High Net Worth Actuarial Director
Pryor Associates Executive Search
Posted 1 day agoHigh Net Worth Actuarial Director opening in your choice of AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MN, NC, NJ, NY, PA, TX, or WA. Oversee portfolio growth, business strategy, profitability analysis, and rate filing review involving Home, Auto, Personal Umbrella, Yachts, Private Collections, etc. Ideal candidate is ACAS or FCAS with 5+ years of Homeowners insurance experience; background in Personal Auto or Umbrella a plus. (PR13130)
$130k - $180k
...catalyst that helps others achieve their goals. In short, We Enable Possibility.Summary: Arch Insurance Company is seeking a motivated actuarial candidate to join a dynamic reserving and loss analytics team. Reserving-related engagements account for the majority of the role,...SuggestedFull timeTemporary workWork at office$100k - $150k
...providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal... ...have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not...High net worthFull timePrivate practiceLocal area3 days per week$140k - $150k
...returns all day (though you'll definitely prepare some). As a Private Client Tax Manager, you'll be the go-to person for thier high-net-worth individuals, business owners, and families who need more than just basic tax prep. Your day-to-day includes: Managing a portfolio...High net worthFull timeWork at officeFlexible hours- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
- ...personal, family and business. Our US platform is expanding, offering high-quality cross-border work within a collaborative,... ...and delivery of bespoke estate planning documentation for high-net-worth individuals and families. The practice focuses on sophisticated...High net worthPrivate practiceFlexible hours
- ...This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience to work in a sophisticated, high-net-worth private client practice handling estate planning, trust and estate administration, charitable giving, and tax-efficient family...High net worthPrivate practiceRemote work2 days per week
$100k
...including succession planning and transaction services, family office, and estate, trust and gift planning. Our clients are high-net-worth and high-income individuals and families and clientele in professions and industries that includes financial services, investment...High net worthFull timeFor contractorsWork at office- ...Job Title Be the First to Apply Job Description Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family clients that make use of some the...High net worthWork at office3 days per week
$200k
...role in Greenwich, Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients. Responsibilities include identifying prospects, developing investment solutions, and serving as a trusted advisor for...High net worth- Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. Our client a high-quality CPA firm with 250 + professionals is adding to their Greenwich... .... This opportunity is to join their Tax team: focus on high net worth tax compliance and advisory. The firm is large enough to have...High net worthWork at office
- ...Director Of DevelopmentLove146 is seeking a Director of Development who is equal parts strategist... ...also go get the money. This is a senior, high-visibility role reporting directly to the... ...with genuine relationships among high-net-worth individuals and their advisors, fluency...High net worth
- ...a commercial bank with over $3 billion in assets, providing privately-owned businesses, their owners and executives as well as high net worth individuals with personalized and technologically advanced banking solutions. We are committed to delivering exceptional service...High net worthContract workLocal area
- ...Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary...High net worthFull time
- ...strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service to individuals, families, and high-net-worth clients. This is an exciting opportunity for a Service Advisor who wants to step into a meaningful...High net worth
$135.6k - $300k
...with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing,...High net worthFull timeWork at officeFlexible hoursDay shift- ...interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships... ...Analysis• Written CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This position...High net worthFull timeWork at officeImmediate startShift workDay shift
$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high‑caliber talent. Associate...High net worthTemporary workFlexible hours$177k - $300k
...for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building...High net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift- ...wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive... ..., investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic...High net worthFull timeTraineeship
$162k - $190k
...Supervisory Responsibilities: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises associates and senior associates on all projects Reviews work...High net worthWork at office$25 - $38.46 per hour
...lists, walk-ins, and professional contacts.Strong work ethic and high level of integrity.Excellent time management skills.Providing... ...networking.Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial...High net worthHourly payDay shift$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high‑caliber talent. Bernstein...High net worthTemporary work$115k - $150k
...accounting or finance 3-5 years of family office or public accounting experience Strong accounting and financial reporting skills Exposure to high-net-worth clients and maintaining confidentiality Salary Range $115,000-$150,000 #J-18808-Ljbffr Arrow Search PartnersHigh net worthWork at office$150k - $200k
...advisers, and serve as the day-to-day steward of the principals' individual tax calendar.Coordinate and manage tax compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities.Assist in the implementation and ongoing administration of...High net worthWork experience placementWork at officeLocal area- ...to bring in new clients and to serve existing ones. Deliver highly customized and comprehensive solutions to help protect, manage,... ...Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships. Work in teams...High net worthFull timeWork experience placementImmediate startVisa sponsorship
$130k - $160k
Job Title: High Net Worth Senior Tax ManagerLocation: Branford, CT Salary: $130k-160k+ DOE + Annual Bonuses Requirements: Active CPA/EA with... ....Due to growth, we are currently seeking to add a new Tax Director to our team! We offer full benefits, a path for internal growth...High net worthImmediate startRemote work- ...preparing and reviewing business and individual tax returns, including corporate (C corp, S corp), partnerships, fiduciary, and high-net-worth individual filings.Strong technical knowledge of federal and multi-state tax laws, regulations, and compliance requirements....High net worthLocal area
$60k - $80k
...financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team...High net worthWork experience placementWork at officeMonday to Friday$75k - $95k
...position partners closely with a Senior Financial Planner and offers hands‑on mentorship, structured development, and exposure to high-net‑worth planning. The role is ideal for someone early in their planning career who wants to grow into an advisory position. You will...High net worthLocal areaFlexible hours- ...reviews Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account...High net worthWork at officeFlexible hoursShift workDay shift
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