High-Net-Worth Investment Manager

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...

Job Description: High-Net-Worth Individual LiaisonCompany Overview: We are a premier provider of luxury support services to high-net-worth individuals. Our clients require top-notch assistance with their daily lives, and we are seeking a highly skilled and experienced individual to fill this role.Key Responsibilities:Manage complex calendars and coordinate...

Job DescriptionWe are seeking a Senior Tax Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services organization, you will have the opportunity to work closely with Principals and high-net-worth clients with substantial holdings.This is a great opportunity to move out of public accounting and into an organization...

Regional CPA Firm Seeking Tax ManagerWe are seeking a highly experienced Tax Manager / Sr. Tax Manager to join our team at a Regional CPA firm.About the Role:The successful candidate will have extensive experience in high net worth tax planning, preparation, and advisory services. Key responsibilities include managing multiple client engagements, reviewing...

Are you a skilled Registered Nurse seeking a challenging role in structured and supportive team dedicated to delivering exceptional in-home care? Alliance Homecare, the premier long-term care provider for high-net-worth families in the NYC metro area, is expanding its elite nursing services. We are searching for a Registered Nurse Care Manager (RNCM) to...

About the RoleThis exciting opportunity will see you working closely with senior members of our corporate team across all disciplines and transaction types. As a key member of our New York office, you will play a vital role in supporting high net worth domestic and international individuals, families, family offices, and their advisors on complex corporate...

Job OverviewA highly skilled Residential Facilities Manager is required to oversee the maintenance, operation, and management of an ultra-high-net-worth family home in New York City. The ideal candidate will have 10+ years of experience in facilities management and be able to ensure the property runs seamlessly.The successful candidate will be responsible...

About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...

About iCapitaliCapital is a leading fintech company that powers the world's alternative investment marketplace.We transform how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Our platform has enabled $200 billion in global client assets to be...

About iCapitaliCapital is a leading fintech platform that empowers the world's alternative investment marketplace. Our innovative technology has revolutionized how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With approximately $200 billion in...

About the RoleiCapital is a leading financial technology platform powering the world's alternative investment marketplace. Our cutting-edge platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.We service approximately $200...

About the Company">We're a leading public accounting firm offering tax and advisory services to businesses and high net worth individuals. Our clients span various industries including real estate, construction, manufacturing, technology, private equity, and e-commerce.">Opportunity Overview">This is a remote Senior Tax Manager position with a focus on...

About the RoleThis is an exciting opportunity to join a dynamic investment firm as an Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.We are a boutique investment firm managing significant...

Brown Brothers Harriman seeks a seasoned business development professional to join our Single Family Office (SFO) practice, targeting high net worth individuals and family offices with investment assets over $250 million. We offer proprietary investment strategies, value-added family office services, and capital solutions.Key ResponsibilitiesSource and...

We are looking for an experienced Investment Portfolio Manager to join our team at Saratoga Investment Corp. The estimated salary for this position is $100,000 - $130,000 per year.Company Overview:Saratoga Investment Corp is a leading provider of financing solutions for middle-market companies. Our mission is to provide innovative and flexible financing...

Company OverviewiCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform has revolutionized how advisors, wealth management firms, and asset managers evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

Job OverviewThe Wealth Consultant plays a pivotal role in identifying, engaging, acquiring, and retaining high net worth clients and prospects. As a primary relationship manager, you will serve as the primary point of contact and advocate for high net worth prospects and clients.Maintaining current knowledge and awareness of client circumstances, conditions,...

Marketsearch Recruiting seeks a seasoned Digital Marketing Strategist to spearhead the digital marketing initiatives for investment products. With a focus on B2B clients and High Net Worth Individuals, this role demands a dynamic leader with a proven track record in creating and implementing successful digital marketing strategies.Key...