High Net Worth Relationship 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...

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...

Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...

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...

Job OverviewWe are seeking an experienced Senior Sales Director to join our team at Exclusive Resorts LLC. In this role, you will be responsible for cultivating high net worth clientele and driving sales revenue through effective relationships and presentations.

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...

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...

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 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...

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...

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 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 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...

Are you a seasoned professional with expertise in portfolio management, business development, and client service? Do you have a strong track record of success in managing complex accounts and building relationships with high-net-worth clients?Brown Brothers Harriman is seeking an experienced Relationship Manager IV to join our Private Banking Wealth...

Job SummaryWe are seeking a highly skilled and experienced Strategic Portfolio Relationship Manager to join our team at Boyd Watterson Asset Management, LLC.About the RoleThis is a dynamic and fast-paced position responsible for developing and maintaining profitable relationships with financial advisors in assigned territories to capture sales and increase...

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...