- US Tech Solutions (Charlotte, NC)
- …for Wealth Management partners on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team ... to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert resource… more
- Neuberger Berman (New York, NY)
- …Estate or a related Financial Services field + Proven track record managing complex, high - net - worth client relationships, with a strong emphasis on trust and ... and deepen client relationships. Metrics: + Client retention rate + Net flow AUM + Net flow RRR + Diversification + Wealth strategy and planning activities… more
- HUB International (Culver City, CA)
- …personal lines insurance experience within a brokerage environment + experience with high net - worth carriers strongly preferred (PURE, Cincinnati, AIG, ... for accuracy + Issue EOIs + Assist with billing/invoicing issues + Manage high net wroth clients **WHAT YOU BRING TO THE TABLE:** + high … more
- Bank of America (Fort Worth, TX)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth , Texas **To proceed with your application, you must be at least 18 years of… more
- Maxwell Locke & Ritter (Round Rock, TX)
- …Doing As a family office associate, you will provide financial services to ultra- high net - worth clients, including bill pay, payroll administration, ... priorities and meet deadlines while working independently + Ability to maintain a high level of accuracy + Experience managing multiple clients with varying needs… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Public Health (DOD) will develop and execute successful fundraising strategies for a portfolio of high net worth prospects who have the capacity to make $1M ... - $5M gifts. They will establish targets worth 7-8 figures annually. Maintain a discovery prospect pool with an emphasis on qualification that leads to a portfolio… more
- KeyBank (Brooklyn, OH)
- …coordination and product delivery. The Associate consistently meets the needs of our high - net - worth clients by providing efficient service and problem ... differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. **Essential Functions** **Administration Support** + Provides… more
- Robert Half Finance & Accounting (Boston, MA)
- …sensitive information with integrity. Preferred Expertise: Experience working with High - Net - Worth Individuals is advantageous. Requirements: Educational ... tax experience ("Cross Border" "Global Mobility Services" exposure) + High Net Worths experience is preferred, but not mandatory Interested candidates… more
- Fifth Third Bank, NA (St. Louis, MO)
- …MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial ... an active pipeline (30, 60, 90 days) for qualified prospects. + Responsible for net AUM and revenue growth. + Initiate and direct the preparation of marketing and… more
- MD Anderson Cancer Center (Houston, TX)
- …new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established) ... leads * Solicit and secure six and seven figure gifts delivering significant, net new gift revenue to the institution annually Perception and Attentiveness (40%)… more