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...

Job Summary:The Regional Vice President, UHNW is responsible for driving growth and expansion of our RIA referral platform. This role requires a proven ability to identify, initiate, develop, and maintain relationships with ultra-high net worth prospects, with a focus on driving sales momentum for our financial planning teams.Key Responsibilities:Proven...

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...

Job SummaryThe Investment Associate role at Citi Private Bank is a seasoned professional position that requires in-depth disciplinary knowledge and expertise in investment analysis and portfolio management. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.Key...

Capital Markets Vice PresidentAs a key member of our team, you will work closely with Senior Vice Presidents to raise capital from high-net-worth accredited investors on the Kay Properties platform. Our platform specializes in 1031 exchange Delaware Statutory Trust (DST) properties and other real estate private placement funds and offerings.Key...

High Net Worth Tax Manager Job DescriptionHire Resolve USA is seeking a highly skilled High Net Worth Tax Manager to join their team. As a High Net Worth Tax Manager, you will be responsible for providing expert tax advice and services to high net worth individuals and families.Key Responsibilities:Manage a portfolio of high net worth individual clients and...

Hire Resolve USA is seeking a highly skilled High Net Worth Tax Specialist to join their team. As a Tax Specialist, you will be responsible for providing expert tax advice and services to high net worth individuals and families.Key Responsibilities:Manage a portfolio of high net worth individual clientsDevelop and implement tax planning strategiesReview and...

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...

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...

Job Title: High Net Worth Tax ManagerAt Green Hasson & Janks, we are seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for the efficient and accurate preparation of high net worth clients' individual, estate, gift, and fiduciary tax returns.Key Responsibilities:Perform technical tax review and...

## Regional Vice President of Sales - Southwest ### Overview ImageFIRST Healthcare Laundry Specialists is the nation's leading provider of healthcare linen services, delivering superior quality, compliance, and service excellence. Our commitment to innovation and our customer-centric approach have fueled significant growth, creating new opportunities for...

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...

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...

Senior Vice President SVP Western Region Job DescriptionAt CLevelCrossing, we are seeking a highly skilled and experienced Senior Vice President SVP Western Region to lead our Western Region operations. As a key member of our leadership team, you will be responsible for driving strategic growth, developing and executing business plans, and overseeing the...

Job Title: Regional Vice President, Field Advocacy LeaderWe are seeking a highly skilled and experienced Regional Vice President, Field Advocacy Leader to join our team at the American Heart Association. As a key member of our leadership team, you will be responsible for developing and implementing strategic plans to advance our mission and goals in the...

Job Title: Senior Vice President SVP Western RegionWe are seeking a highly experienced and skilled Senior Vice President SVP to lead our Western Region operations. As a key member of our leadership team, you will be responsible for driving business growth, developing and executing strategic plans, and ensuring the success of our regional operations.About the...

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: Regional Vice President, Field AdvocacyAt the American Heart Association, we are committed to creating a world of longer, healthier lives. As a Regional Vice President, Field Advocacy, you will play a critical role in shaping our advocacy efforts in the Western States region.Key Responsibilities:Develop and implement strategic plans for state and...

Join Our Team as a Tax Manager - HNWI & Flow-Through Entities ExpertAre you a seasoned Tax Manager with a specialization in High Net Worth Individuals (HNWI) and flow-through entities? Do you have a Master's Degree in Taxation or Accounting, and 2-5 years of leadership experience in a public accounting firm?We're a top-ranked mid-sized CPA firm in Los...