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Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients.
$105,000 - $155,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. As a Client Service Associate, you will play a pivotal role in collaborating with the Centralized Investment Operations team and Wealth Advisors.
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Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program.
$64,000 - $114,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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I am working with a fantastic group of Trial Attorneys who are seeking to hire a Complex Litigation Attorney for their firm in New York, NY. Our client, a firm of experienced and skilled trial attorneys, specializes in fighting fraud and handling complex litigations for corporations and high net worth individuals.
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LBA Realty consists of several real estate investment funds and joint venture partnerships with multiple investors including sovereign wealth funds, endowments, foundations, pension funds, and high-net-worth individuals.
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Innovating through new and existing technologies, along with experimenting with digitization solutions.
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NDH Advisors LLC is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individuals and family offices throughout the United States.
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J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
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1+ years working with ultra high net worth customers. Locations: US Remote, United States of AmericaCity Experience Manager, Dallas - Velocity Black (Remote) Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
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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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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.
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SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families.
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7+ years solid tax experience with high net-worth individuals. This position requires a high energy, experienced tax professional with strong interpersonal and supervisory skills.
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BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Hybrid remote work environment, “Work from Anywhere” weeks, casual dress as appropriate.
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