Senior Underwriter, Ultra-High Net Worth Credit
$98k - $162.5kBank of America ATM
A leading financial institution located in Westlake Village is seeking a Senior Credit Underwriter. This role demands 10+ years of experience in commercial or private wealth management, focusing on ultra-high-net-worth clients. Responsibilities include evaluating credit worthiness, financial analysis, and ensuring adherence to policies for complex loan products. The position offers a competitive salary range of $98,000 to $162,500 annually, based on experience and skills, with various benefits aimed at supporting employee wellness and growth. #J-18808-Ljbffr Bank of America
$117k - $175k
...responsibilities include documenting credit analysis, independently assessing... ...monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the Credit... ...to support credit decisions for ultra‑high‑net‑worth clients—including individuals, family...SeniorHigh net worthFull timeWork at officeDay shift- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Newport... ...comprehensive financial analysis to support credit decisions for ultra-high-net-worth clients-including individuals, family offices, trusts,...SeniorHigh net worthWork at officeShift workDay shift
- If you are a HNWI Tax Professional, with Manager, Senior Manager or Director Level Experience, give this a... ...of our clients are entrepreneurs, with a net worth of $50M to $500M dollars. This is why having Ultra High Net Worth Individual Tax Planning, Preparation, Review...SeniorHigh net worthWork at officeLocal areaRemote work
- PNC is seeking an Entity Finance Underwriter III in the Real Estate Banking group. The role involves complex entity-level real estate underwriting, with a focus on credit risk, structuring, and portfolio management. Based in a PNC location, this in-office position emphasizes...SeniorWork at office
$140k - $180k
Tax Manager / Senior Manager - High Net Worth Individuals Tax Manager / Senior Manager - High Net Worth Individuals 2 weeks ago Be among the first 2... ....00-$170,000.00 2 weeks ago Senior Tax Manager - Remote - Ultra High Net Worth Individuals Agoura Hills, CA $140,000.00-$1...SeniorHigh net worthFull timeWork at officeLocal areaRemote workWork from home- ...Firm Stephen T. Fineman, CPA is a boutique CPA firm serving high-net-worth individuals and closely held businesses, providing tax... ...service. Position Overview We are seeking an experienced Senior Tax Accountant for a full-time, on-site role. This position handles...SeniorHigh net worthFull time
- ...exceptional client service and taxexpertise. ~ Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds,...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...related businesses, trusts, and exempt organizationsLeads teams of seniors and staff accountantsOversees planning and scheduling of...SeniorHigh net worthFull timeWork at officeRemote work$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California... ...CPA practice with a 30-year legacy of high-touch service from our light-filled... ...contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and...SeniorHigh net worthHourly payFull timePart timeWork at officeRemote workMonday to Friday- Senior Tax Manager - Partner Track (Thousand Oaks, CA) Location: Thousand Oaks, California... ...and individual tax engagements, ensuring high‑quality, compliant deliverables. Advise... ...held businesses, partnerships, and high‑net‑worth clients. Develop new business: Identify...SeniorHigh net worthWork at office
$140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...need:Has proven experience in leading and supervising a team of seniors and staff accountantsCan learn, teach, and supervise in a...SeniorHigh net worthFull timeWork experience placementWork at officeRemote work- ...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...technical tax issues and provides solutions Lead and train teams of seniors and staff accountants throughout the engagementEnsure quality...SeniorHigh net worthFull timeWork at officeRemote work
$140k - $180k
...services to our clients, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth...SeniorHigh net worthWork at officeRemote workHome office2 days per week$104.13k - $175.6k
...line(s) of business, while serving as a senior-level underwriting and distribution partner to agents and... ...to apply appropriate pricing, credits/debits, deductibles, and alternative rating... ...executionDevelop, manage, and optimize a high-performing producer force aligned with...SeniorFull timeWork at officeLocal area$123k - $150k
...services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...work location or schedule whenever possible.About the RoleThe Senior Data & Analytics Specialist is responsible for designing,...SeniorHigh net worthFull timeWork at officeRemote work$91k - $202.8k
