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An integral part of the Principal Gifts Team is implementing and planning cultivation strategies for ultra-high net-worth constituents and stakeholders (new and established) for the purpose of securing philanthropic gifts of $5 million and more.
$136,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Market-Linked Investments Structuring & Origination team (“the Team”) is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra-High-Net-Worth (“UHNW”) clients based across the Americas.
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The ideal candidate will be a CPA with a strong background in tax review, compliance, and research with experience in Gift, Trusts & Estates, and High-Net Worth Individual tax returns.
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area! As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Experience networking and selling to high net worth and ultra-high net worth individuals. Use Specialist knowledge and expertise on strategic long-term business getting focused on high level clients and their requirements.
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Strong background in tax review, compliance, tax research, Gift, Trusts and Estates, and High-Net Worth Individuals. Strong background in tax review, compliance, tax research, Gift, Trusts and Estates, and High-Net Worth Individuals.
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Your key focus will be centered around creating and delivering digital journeys that provide impeccable experiences for high-net worth clients and prospects, which are a strategic and important focus for PCS.
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One of the fastest growing CPA firms in America is actively looking for a Tax Director! We are seeking a dynamic and experienced Tax Director to lead our Finance team. The Tax Director will be responsible for managing and facilitating tax reviews, developing tax savings strategies, and ensuring compliance with necessary tax laws.
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Design and implement innovative strategies to identify, cultivate and solicit high-net worth donors for major gifts ($25K and above). The Director of Major Gifts will be responsible for identifying strategic opportunities, developing, and implementing initiatives to identify, cultivate and solicit high-net worth donors to ensure a strong base of perpetual financial support.
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Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
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Join a diverse team of experts helping high net worth and ultra-high net worth clients develop and manage their comprehensive wealth management plan through collaboration with financial planning, investment management, estate planning, tax planning, and risk management experts.
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We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our team, supporting one of our customers, a global financial services leader.
$90,000 - $100,000 a yearRemoteExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.
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Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members. Juris Doctorate (JD), Master of Laws ( in taxation), CFP, or CPA highly desirable.
$90,300 - $164,700ExpandApply NowActive JobUpdated 5 days ago
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