Senior High Net Worth Account Executive
Hollinger
We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent and High-Net-Worth clientele• Luxury homes, automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7–10+ years of direct High-Net-Worth Personal Lines Account Executive experience, a Property & Casualty License, and a strong understanding of Private Client coverage placements.CompensationBase salary to $140K, bonus opportunities, and a comprehensive benefits package.If this opportunity aligns with your background, I would welcome a confidential conversation. If another High-Net-Worth professional comes to mind, referrals are sincerely appreciated.Jim Liebermanð 732-208-5462ð§ View email address on click.appcast.io
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior High Net Worth Account Executive in New York, NY vacancy
- Posted 4 days agoPersonal Lines Insurance Coverage Senior Account Executive opening in Nassau County, Long Island, NY. (Two days in office... ...responsible for growth of designated book of business, includes High Net Worth Clients; mentors the team; maintain a positive &...SeniorHigh net worthWork at officeWork from home
- Posted 4 days agoINSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE- Suffolk County. Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent...High net worth
- ...BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements... ...candidate has CPA certification, 8+ years in public accounting, and a track record of managing complex...SeniorHigh net worth
BDO USA Experienced Career Site
New York, NY2 days ago - Posted 4 days agoINSURANCE Personal Line Account Executive with High Net Worth Insurance Carrier Experience - Nassau County, New York. Successful insurance agency seeks an experienced Personal line Account Executive who works with various carriers including the High Net...High net worth
$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorHigh net worth- ...A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...SeniorHigh net worthWork at office
ECG Resources, Inc.
New York, NY4 days ago - ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
Confidential
New York, NY4 days ago - ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time... ...gift and estate planning strategies to high-net-worth clients Significant experience in... ...income tax returns; Knowledge of fiduciary accounting concepts Technical expertise in relevant...SeniorHigh net worthFull time
Yeah! Global
New York, NY2 days ago $65 - $75 per hour
...New York, NY is seeking an experienced Senior Tax Manager to join their growing Private... ...must have a strong foundation in high-net-worth individual tax compliance and experience... ...and estate tax filings Apply fiduciary accounting concepts to complex estate and trust situations...SeniorHigh net worthContract workMission Staffing
New York, NY3 days ago- ...firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-related matters, while leading a team...SeniorHigh net worth
$200k - $220k
...City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships. The ideal candidate will...SeniorHigh net worthCerity Partners
New York, NY2 days ago- ...A respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax expertise with exceptional client relationship skills... ...entertainment businesses, privately held companies, and high-net-worth individuals. They're looking for a relationship-driven...SeniorHigh net worth
TBG | The Bachrach Group
New York, NY2 days ago $140k - $190k
...firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong skills in business...SeniorHigh net worthWork at officeBrown Brothers Harriman
New York, NY4 days ago- ...Points Excel in tax planning for high-net-worth individuals in a family... ...Job DescriptionIndividual Tax Senior OverviewLead tax planning... ...environment.Collaborate with executives and stakeholders to develop... ...RequirementsBachelor of Science (BS) in Accounting, Finance, or a related field...SeniorHigh net worthWork at office
- ...Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...SeniorHigh net worth
Brown Brothers Harriman
New York, NY2 days ago $125k - $150k
...well-established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Accountant to join its Private Client Group. This is a hands‑on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take...SeniorHigh net worthWork at officeConfidential Company
New York, NY1 day ago- ...Company, a wholly owned subsidiary of LPL Financial, seeks a Senior Trustee Consultant to deliver trustee services and drive onboarding... ..., strong communication skills, and a track record with high net worth clients, enabling efficient collaboration across #J-18808-LjbffrSeniorHigh net worth
LPL Financial
New York, NY2 days ago - ...analyses on investment topics. A Bachelor's Degree is required, along with a Series 7 license and at least 10 years' experience working with high-net-worth clients. Strong analytical and communication skills are essential for advising clients effectively. #J-18808-LjbffrSeniorHigh net worth
Social Capital Resources
New York, NY2 days ago $130k - $150k
...management firm is seeking a Payroll Specialist to provide expertise in payroll operations across multi-state clients, including high net-worth families. This role requires over 10 years of payroll experience, strong communication skills, and knowledge of compliance and...SeniorHigh net worthCorient
New York, NY4 days ago$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside in Texas.... ...compliance. The tax team serves private clients (small businesses, high‑net‑worth individuals, trusts) and private‑equity customers. Experience...SeniorHigh net worthRemote workVaco by Highspring
New York, NY2 days ago$160k - $180k
...Location: New York, NY, US Experience: Senior Level Salary: $160,000 - $180,000... ..., particularly involving high-value equity compensation Advising... ...tax firm partnering with ultra‑high‑net‑worth individuals, founders, and executives. Our team specializes in complex tax...SeniorHigh net worthLeoforce
New York, NY2 days ago$211.28k - $316.92k
...clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep... ...Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities...SeniorHigh net worthFull time$80k - $200k
Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.ResponsibilitiesAct as the primary point of contact for high-net-worth individuals and partnership clientsCultivate and maintain strong, long-term client relationshipsDeliver...SeniorHigh net worthWork at officeLocal areaRemote work- ...RBC is seeking a Senior Underwriter for U.S. Wealth Management High Net Worth Tailored Lending in New York. You will underwrite Securities-Based Loans, unsecured loans, LIFE‑Insurance Premium Financing and luxury collateral types, while contributing to annual reviews...SeniorHigh net worth
RBC
New York, NY2 days ago $150k - $210k
...will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorHigh net worthFull timeFixed term contractLocal area- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...SeniorHigh net worthRemote work
Socha Capital
New York, NY2 days ago - ...Type HybridJob Reference 0000018515Salary Type AnnuallyIndustry Accounting & Accounting Services;Broker Dealer;Financial Services;Hedge... ...AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative,...SeniorHigh net worthRemote work
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...compliance and consulting services to our high net worth clients. Significant knowledge of... ...Abilities:Education:Bachelor’s degree in Accounting, requiredMaster’s degree in Accounting...SeniorHigh net worthWork at office
- ...York City cultural institution is seeking a Senior Major Gifts Officer to support the growth... .... This role manages a portfolio of high-capacity donors and prospects and securing... ...Responsibilities Manage a portfolio of ~150 high-net-worth households with capacity for $25K+ annual...SeniorHigh net worthAfternoon shift
Syndicatebleu
New York, NY3 days ago $70k - $89k
...wealth management firm serving ultra-high net worth families, single family offices, foundations... ...Description: We are looking for a Tax Senior to serve and anticipate all of our... ...Qualifications: * Bachelor’s in accounting or other related field is required. CPA...SeniorHigh net worthFull timeInternshipWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High Net Worth Account Executive. Be the first to apply!
Related searches
- senior manufacturing manager New York, NY
- senior business analyst New York, NY
- senior risk manager New York, NY
- senior cost estimator New York, NY
- senior manager tax New York, NY
- senior automation engineer New York, NY
- senior devops New York, NY
- senior recruiter New York, NY
- senior property manager New York, NY
- senior construction estimator New York, NY