Remote Investment Consultant - HNWI Partnerships & Growth
City National Bank
City National Bank's RBC Rochdale is seeking an Investment Consultant, remotely based in Texas, to grow the referral network from Independent Financial Advisors, CPAs, and attorneys and to engage high‑net‑worth investors in Rochdale investment services. The role emphasizes building partnerships, presenting to influencers, and driving new assets under management through a professional consultative sales approach across a defined territory with substantial travel. #J-18808-Ljbffr
- ...City National Bank seeks an Investment Consultant based remotely in Texas to expand and deepen the network of Independent Financial Advisors, CPA's... ...communicate with high net worth investors and drive asset growth through consultative sales and portfolio management transitions...Remote workPartnershipHigh net worth
- ...City National Bank seeks an Investment Consultant to drive growth remotely from Texas, expanding the advisor network and attracting high-net-worth clients. You will develop partnerships with independent financial advisors, accounting and law firms, and manage client and...Remote workPartnershipHigh net worth
$70k
...Fusion Growth Partners Inc. is seeking a Partnership Executive/Investment Sales & Business Advisor to prospect, pitch, and close partnerships with high‑performing real estate professionals. This remote role requires residing in Boise, with national expansion opportunities...Remote workPartnership$180k - $240k
...the $180,000–$240,000 range with strong growth potential and a clear partner track. The... ...will lead tax engagements for enterprises, partnerships, and high-net-worth individuals, and... ...within a fast-growing, independent firm. Remote & Hybrid options are noted in the benefits...Remote workPartnershipHigh net worthPermanent employmentWork at office- Kiva seeks a strategic Principal Product Manager to drive growth across B2C and B2B, beginning with high‑net‑worth individuals. You... ...cross‑functional team of engineers, designers, marketing and partnerships to deliver impactful products that scale social impact. You will...Remote jobPartnershipHigh net worth
- City National Bank seeks an Investment Consultant, remote-based in Texas, to expand its network of Independent Financial Advisors and high‑net‑worth... ...communications, and a consultative sales approach to meet growth targets in a remote Texas market. #J-18808-Ljbffr City...Remote jobPartnershipHigh net worth
- ...RBC Rochdale is seeking an Investment Consultant remote-based in Texas to expand its network of Independent Financial Advisors, CPAs, and attorneys and to meet high-net-worth investors interested in Rochdale investment services. You will drive new assets through a professional...Remote workHigh net worth
- ...SVP, Strategic Giver Growth and Field Effectiveness Job Tracking ID : 512337-91602... ...field credibility, and cross-functional partnership. Success is demonstrated through stronger... ...to serving givers well. This role is remote and may allow for a blend of in-office collaboration...Remote workPartnershipHigh net worthFull timeWork at officeLocal area
$144k - $261k
...we identify and actively invest in opportunities to help people... ...and meaningful partnership so our clients can feel more... ...SummaryThe Regional Investment Consultant drives sales growth, expands advisor relationships... ...is eligible for full time remote work.Base Salary...Remote workPartnershipFull timeLocal area$130k - $180k
...advisory firm focused on organic growth, strong relationships, and delivering... ...including specialization with HNWI's and affiliated businesses (Partnerships and S-corps).Our team is currently... ...work with us:Ability to thrive in a remote-first, collaborative team settingStrong...Remote workPartnershipHigh net worthSummer workWork at officeLocal areaImmediate start- ...full cycle from first meetings to handoff, building a strong pipeline for partnerships or sales. You will develop referral relationships with platforms, networks, OSJs, TAMPs, and consultants while representing Alaris at industry events and conferences. A robust network...Remote workPartnership
$75k - $90k
Tax Senior (HNWI, Trusts & Partnerships) - Hybrid (Syracuse, NY)Compensation & Work CultureSalary Range:... ...Arrangement: Hybrid (Flexible office/remote schedule based out of our Syracuse, NY... ...trust taxation within a collaborative, growth-oriented environment? We are expanding...Remote workPartnershipHigh net worthWork at officeFlexible hours$144k - $261k
...identify and actively invest in opportunities to help... ...and meaningful partnership so our clients can feel... ...well as generate account growth. You will offer mentorship... ...negotiator and sales consultant to the most complex... ...eligible for full time remote work.Base Salary RangesPlease...Remote workPartnershipFull timeContract workLocal area- ...accounting and tax career. They must be able to perform their duties with precision and accuracy. You will prepare multi-state and federal returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts; assist with #J-18808-Ljbffr Gursey | Schneider LLPRemote jobPartnershipHigh net worth
$144k - $261k
...identify and actively invest in opportunities to help... ...and meaningful partnership so our clients can feel... ...mitigation.Serves as consultant to the client on how T... ...well as generate account growth.Responsible for ensuring... ...eligible for full time remote work.Base Salary...Remote workPartnershipFull timeContract workLocal area$175k
