High Net Worth Client Relationship Executive

Affluent Banking OpportunitiesAbout the RoleThe Wealth Relationship Manager SAFE Act is a critical position that requires a seasoned professional with in-depth disciplinary knowledge. The successful candidate will contribute to the development of new techniques and improve processes and workflows within the area or function.Key ResponsibilitiesDevelop and...

Gavin de Becker & Associates protects high-net-worth individuals and families. We are seeking an experienced Protection Team Leader to join our team. This role requires a strong background in executive protection and leadership skills to manage a team of protectors.Estimated SalaryThe estimated annual salary for this position is between $80,000 and $100,000,...

We're actively hiring a Tax Manager working remotely to lead & manage a book of clients including a combination of individuals, entities, trust, estate & gift tax returnsRequirementsBachelor's degree in AccountingMinimum of 5 or more years of recent, relevant experience specializing in high net worth individuals as well as Estate & Gift, Trust, or Flow...

Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

Job Title: Senior Wealth Relationship ManagerThe position of Senior Wealth Relationship Manager is a seasoned professional role, requiring in-depth disciplinary knowledge. It contributes to the development of new techniques and improves processes and workflow for the area or function.Key Responsibilities:Establishing relationships with affluent and High Net...

Job OverviewGavin de Becker & Associates (GDBA) is a renowned protective services firm dedicated to safeguarding the world's most influential and at-risk public figures. Our team of experienced professionals, led by 3-time Presidential appointee Gavin de Becker, is committed to protecting human life through the assessment, prediction, and management of...

About JobotAs a premier accounting and business advisory firm, we offer personalized services to our clients. Our team of highly qualified professionals is committed to understanding each client's unique needs and providing tailored solutions.We provide tax planning, accounting services, business consulting, and wealth management. We foster strong client...

Citibank OpportunityRole SummaryThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.Key ResponsibilitiesIdentify, build and deepen relationships to gain incremental wallet...

Come join our amazing team and work remote from home! Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all...

Moss Adams LLP Senior Tax Manager RoleWe are seeking a talented Senior Tax Manager to join our team in Tri Cities, Washington. As a leader in public accounting, Moss Adams champions authenticity and fosters a culture of collaboration and growth.Our Tax Services teams deliver quality tax solutions to public and privately owned middle-market companies,...

About the job Private Client Services Associate - Junior Level We are seeking a qualified Associate Attorney with experience in trusts and estates, transfer tax, and associated income tax areas of the law. The ideal candidate will have some experience in the field, with a minimum of one year of work experience preferred. We welcome candidates who have...

About the RoleCM3 Building Solutions seeks a highly skilled and motivated Sales Account Executive to join our team. As a Sales Account Executive, you will be responsible for developing and maintaining client relationships, assessing systems, and coordinating pre-construction activities.Key ResponsibilitiesCLIENT RELATIONSHIP DEVELOPMENT: Build and maintain...

Tax Manager OpportunityWe are seeking a highly skilled Tax Manager to join our team of professionals at Jobot.About the PositionThe Tax Manager will be responsible for leading audit engagements, identifying tax planning opportunities, and mentoring junior staff members.Managing tax returns for multiple clients.Staying up-to-date with industry developments...

Citigroup Inc is a global financial institution seeking an experienced Strategic Client Financial Advisor to join our team. This role offers a competitive salary of $114,702 per year.About the JobThe successful candidate will be responsible for identifying and building relationships with high net worth clients, providing them with holistic financial...

Synergy Management Group is partnering with an experienced Investment Banker to lead a seed-stage capital raise. This role involves managing the entire fundraising cycle, including developing investor materials, targeting high-net-worth investors, and negotiating deal terms.About the CompanyPast engagements with top institutional investors managing over...

Job OverviewThe Sales and Client Relationship Associate role at Wolford America focuses on building strong relationships with clients to drive sales and achieve monthly targets.Key ResponsibilitiesEngage with clients to develop sales opportunities and meet performance goals.Provide exceptional customer service by presenting products, explaining benefits, and...

Driving Growth in HealthcareAt Optum, we are committed to driving growth and innovation in the healthcare industry. As a Senior Account Executive, you will play a key role in delivering provider solutions to key strategic clients and driving above-market growth.About the Role:Develop and execute commercial plans to drive growth in provider...

We are looking for an experienced Full Stack Developer with a strong background in .NET Core, C#, and Entity Framework to join our team at CyberTec. The ideal candidate will have at least 5 years of hands-on experience in developing high-performance applications using these technologies.The successful candidate will be responsible for designing, developing,...

Job Title: Client Relationship SpecialistWe are seeking a skilled Client Relationship Specialist to join our team at QT Communications & Technology. As a Client Relationship Specialist, you will be responsible for fostering strong relationships with our clients, identifying new business opportunities, and providing expert advice to guide their...

Job Title: Highly Experienced .Net ProfessionalEstimated Salary: $160,000 - $220,000 per yearHalvik is seeking a highly experienced .Net professional to join our team as a Senior Software Developer. As a member of our team, you will be responsible for developing high-quality code for back-end and front-end applications, collaborating with cross-functional...