- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Financial Services is recruiting a Client Service Accounting Associate for a family office . This is a full-time, permanent role based in San ... The company offers a full range of services from investment management and financial planning to tax and philanthropic...+ 3-10 years of accounting or financial operations experience ( family office , trusts, property, or financial services… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join a collaborative, low‑turnover team ... teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via… more
- Matter Family Office (Denver, CO)
- Company Description Matter Family Office is a multi- family office focused on helping families thrive for generations through three distinct service ... offerings: Investment Management, Wealth Planning and Coordination, and ...thrive in a fast-paced, high-volume, deadline-driven work environment? Matter Family Office is looking for an Accounting… more
- Matter Family Office (St. Louis, MO)
- Company Description Matter Family Office is a multi- family office focused on helping families thrive for generations through three distinct service ... offerings: Investment Management, Wealth Planning and Coordination, and ...the start of a rewarding, challenging career at Matter Family Office . The majority of your time… more
- Matter Family Office (St. Louis, MO)
- Company Description Matter Family Office is a multi- family office focused on helping families thrive for generations through three distinct service ... offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St.… more
- LS Power Development, LLC (East Brunswick, NJ)
- **Overview** **About us:** Founded in 1990, LS Power is a premier development, investment , and operating company focused on the North American power and energy ... infrastructure sector, with leading platforms across generation, transmission and energy transition solutions. Since inception, LS Power has developed or acquired over 50,000 MW of power generation, including utility-scale solar, wind, hydro, battery energy… more
- KeyBank (Chicago, IL)
- …prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the relationship * ... Leads the internal team and works closely with the Family Office Director to implement the client...experience * Depth and breadth of knowledge of tax, investments , and estate planning strategies for uhnw families *… more
- KeyBank (New York, NY)
- … Family Wealth services and ensures the client receives an industry leading family office experience. While serving UHNW clients, the Fiduciary Advisor also ... net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to… more
- JPMorgan Chase (New York, NY)
- …in areas such as family dynamics and governance, philanthropy, lifestyle, and family office services. T he ** Family Wealth Services Program Manager** ... **ob Description** We are seeking a dynamic and motivated ** Family Wealth Services Program Manager** to join our ...team works with partners across JPMC (eg Corporate and Investment Bank, Commercial Banking, Business Banking, etc.) to facilitate… more
- Nuveen Investments (MI)
- …including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office . + Presents the enterprise's Alternative capabilities to ... Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under… more