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Lead and manage a complex caseload involving trusts, estates, and tax planning for high-net-worth individuals in the media and entertainment industry. 6+ years of experience in Trusts & Estates law, with a focus on complex planning for high-net-worth individuals.
$135,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Client base includes a variety of closely held small businesses ,non-profit organizations, high net worth individuals,trusts and estates. 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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As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements-you will be provided qualified lead flow to eliminate cold calling, to put our client's high-net-worth clientele first.
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Highly regarded, midsize law firm in Essex County, New Jersey is seeking an experienced trusts and estates attorney for its high net worth trusts and estates group. Experience with high net worth individuals and family offices at a senior level in a law firm environment.
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The Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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Serve as a resource for Financial Advisors with issues affecting high net worth and ultra-high net worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options.
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This position often requires travel and extreme professionalism within the high net worth realm of claims. Strong attention to detail, with knowledge of property insurance, fine arts, antiques, high end furniture, fine textiles and rugs, and designer or couture clothing.
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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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Exhibits a high degree of professionalism and maintains the highest level of confidentiality. Demonstrated experience working on federally funded projects related to infrastructure, transit, Housing and Urban Development (HUD), Community Development Block Grant (CDBG), American Rescue Plan Act (ARPA), Infrastructure, Investment and Jobs Act (IIJA) and the United States Department of Transportation (US DOT) as well as other funding programs is preferred.
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Possess a high degree of professionalism including the ability to maintain high levels of confidentiality. Project Management Professional (PMP), Certified Grants Management Specialist (CGMS), Grants Professional Certification (GPC), Certified Scrum Master (CSM), Certified Public Accountant (CPA), or other grants management certifications are preferred, but not required.
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High degree of professionalism including the ability to maintain high levels of confidentiality. Certified Grants Management Specialist (CGMS), Project Management Institute’s (PMI) Project Management Professional ( PMP) certification, Certified Professional Accountant (CPA), Certified Internal Auditor (CIA), or other grants management or professional certifications preferred.
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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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Experience with non-profit fundraising processes and relationships, including with funders, partner agencies, high-net worth individuals, donors, and/or volunteers. The Sierra Club values applicants who are people that identify as Black, Indigenous, and other minority or disadvantaged groups; women; queer, transgender, gender non-conforming, and gender fluid people.
$117,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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high net worth jobs Company: Hsbc
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