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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.
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Our company provides a custom Enterprise Back-Office suite of accounting services to some of the largest and most influential blockchain & digital asset technology companies and high-net-worth individuals worldwide.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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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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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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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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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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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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Experience with trust administration for high net worth or ultra-high net worth individuals preferred. 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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Experience using GoSystems or CCH Axcess tax software. 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
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We're known for presenting options and pathways for our employees to grow as professionals. Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
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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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As a key member of the audit team, the Senior Associate is responsible for: Managing, understanding and assisting with planning multiple audit assignments in small businesses, not-for-profit and high net worth individuals,trusts and estates.
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Design, build and implement best-in-class credit loss and financial forecasting models and conduct in depth cost of credit analysis which includes losses, allowances (CECL), CCAR submissions and risk capital.
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3 years of experience with scaled Agile (SAFE, LESS) in a hands-on leadership role (e.g., Release Train Engineer, Agile Program Manager) We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
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high net worth jobs Title: associate Company: Equitable Advisors
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