...ranges from closely-held, high-growth businesses to established mid... ...companies, plus their U/HNWI owners, across industries like... ...simply climb the traditional partnership ladder.Why Work With Us:Top 1... ...coverageUnlimited PTO + all standard holidaysHybrid/Remote work flexibility...Remote workPartnershipHigh net worth2 days per week3 days per week- ...that allows plenty of room for growth, a hybrid work environment,... ...Experience for Individual, Corporate, Partnership, Non-Profit, & Fiduciary Tax... ...as a bonus:Experience with HNWI & Closely Held... ...Schedule (3 days in office/ 2 remote)Limited busy season hours (Very...Remote workPartnershipHigh net worthWork at office
$100k - $140k
Remote Tax Manager (Remote / Major US City Hub)Are you an experienced CPA looking... ...dedicated portfolio of corporate, partnership, and high-net-worth individual (HNWI) clients, acting as the primary... ....Business Development: Support growth initiatives by drafting client proposals...Remote workPartnershipHigh net worthFlexible hours- ...explicitly caps busy season hours, true remote/hybrid flexibility, and a structured path to partnership. \n \n What Makes This... .... You will serve as a trusted consultant to closely held businesses, helping them navigate strategic growth, entity structuring, and...Remote workPartnershipHigh net worthSummer work
$108k - $184k
## Alternative Investments Internal Consultant - RRBApplylocations: New York, NY: Baltimore... ...and meaningful partnership so our clients can feel more... ...Alternatives is a strategic area of growth for T. Rowe Price and a... ...Colorado, Washington and remote workers $108,000.00 - $184...Remote workPartnershipLocal areaWork from homeFlexible hours1 day per week$160k - $200k
...opportunities, educating clients on iCapital’s technology, leading platform demonstrations, and negotiating contracts with senior decision makers. Office presence Mon-Thu with remote Fridays; base salary ranges from $160,000 to $200,000 plus equity and #J-18808-Ljbffr iCapitalRemote workPartnershipWork at office- ...Vendor Business Opportunity Investor to help accelerate growth in the handcrafted food sector. This role involves providing... ...candidates should have over 5 years of experience in investment or business consulting, a strong vendor network, and be familiar with tools like...Remote workPartnershipLocal areaWork from homeFlexible hours
$130k - $160k
...Schedule: Hybrid (3 Days In-Office / 2 Days Remote) A Top 10 Wealth Management Firm... ...to staff and seniors Work with partnerships, S corporations, trusts, estates, and other... ...organization with strong long-term career growth potential If you're interested in...Remote workPartnershipHigh net worthFull timeWork at office$50k - $85k
...is hiring a Vendor Business Opportunity Investor to accelerate growth in the handcrafted food space. Work from home while collaborating... ...the business. The ideal candidate has a strong background in investment and business, with at least five years of related experience. This...Remote jobPartnershipWork from homeFlexible hours$128k - $268k
...OhioJob SummaryThe Key Family Wealth Investment Consultant serves as the senior investment advisor... ...sales and relationship teams, and driving growth through new client acquisition,... ...consultative selling, prospecting, and partnership with Field and Segment teams.Support expansion...PartnershipHigh net worthFull timeWork at officeFlexible hoursNight shift$50k - $85k
Pickle Jam and Salsa Kitchen is looking for a seasoned Vendor Business Opportunity Investor to drive growth in handcrafted food. The role offers flexibility to work from home or at local events and involves providing capital for expansion, collaborating on business strategies...Remote jobPartnershipLocal areaWork from home$50k - $85k
...seasoned Vendor Business Opportunity Investor to help accelerate growth in handcrafted food. This role allows for a flexible schedule... ...engaging in local community events. The ideal candidate will have investment experience, and strong networking skills, and must be a U.S....Remote jobPartnershipLocal areaWork from homeFlexible hours- ...Development to create and implement a strategic vision for IEC's fundraising program in partnership with the CEO and Board of Directors. This leadership role is essential to drive growth for a start-up national organization across the United States. You will build a...PartnershipHigh net worth
$100k - $130k
...Springs, CO, with team members located remotely throughout the continental United States... ...built around collaboration, continuous growth, and a work-hard, play-hard mentality. We... ...opportunities, including future leadership and partnership potential.What You'll Be DoingAs a Tax...Remote workPartnershipHigh net worthTemporary workWeekend work$50k - $85k
...Opportunity Investor to help accelerate our growth in the handcrafted food space. The role is... ...enhancing our brand's visibility and developing partnerships. Ideal candidates must have a background in investment, business consulting, or financial planning, along with a strong...Remote jobPartnershipWork from homeFlexible hours
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