- CIBC (Boston, MA)
- …**Client Service Associate (CSA)** , you'll play a key role in supporting high - net - worth client portfolios by executing complex transactions, researching, ... monthly and quarterly meeting materials. You'll work closely with Senior Relationship Managers and their clients to deliver the...communication skills, with the ability to interact effectively with high - net - worth clients and colleagues. +… more
- MD Anderson Cancer Center (Houston, TX)
- …Major Giving. *Stakeholder Engagement (40%)* Display the ability to investigate, qualify and solicit high net worth donors ($1-5M; multiple Board of Visitor ... new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established)… more
- Citigroup (New York, NY)
- …the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. We're looking for… more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... Description We are looking for an experienced Senior Public Tax Accountant to join our team...preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. *… more
- Robert Half Finance & Accounting (Norwalk, CT)
- …- Boutique CPA Firm, Hybrid. Our client, a well-established CPA firm that focuses on high - net - worth clients, is adding to their team. The position will focus ... Requirements Requirements: Three plus years of accounting experience with exposure to high - net - worth tax, and the BS in accounting are necessary. CPA… more
- Wells Fargo (Charlotte, NC)
- …Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and Ultra - high - ... role:** Wells Fargo is seeking an Internal Alternative Investment Consultant ( Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and… more
- Citigroup (Los Angeles, CA)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely… more
- Citigroup (Los Angeles, CA)
- … individuals and family offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more