Regional Vice President, Ultra High Net Worth

Tax Director Job DescriptionKey Responsibilities:Lead a team of professionals in the Tax Department in managing ultra-high-net-worth clientsDevelop and implement comprehensive tax strategies to minimize clients' tax liabilitiesCollaborate with Client Advisors to deliver timely and insightful tax projectionsPrepare detailed tax planning presentations and...

Elite Private Client OpportunityAs a Senior Vice President Wealth Management Advisor at ECG Resources, you will serve as the primary point of contact for ultra-high-net-worth clients, delivering a comprehensive range of investment solutions and wealth management services. This role emphasizes the development and nurturing of strong relationships with clients...

Personal Lines Account Executive PositionWe are seeking an experienced Personal Lines Account Executive to manage a portfolio of high-net-worth clients. In this role, you will be responsible for ensuring client satisfaction and utilizing the AMS360 agency management software to optimize operations.The ideal candidate will have a minimum of 5 years of...

Job Title: Tax Director - High Net Worth IndividualsAbout the Role:We are seeking a highly experienced Tax Director to join our team at Henderson Harbour Group. As a Tax Director, you will be responsible for providing high-quality tax advisory and estate planning services to our high net worth individual clients.Responsibilities:Provide tax compliance...

Job Title: Tax Director for Private Client ServicesJob Summary:We are seeking a highly experienced Tax Director to join our Private Client Services team. As a Tax Director, you will be responsible for leading a team of tax professionals in providing high-quality tax services to our clients.Key Responsibilities:Lead a team of tax professionals in providing...

Job Summary:We are seeking a highly skilled Personal Risk Advisor to join our team at USI Insurance Services. As a Personal Risk Advisor, you will be responsible for cultivating relationships with high net worth individuals and family offices, providing comprehensive risk management and insurance consultation services.Key Responsibilities:Develop and...

Regional Vice President of Field AdvocacyOverview:We are seeking a highly skilled and experienced Regional Vice President of Field Advocacy to join our team at the American Heart Association. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight for our state and local advocacy efforts.Key...

We are seeking a highly skilled and experienced Personal Assistant to support high net worth individuals in Los Angeles. The ideal candidate will have a strong background in business, personal, and household management, with excellent communication and organizational skills.Key Responsibilities:Manage business and personal diaries and travel...

About the Role:The Regional Vice President of Enterprise Sales will be responsible for driving the growth of our Enterprise sales team across the US. This role will lead a team of 4 to 8 Enterprise Account Executives and report directly to the Area Vice President, SLED.Key Responsibilities:Lead a team of Enterprise Account Executives to achieve booking...

Job Title: Tax Manager - High Net Worth with International TaxJob Summary:A reputable Public Accounting firm, GPAC, is seeking a highly skilled Tax Manager to join their team. As a Tax Manager, you will be responsible for providing expert tax advice to high net worth clients with international tax complexities.Key Responsibilities:• Research and review tax...

Position OverviewAs a Regional Vice President of Sales, you will lead and drive our expanding sales force in the west region. This newly created role reflects our ongoing growth and commitment to providing unmatched services in the healthcare sector.Key Responsibilities• Lead, mentor, and develop a regional sales team of 5 Regional Sales Managers and 30...

Unlock Your Potential as a Client Relationship Associate at Capital GroupAs a Client Relationship Associate, you will play a vital role in providing exceptional service to our high-net-worth individuals, trusts, and foundations nationwide. You will assist financial advisors with administrative tasks, such as handling calendars, expense reports, and client...

Job Summary:The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients' individual, estate, gift, and fiduciary tax returns. This role requires advanced technical skills in tax and accounting areas, as well as well-developed management and supervisory skills. The Tax Manager may have input on any...

OverviewBaker Tilly Advisory Group, LP, a leading advisory, tax, and assurance firm, is a global network of professionals offering a comprehensive range of services to clients across the globe. With offices in major financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston, we provide a genuine coast-to-coast and global...

Overview:The American Heart Association is seeking a highly skilled and experienced professional to serve as the Vice President for Field Advocacy Western States Region. This role will be responsible for providing strategic vision and direction for regional state and local advocacy campaigns in WA, OR, CA, NV, AZ, UT, ID, AK, HI, and MT.Key...

Job Title: Vice President of Social Media StrategyPRTNR Recruiting, Inc. is seeking a highly experienced Vice President of Social Media Strategy to lead our global social media efforts. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive social media strategy that aligns with our marketing goals.Key...

About Avenue5Avenue5 is a vibrant third-party multifamily property management firm with locations across the United States. We are proud of our vibrant, inclusive, make-it-happen culture, where we:· Listen to our associates, recognize them, and give them room to grow· Invest in our associates to help them become the best version of themselves· Approach...

Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

About the RoleWe are seeking a highly skilled and experienced Vice President of Development to join our team at the National Immigration Law Center. As a key member of our Senior Leadership Team, you will be responsible for leading our development efforts and ensuring the long-term sustainability of our organization.Key ResponsibilitiesDevelop and implement...

Job SummaryAvenue5 Residential is seeking a Senior Vice President, Operations to oversee the property and corporate regional operations of a large region or multiple regions. This role creates strategy for growth at all properties within the assigned region(s).Key Responsibilities• Provide leadership and direction to regional leaders, corporate and...