Director, Business Management & Strategy for HNW Clients
Consultative Search Group
A prestigious business management firm in Los Angeles is seeking a Director of Business Management to lead service teams. This role encompasses managing workflows, providing financial advice to clients, and participating in key strategic decisions. Ideal candidates have a strong accounting background and 10-15 years of experience, particularly with high-net-worth individuals. The firm offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr Consultative Search Group
- ...Client Acquisition Manager District Partners has been engaged by a distinguished... ...driver of the firm's growth strategy. Sitting at the intersection of Marketing and Business Development. This individual... ...complexity, and potential across HNW and UHNW audiences. Serve...High net worth
- A leading executive search firm in Los Angeles is seeking a Business Management Supervisor to manage client relationships in the entertainment industry. The role requires over 5 years of experience, exceptional communication abilities, and proficiency in tools such as Excel...High net worth
$122.54k - $208.72k
CLIENT MANAGERWHAT IS THE OPPORTUNITY?Is primary point of contact and service... ...with the Private Bankers in business development and relationship management activities to support high-net-worth... ...with clients. Discuss changes to strategies with the CNS IO.Keep current on...High net worthRemote work$170k - $190k
A recruitment division of a national firm is in search of a Senior Business Manager. This challenging role focuses on tax leadership, client advisory, and support of financial processes for high-net-worth individuals. Ideal candidates will be CPA certified, possess over...High net worthRemote work- ...GENERAL JOB DESCRIPTION The New Client Acquisition Manager is the first human touchpoint... ...driver of the firm's growth strategy. Sitting at the intersection of Marketing and Business Development, this individual... ..., and potential across HNW and UHNW audiences. Serve...High net worth
$180k - $225k
...investment and wealth management firm with a... ...to develop holistic strategies to optimize clients’ portfolios while mitigating... ..., people, and business development happening... ...experienced Wealth Director (Business Development... ...planning and execution of HNW business development...High net worthFull timeWork at officeLocal area- ...Inc. in Los Angeles seeks experienced Tax Managers and Tax Seniors for managerial level... ...prestigious reputations and a strong, varied client base, including entertainers and high-... ...client contact on tax planning and strategies, and overseeing all tax issues across entities...High net worth
$150k
...Tax Senior / Tax Supervisor – High-Net-Worth Entertainment Clients Location: Los Angeles, CA (Hybrid to Fully Remote) Compensation... ..., executives, entrepreneurs, and family offices . As their Business Management practice continues to grow, they're looking to add a Tax...High net worthFull timeFor contractorsRemote work$121.7k - $148.2k
Business Development Manager - Casualty Loss Ideal candidate will be located in the... ...Loss (CCS) lead generation strategy, drive referral activity, and... ...prospects, uncovering client needs, articulating CCS’ value... ...nuances of working within a HNW and UHNW planning...High net worthRelocationShift work- ...Executive Vice President, Digital Strategy, Technology & Analytics... ...successful candidate will be a senior business and people leader with a... ...in team leadership, business management, and global impact. This role... ...integrated solutions for clients. The EVP will also be responsible...
