• Manager - High Net Worth

    Edward Jones (St. Louis, MO)
    High Net Worth offering. Facilitate the business development into the High Net Worth service models to support achieving ambitious incremental ... position and is responsible for the execution of key High Net Worth client acquisition...population, and aligning them to the best support and service model that most addresses the clients' needs. This… more
    Edward Jones (10/25/24)
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  • Wealth Management Capital Markets Attorney VP/ED

    Morgan Stanley (Purchase, NY)
    …its full- service brokerage and investment advisory clients. In addition, the team provides high net worth full- service clients with access to ... issuer diligence > Advising on complex trading strategies by high net worth and ultra-...marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected… more
    Morgan Stanley (10/25/24)
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  • Senior Estate Strategist - High Net

    Edward Jones (Phoenix, 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...legacy goals. + Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company,… more
    Edward Jones (10/29/24)
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  • Personal Lines High Net Worth

    HUB International (Miami, FL)
    As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
    HUB International (10/22/24)
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  • Tax Manager - High Net Worth

    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 states ... do what's best for them, while providing exceptional client service + Cultivating an environment that allows our people...+ 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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  • Account Manager II, Personal Lines / High

    HUB International (Encino, CA)
    …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
    HUB International (10/22/24)
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  • High Net Worth Wealth…

    HSBC (New York, NY)
    …people, our investors, our communities and the planet we all share. The role of the High Net Worth Wealth Supervisor works closely with sales management and ... practices and participating in branch promotional activities and special projects as required As our High Net Worth Wealth Supervisor you will: + Ability to… more
    HSBC (11/07/24)
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  • Account Manager for High - Net

    Gelfand Rennert & Feldman (Austin, TX)
    … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... + 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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  • Executive Financial Services - Rule 10b5-1 Ultra…

    Morgan Stanley (Purchase, NY)
    …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... settlement of restricted trades. An important part of the service provided by EFS includes education and guidance to...and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist… more
    Morgan Stanley (09/16/24)
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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 ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
    HUB International (10/22/24)
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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 ... 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 (10/22/24)
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  • High Net Worth Wealth…

    HSBC (San Francisco, CA)
    …Supervisor you will: + Primary point of contact for policy related questions for all High Net Worth Registered Representatives, covering the HNW NY- Office ... able to achieve results quickly + Ability to multi-task and work under pressure + High level of professional and personal integrity + Minimum of a BA/BS degree, or… more
    HSBC (11/07/24)
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  • Tax Manager - High Net Worth

    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 ... 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 (10/22/24)
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  • Private Bank Service Specialist III

    Huntington National Bank (Charlotte, NC)
    …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… more
    Huntington National Bank (10/09/24)
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  • Private Bank Service Specialist II

    Huntington National Bank (Birmingham, MI)
    …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service... High School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial… more
    Huntington National Bank (10/17/24)
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  • Personal Lines Insurance Sales Business…

    WTW (Boston, MA)
    …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
    WTW (10/02/24)
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  • Senior Accountant, Tax - High Net

    Wipfli LLP (Billings, MT)
    …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
    Wipfli LLP (09/05/24)
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  • Wealth Advisor III - Dallas / Fort Worth

    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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
    Truist (08/29/24)
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  • Merrill Financial Solutions Advisor - Fort…

    Bank of America (Southlake, TX)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (10/29/24)
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  • Merrill Financial Solutions Advisor - Fort…

    Bank of America (Lubbock, TX)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (10/12/24)
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