High-Net-Worth Account Executive

Job OverviewWe are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. This role involves strengthening relationships with clients, staff, and carriers while providing expert account management and risk solutions.In this position, you will collaborate closely with Producers to deliver innovative...

Join Our Team as a Luxury Client StrategistTiffany & Co. is seeking a skilled Luxury Client Strategist to lead our efforts in acquiring, engaging, retaining, and growing High Net Worth clients in San Francisco.This is an exciting opportunity to leverage your expertise in the luxury industry to drive business growth and represent the Tiffany brand with...

Job OverviewWe are seeking an experienced Personal Lines Account Manager to strengthen relationships with high-net-worth clients and staff while providing expert account management and risk solutions.Key Responsibilities:Lead the servicing of high-net-worth accounts, directing resources and utilizing support staff for endorsements, claims, and follow-up...

Senior Accountant Job OpportunityPinpoint Talent seeks a Senior Accountant to join its team in Marin County. This role offers an exciting opportunity to work with a highly successful investment management firm and contribute to its growth and success.Responsibilities and RequirementsManage Financial Tasks: Perform general ledger management, client-focused...

About the RoleWe are seeking an experienced Ultra-High-Net-Worth Client Manager to join our team at Insurance Search Specialists. As a key member of our team, you will be responsible for managing a select portfolio of ultra-high-net-worth clients, providing expert advice on risk management and insurance solutions tailored to their unique needs.In this role,...

Career Overview">CIBC is building a relationship-oriented bank for the modern world. We are seeking talented, passionate professionals who are dedicated to delivering exceptional client experiences.The Senior Client Service Associate executes complex transactions supporting high net worth client portfolios, researching client inquiries and issues to...

Company OverviewWe are one of the fastest growing brokers globally with over 20 years of experience in providing top-notch insurance solutions. Our team is dedicated to delivering exceptional service and tailored advice to our high net worth clients.Job DescriptionThe High Net Worth Insurance Specialist will be responsible for managing and servicing client...

Job OverviewWe are a successful practice that specializes in working with high net worth individuals and executives. Our focus is on providing accurate tax compliance and consulting services to help clients reduce tax liabilities.SalaryThe estimated salary for this position ranges from $150,000 to $225,000 in California, depending on location and...

Role OverviewWe are seeking an experienced Taxation Expert to join our team in San Francisco. As a key member of our tax planning department, you will be responsible for preparing complex tax returns and providing expert advice to high-net-worth individuals.About the JobThe ideal candidate will have a minimum of 2 years of direct tax preparation experience...

About the Role: We are seeking an experienced Premier Relationship Manager to join our team at River City Bank. The successful candidate will be responsible for building and maintaining strong relationships with high net worth clients, providing expert advice on cash management services and lending solutions.Key Responsibilities:Develop and execute...

Become a vital part of our team at BakerAvenue, a renowned wealth management firm dedicated to guiding high-net-worth individuals through personal and professional transitions. Our comprehensive services include wealth management and investment expertise, tailored to meet the unique needs of each client.We are seeking an experienced Seasonal Tax Preparer to...

Our boutique tax firm is seeking a Senior Tax Manager to join their outstanding team in San Francisco, CA. The ideal candidate for this role possesses experience with ultra-high net worth tax portfolios and has a keen eye for detail.The Senior Tax Manager will be responsible for the preparation and review of various tax documents, including returns,...

Job SummaryWe are seeking a highly skilled Personal Lines Account Executive to join our dynamic team at Insurance Search Specialists. As a key member of our team, you will be responsible for managing a select portfolio of ultra-high-net-worth clients, providing expert advice on risk management and insurance solutions tailored to their unique needs.In this...

Job OverviewEdgar Law Group, LLP is seeking an experienced Estate Planning Tax Attorney to join our team. As a key member of our Legal and Tax Teams, you will work closely with senior partners and paralegals to provide exceptional advisory services to high-net-worth individuals.Compensation Package$100-$200 hourlyResponsibilities:Create complex estate plans,...

As an Elite Client Account Executive, you will be responsible for managing and servicing high net worth client accounts, offering customized insurance solutions for luxury homes, vehicles, collectibles, and other valuable assets. This role requires a deep understanding of personal lines insurance, as well as excellent communication and negotiation skills....

The PR Net OverviewWe are a strategic communications partner that believes brand actions build meaningful relationships—driving business growth. Our team consists of curious, creative, collaborative strategic thinkers who deliver business results.Role Summary:We are seeking a Senior Account Executive to join our team. This individual will serve as a...

We are proud to represent clients across various industries including entertainment, social good, tech, and lifestyle at The PR Net.Our team is dedicated to telling our clients' stories through different mediums. We believe that even during challenging times, our responsibility to our clients and each other can lead to meaningful and lasting impact for...

Job DescriptionThis is an exceptional opportunity for a skilled and experienced estate planning attorney to join our dynamic team at an AmLaw 200 firm.The ideal candidate will bring experience servicing high-net-worth clients and a tax background (CPA, LLM, etc.)Responsibilities:Draft, review, and modify a wide range of estate planning documents, including...

About the JobSymphony Risk Solutions LLC is a dynamic and growing company that specializes in providing insurance solutions to middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.We are seeking an experienced Account Executive to join our team and help us...

OverviewWe are an AmLaw200 firm dedicated to delivering exceptional legal services to our clients.SalaryThe estimated annual salary for this role is $225,000-$325,000.Job DescriptionWe seek a highly skilled and experienced estate planning attorney to join our dynamic team. This is an exceptional opportunity for an attorney who has a deep understanding and...