High Net Worth Actuarial Director
Pryor Associates Executive Search
Posted 2 weeks agoHigh Net Worth Actuarial Director opening in your choice of AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MN, NC, NJ, NY, PA, TX, or WA. Oversee portfolio growth, business strategy, profitability analysis, and rate filing review involving Home, Auto, Personal Umbrella, Yachts, Private Collections, etc. Ideal candidate is ACAS or FCAS with 5+ years of Homeowners insurance experience; background in Personal Auto or Umbrella a plus. (PR13130)
$90k - $120k
...OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role will contribute to the firm’s risk governance framework by preparing analysis, monitoring portfolio risks,...High net worthFull timeFlexible hours- ...a need for an Elder/Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with domestic...High net worth
$170.5k - $284.1k
...Administration)CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certificationProven experience working with high net worth clients and complex client relationships#LI-LA1#WilmingtonTrustM&T Bank is committed to fair, competitive, and market-informed...High net worthFull timeWork experience placementWork at office- TD Wealth is seeking a Private Client Specialist I in Marlton, NJ to support Relationship Managers and Investment Advisors for high-net-worth clients. You will manage onboarding, transfers, and client communication, while assisting in financial planning discussions and...High net worth
$100k
...first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be...High net worthWork at officeLocal areaRemote work- ...succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations,...High net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...succeed and the autonomy to reach your goals.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short...High net worthFull timeTemporary workWork experience placementPrivate practiceLocal area
- EisnerAmper is seeking a seasoned Business Development Executive for Private Client Services (PCS) to originate high‑net‑worth client relationships nationwide. You will drive growth across the firm’s PCS offerings, including tax planning, trusts & estates, family office...High net worthWork at office
- ...delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and... ...within public accountingMinimum of 2 years in a Partner or Director-level role at a public accounting firmExtensive experience advising...High net worthFull timePrivate practiceLocal area
- ...Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where...High net worthFull timeTemporary workPrivate practiceLocal area
$120k - $150k
As a Healthcare Financial/Actuarial Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients...Temporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Bank of America’s Merrill Advisor Development Program is seeking a Financial Advisor to build and maintain relationships with high-net-worth clients, develop a book of business, and provide tailored investment recommendations. The role includes mentoring from Merrill...High net worth
- ...Financial Advisor, Wealth Advisor, Retirement Planner, or Financial Planner ~ Demonstrated success serving retirement-focused and high-net-worth clients ~ Proven track record of business development, client retention, and revenue generation ~ Strong consultative...High net worth
$220k - $320k
...practical results. The Tax Trusts & Estates practice is expanding and seeking an experienced Associate to join a growing team advising high-net-worth individuals families business owners fiduciaries and institutional clients on complex estate planning tax strategy trust...High net worthWork at office- ...Business Development Executive- Private Client Services (PCS) is a senior, market‑facing executive responsible for originating new high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) client relationships on a national basis across the firm’s Private Client Services...High net worthFull timeWork at officeLocal area
$100k - $150k
...providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal... ...have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not...High net worthFull timePrivate practiceLocal area3 days per week$100k - $135k
...surrounding communities. How you'll spend your time: Preparing complex multistate S corp. and partnership income tax returns Preparing high net worth individual returns Reviewing mid-level multistate complexity S corp. and partnership income tax returns Reviewing mid-level...High net worthFull timeWork at officeLocal area- ...schedules and formsReviewing of fiduciary accountings for estates and trustsProviding tax planning and consulting to our firm’s high net worth client for estate and individual income taxesResearching and consulting on various estate, gift, and trust related issues, such...High net worthFull timeWork at officeLocal area
$95k - $160k
...team members, clients, and surrounding communities. How you'll spend your time: Leading the preparation and review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planningConducting...High net worthFull timeLocal area$135k - $230k
...for employment qualified applicants with arrest and conviction records.How you'll spend your time: Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planningConducting...High net worthFull timeLocal area$100k - $135k
...relationships with clients. How You’ll Spend Your Time Preparing complex multistate S corp. and partnership income tax returns Preparing high net worth individual returns Reviewing mid-level multistate complexity S corp. and partnership income tax returns Reviewing mid-level...High net worthWork at officeLocal area$126.1k - $253k
...empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate...High net worthFull timeWork experience placementInternshipLocal area$88.4k - $132.6k
...the individual.Responsibilities:Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate the complex financial needs of the client...High net worthFull timeWork at office- ...OverviewThe Senior Financial Planner will collaborate with firm leadership to deliver comprehensive wealth management solutions to high-net-worth clients.Partner directly with the CEO to co-advise and manage elite client relationships, ensuring exceptional service and...High net worth
- ...Merrill Wealth Management is actively seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients to understand needs, develop relationships, review goals, and deliver tailored investment guidance within a...High net worth
- ...support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.Responsibilities:• Direct and review complex tax engagements for...High net worth
$67.5k - $125.8k
...years of directly related business development/client service experience.Successful Sales and Risk Consultant experience with high-net-worth clients essentialP&C licensed and HNW personal lines insurance experience necessaryThese additional qualifications are a plus,...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift$200k - $300k
...their best selves. Our goal is to balance high development with high performance in... ...looking for talented tax leaders at the Director level to join our growing firm! A Private... ...compliance and planning services to high-net-worth individual clients and privately held businesses...High net worthImmediate startFlexible hours- TIAA in Red Bank, NJ is seeking a Wealth Management Advisor to develop a high-quality practice by managing relationships with an established book of affluent clients and delivering tailored financial strategies as a fiduciary. You will work with internal specialists, expand...High net worth
- ...planning strategies, including retirement, investment, and risk management solutions Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients Leverage firm resources, technology, and support staff to enhance your practice Collaborate with a team of...High net worthLocal areaFlexible hours
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