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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior High Net Worth Account Executive in New York, NY vacancy
- Posted 4 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
- ...grow, we're seeking an experienced Senior Personal Lines Account Executive to join our Personal Insurance... ...including clients with sophisticated and high-value insurance needs. About the... ...ranging from standard to high-net-worth households Advise clients on appropriate...SeniorHigh net worth
Borg insurance Agency & Associates
New York, NY2 days ago - Posted 4 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
- ...BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements... ...candidate has CPA certification, 8+ years in public accounting, and a track record of managing complex...SeniorHigh net worth
BDO USA Experienced Career Site
New York, NY4 days ago - ...With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance,... ...individual and family tax returns for high-net-worth clients.Ensure accuracy and compliance... ...and potential issues.Present findings to senior team members and clients.Collaboration...SeniorHigh net worth
- Posted 4 days 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
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
Confidential
New York, NY1 day ago - ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time... ...gift and estate planning strategies to high-net-worth clients Significant experience in... ...income tax returns; Knowledge of fiduciary accounting concepts Technical expertise in relevant...SeniorHigh net worthFull time
Yeah! Global
New York, NY4 days ago $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$65 - $75 per hour
...New York, NY is seeking an experienced Senior Tax Manager to join their growing Private... ...must have a strong foundation in high-net-worth individual tax compliance and experience... ...and estate tax filings Apply fiduciary accounting concepts to complex estate and trust situations...SeniorHigh net worthContract workMission Staffing
New York, NY12 hours ago- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorHigh net worth
$200k - $220k
...City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships. The ideal candidate will...SeniorHigh net worthCerity Partners
New York, NY4 days ago- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...SeniorHigh net worth
- ...With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance,... ...Essential Functions and Primary DutiesThe Tax Senior Manager is responsible for managing... ....Serve as a trusted advisor to high-net-worth individuals, multi-generational families...SeniorHigh net worthWork at office
- AmLaw 200 New York law firm is seeking a Senior Trust and Estate Attorney with 7+ years of experience to lead private client matters in a hybrid New York, NY role. The successful candidate will own matters, serve as primary contact for sophisticated families and advisors...SeniorHigh net worth
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...SeniorHigh net worth
Citi
New York, NY4 days ago - ...its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate matters. The successful candidate will work with a collaborative team...SeniorHigh net worth
AJ Chambers US
New York, NY1 day ago - Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must have...SeniorHigh net worth
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside in Texas.... ...compliance. The tax team serves private clients (small businesses, high‑net‑worth individuals, trusts) and private‑equity customers. Experience...SeniorHigh net worthRemote workVaco by Highspring
New York, NY4 days ago- ECG Resources, Inc. in New York City is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience to oversee complex returns and tax planning. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation returns...SeniorHigh net worth
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorHigh net worthHourly payContract work
$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- ...Reference 0000018245Salary Type AnnuallyIndustry Public Accounting;Wealth ManagementSelling Points Advance your career... .... Enhance your skills while working with high-net-worth clients.Job DescriptionTax Senior OverviewThe Tax Senior will lead tax compliance and...SeniorHigh net worthWork at office
- Anchin is seeking a Tax Senior Associate for the Private Client Group in New York. You will oversee high-net-worth client engagements, manage complex individual and trust tax... ...environment. Ideal candidates hold a Bachelor's in accounting or finance; CPA is preferred, with strong...SeniorHigh net worth
- Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development activities. The role is in‑house with no billing or timesheets, focused on collaboration with clients, external advisors...SeniorHigh net worth
$80k - $90k
PKFOD is seeking a Senior Tax Associate based in New York, NY, to support tax planning and compliance functions for high-net-worth individuals and families. The ideal candidate should have a bachelor's degree in accounting and at least 3 years of public accounting experience...SeniorHigh net worth$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- ...A respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax expertise with exceptional client relationship skills... ...entertainment businesses, privately held companies, and high-net-worth individuals. They're looking for a relationship-driven...SeniorHigh net worth
TBG | The Bachrach Group
New York, NY4 days ago - ...is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including 3-5 years focused on family...SeniorHigh net worthWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High Net Worth Account Executive. Be the first to apply!
Related searches
- srs distribution New York, NY
- senior operations coordinator New York, NY
- senior associate architect New York, NY
- senior revenue operations analyst New York, NY
- senior dynamics crm developer New York, NY
- senior application security New York, NY
- senior account director New York, NY
- sr hr business partner New York, NY
- senior supervisor New York, NY
- senior plumbing designer New York, NY