Senior Private Client Insurance & Risk Advisor
Risk Strategies Company
A leading insurance brokerage firm 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 office clients. Responsibilities include conducting needs assessments, creating tailored insurance strategies, and collaborating with various advisors. Strong communication and relationship-building skills are essential. The firm offers competitive compensation and a supportive work environment. #J-18808-Ljbffr Risk Strategies Company
$150k - $200k
...expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net... ...Registered Investment Adviser that advises clients on fine art investment products.... ...roles (financial advisor, wealth advisor, private client advisor), wealth management, or...SeniorPrivate client- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent... ...New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar...SeniorPrivate client
- ...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, this could be a strong next step. We're working with an established accounting...SeniorPrivate clientPrivate practice
- ...A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its New York Metro practice. You do not need... .... The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly...SeniorPrivate clientFull timeFor contractorsPrivate practice
- ...A private markets consulting and data solutions firm is seeking a Senior Consultant to lead data and technology projects for private equity clients. This role combines ownership of project delivery, senior client relationships, and team development. What You’ll Do:...SeniorPrivate client
- ...Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced Tax Senior or higher to join its Private Client Services group. In this role, you’ll provide strategic tax planning, compliance, and advisory...SeniorPrivate clientLocal area
- ...Our client, a leading national accounting and advisory firm, is seeking a Tax Manager to join their Private Client Services practice, with a focus on tax services for Family Offices. This individual will sit within the Operating Partnerships, Flow Through Entities, and...SeniorPrivate clientFull timePrivate practiceSeasonal work
$385k
Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw... ...Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance...SeniorPrivate clientPrivate practiceWork at office- ...’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and at least 10...SeniorPrivate clientWork at office
$211.28k - $316.92k
...80.00 - $316,920.00Category: Private Client Product Services, Professional... ...is the primary wealth advisor serving High Net Worth and Ultra... ...opportunities.Appropriately assess risk when business decisions are... ..., accident, and disability insurance; and wellness programs. Citi...SeniorPrivate clientFull time$150k - $210k
...Review of international tax compliance forms such as Forms 3520, 3520-A, 8621, 2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and...SeniorPrivate clientFull timeFixed term contractLocal area- Alvarez & Marsal is seeking a Senior Director for its Private Client Services tax practice in the United States. You will build long-term client relationships with private companies and high net worth individuals, lead compliance for various entities, review complex tax...SeniorPrivate clientPrivate practice
- 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...SeniorPrivate client
$65k - $90k
...Position Title: Senior Project Accountant Location: New York, New York, United States... ...expertise with the agility of a privately owned firm. From planning and design through... ...financial status, contract modifications, and client invoicing requirements • Mentor junior...SeniorPrivate clientContract work- ...to reach your goals.We are seeking a Tax Senior Manager to join our team, with a specialized... ...on not-for-profit tax, particularly private foundations. This is a highly technical leadership... ...expanding the firm’s private foundation client base by delivering deep technical...SeniorPrivate clientFull timeWork at officeLocal area
$146k - $178k
Join us as a Senior Underwriter to grow your career at the forefront of Political Violence insurance.Who we areTalbot is an international insurer... ...and Specie, Political Risk, Property, Accident and Health... ...premium written by AIG’s Private Client Group, covering Homeowners,...SeniorPrivate clientFull timeWork at office- ...its New York office. This role involves sophisticated estate planning, trust and estate administration, tax matters, and related private-client work with high-net-worth clients and seasoned attorneys. Requirements include a J.D. from an accredited law school, New York...SeniorPrivate clientWork at office
- The private client services role is with a prominent AmLaw 100 firm in New York City, offering a hybrid work environment. The Associate Attorney will handle sophisticated trust and estate matters for high-net-worth individuals and collaborate with a supportive team. Requirements...SeniorPrivate client
- Faegre Drinker Biddle & Reath LLP in New York seeks an associate to work on sophisticated estate planning, elder law, estate and trust administration, and estate litigation. Required experience includes emphasis on transfer tax planning for high-net-worth individuals and...SeniorPrivate client
- ...Invesco in New York, NY is seeking an experienced investment professional to lead private markets client-facing efforts. You will develop product launches, support private markets portfolios, and deliver tailored client communications to meet market demand. The role...SeniorPrivate client
$130k - $200k
...Senior Tax Manager (Private Client) Location: Remote Role type: Full-time, direct hire Pay: $130,000 to $200,000 base salary, based on experience About the company An established, growing CPA and advisory firm with multiple offices across Chicagoland...SeniorPrivate clientFull timeImmediate startRemote work- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and...SeniorPrivate clientFull timeTemporary workPrivate practiceLocal area
$85k - $170k
Our client is a public accounting firm. They seek a Tax Senior/Manager to join their Manhattan, NY office.ResponsibilitiesReview... ..., and potential tax risks across client engagementsServe as a primary advisor to clients on tax-exempt... ...classification, and private foundation mattersGuide...SeniorPrivate clientWork at officeRemote work- Confidential Company, a well-established regional CPA firm based in Woodbury, NY, seeks a Tax Senior Manager/Tax Manager to join its Private Client Group. This hands-on tax compliance role serves a sophisticated high net worth clientele, with meaningful ownership of client...SeniorPrivate clientWork at office
- CohnReznick is seeking a Tax Senior Manager to lead complex U.S. individual income tax engagements with international components for entrepreneurial and high-net-worth clients. The role emphasizes cross-border planning, advisory work, and strong client leadership. You...SeniorPrivate clientWork at office
- ...Principal, Senior Civil Engineer — NYC New York City | Work Model... ...with NYC agencies, clients, developers, and peer/competitor... ...financial impact, minimizing at‑risk work, and leveraging project controls... ...provides services to both private and public sector clients, facilitating...SeniorPrivate clientWork at office
- ...From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. Maintain and control the general ledger and various sub-ledgers. ~ Prepare and review...SeniorPrivate clientFull time
- ...Summary Senior Group Director based in New York responsible for defining and executing the commercial strategy... ...of high-end sales experts to drive revenue through private in-store appointments and high-profile client events while elevating brand positioning in the...SeniorPrivate client
- ...Senior Counsel / Of Counsel / Partner Opportunities Am Law 200 Firms | Major U.S. Markets... ...practice, developed meaningful client relationships and are considering whether... ...including: Corporate & Transactional – M&A, Private Equity, Finance, Capital Markets, Securities...SeniorPrivate clientWork at officeImmediate start
- Citco is seeking a Senior Client Relationship Manager in New York to lead top-tier client engagements within the fund administration space. You will manage complex private credit client portfolios, engage with portfolio managers and CFOs, and coordinate cross-functional...SeniorPrivate client
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