...with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain asset... ...assigned portfolio. Coaches and/or reviews the work of other underwriters and fills in for manager as required.Contacts internal/external...Full timeTemporary workPart timeWork experience placementWork at office- ...Mid Market Accounts Underwriting TeamThe Mid Market Accounts Underwriting team serves group... ...consultants.The Group Underwriter Large, Senior will report to the underwriting manager.... ...critical thinking, building and sustaining high-performing teams, getting results the...SeniorFull timePart timeWork at officeLocal areaWork from homeHome office2 days per week
- ..., we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite energy-specific new business and renewals in a profitable manner and according to authority level and established guidelines, and...SeniorFull timeWork at officeLocal areaWork from homeFlexible hours
- Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending,...SeniorHigh net worth
$60.5k - $90k
...Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their...SeniorHigh net worthTemporary workWork at officeFlexible hours- ...handling sophisticated matters in litigation, business and real estate. You will work with private companies, investors, trusts, and high-net-worth individuals, manage litigation from start to finish, draft pleadings and negotiate settlements, with hybrid in-office and...SeniorHigh net worthWork at officeRemote work
- ...Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable... ...the firm through sound risk management. The role emphasizes high‑touch client experience, collaboration with partners, and growth...Senior
- ...taxation, and consulting to a wide ranging client base, from startups and middle market businesses to entrepreneurs and prominent high net worth individuals. We're among the largest firms of our kind in both Los Angeles and the San Fernando Valley, and our partners stay...SeniorHigh net worthLocal areaRelocationRelocation package
- ...sophisticated litigation, business, and real estate matters. Work directly with privately held companies, investors, trusts, and high-net-worth individuals on impactful legal matters. Gain exposure to a diverse practice that combines litigation with transactional work....SeniorHigh net worthWork at officeRemote work
$140.1k - $190.9k
...ResponsibilitiesReview of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. Conduct online tax researchAccounting work needed for tax...SeniorHigh net worthFull timeContract workWork at officeLocal areaWork from homeFlexible hours- JPMorganChase seeks a Business Relationship Manager Senior in California to manage a portfolio of large... ...end-to-end banking solutions. You will build high-touch relationships, advise on deposits, cash management and credit opportunities up to $15M while maintaining risk...Senior
- Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member... ...revenue and member satisfaction. The position requires a High School degree and at least 2 years of branch banking experience...Senior
$116.2k - $242k
...advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. That... ...foreign tax treaties and foreign tax credits • Prepare form 1040, 1041 and... ...and the confidence to challenge senior colleagues and stakeholders from...High net worthFull timeWork experience placementPrivate practiceSummer holidayFlexible hours$90k - $120k
...Job Description Job Description Senior Tax Accountant Salary: $90,000-$120,000 annually Job Type: Full-time, On-site Location... ...out of the Valley that manages sophisticated tax strategy for high-net-worth individuals and closely held businesses. Our clients trust us...SeniorHigh net worthOngoing contractFull timeLocal area- Premier America Credit Union in Thousand Oaks, CA seeks a dynamic Personal Banker III to advise members, establish and develop relationships... ...goals. You will rotate between teller and platform, delivering high‑quality service and identifying needs. This role emphasizes...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Underwriter, Ultra-High Net Worth Credit. Be the first to apply!
- senior network engineer remote Westlake Village, CA
- senior manager legal Westlake Village, CA
- senior commercial counsel Westlake Village, CA
- senior manager tax Westlake Village, CA
- senior living Westlake Village, CA
- senior implementation project manager Westlake Village, CA
- senior level Westlake Village, CA
- senior resident engineer Westlake Village, CA
- senior cloud network engineer Westlake Village, CA
- senior activities Westlake Village, CA


