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Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Demonstrated experience with High Net Worth and Family Office clients and appropriate investment strategies including alternative investments.
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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. The Senior CIO will work closely with high net worth family and/or family foundation clients with the creation, implementation, and oversight of complex, multi-asset class, multi-manager investment programs which includes discussing custom hedge and private solutions.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel.
$25Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals.
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In partnership with our esteemed client, a leading boutique law firm renowned for its expertise in estate planning, trust and estate administration, taxation, corporate matters, and real estate transactions for high-net-worth individuals, we are on the search for an ambitious entry-level Associate Attorney to join their dynamic team.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Headquartered in Denver, Colorado, Intrinsic is a majority employee-owned transaction advisory and valuation firm providing time-critical transaction support and sophisticated valuation advice to private equity firms, family offices, high net worth individuals, and attorneys.
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Come join a Chicago-based Registered Investment Advisor (RIA) firm that specializes in providing investment advice and management services to high-net-worth individuals and institutional clients.
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The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
InternExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Manages the income tax, gift, trust, and estate tax returns for high-net-worth individuals. Experience in income tax, gift, trust, and estate tax returns for high-net-worth individuals and families.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Position is a complex benefits role, with multi-employer, multi-state platforms in various industries, including real estate financial services, high net worth family offices, private equity, property management, and security services.
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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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This role, with its flexible hybrid work schedule, allows you to work closely with top-tier attorneys on a variety of high-profile corporate transactions, particularly focusing on high-net-worth private equity clients and mergers & acquisitions.
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For the past 7 years with 100 years of combined Family Law Experience, we have successfully grown/maintained our reputation by achieving favorable results in complex, high-net-worth, and high-profile family law cases.
RemoteExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team. Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs.
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high net worth jobs in Chicago, IL
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