$175k - $225k
Product Director, Business Capability Owner At EisnerAmper, we look for individuals... ...for defining the vision, strategy, optimization, and... ...them, applying modern product management and agile practices to maximize... ...business development, sales, client onboarding, engagement...High net worthContract workWork at officeLocal area$99k - $232k
...SectorConsumerSpecialismCorporate and Business StrategyManagement LevelManagerJob... ...& SummaryThe OpportunityAs a Strategy& - Business Model Reinvention - Manager, you will provide strategic guidance... ...develop recommendations that help clients achieve their goals. Within our...Full timeH1b$155k - $410k
...SectorConsumerSpecialismCorporate and Business StrategyManagement... ...OpportunityAs a Strategy& Strategy Consulting... ...Model Reinvention - Director, you will provide... ...recommendations that help clients achieve their goals.... ...Apart- Leading strategic management and business...Full timeH1b$124k - $280k
...SectorConsumerSpecialismCorporate and Business StrategyManagement... ...& SummaryThe OpportunityAs a Strategy& Strategy Consulting - Business... ...Business Model Reinvention - Senior Manager you will provide strategic... ...recommendations that help clients achieve their goals. Within...Full timeH1b$175k - $225k
...Guggenheim Partners is seeking Associates for their Los Angeles office. This role involves managing advisory and financing transactions, performing financial analyses, and building client relationships. Ideal candidates have 3+ years in investment banking and a strong...Work at office$170k - $190k
Los Angeles (Remote)Client Opportunities - Accounting /Regular Full-time /RemoteGHJ... ...partnering with a well-established boutique business management firm to find their next Senior... ...tax planning, projections, and year-end strategies for high-net-worth clientsResearch and...High net worthPermanent employmentFull timeTemporary workWork at officeRemote work$95k - $136k
...project scope to deliver against key business objectives with guidance, execute... ...experience.2 years of experience in a management consulting, business strategy, investment banking, venture... ...equity role.Experience working with clients, executives, or other partners.Experience...$155.6k - $306.8k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through their most critical... ...cost optimization, restructuring, business design and transformation, infrastructure... ...is seeking a Business Strategy Manager to direct critical strategic initiatives...Local areaVisa sponsorship- ...Job Description Job Description We are increasing our in-house tax HNW Individual and Fiduciary tax function due to heavy client demand. Seeking both a tax senior and a tax manager to prepare/review tax returns, perform tax projections, research/planning, respond...High net worth
- ...Personal Lines Operations in California. The role involves leading operational strategies for the Personal Lines organization and providing oversight for high-net-worth entertainment clients. The ideal candidate has over 10 years of experience in insurance operations and...High net worth
- ...site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing and managing a... ...subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets...High net worthWork at office
$35 - $37.5 per hour
Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management... ..., focusing on building book of businesses, strengthening relationships,... ...team in overall book management strategy. Ensures delivery of client service...High net worthWork experience placementWork at office- A prominent CPA business management firm in Los Angeles is seeking a Tax and Business Manager to oversee tax functions and provide strategic tax planning for high net worth individuals. The role demands 7-10 years of tax experience, preferably with CPA certification. Responsibilities...High net worthRemote jobFull time
$161.93k
Fin Adv - Strategy and Tran - VME - Business Valuation - Manager - Multiple Positions - 1597252 job at EY. Los Angeles, CA. At EY, you'll have the chance to... ..., Ernst & Young U.S. LLP, Los Angeles, CA. Provide clients with valuation advice for assets and liabilities. Help...Full timeWork experience placementSummer holidayMonday to Friday$118.3k - $219.7k
...The OpportunityThe S&O Senior Manager orchestrates US Medical... ...of Field Medical Excellence & Business Enablement, this role drives... ..."Rhythm of USM" by embedding strategy into day-to-day execution, optimizing... ...or similarly fast-paced, client-focused environment, with demonstrated...Full timeWork experience placementWork at officeLocal area- ...Los Angeles, CA, is seeking a Tax Director with high-net-worth-individual... ...equity, and contribute to firm strategy and client relationships. The role focuses on HNW individual and corporate tax, leadership... ...opportunities to develop new business and expand client relationships...High net worth
- ...advise high-net-worth individuals, families and business owners on complex estate planning and wealth transfer strategies. The role focuses on designing advanced... ...trust administration while maintaining strong client relationships. California bar admission and 10+...High net worth
$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement... ...spent focusing on business strategy. You’ll have the opportunity... .... Our team helps our clients design and implement personal... ...on key issues like wealth management, compliance, cash flow management...High net worthFull timeContract workH1b- ...team in Los Angeles. This is ideal for an accomplished Tax Director or Senior Tax Manager ready to step into a partnership. Candidate must have... ...taxation, and a proven track record in mentoring staff, leading client engagements, and developing the practice. #J-18808-Ljbffr...High net worth
- ...Tax Practice in New York. You will oversee client portfolios, drive tax optimization strategies, and negotiate with local authorities. Join... ...collaboration and work-life balance. Lead a team, manage engagements, and develop new business opportunities while ensuring compliance...High net worthLocal area
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