- JPMorgan Chase (San Diego, CA)
- … Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... resilience, and persistence in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop a new book of business and… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Neuberger Berman (New York, NY)
- …Estate or a related Financial Services field + Proven track record managing complex, high - net - worth client relationships, with a strong emphasis on trust and ... Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible for leading the overall relationship management...deepen client relationships. Metrics: + Client retention rate + Net flow AUM + Net flow RRR… more
- Robert Half Finance & Accounting (Albany, NY)
- …join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; ... and 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is...-Excellent communication and client relationship skills Requirements Experience with high net worth individual tax,… more
- Wells Fargo (Dallas, TX)
- …trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May ... partner with a Relationship Manager or act as Relationship Manager in...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… more
- Texas Health Resources (Lewisville, TX)
- **Site Manager Breeze Urgent Care-Lewisville** **If you're looking for a new opportunity to make a difference, look no further. You belong here. Apply online ... continue to add new locations across the Dallas Fort Worth area. As part of the Texas Health family...in all areas. Monitors key performance indicators (door-to-door times, Net Promoter Scores, consumers per provider per hour, financial… more
- Charles Schwab (San Francisco, CA)
- …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned giving alternatives.… more
- HUB International (Culver City, CA)
- …personal lines insurance experience within a brokerage environment + experience with high net - worth carriers strongly preferred (PURE, Cincinnati, AIG, ... others **THE OPPORTUNITY:** We are seeking an experienced Account Manager to join our Personal Lines team. Our service...Issue EOIs + Assist with billing/invoicing issues + Manage high net wroth clients **WHAT YOU BRING… more
- Robert Half Finance & Accounting (Boston, MA)
- …sensitive information with integrity. Preferred Expertise: Experience working with High - Net - Worth Individuals is advantageous. Requirements: Educational ... Description Job Posting: International Tax Manager Are you an experienced tax professional with...tax experience ("Cross Border" "Global Mobility Services" exposure) + High Net Worths experience is preferred, but… more