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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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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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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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Our client is one of the nation’s leading boutique wealth management and investment advisor firms for high-net-worth individuals. You will be a confident and senior Wealth Advisor with a portable practice of high-net-worth clientele including a book of business of at least $20 million to $50 million gained from experience in the San Diego market.
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Under the leadership of Chief Development Officer (CDO) Ben Cope, a longtime KIPP leader with a track record of raising gifts from high net worth individuals and institutions, our talented, passionate development team seeks to add three Senior Directors, Major Gifts who will each play a pivotal role in fueling the One KIPP plan and advancing educational opportunity.
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The right person will bring a passion for KIPP’s students; an unquenchable drive to meet ambitious goals; and experience inspiring high net worth individuals. KIPP Foundation is raising funds to fuel our ambitious plan: One KIPP. Centered on K12 academic excellence, our strategy entails a shift to aligning all regions and schools to a core set of best practices in K8 literacy, K8 math, high school, Match, and leadership development.
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
$126,985.95 - $211,643.25 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
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Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
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Ability to maintain a high level of confidentiality. Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.
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OverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.
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This partnership will support Mercer s efforts to attract new ultra-high net worth clients and families. Self-starter who thrives in a fast paced, high-volume sales environment.
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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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The Tax Senior Manager will work predominately with our Trust and Estate clients, as well as high net worth individuals. Minimum of 8 years of progressive tax experience with trusts and estates, as well as high net worth clients.
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As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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