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
$89.5k - $166.9k
...Senior Private Client Advisor Hybrid to our NY Metro office Our not-so-secret sauce. Award-winning... ...Agency (MMA) provides business insurance, employee health & benefits, retirement... ...data, helping them navigate complex risks with informed advice. Proactive service...SeniorPrivate clientMinimum wageWork at officeLocal areaNight shift- ...A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote... ...position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal...SeniorPrivate clientRemote work
- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...SeniorPrivate client
- ...Tax Senior Manager, Private Client Group A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group. This role focuses on delivering comprehensive tax planning, compliance, and advisory...SeniorPrivate client
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside... ...Texas. Vaco is working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax Associate to help...SeniorPrivate clientRemote work- 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...SeniorPrivate client
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorPrivate clientFull time$250k
...accounting, finance, or a related field, along with CPA certification and over 10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with tax laws. A competitive annual salary ranging from $25...SeniorPrivate client- ...Alliant Insurance Services, Inc. is seeking a dedicated professional to manage customer service and overall service for assigned clients. Responsibilities include fostering client relationships, developing new business opportunities, and mentoring staff. Candidates must...SeniorPrivate client
- ...HCM, Inc. seeks a customer service professional to manage client relationships within Private Client Services. Responsibilities include initiating the... ...ideal candidate will have a Bachelor's degree, valid insurance license, and over five years of experience. Skills in Microsoft...SeniorPrivate clientWork at office
$175k - $250k
A global consulting firm is seeking a Senior Director: Operations & Manufacturing to lead performance improvement initiatives for private equity clients. This role demands a proven track record in manufacturing, as well as communication and analytical skills essential...SeniorPrivate client- ...Advisory Services practice. They are hiring for Manager and Senior Manager positions, offering competitive salaries along with... ...engagements, providing financial due diligence, and supporting private equity clients. Candidates should have strong CPA credentials and relevant...SeniorPrivate clientRemote work
- Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in the United States to join the Private Client Services team. This role involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals. Candidates must have a...SeniorPrivate clientRemote jobHourly paySeasonal workFlexible hours
$160k - $220k
...divh2Tax Senior Manager, Private Client Group/h2pNew York, NY / Boca Raton, FL / Palm Beach Gardens, FL/ppTitle: Tax Senior Manager, Private Client... ..., collaborating with the clients other financial advisors, and fostering strong client relationships. The Senior Manager...SeniorPrivate clientFull time- Cox Enterprises is seeking a Customer Care Specialist II (CCSII) to serve as the primary point of contact for private store partners and clients. The role involves providing knowledgeable service and handling client issues with a focus on problem-solving. The ideal candidate...SeniorPrivate clientWork at office
- ...underwriting new and existing clients in partnership with a private bank credit team. Key... ...credit analysis, evaluating risks, and writing financial... ...credit requirements. The Senior Credit Underwriter is aligned... ...aligned with the Private Client Advisor (PCA) in developing new...SeniorPrivate clientBank staff
$100k - $170k
...A leading global consulting firm is seeking a Senior Associate in Supply Chain - Distribution & Logistics. This role involves working closely with private equity clients to enhance operational performance. Candidates should have 4-7+ years of relevant experience and a...SeniorPrivate client- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the wealthiest families in the US, Family Offices, Owner Operated Business Entities, Alternative...SeniorPrivate clientWork experience placementInternshipPrivate practice
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
$98.61k - $167.64k
...skilled professional to join their Digital Modernization division, focusing on delivering innovative solutions to federal and private sector clients. This role requires strong proficiency in Appian development and extensive experience in software development methodologies...SeniorPrivate clientRemote work- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...SeniorPrivate client
- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate client
$146k - $178k
...Join us as a Senior Underwriter to grow your career at the forefront of Political Violence insurance. Who we are Talbot is an international... ...and Specie, Political Risk, Property, Accident and Health... ...premium written by AIG’s Private Client Group, covering Homeowners,...SeniorPrivate clientWork at office- ...Senior Credit Underwriter-Global Wealth and Investment... ...and delivering for our clients, teammates, communities... ...in partnership with a private bank credit team. Key responsibilities... ...analysis, evaluating risks, and writing financial... ...the Private Client Advisor (PCA) in their goal of...SeniorPrivate clientBank staffWork at officeShift workDay shift
$280k - $345k
...handling high‑stakes, financially complex matters for discerning private clients. Our practice is focused exclusively on family law, allowing... ...our clients will ever face. Our attorneys are trusted advisors on matters involving high‑net‑worth divorces, complex financial...SeniorPrivate clientLocal areaFlexible hours$150k - $250k
CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical...SeniorPrivate client- TwinThread is looking for a Business Analyst to join their team in Kentucky. This leadership position requires strong analytical and problem-solving skills along with 3+ years of experience in project management within the banking or wealth sectors. Responsibilities include...SeniorPrivate client
$134.72k - $179.62k
Capital Group is hiring a Private Client Relationship Manager in New York to manage day-to-day operations and ensure service goals are met... ...to enhance client experiences while collaborating with advisors and marketing. The ideal candidate will have a Bachelor’s degree...SeniorPrivate client$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services... ...excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates should...SeniorPrivate clientFull time- ...Executive focused on Asset Management Solutions. This role involves driving new business growth in both public and private sectors, establishing client relationships, and enhancing market presence. Ideal candidates should possess a strong hunter mentality, with 7-15+...SeniorPrivate client
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