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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. Work with high-net worth investors, and ultra-high-net worth individuals and families.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. Minimum of 5 years of experience working with high-net-worth clients in an accounting firm, law firm, family office, bank, or financial services firm.
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7 or more years of success in trust and investment sales to high-net-worth clients. The Advisor identifies opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence and networking with other key influencers resulting in new high-net-worth relationships at the Bank. This position is an advocate for the prospect/client, leveraging the comprehensive resources of the company.
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TicketManager serves a who's who of global brands including Fortune 500s, local businesses and even the NBA and NFL. The Customer Success Manager will support our Revenue team on assigned Enterprise and SMB accounts to promote high levels of customer satisfaction and adoption.
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Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements-you will be provided qualified lead flow to eliminate cold calling, to put our client's high-net-worth clientele first.
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B. Riley Financial, Inc. (NASDAQ:RILY), through its subsidiaries, provides collaborative financial services and solutions to the capital raising and financial advisory needs of public and private companies and high net worth individuals.
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Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families, to join our Private Client Services (PCS) Tax team as a Tax Senior.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Reporting to the SVP of Wealth, the Private Client Relationship Manager specializes in working with high-net-worth members who often have complex financial situations and unique banking, credit and financial planning needs.
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The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Specializing in services such as risk advisory, technology risk and digital transformation, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking.
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