uhnw

Citigroup in Chicago, IL seeks a Senior Wealth Advisor to deliver sophisticated financial and investment services to an Ultra High Net Worth client base in the United States.Responsibilities include managing high-net-worth accounts, developing strategies with Private Bankers, and conducting market analyses while adhering to regulatory and firm guidelines....

Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest...

REMOTE | HNW/UHNW or Partnership Tax | Real Work-Life Balance | Sophisticated Clients, Great CultureThis Jobot Job is hosted by: Mark C. JohnsonAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $130,000 - $175,000 per yearA bit about us:Our client is a well-established, full-service public accounting and...

Alpha is hiring a Director of Community Engagement in the Miami metro. The role focuses on winning over UHNW families, expanding local partnerships, and maintaining the school’s trusted model across sophisticated parents and community leaders.About half the time is spent outward-facing building partnerships and running events, with the rest handling...

Alpha reimagines the school day around faster learning and stronger mentorship. This full-time role focuses on building trusted relationships with UHNW families, guiding admissions end-to-end, and turning families into public advocates for Alpha’s accelerated learning model.As Director of Parent Relations, you’ll own escalation management, protect the...

Citi in Chicago, IL seeks a Senior Wealth Advisor to serve Ultra High Net Worth clients in the US, developing strategic financial plans in collaboration with Private Bankers. You will perform advanced market analyses and tailor investment strategies to client objectives, while adhering to strict compliance and ethical standards.The role requires strong...

Alpha seeks a Director Of School Development to own the parent side in one metro (Miami, San Francisco, or Los Angeles). The role centers on enrollment growth, advocacy, and turning families into public champions of 2 Hour Learning.You will manage outward-facing partnerships, info sessions, and 1:1 parent conversations, while handling escalations to preserve...

J.P. Morgan Advisors is seeking a Business Specialist to oversee the Advisor's business operations, partner with leadership, manage team workflow, and mentor team members.The role acts as a liaison between management and the Advisor’s team and focuses on identifying new business opportunities. The candidate should understand client needs, work well in a...

Top 50 CPA firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $180,000 - $230,000 per year A bit about us: Based in San Jose, CA we are a fast-growing Public Accounting Firm that is dedicated to bringing our clients much needed services not offered at most...

Alpha is seeking a Director of School Development to own the parent-facing strategy in a major metro (Miami, San Francisco, or Los Angeles). You will drive enrollment and advocacy, turning wealthy families into advocates while preserving the educational model across communities.The role blends high-pressure relationship management with community partnerships...

BNY is seeking a Senior Vice President, Private Banking to lead client relationships for ultra-high-net-worth individuals from our Wealth Management team. The role is based in Palm Beach, FL or Atlanta, GA and focuses on revenue growth, client retention, and strategic advisory across lending, investments, and wealth planning.You will build a Center of...

DescriptionMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and...

TwinThread in Worcester, Massachusetts, is seeking a seasoned professional for a wealth management role. The candidate will focus on developing client relationships, providing strategic insights, and ensuring compliance with regulations while collaborating with cross-functional teams. The ideal candidate will have at least 12 years of experience in wealth...

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. As a China Banker in our International...

Strong team with a great culture!This Jobot Job is hosted by: Ruby VoightAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $250,000 - $600,000 per yearA bit about us:We are a highly respected and growing public accounting and advisory firm serving privately held businesses, high-net-worth individuals, and...

Alpha School is hiring a Director Of Parent Relations to own the private-family engagement and enrollment advocacy in a major metro. You will cultivate partnerships with family offices, private clubs, and independent advisors, and manage admissions for UHNW families end-to-end.You will also convert enrolled families into public champions through structured...

REMOTE | HNW/UHNW or Partnership Tax | Real Work-Life Balance | Sophisticated Clients, Great Culture This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $130,000 - $175,000 per year A bit about us: Our client is a well-established, full-service public accounting...

US Tech Solutions is seeking a Trust Administrator to provide high-quality fiduciary services to UHNW/HNW clients. The role supports servicing and maintenance of trust and estate relationships and guides Trust Relationship Managers to ensure administration in line with governing documents and applicable laws.Hybrid work arrangement with three in-office days....

Alpha reimagines the school day around faster learning, stronger mentorship, and more time for students to build real-world skills. Alpha seeks a Director of School Development to own the parent-facing strategy, drive enrollment, and build advocacy among UHNW families in major metro areas.This on-site role requires 7+ years of leadership in private education...

Alpha School seeks a Director of School Development to own the private-parent relationship channel across a major metro, driving enrollment, retention, and advocacy with UHNW families. You will manage high-stakes conversations, protect the school model, and escalate issues to preserve the community and brand.Half your time is external—forming partnerships,...