High-Net-Worth Account Manager

Job SummaryWe are seeking a highly skilled and experienced Chief of Staff to join our team. As the right-hand person to a high-net-worth entrepreneur, you will be responsible for managing all aspects of their personal and family life.Key ResponsibilitiesOversee household staff of 6, including hiring, offboarding, performance management, and...

Job Title: HNW Personal Lines Account ManagerThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key Responsibilities:Serve as the primary point of contact for high net worth clients, providing expert advice and...

Job SummaryWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...

Join Our Team as a Tax ManagerCPS, a leading regional CPA firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects for high-net-worth individual clients.Key Responsibilities:Review and analyze complex tax returns to ensure accuracy...

Job Title: Chief of Staff to a High-Net-Worth EntrepreneurBloom Talent is seeking a highly skilled and experienced Chief of Staff to join our team. As a key member of our family office, you will be responsible for managing all aspects of the Principal's personal and family life.Responsibilities:Manage and oversee the household staff of 6, including hiring,...

Job Title: High Net Worth Tax Senior ManagerWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum Smith+Brown P.C. as a High Net Worth Tax Senior Manager. In this role, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key Responsibilities:Provide tax...

Senior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Leah Yosef International. As a key member of our multi-family office, you will be responsible for managing ultra-high net worth client relationships, providing comprehensive wealth management, complex tax and estate planning strategies, investment management,...

About the RoleWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesProvide tax planning and compliance services to high net worth individuals and...

Senior Wealth Advisor OpportunityOverviewLeah Yosef International is seeking a seasoned Senior Wealth Advisor to manage complex relationships with ultra-high net worth clients. The ideal candidate will possess extensive experience in comprehensive wealth management, tax and estate planning, investment management, and family office services.Key...

Unlock Your Potential as a Financial AdvisorTalent Focus Executive Search and Consulting is partnering with a prestigious international wealth management institution to identify a seasoned Financial Advisor for their Private Client practice in a dynamic setting.Key Responsibilities:Develop and maintain strong relationships with high net worth clients,...

Join Our Team as a Tax ManagerCPS is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects. You will also provide thoughtful feedback to preparers and initial reviewers, correspond with clients, and manage overall projects.Key...

Job Title: High Net Worth Tax Managing DirectorWe are seeking a highly experienced and skilled Tax Managing Director to lead our client engagements for significant clients of the firm. The ideal candidate will have a proven track record of handling complex tax matters, developing client relationships, and supervising tax teams.Key Responsibilities:Develop...

Financial Advisor Opportunity with Talent Focus Executive Search and ConsultingWe are partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in a vibrant setting.Key Responsibilities:Play a pivotal role as a trusted financial confidant to high net worth...

About the RoleBaker Tilly is seeking a highly skilled Tax Senior Manager to join our Private Wealth practice. As a key member of our team, you will provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.ResponsibilitiesKey...

OverviewBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm is committed to delivering exceptional client service and providing innovative solutions to help our clients achieve their...

Job Title: Personal Lines Account ManagerWe are seeking a highly motivated and experienced Personal Lines Account Manager to join our dynamic team in the Insurance industry. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are...

About CressetCresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way individuals experience wealth. With a strong focus on delivering exceptional client service, Cresset offers personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a...

About CressetCresset is a leading, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. With over $50 billion in assets under...

About CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on delivering...

About the RoleWe are seeking a highly motivated and experienced Account Executive to join our team at Salesforce. As a Net Zero Cloud Account Executive, you will be responsible for managing a high volume of opportunities to grow our Net Zero Cloud business.Key ResponsibilitiesFormulate and execute a sales strategy within an assigned territory to build...