Holistic Care Manager for High-Net-Worth Families

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...

Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...

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 OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on high-stakes cases and clientele.We seek well-organized, self-motivated, and reliable NYS admitted attorneys to handle complex Matrimonial, Family, and Litigation matters.The ideal candidate will have 3+ years of experience in handling caseloads with ease.About the RoleHandle high net...

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...

About the RoleWe are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...

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...

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...

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 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...

We are seeking a skilled Lead Tax Professional to join our team in Midtown, Manhattan. In this role, you will work closely with our clients to provide exceptional tax services and support.About the OpportunityThis is an excellent opportunity for a motivated and experienced tax professional to take on a leadership role and contribute to the success of our...

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...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

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 seeking a dedicated and experienced Primary Care Physician to join our multidisciplinary practice in New York. The ideal candidate will have a strong background in Family/Internal Medicine or General Practice, with a passion for providing comprehensive care to patients.As a key member of our team, you will be responsible for conducting exams,...

Company OverviewFirst Citizens Bank is a leading financial institution dedicated to providing exceptional banking services to its clients. Our Wealth Management division plays a crucial role in the bank's growth and profitability goals, and we are seeking a highly skilled Private Banker II to join our team.

Job SummaryAn exceptional opportunity has arisen for a seasoned High-Profile Portfolio Manager to join our client's dynamic team in New York. As a key member of the Family Office Services group, you will provide strategic oversight and personalized support to Ultra-High Net Worth individuals and families.About the RoleThis is a highly visible position within...

Job OverviewWe are seeking a highly skilled Senior Financial Consultant to join our team in a family office setting. As a key member of our wealth management team, you will be responsible for providing exceptional financial services to high-net-worth clients.About the RoleThis is a hybrid position offering a unique blend of work-life balance and growth...