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Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships. Experience with trust administration for high net worth or ultra-high net worth individuals preferred.
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Our growing law firm is looking for an experienced estate planning attorney with experience working with High Net Worth Clients who have TAXABLE Estates. MUST HAVE PRIOR EXPERIENCE IN High-Net-Worth TRUSTS, ESTATES.
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Growing Hubbell’s high net worth individual investor client base. Responsible for managing high net worth individual investor relationship management with support from Capital Formation team resources.
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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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Alternative Capital Markets is a global team with 35+ alternative investment professionals across six offices (New York, Albany, London, Zurich, Hong Kong and Shenzhen), responsible for over $75B in AUS, serving institutions, foundations, family offices, high net worth and ultra-high net worth individuals.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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About our Private Client Services (PCS) Team: 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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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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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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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CPA or IRS Enrolled Agent Certification required. Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.
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The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, work with the other areas at Wiss including Estate Planning, Tax, Transaction Advisory to develop highly customized sophisticated plans for clients.
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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.
Full-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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As a VIP Host, you will help support a portfolio of high-net-worth customers by reviewing daily reports, identifying customers who have a high volume of play, and inviting them to the VIP program.
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Ability to manage and prioritize high volume of work under tight deadlines. Collaborate with cross-functional teams (e.g. Brand, Product, Marketing, Content, Operations, Design, Legal and Compliance) to create emails according to creative brief specs and timeline.
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