Senior Private Client Advisor

About the Role:We are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clientele.Key Responsibilities:Review client exposures, loss experience, and current...

Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a great opportunity for a driven advisor with a strong business...

Farther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We're backed by...

Job OpportunityInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor.About the RoleThis is a unique opportunity to leverage your expertise in trust and estate planning, wealth advisory, and portfolio management to drive business growth and deliver exceptional client service.Key...

About the Role:Sun Recruiting Inc is seeking a highly skilled Senior Technology Risk Advisor to join their team. As a key member of the organization, you will be responsible for providing technical expertise and advisory services to clients worldwide.Key Responsibilities:Evaluate technologies for clients to inform loan decisionsDevelop risk assessments for...

Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our expanding Business Tax practice at RSM Global. As a key member of our team, you will be responsible for advising business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.Key...

Job OpportunityOur client is a prominent Multi-Family Office offering comprehensive wealth management services to high-net-worth individuals and families. They focus on delivering personalized solutions, including fiduciary services, investment management, philanthropic advisory, and family office support.About the RoleThe Client Advisory Associate will be a...

About the RoleWe are seeking a highly skilled and entrepreneurial Senior Product Manager to lead the development of our Amazon Fresh Private Brands. As a key member of our team, you will be responsible for identifying new product opportunities, bringing them to market, and managing the products business financials.Key ResponsibilitiesManage the P&L of a new...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a Senior Banker to join our team. As a Senior Banker, you will be...

Job SummaryBaker Tilly US, LLP is seeking a highly skilled Tax Senior Manager to join our team in Seattle. As a trusted business advisor, you will provide federal tax compliance and consulting services to middle market clients, working closely with firm leadership to serve clients and build the business.Key ResponsibilitiesLead client relationships on...

About the Role:We are seeking a skilled Licensed Beauty Advisor to join our team at Sephora. As a Licensed Beauty Advisor, you will be responsible for guiding clients on their beauty journey, creating memorable experiences, and providing personalized beauty consultations.Key Responsibilities:Provide Personalized Beauty Consultations: Understand clients'...

Job DescriptionBNY Mellon is seeking a highly skilled and experienced professional to fill the role of Director of Private Banking. As a key member of our team, you will be responsible for managing a large or specialized team of Private Bankers or multiple teams, guiding them on identifying opportunities for new/incremental account growth, and ensuring...

Business Title: Tax Manager or Senior Manager, Real EstateRequisition Number:Function: Tax ServicesArea of Interest:State:WACity: SeattleDescription:We are seeking a Tax Manager or Senior Manager to join our Business Tax Services practice at KPMG. As a member of our team, you will have the opportunity to work with a dynamic group of professionals who are...

Job Title: Senior Business Banking Relationship ManagerJob Summary:We are seeking a Senior Business Banking Relationship Manager to join our team at Bank of America. As a key member of our business banking team, you will be responsible for providing advice and valuable financial solutions to complex business clients and prospects.Key Responsibilities:Serving...

Business Title: Tax Manager or Senior Manager, Real EstateFunction: Tax ServicesAs a Tax Manager or Senior Manager in our Real Estate practice, you will have the opportunity to work with a dynamic team at one of the world's top tax firms. Our team provides tax services to high-profile clients, helping them understand, analyze, and respond to complex business...

Job Title: Senior Finance DirectorJob SummaryDirects the financial activities for a region within the Global Occupier Services business.The ideal candidate is a commercial partner and trusted financial advisor to Regional Client Delivery leader.The candidate provides financial oversight to a portfolio of clients across multiple service lines across many...

Job Title: Merrill Financial Solutions AdvisorAbout the Role:As a Merrill Financial Solutions Advisor at Bank of America, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored solutions to meet those needs.**Key Responsibilities:**Develop and maintain strong relationships with clients to...

About GuidePoint SecurityGuidePoint Security is a trusted cybersecurity partner that provides expert advice, solutions, and services to help organizations protect their assets and minimize risk. Our team of experienced professionals is dedicated to delivering tailored security solutions that meet the unique needs of each client.As a Senior Security Architect...

Job Title: Senior Tax ManagerLocation: Fully Remote in the USSalary: $150k-$200K base + BonusRequirements:Bachelor's degree in accounting and CPA requiredAt least 5-10+ years' experience in public accountingDemonstrating a proven progression in tax return complexity, scope, and researchExperience working with HNWIAbout Us:We are a well-established, mid-sized...

Job SummaryAs a Senior Sales Executive at Vericast, you will be responsible for driving growth and revenue within the Major & Strategic Accounts sales team. This role requires a highly influential advisor with a passion for helping clients achieve their marketing and growth goals. You will develop account plans, set solution sales objectives, identify and...