Senior Insurance Solutions Director - HNW/UHNW Focus
Citi Group
Citi is seeking an experienced Insurance Solutions Specialist Director to lead the North America wealth management team. This role demands a strong background in insurance sales and excellent leadership skills. The ideal candidate will engage High-Net-Worth clients and develop tailored insurance solutions. The position also involves mentoring a team of insurance specialists, driving revenue growth, and maintaining strong partnerships with Financial Advisors. Competitive benefits and incentives are included. #J-18808-Ljbffr Citi
- ...Oliver James Associates Ltd. is seeking a Senior Underwriter to focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) business across Asia. This role involves performing complex underwriting and assessing cross-border cases within a specialist environment. The...SeniorHigh net worth
$250k
...corporation is seeking a Banker Team Leader to manage senior Banker professionals, focusing on growing business with UHNW and HNW clients. The role demands over 15 years of... ...team members, and developing tailored solutions for client needs. A bachelor's degree is required...SeniorHigh net worth- Citi is seeking a Banker Team Leader SAFE Act to manage senior Banker professionals focusing on UHNW and HNW clients. This role requires a comprehensive understanding of financial systems and strong leadership skills to drive team performance and client acquisition. The...SeniorHigh net worth
- ...Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services while ensuring client satisfaction. The ideal...SeniorHigh net worth
$170k - $300k
...highly experienced and motivated Director-level Insurance Solutions Specialist to join our North... ...America wealth management team. This senior leadership role requires a... ...serving Retail, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) clients. This is a "player-...High net worthWork at office$120k - $150k
...Senior Accountant - (Hybrid) UHNW Family Office, Midtown - $120k-150k+B+Exceptional Benefits A prestigious UHNW multi-family office in Midtown Manhattan... ..., and comfortable working in a collaborative, client-focused environment. Base Salary: $120k- $150k plus bonus...SeniorHigh net worthWork at officeImmediate startRemote work- ...with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only about a year old they have over 15B AUM and growing. The founder is a UHNW banking veteran that was asked by his clients to launch his own firm...SeniorHigh net worthWork at officeWorldwide
$170k - $210k
...Senior Wealth Advisor, UHNW (New York) New York, New York, United States... ...management, tax, estate, insurance, and more, all managed by... ...The Senior Wealth Advisor focuses on deepening relationships... ...needs of clients and propose solutions that fit each client's unique...SeniorHigh net worthTemporary workWork at officeRemote workMonday to FridayFlexible hours- OnePoint BFG Wealth Partners is seeking a Senior Trust & Estate Strategist based in Parsippany, New Jersey. The role requires over 8... ...estate planning experience with ultra-high-net-worth clients, focusing on multigenerational planning, charitable giving, and wealth transfer...SeniorHigh net worth
- ...Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions. #J-18808-Ljbffr Silvercrest Asset Management GroupSeniorHigh net worth
- ...About the job Senior Financial Advisor We are recruiting... ...existing High Net Worth clients focused in the US. - Responsible... ...investment, banking and trust/estate solutions for core clients with... ...Wealth Management working with HNW/UHNW individuals and families -...SeniorHigh net worth
£75k per year
Astral Recruitment is seeking an experienced Independent Financial Advisor (IFA) to join their team. The successful candidate will manage a full client portfolio, including high-net-worth clients, and will receive strong support from Paraplanning and Admin teams. This position...SeniorHigh net worthLocal area$170k - $210k
...management, tax, estate, insurance, and more, all managed by... ...methodology here. Regis UHNW Team: Our Regis Group... ...management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships... ...of clients and propose solutions that fit each client's...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required... ...technically sound and client‐focused. What You Will Do: Lead... ...deliver cohesive, tax‐integrated solutions Join client meetings as a... ...strong benefits Direct impact on HNW/UHNW client strategy at a...SeniorHigh net worthFull timeWork at officeRemote workFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to... ...position supports a holistic focus on making wealth transfer... ...for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position... ...vision, life and disability insurance; and (iii) a paid time-off...SeniorHigh net worthTemporary workFlexible hours- ...Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding... ...their New York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate...SeniorHigh net worthWork at office
$100k - $145k
...in New York City. The role involves advising UHNW and HNW clients on wealth management, providing tailored financial solutions across various investment options. Ideal candidates... ...Banking, a proven sales record, and a focus on exceptional client service. This position...High net worth$175k - $225k
...Insurance Solutions Director (Americas) Aberdeen Investments is part of Aberdeen Group plc, one of the... ...evolving needs. In the Americas, our sole focus is on the investments business. We... ...interests of different stakeholders (boards, senior management, actuarial teams,...Temporary workImmediate startFlexible hours$210k - $280k
...mark at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the strategy and... ..., family offices, consultants, and HNW/UHNW individuals—through highly personalized... ...asset management marketing, with a focus on private wealth or HNW/UHNW...SeniorHigh net worth$124k - $335k
...Senior Manager A career within PwC Private will provide the opportunity to help private... ...and to free up time that can be spent focusing on business strategy. You'll have the... ...needs, and develop and discuss potential solutions, even before the stakeholder realizes they...SeniorHigh net worth- ...A nationally recognized accounting firm is seeking a Remote Tax Senior Manager for its High‐Net‐Worth Corporate Team. This role focuses on strategic tax advisory and client relationship management without the stress of busy seasons. Ideal candidates will have over 8 years...SeniorHigh net worthRemote work
- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...SeniorHigh net worthRemote work
$116.25k - $210k
...A leading financial services firm is seeking a Director, HNW Wealth Planner in the United States. This role focuses on providing advanced financial planning and cross-border tax strategies to high-net-worth clients. The ideal candidate will have expertise in wealth planning...SeniorHigh net worth$185k - $300k
...Banking and Credit Solutions, Private Wealth Portfolio... ...to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by... ...outreach across CRG, senior Custom Credit team... ...solutions, and client‑focused lending strategies.... ...benefits ~ Life insurance, critical illness...SeniorHigh net worthOngoing contractWork experience placementImmediate start- A leading global investment firm is seeking a Vice President to lead their insurance solutions practice in New York. This role focuses on developing innovative strategies for Ultra-High-Net-Worth clients, advising on life and property insurance, and driving business development...High net worth
$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...SeniorHigh net worthRemote workFlexible hours$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ..., Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets... ...full-service relationships with both UHNW & HNW clients. Must have strong COI's and...SeniorHigh net worth$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a ...SeniorHigh net worth- ...Equity Options Solutions, Executive Director Within the J.P. Morgan Private Bank, the Derivatives... ...Director you will lead advisor coverage focused on helping HNW clients manage concentrated single‑... ...clearly to non-specialists and to senior stakeholders Strong work ethic,...High net worthWork at office
$69k - $87k
...maintaining strong client relations. A BA/BS is preferred along with a P&C Insurance License. The competitive salary ranges from $69,000 to $87,000 based on experience, education, and credentials. NFP focuses on a people-first culture with great benefits. #J-18808-Ljbffr NFP,...SeniorHigh net worthFull time
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