Senior High Net Worth Account Executive
Hollinger
We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent and High-Net-Worth clientele• Luxury homes, automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7–10+ years of direct High-Net-Worth Personal Lines Account Executive experience, a Property & Casualty License, and a strong understanding of Private Client coverage placements.CompensationBase salary to $140K, bonus opportunities, and a comprehensive benefits package.If this opportunity aligns with your background, I would welcome a confidential conversation. If another High-Net-Worth professional comes to mind, referrals are sincerely appreciated.Jim Liebermanð 732-208-5462ð§ View email address on click.appcast.io
- Posted 2 days agoPersonal Lines Insurance Coverage Senior Account Executive opening in Nassau County, Long Island, NY. (Two days in office... ...responsible for growth of designated book of business, includes High Net Worth Clients; mentors the team; maintain a positive &...SeniorHigh net worthWork at officeWork from home
$90k - $150k
...on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.Job SummaryThe Senior Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours$70k - $74k
...global company MCI Group ( is interviewing highly organized, energetic and hospitality... ...luxury lifestyle sector to fulfill a Senior Account Executive role. This position will work with a... ...plus. This position is client and high net-worth individual consumer facing on-site at...SeniorHigh net worthTemporary workInternshipWork at officeNight shiftWeekend work- Armanino LLP in New York City seeks an Account Manager III, Business Management to serve as the primary financial liaison for high-net-worth clients, vendors, and partners, delivering accurate reporting and proactive guidance. You will oversee cash flow, bill pay, invoicing...SeniorHigh net worth
$90k - $105k
...Job Description SR. Personal Lines Account Manager | HNW Clients Location: Jersey... ...Independent insurance agency is seeking a highly experienced personal lines account manager... ...preferred. Experience with high net worth clients is a plus All inquiries will...SeniorHigh net worthWork at office- ...specifically open to accomplished Tax Senior Managers and Tax Directors who are ready... ...who has built a strong career advising high-net-worth individuals, families, entrepreneurs... ...Manager, Director or Partner within public accounting Strong HNW / Private Client Services...SeniorHigh net worthFull timeFor contractorsPrivate practice
- Posted 2 days agoINSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE- Suffolk County. Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent...High net worth
- ...Tax Senior Associate – Private Client Tax New York Metro | Hybrid If you're working in public accounting and want to move beyond a traditional compliance-heavy Tax Senior position... ...-through structures. Supporting high-net-worth individuals, families and business...SeniorHigh net worthPrivate practice
- ...Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking... ..., compliance, and advisory services to high-net-worth individuals and families, helping them... ...as one of the “Best of the Best” Accounting Firms in the U.S. , the firm offers an...SeniorHigh net worthLocal area
$165k - $250k
...We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely...SeniorHigh net worthFull timeWork at office- Posted 4 weeks agoINSURANCE Personal Line Account Executive with High Net Worth Insurance Carrier Experience - Nassau County, New York. Successful insurance agency seeks an experienced Personal line Account Executive who works with various carriers including the High Net...High net worth
- Weaver is seeking a Tax Senior Manager to deliver federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The role requires CPA with 7+ years of public accounting experience and strong leadership skills. The candidate will...SeniorHigh net worth
$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorHigh net worth$130k - $150k
...management firm is seeking a Payroll Specialist to provide expertise in payroll operations across multi-state clients, including high net-worth families. This role requires over 10 years of payroll experience, strong communication skills, and knowledge of compliance and...SeniorHigh net worth$110k - $120k
...Small CPA firm ( 25 professionals) in Midtown is looking for a staff/senior tax accountant to Prepare individual, closely held corporate and partnership tax returns with an emphasis on high net worth individual returns with many k-1's and multi state. You should have 2...SeniorHigh net worthFull time- ...High-Net-Worth Personal Lines Account Executive An established, growth-oriented independent insurance agency is hiring a High-Net-Worth Personal Lines Account Executive to support a sophisticated private-client book. This is a service-first role for someone who knows...High net worth
$150k - $210k
...will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorHigh net worthFull timeFixed term contractLocal area$385k
...join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.Candidate...SeniorHigh net worthPrivate practiceWork at office$140k - $190k
...firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong skills in business...SeniorHigh net worthWork at office- ...growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical...SeniorHigh net worthPrivate practice
- ...leading multi-family office is seeking a Senior Tax Associate to join its tax team.... ...focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on... ...individual taxation experience within a public accounting firm or similar environment ~ Trust...SeniorHigh net worthFull timeWork at office
- ...management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an... ...day-to-day client needs, coordinate account activity, and serve as a reliable point...SeniorHigh net worthFull time
$250k
...Tax Senior Manager | $200,000–$250,000 | NYC An established and growing financial and... ...businesses, business owners and high-net-worth clients , providing a combination of tax... ...’re looking for ~10+ years of public accounting tax experience , covering both compliance...SeniorHigh net worthFull timeRemote workFlexible hours- ...Make an application by clicking on the Apply button. A leading accounting and advisory firm is seeking an experienced Senior Manager, Family Office Services to serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices,...SeniorHigh net worthWork at office
$211.28k - $316.92k
...clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep... ...Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities...SeniorHigh net worthFull time- HUB International in the New York area seeks a Senior New Business Development professional to join our Personal Lines team. You will... ...with private client advisors, and pursue new business with high net worth clients across the Northeast. This hybrid role requires 5+ years...SeniorHigh net worth
- ...Senior Wealth Advisor **Fully Remote - can work from anywhere in the US** We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This... ...relationship leadership and implementation accountability What We Handle Portfolio...SeniorHigh net worthWork at officeRemote work
- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families. The platform is built on an open architecture investment platform, robust firm generated lead flow, and decades of investment in technology...SeniorHigh net worthFull time
$80k - $200k
Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.ResponsibilitiesAct as the primary point of contact for high-net-worth individuals and partnership clientsCultivate and maintain strong, long-term client relationshipsDeliver...SeniorHigh net worthWork at officeLocal areaRemote work- ...your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client... ...one of the largest and fastest growing accounting and advisory firms in the industryYou will... ...owned, closely held businesses and high net worth individuals with the solutions they need...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
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