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  • Senior Manager /Director Tax - High

    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
    Wipfli LLP (10/22/24)
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  • Account Manager II, Personal Lines…

    HUB International (Encino, CA)
    …Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of professionalism, ... experience required) or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience within the… more
    HUB International (10/22/24)
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  • Private Banking Relationship Manager - MLO:

    Zions Bancorporation (Provo, UT)
    Manager in Provo, UT. This role acts as the principal account and relationship manager for high net - worth clients. Private Banking brings the various ... the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal...experience: + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
    Zions Bancorporation (10/31/24)
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  • Account Executive, Personal Lines / High

    HUB International (Encino, CA)
    …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred....**_MUST be willing to work onsite at the Business Manager offices in Encino and Century City, as needed._**… more
    HUB International (10/22/24)
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  • Tax Manager

    Robert Half Finance & Accounting (Wilmington, DE)
    …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
    Robert Half Finance & Accounting (10/18/24)
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  • Personal Lines Account Manager - Private…

    HUB International (Winter Park, FL)
    The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...to clients in response to those changes independent of manager approval. + Acts as liaison between clients and… more
    HUB International (11/08/24)
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  • Private Client Personal Lines Account…

    HUB International (Gainesville, FL)
    …involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high degree ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...to clients in response to those changes independent of manager approval.** + **Acts as liaison between clients and… more
    HUB International (10/22/24)
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  • Pipeline Account Manager III

    PennyMac (Phoenix, AZ)
    …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… more
    PennyMac (10/25/24)
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  • Sr Tax Manager - HNW & Family Office

    Robert Half Finance & Accounting (Newton, MA)
    …Lots of time off. (See below!) Our client, a very established CPA Tax firm devoted to high net worth and Family Office type services, is recruiting for a Tax ... Manager to join the team based in the Newton/Needham...from small to medium sized businesses, international companies, to high - net - worth individuals in various industries.… more
    Robert Half Finance & Accounting (10/12/24)
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  • Branch Manager West Tarrant Parker County…

    Wells Fargo (Springtown, TX)
    …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
    Wells Fargo (10/26/24)
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  • Private Client Relationship Manager

    Citizens (Holmes, PA)
    …Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... Description Private Client Relationship Manager - Center City Broad & Walnut, PA..., you will engage directly with our affluent and high - net - worth clients to exceed their… more
    Citizens (11/06/24)
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  • Senior Manager , Business Tax Services…

    KPMG (Dallas, TX)
    …- 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 **Requisition...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
    KPMG (10/13/24)
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  • Client Manager

    City National Bank (San Francisco, CA)
    **CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point of...+ Minimum of 8 years of experience working with high net worth clients + FINRA ... years of experience in financial services and 8 years of experience working with high net worth clients. + Possesses a proven track record of strong… more
    City National Bank (11/05/24)
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  • Tax Manager /Senior Manager

    KPMG (Philadelphia, PA)
    …qualifications for Senior Manager : + Minimum eight years of recent focused high net - worth individual, flow-through entity and family office tax ... **Business Title:** Tax Manager /Senior Manager , Private Client **Requisition Number:**...of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families… more
    KPMG (09/19/24)
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  • Portfolio Manager III

    Bank of America (Salt Lake City, UT)
    Portfolio Manager III Salt Lake City, Utah **Job Description:**...a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to ... + A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net more
    Bank of America (09/21/24)
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