Senior Private Client Advisor

About the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...

Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and Implement Financial Plans: Create...

Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning and investment advice, and identifying opportunities to grow...

About the RoleWe are seeking a highly skilled Tax Manager/Senior Manager to join our Private Client team at KPMG. As a trusted advisor, you will provide strategic, operational, and financial guidance to family offices and high net worth individuals.Key ResponsibilitiesDirect tax compliance and consulting services for family offices and private equity-backed...

Job Summary:At KPMG, we are seeking a highly skilled Tax Manager/Senior Manager to join our Private Markets team. As a key member of our team, you will be responsible for providing tax compliance and consulting services to high net worth individuals and families, as well as closely held businesses and family offices.Responsibilities:• Serve as the trusted...

Job Title: Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key Responsibilities:Acquire qualified, new-to-wealth relationships through...

Dynamic Team OpportunityAt KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success.Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create...

About the RoleCitizens is seeking a highly skilled and experienced Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and Implement Financial Plans:...

About the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth relationships...

Job DescriptionJob SummaryCitizens is seeking a highly skilled Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth relationships...

Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain new clients through proactive outreach and...

Dynamic Team OpportunityAt KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create...

Job SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and retain...

Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Philadelphia, PA, Blue Bell, PA, or Wayne, PA. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and...

Job SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key Responsibilities:Acquire...

Job SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their financial goals.Key...

We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Key Responsibilities:Review and negotiate tax provisions within fund agreements and side letters to ensure...

Larson Maddox is seeking a Senior Tax Counsel to join their rapidly growing legal department. As a key member of the team, you will be responsible for reviewing and negotiating tax provisions within fund agreements and side letters to ensure favorable terms. You will also assess fund structures and tax documents to determine the most advantageous investment...

Job Title: Architecture Senior Advisor-HybridThe Architecture Senior Advisor-Hybrid role is a key position within Cigna-Evernorth Services, Inc., responsible for leading the design and implementation of major systems and their subsystems. This role requires a deep understanding of available technology, tools, and existing designs.Key Responsibilities:Design...

About StratascaleStratascale is a digital and cybersecurity services company that helps Fortune 1000 businesses transform the way they use technology to advance their business, generate revenue, and respond quickly to market demands. We call it Digital Agility.Job SummaryThe Client Advisor will focus on developing new business with existing customers and...