- Deloitte (Cincinnati, OH)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week +… more
- Citigroup (Los Angeles, CA)
- …degree, Master's degree preferred + Licenses: FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family :** Private ... of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …years of experience in a client-facing role, ideally in a multi- or single- family office, private wealth, or high-end financial services environment + Clear, ... Description Client Associate - Family Office San Francisco (Steps from Montgomery BART)...| Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi- family office based in San Francisco is seeking a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance, or a related field + 4-6 years of accounting experience, preferably in family office, private wealth, or public accounting + Proficiency in QuickBooks, ... Description Job Title: Senior Accountant - Family Office Location: San Francisco, CA | Hybrid...Fukumae with Robert Half is partnering with a well-established multi- family office based in San Francisco that serves ultra-high-net-worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex client needs with ... clients. As part of a growing team that manages bespoke single- family office structures (not a traditional MFO), you'll work alongside high-caliber… more
- The Calendar Group (New York, NY)
- …platforms. + Bachelor's degree preferred; background in luxury services, estate management, or private family office a plus. + Valid US passport and driver's ... presentations as needed. + Liaise with attorneys, financial advisors, agents, family office staff, and other high-level stakeholders. + Coordinate travel… more
- Southern Glazer's Wine and Spirits (Jacksonville, FL)
- …premier wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family -owned business with deep roots dating back ... to 1933. The reputation of Southern Glazer's is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer's has been recognized by Newsweek as one of America's Greatest Workplaces for Inclusion and Diversity, as… more
- The Calendar Group (New York, NY)
- Private family seeks a dedicated, experienced, and hands-on House Manager to oversee the daily operations, upkeep, and staff management of a private ... residence. The ideal candidate is a proactive leader who leads by example, maintains a can-do attitude, and is equally comfortable behind the scenes as they are rolling up their sleeves to support the household team. Responsibilities: * Manage and oversee all… more
- Citigroup (New York, NY)
- …required (or equivalent experience) + Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family :** IF ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many… more
- Citigroup (Boston, MA)
- …Master's degree preferred + Licenses: FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group:** Private Client Coverage **Job Family :** Private ... of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net… more