- Dorsey & Whitney LLP (Minneapolis, MN)
- …to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment ... and very strong client service skills. About Dorsey: Dorsey & Whitney is an international law firm with more than 575 lawyers in 21 offices throughout the United States, Canada, Europe and Asia. We are a premier legal counselor to companies worldwide in a wide… more
- Bober Markey Fedorovich (Akron, OH)
- …network of professional contacts and centers of influence + Strong corporate tax and/or high net worth individual background and technical skills Benefits ... and Perks + BMF Benefits: Comprehensive health care options, benefits paid for by the firm include: dental, vision, short term disability, and life insurance. Generous paid time off in addition to 10 paid holidays, bereavement leave, frim-paid medical &… more
- World Insurance Associates, LLC. (Chicago, IL)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... capital and payroll outsourcing, and retirement financial services. Qualifications + Previous Surety Bonds business development / sales experience + While a Bachelor's degree or equivalent work experience is preferred, not having completed a Bachelor's degree… more
- Gavin de Becker & Associates (Anchorage, AK)
- …+ 2+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... or a combination of the following environments is preferred: Residential, Corporate, Technology, or Military/Law Enforcement Protective Security Details (PSD). + 2+ years working in a full-time military or civilian certified law enforcement officer… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Public Service will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects with the capacity to make $1M+ gifts. ... Secure 6-8 figure gifts annually while managing a balanced portfolio dedicated to qualification, cultivation, solicitation, and stewardship. Manage and maintain a discovery prospect pool with an emphasis on qualification that grows into a strong portfolio of… more
- M&T Bank (Dallas, TX)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client… more
- KeyBank (Canton, OH)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their… more
- Wheeler Accountants LLP (San Jose, CA)
- …range of clients from individuals and small businesses to CEOs of public companies, high net worth individuals and businesses with over 1,000 employees. ... With a staff of 50+, WHEELER is a small but growing firm focused on personal and professional development. As a result, WHEELER has been ranked as one of the "Best Accounting Firms to Work For" by Accounting Today eight times in recent years. Several of our… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... flow methodology for complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust income + Must be highly proficient in Excel and Word Why You Should Join As one of the top… more
- Neuberger Berman (New York, NY)
- …candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + ... Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements + Collaborate with Reporting and Technology teams to resolve reporting issues as they are identified + Aggregate Private… more