- NYU Rory Meyers College of Nursing (New York, NY)
- …(DoD), will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects in northern and southern California who have ... the capacity to make $1M - $5M gifts. Responsible for raising 6-7 figure gifts annually and maintain a balanced portfolio dedicated to qualification, cultivation, solicitation, and stewardship. Maintain a discovery prospect pool with an emphasis on… more
- Moss Adams LLP (Walnut Creek, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Participate in client engagements by providing… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue… more
- Regions Bank (Naples, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset… more
- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue… more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- Description HYBRID role!! High net worth family group is seeking an experienced Accounting Manager to join their tenured team. Ideal candidate will have 5+ ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- KeyBank (Salt Lake City, UT)
- …applications to drive results PREFERRED QUALIFICATIONS * Experience in working with High - Net - Worth individuals and their financial issues. * Experience ... working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service. * Sales or customer service experience Job Posting Expiration Date: 10/03/2025 KeyCorp is an Equal Opportunity Employer committed to… more
- Robert Half Finance & Accounting (Boston, MA)
- …knowledge of 1040, 1041, Partnerships, S-Corps, and 1099 + Experience in individual clients, high net worth individuals, trust & estates, state tax, and ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Robert Half Finance & Accounting (Palos Verdes Estates, CA)
- …skilled Tax Manager to lead client engagements and support a diverse portfolio of high - net - worth individuals and small to mid-sized businesses. This role is ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- AIG (Scottsdale, AZ)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more