- Amerant Bank (Coral Gables, FL)
- The Senior International Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High ... such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer… more
- Volunteers of America Mid-States (Louisville, KY)
- …financial support. 3. Major Gifts: Lead efforts to solicit major gifts from high - net - worth individuals and develop personalized cultivation and stewardship ... POSITION TITLE: Senior Director of Fund Development LOCATION: Louisville, KY...AND QUALIFICATIONS: We are seeking a dynamic and experienced Senior Director of Fund Development to lead our fundraising… more
- Edward Jones (Tempe, AZ)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- HSBC (Miami, FL)
- …wallet from Premier, High Net Worth , Ultra High Net Worth . As our Senior Investment Specialist you will: + Serve as back-up on the internal ... of AMUS solutions and services to WPB customers (Premier, High Net Worth , Ultra ...Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will be… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing...expert level consultations that meet the needs of our high - net - worth clients based on client… more
- Wipfli LLP (South Portland, ME)
- …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
- Edward Jones (Scottsdale, AZ)
- …**What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience. ... answered yes to these questions, joining the Edward Jones High Net Worth team could...extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients… more
- Edward Jones (St. Louis, MO)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence 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 ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Wipfli LLP (South Portland, ME)
- …+ 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 (Loveland, 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
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist...ideal candidate must have proven experience with speaking to senior level executives and provide a concierge type service… more
- Wipfli LLP (South Portland, ME)
- …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
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- Wells Fargo (Greenacres, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... US **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Morgan Stanley (Houston, TX)
- … Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial ... to support the Firm's goal of providing private banking products to Ultra High Net Worth clients and/or prospects . Establish a reputation of execution… more
- M&T Bank (Los Angeles, CA)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra- High Net Worth (UHNW) clients and is primarily responsible ... with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra- high net worth clients… 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
- Morgan Stanley (New York, NY)
- …our culture. We are seeking a Senior Lending Transactor to help grow our Ultra High Net Worth Lending business in the Private Bank that serves clients ... with a net worth in excess of $50 million. The ...Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions… more
