Hybrid Partner - Private Client & Wealth Structuring
Lighthouse Legal Search
A leading global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal candidate will have established client relationships with high-net-worth individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility, with sustainable billing expectations and a collaborative culture. Competitive salary range: $150,000 - $190,000.#J-18808-Ljbffr
$157.04k - $235.56k
...0.00 - $235,560.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Lending provides competitive... ...serve as dedicated and trusted partners to Wealth Advisors, Regional... ...on the mechanics of loan structures, based on Wealth Advisor recommendationAct...StructuresPrivate clientFull time$85k - $270k
..., you will serve as a key intellectual partner to our Private Wealth Advisors, serving as a trusted expert to educate sophisticated clients on our unparalleled capabilities and deliver... ...experience working with clients in structuring multi-generational wealth and estate...StructuresPrivate clientFull timeTemporary workPart timeWork at office$157.04k - $235.56k
...Advisor in San Francisco, California, to support Citigold and Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on loan structures, and promoting securities-based loan adoption. Candidates should...StructuresPrivate client- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ..., and asset allocation.Structure and present financial plans/presentations... ...market leaders & practice partners without daily contact with one...StructuresPrivate clientWork at office
$157.04k - $235.56k
## Citi Wealth - Lending Advisor - Vice PresidentApplyremote... ...integrated into our client’s broader Wealth... ...dedicated and trusted partners to Wealth Advisors,... ...the Citigold and Citi Private Client (CGCPC) segments... ...the mechanics of loan structures, based on Wealth Advisor...StructuresPrivate clientFull time- ...partnership. You'll handle complex cases and utilize a collaborative environment. The firm provides a competitive compensation structure, a hybrid work model, and a focus on mentorship and individual flexibility, ensuring a conducive atmosphere for career growth. #J-1880...Structures
- ...Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has... ...to compliance projects and help build client relationships in a hybrid work model. This role offers opportunities for professional...Private client
$130k - $175k
...focused on real estate, private equity, credit,... .... Blackstone Private Wealth was established to answer... ...-net worth investors. Partnering with many of the world... ...these firms and their clients as well as providing ongoing... ...licensed employees; Structuring or creating Blackstone...StructuresPrivate clientLocal area$85k - $270k
...delivering Family Office Solutions to clients and help with business... ...with background in wealth management and/or family office... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...experience working with clients in structuring multi‑generational wealth and...StructuresPrivate clientFull timeTemporary workPart timeWork at office$175k - $200k
...investment vehicles focused on private equity, real estate,... .... Blackstone Private Wealth was established to... ...capabilities. Partnering with leading private banks... ...education, and ongoing client engagement. Blackstone... ...translation of complex structures into clear, advisor‑...StructuresPrivate clientLocal areaFlexible hours$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...planning, wills, and succession Wealth structuring, tax and estate planning Family... ...culture . The Opportunity True hybrid flexibility : 3 days per week in-...StructuresPrivate clientPart timePrivate practiceWork at officeWorldwide3 days per week- ...seeking an exceptional Estate Planning Partner - Regis to serve as a primary strategic... ...will lead engagements alongside senior wealth advisors, managing a book of Regis clients with balance sheets often exceeding $25M. This hybrid role prefers candidates in San Francisco...
$250k
...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive,... ...trusting, productive relationships with key partners throughout CPB and the wider Citi.... ...income, FX derivatives, rates, credit, structured products) with clients. Appropriately assess...StructuresPrivate clientFull timeTemporary work- ...taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net... ...advisory across complex wealth structures. If you enjoy working in... ...California office locations Hybrid flexibility as the standard...StructuresPrivate clientPrivate practiceWork at officeRemote workFlexible hours
- Citi Wealth is seeking a Vice President Lending Advisor to act as a regionally... ...aligned lending expert for CGCPC clients. You will partner with Wealth Advisors, structure tailored loan solutions, and... ...growth‑oriented environment, offering hybrid work in San Francisco #J-18808-...Structures
- ...Wetherby (LNW) is looking for a full-time Wealth Manager in San Francisco to provide... ...management services to ultra-high-net-worth clients. This role demands robust industry experience... ...development. This position supports hybrid working conditions with a blend of on-site...Full timeRemote work
$250k - $400k
...bound to act in our clients’ best interests —... ...-generational wealth. Regis clients often... ...exceptional Estate Planning Partner - Regis to serve... ...family governance structures, wealth education... ...experience in a private wealth department... ...: This is a hybrid role with a strong...StructuresTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated... ...the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized...Private clientFull timePrivate practiceLocal area
- ...technology company in San Francisco is seeking a Compensation Business Partner to oversee the design and delivery of compensation programs... ...ideal candidate will lead the creation of competitive salary structures and incentive plans while collaborating with leadership and...Structures
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Private clientFlexible hours
- ...world of change, empowering our clients and people to realize their... ..., and growing their wealth. Whether derived from successful... ...oversee complex multi-entity structures and diverse investment portfolios... ...practice serves as a trusted partner, supporting families through...StructuresFull timeWork at officeLocal area
$139.2k - $293.5k
...tax, estate, gift, and wealth planning matters. We... ...advising sophisticated clients and their advisors, leading... ...within the UHNW, private client, and family office... ..., investment structures, and/or wealth transfer... .... This role follows a hybrid work model for candidates...StructuresPrivate clientWork at officeLocal areaRemote workWorldwide- Bernstein Private Wealth Management in San Francisco seeks a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals...Private client
$200k - $300k
...StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive,... ...able to leverage a wide array of internal partners.Leverage existing client relationships,... ...and alternative investments with wealth planning and private banking services to...Private clientFull timeLocal area- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage...Private clientWork at office
- ...CA. This senior-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate... ...Bar, and have a minimum of 6 years of relevant experience in private client services. Strong drafting and communication skills are...Private client
- ...with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and... ...individuals. This role involves collaboration with the Private Client Industry Group, supporting clients...Private client
$150k - $250k
...Institutional Securities, Wealth Management, and Asset... ...and services to its clients including brokerage,... ...services.Morgan Stanley Private Bank, NA is seeking a... ...Position Responsibilities:Partner with Private Banker... ...deposit teams to structure sophisticated client depository...StructuresPrivate clientTemporary work$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...Development Team Members, and other internal partners.At CIBC we enable the work environment...Private clientFull timeRemote work- ...4-7 years of experience to join their Family Wealth practice in San Francisco. The role involves working with a diverse client base, including high-net-worth individuals and... ...industries. The candidate will support the Private Client Industry Group in building and maintaining...Private client
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