- Dorsey & Whitney LLP (Seattle, WA)
- …of experience to join the Seattle office. This lawyer will focus on serving high net - worth individuals and families, closely-held business owners and ... corporate fiduciaries, and charitable organizations in all areas of estate and tax planning. Qualified candidates will have: - JD degree from an ABA-accredited… more
- VNA Health (Santa Barbara, CA)
- …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... as a trusted partner to senior leadership, providing strategic insight and high -level operational support across a range of mission-critical activities. With a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated families… more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- Bill and Melinda Gates Foundation (Washington, DC)
- …intent and action, ensuring philanthropy supports lasting change. We engage with ultra- high - net - worth individuals (UHNWI), corporate and private foundations, ... colleagues and external advocacy partners to monitor charitable giving legislation, tax policy, and sector regulation + Manage relationships with key philanthropic… more
- JPMorgan Chase (Columbus, OH)
- …in fixed income assets under management. The client base consists of Institutional, Private Bank, High Net Worth , and Retail clients. As a portfolio manager ... separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds,… more
- Citizens (Riverside, RI)
- …and other complex loan scenarios. + Advanced knowledge and experience of underwriting of high /ultra- high net worth borrowers to include analysis of ... to meet department productivity goals and deadlines. + Demonstrate ability to maintain a high -level of confidentiality. Hours & Work Schedule + Hours per Week: 40 +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a strong focus ... client interaction, and close collaboration with internal teams to ensure high -quality service and reporting. Key Responsibilities: + Perform core accounting tasks… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a strong emphasis ... interaction, and cross-functional collaboration with internal teams to deliver high -quality service and reporting. Key Responsibilities: + Perform core accounting… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …and benefits. Key Responsibilities: + Establish and maintain strong, trusting relationships with high net worth and corporate clients. + Understand, ... financial and investment options to meet client goals. + Maintain high levels of confidentiality and sensitivity in managing client information. Requirements… more