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In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing High-Net-Worth Wealth Managers. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.
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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.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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About Rockefeller Capital Management 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.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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High Net worth Institutional Billing Analysis. You will be a pivotal member of the Institutional Asset Management Operations Team assisting Senior Management analyzing Equity, Fixed Income and Derivatives portfolios positions.
$24 an hourFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.
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Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals.
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Provides high level guidance on tax implications of benefits participation and the consequences of equity compensation plans. Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning.
$281,500 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The Director, Philanthropic Engagement & Advisor Relations, under the direction of the Vice President of Philanthropic Services, will cultivate and nurture relationships with advisors to high-net-worth individuals and oversee the strategy for a diverse portfolio of JCF Fundholders.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. At least 1 year experience in investment management, market data, financial services, or fintech.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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B. Riley FBR is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Minimum 5-7 years of relevant restructuring/distressed experience at a professional services firm, consulting firm, or investment banking; or an advanced degree with several years of additional experience.
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High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Cultivate and maintain strong relationships with private capital clients and alternative asset investors, including private equity firms, venture capital firms, family offices, high net worth individuals, endowments, sovereign wealth funds, pension funds, and other institutional investors.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Our FSO Private Tax practice clients are ultra-high net worth individual clients who have historically amassed their wealth within the asset management (ie hedge and private equity), banking and related financial services industries.
$172,500 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Our wealth management clients provide direct-to-consumer investment advice and management, financial planning, asset protection, risk transfer services, customized securities-backed credit and lending, and tax services to individuals and families (e.g., retail investors, qualified plan participants, high-net worth clients.
$139,255 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago
equity high net services jobs in Newark, NJ
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