Wealth Director: Growth Leader for HNW Families
Franklin Templeton
Fiduciary Trust International, owned by Franklin Templeton, seeks an experienced Wealth Director aligned with the New York region to secure new business from high-net-worth individuals, their families, and related institutions. The role focuses on investment management opportunities and often includes trust, estate, tax, family office, and custody opportunities. A large degree of daily discretion is required to meet and interact with prospective clients and their advisors. #J-18808-Ljbffr Franklin Templeton
- A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates ...High net worthRemote jobWork at office
$225k - $275k
...DescriptionSummary The National Leader, High-Net-Worth... ...overall performance, growth, retention, profitability... ...of Acrisure’s HNW Personal Lines book. This... ...commercial, specialty, life, wealth, and other applicable areas... ...and finances to your family and future.Making a...High net worthFull timeImmediate startFlexible hours$165k - $250k
...to add a Senior Manager to its Family Office practice. This is a... ...Manage relationships with HNW and UHNW individuals and families... ...relationships with attorneys, wealth advisors, bankers, and other outside... ...Support the continued growth and development of the Family...High net worthFull timeWork at office- Andsimple is recruiting on behalf of a multi-billion-dollar single family office in the Greater New York area for a Tax Director. The role reports to the family office CFO and leads strategic tax planning and compliance. Requirements include 15+ years of relevant tax experience...High net worthWork at office
- Vice President, Wealth Portfolio Growth Manager Location(s): Kowloon, Kowloon City, Hong Kong SAR Job... ...to ultra-high net worth clients and family offices. Sitting within Citi's Wealth... ...that support your continued growth as a leader in wealth management. The chance to...High net worthFull time
- ...Senior Wealth Advisor | Growing Wealth Management Practice I’m... ...ultra-high-net-worth individuals, families, trusts, and family entities... ...firm • Opportunity to advise HNW and UHNW individuals, families... ...role in the continued growth of the practice • Mentor and...High net worthFull time
$204k - $276k
DescriptionKforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager... ...experience, ideally within private client services, family office, or HNW-focused environments; CPA and/or MST strongly preferred* Deep...High net worthWork at officeLocal area$180k - $225k
...International is a premier investment and wealth management firm with a... ...-net-worth individuals and families, family offices, endowments,... ...seeking an experienced Wealth Director, also referred to as a Business... ...business from high-net-worth (HNW) individuals, their families and...High net worthWork at officeLocal area$70k - $85k
...Sterling Legacy Advisors is a next-generation wealth management firm built for advisors who... ..., executives, and multigenerational families who expect more from their financial advisor... .... Contributing to the continued growth and development of the firm. Who We'...High net worthFull timeFor contractors- ...Job Description Job Description Wealth Director NYC Do you know the difference between a contact and a center of influence? Can... ...invented is a twenty-year reputation for doing right by wealthy families? If you answered yes three times, keep reading. If you are...High net worthWork at office
- Brown Brothers Harriman is looking for a Head of Investment Advisory to enhance their client services for Single Family Office clients. This role entails providing investment advisory, engaging clients, and leading team initiatives. The ideal candidate will possess over...High net worthWork at office
- ...JCW is working with a prestigious single family office on a Tax Manager opening. In this role, you will work closely with the tax team... ...Responsibilities for this role include: Preparation and review of HNW individuals, trusts and estates K1s for private equity and...High net worthFull timeWork at office
- Kraken is a mission-focused, fully remote crypto company with team members in 70+ countries. We are hiring a senior growth marketer to own margin trading growth on Kraken Pro, and to win high‑net‑worth traders from competitors with CEO‑level ownership. You will partner...High net worthRemote work
$200k - $250k
...currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role you will serve as the... ...term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day...High net worthFull timeWork at officeLocal area$170k - $300k
...Management, Executive, WealthCompany: CitiThe Wealth Growth Program Manager is a strategic... ...provides dedicated coverage to all Regional Directors (RD) and Wealth Group Executives (WGE)... ...-----------------------------------Job Family Group: Project and Program Management--...Full time$200k - $300k
Citi Wealth at Work - Banker - Director Job Req Id: 25927976 Location: Beverly Hills,... ...net‑worth individuals and family offices through Citi Private... ...field. Is a true thought leader who develops new techniques... ...to maximize revenue growth and client satisfaction....High net worth- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media buying, strategy, messaging, creative testing, and client communication. You will manage a portfolio of accounts end to end, lead client conversations, and drive appointment...High net worthRemote job
- ...advisory services for high-net-worth families. Drive growth in a dynamic and collaborative environment... ...of Family Office OverviewThe Director of Family Office will oversee comprehensive... ...solutions across accounting, tax, and wealth management functions.Develop and maintain...High net worthWork at office
$250k - $350k
...both. Commercial Property Underwriting Leader (Director) Shepherd is launching a Retail... ...market, and drive long‑term profitable growth for a core pillar of Shepherd’s business... ...dental, and vision Fertility Benefits & Family Building Support Unlimited PTO...Work at officeFlexible hours- TD Wealth seeks a Senior Lending Advisor adjunct to the Sr. Wealth Lending Advisor in New York. You will be a high-touch contact for clients... ...Advisors, RMs, IAs, and 3rd party advisors to drive loan book growth while ensuring compliance and superior client #J-18808-Ljbffr...High net worth
$85.1k - $161.7k
...by providing candidates with the career growth opportunities that come with working for... ...same time operating in private company and family office environments on a daily basis. We... ...supervisor, assistant controller, controller, director of finance, or CFOStrong technical...High net worthFull timeWork experience placementInternshipWork at officeLocal area- ...Vascular Group, part of the Surgery Partners family, is seeking an experienced ASC + Clinic... ..., GA. In partnership with the Medical Director and Surgery Partners, the Administrator oversees... ...relations, regulatory compliance, and growth initiatives to drive top-line performance...
- American Family Insurance is seeking an Insurance Agent in Idaho to manage their agency's operations and growth. You will be responsible for sales and hiring your team to achieve business goals. The ideal candidate must obtain Property and Casualty and Life insurance licenses...Local area
- ...Net Worth Individuals About the Opportunity We are partnering with a sophisticated, growing multi-family office to hire a Tax Manager to join its tax and wealth planning team. The firm provides comprehensive wealth management and family office services to high-net...High net worthFull timeWork at officeLocal area
$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your... .... We want to help you achieve growth by giving you access to a... ...strategic guidance related to wealth planning, entity structuring,... ...community. Partner with practice leaders to innovate service offerings...High net worthContract workWork at officeLocal areaFlexible hours- ...Points Lead impactful projects at a growing family office services practice. Collaborate... ...DescriptionDirector, Family Office Services OverviewThe Director, Family Office Services will lead and... ...to clients.This role offers significant growth opportunities as the practice expands....High net worthWork at office
$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused... ...Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior... ...to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually ~...High net worthFull timeWork at office- ...Inc. seeks an experienced supervisor to coordinate work, schedule employees, and oversee workflow for a multi-staff team serving families. You will coach, discipline, and support staff while ensuring QA and compliance with program policies. The role emphasizes supervision...
$50 per hour
...environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Lead Wealth Advisors to join their team in key regions.... ...as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax...High net worthFull timeWork at officeLocal areaRemote work- The Guardian Life Insurance Company of America is seeking a High Net Worth (HNW) Consultant in New York to accelerate growth across the High Net Worth platform. You will partner with Wealth Management Consultants and internal teams to convert opportunities into funded assets...High net worth
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