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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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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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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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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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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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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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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Founded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firm’s Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence.
$80,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area! As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
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The secondary responsibility of the Development Director is managing a dedicated portfolio of high-net-worth individual donors and national funders in partnership with the President & CEO, Chief Program Officer, and Policy Advisor in the Executive Office.
$130,830 - $160,266ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will provide comprehensive legal support to high-net-worth individuals, families, and family offices in matters related to estate planning and trust administration.
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The incumbent will play a pivotal role in guiding our development team to deliver high-quality software solution and will utilize their deep understanding of SailPoint Identity IQ, IGA best practices to delivery on complex IGA projects.
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This position requires a combination of technical expertise, leadership skills, and project management capabilities to ensure the successful completion of development projects and the continuous improvement of our development processes.
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We are seeking an experienced Private Chef for a high-net-worth client residing in South Carolina. Proven experience as a Private Chef for high-net-worth individuals.
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Participate in all professional development; including multi-day (3 to 4 days) ATC Summer Instructor Institute (Trinity will provide instructors a stipend for participation in the summer institute); regular meetings with ATC instructional coach, and quarterly professional development days to prepare for the instruction of high school students.
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As such, candidates should have successful, proven, and demonstrable experience leading proposals and winning competitive research and development efforts, and then leading high-performing teams in the development and integration of software-based solutions for customers such as DARPA and other branches of the Department of Defense.
$122,200 - $220,900 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
development wealth high net worth jobs Title: wealth management in Mclean, VA
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