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A minimum of 10+ years of investment expertise including extensive experience with open architecture, alternative investments and ultra-high net worth individuals/families. A Senior Client Investment Officer (Senior CIO) is responsible for developing investment solutions (within a team framework) and servicing key relationships within the Global Family Office Group.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. 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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Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
$55,000 - $75,000Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. 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.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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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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What Work You Will be Responsible For: Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
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Our client is looking for an Assembler Manufacturing Technician 1st, 2nd and 3rd shift in Manchester, NH, USA. May perform soldering, fabricating, crimping, mechanical assembly, sealing, ultra-sonic welding, bonding, and gluing with adhesives, Epoxy or RTV.
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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 8 days ago - UpvoteDownvoteShare Job
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The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts.
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Minimum 7 years client facing advisory experience in wealth, trust and estate planning for high net worth and ultra high net worth individuals and families. The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm.
ExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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ENTEGRA® is the global leader in Ultra-High Resolution (UHR) pipeline in-line inspection technologies, driving innovation in the realm of pipeline integrity. - Foster effective collaboration with internal teams, ensuring a unified client experience.
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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.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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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. Manager to join the Private Client Services (PCS) practice.
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For too long, only the ultra-wealthy could afford to benefit from alternative investments, and that meant a lot of missed opportunities for everyday investors. You have at least 2 years of experience in client support or a business-focused discipline, preferably with exposure to the FinTech, startup, or finance industries.
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