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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
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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 High Net Worth Specialist is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the country.
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Closely worth with regional wealth management teams to identify HNW opportunities within each region. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
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Reporting to the Vice President of Philanthropy and working in close partnership with colleagues across RIP Medical Debt, the Associate Director of Philanthropy is responsible for building relationships with and securing mid‐level gifts ($10,000‐$25,000 range) from high net‐worth individuals, foundations, and corporations in support of the organization’s highest priorities.
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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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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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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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Candidates who receive a Winter Internship 2025 offer will also be invited to attend EisnerAmper's Summer Leadership Program, which is a 1-day in-person leadership conference happening at the end of May through June 2024 in multiple offices.
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This individual will play a critical role in expanding our institutional and high net-worth client base in US and internationally, focusing on building and maintaining relationships with key players in the cryptocurrency liquidity/trading space.
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The company's deep subject matter expertise, strategic vision, and strong ecosystem in venture, family funds, high net worth individuals & angel investor communities, deep relationships with Big Tech, Pharma, Medtech, Healthtech, Biotech, and prominent Universities are providing advising and investment to amazing early stage healthcare & life science companies to accelerate growth and scale.
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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The focus of the role will be conducting risk-based investment and operational due diligence on a variety of hedge funds and private equity funds, as well as specialized investment managers who invest the assets of ultra-high net worth investors across a wide spectrum of investment mandatesBest practice reviews.
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We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines. Personal Lines with High Net Worth Account/Client Management experience.
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Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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high net worth jobs in New York, NY
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