Senior Product Manager - Ultra High Net Worth Lifestyle Services
Jobtailor
Responsibilities Develop and manage the end-to-end product life cycle for highly complex products Conduct market research and competitor analyses Determine product pricing Develop short and long-term strategies Identify innovative opportunities to modernize product offerings and deliver a more unified customer experience Ensure that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies Play a critical role in delivering enhanced value to UHNW clients Support the UHNW Lifestyle Services Program Executive and work closely with the Loyalty and Rewards Wealth Rewards Director Monitor the competitive landscape and emerging trends Manage ongoing third-party relationships with select, high-value partners Coordinate and oversee end-to-end execution of virtual and in-person events for UHNW clients Requirements Demonstrated strategic planning/product management skills Strong analytical skills with breadth of view Negotiation skills 7+ years of relevant experience Experience working with the UHNW client segment Experience developing and executing offerings tailored to UHNW clients Experience developing and managing third-party partnerships Proven track record of successfully creating and implementing business-critical strategies Strong communication and influence/collaboration skills Experience managing program metrics, and meeting KPIs Aligns and mobilizes resources in order to deliver sustainable results #J-18808-Ljbffr Jobtailor
$126.1k - $253k
...provider of professional services to the middle market globally... ...’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families... ...clients’ goals. As a Tax Senior Manager, you will be responsible for... ...in meaningful and productive ways across the firm as an...SeniorHigh net worthFull timeWork experience placementInternshipLocal area- ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.Possess comprehensive...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area
- Jobtailor is seeking a senior product leader to own the end-to-end lifecycle of highly complex UHNW-focused... ...marketing, operations, and service, and deliver unified experiences for ultra-high-net-worth clients. With a strong... ...initiatives, manage key partnerships, and...High net worth
- ...a diverse team helping high-profile clients understand... ...is currently seeking a Senior Manager to join our Business Tax Services practice.... ...practice, which focuses on ultra-high net-worth individual, trust and estate... ...your family, and your lifestyle. Available benefits are...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars... ...and compliance services tailored exclusively to high-net-worth individuals, closely held... ...review high-net worth and ultra-high net worth individual... ...achieve goals, maintain productivity, and maximize utilization...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning...SeniorHigh net worthPermanent employmentWork at officeLocal area- ...Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group About the Company... ...international banking & financial services institution Industry... ...Banks Asset Management Insurance Investment... ...institutional-level coverage and product capabilities into a...SeniorHigh net worth
$80k - $90k
Senior Tax Associate The Senior Tax Associate will support the... ...compliance functions for ultra‑high‑net‑worth individuals and their families... ...with a focus on financial services clients such as hedge funds... ...compliance needs of fund management companies, working alongside...SeniorHigh net worthFull timeLocal areaFlexible hours3 days per week- ...CBZ) is a leading professional services advisor to middle-market... ...equivalent certificationAbility to manage all aspects of client... ...Functions and Primary DutiesThe Tax Senior Manager is responsible for... ...Serve as a trusted advisor to high-net-worth individuals, multi-generational...SeniorHigh net worthWork at office
- ...Private Banking helps high net worth and Ultra-High Net Worth (UHNW) clients manage to grow and preserve their... ...to come. As Senior Vice President (SVP) of... ...institutional-level coverage and product capabilities into a... ...Banking) products and services Market, steer and deliver...SeniorHigh net worthWork at officeLocal area
- ...administration of high-end life... ...Keel Group’s Client Services department focuses... ...class service to our ultra-high net worth clients. Offering... ...invoicing, task management, and the preparation... ...Client Services Senior Associate will... ...members to drive productivity. Act as the liaison...SeniorHigh net worthWeekend workAfternoon shift
- ...goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking... ...will have the flexibility to manage your days in support of our commitment... ..., closely held businesses and high net worth individuals with the solutions...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
$150k - $210k
...industry You will have the flexibility to manage your days in support of our commitment... ...Collaborate with the Private Client Services and Trust & Estate groups on cross-border... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthFull timeFixed term contractLocal area- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns,...SeniorHigh net worth
- 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 taxation related to personal income, estate and gift tax and wealth retention strategies, as well...SeniorHigh net worthWork at office
- ...diverse team helping high-profile clients... ...our Business Tax Services practice.... ...services to owners and senior executives of KPMGs... ...which focuses on ultra-high net worth individual, trust... ...Family Offices Manage a portfolio of clients... ...family, and your lifestyle. Available...High net worthLocal area
- ...reach your goals.We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit... ...industryYou will have the flexibility to manage your days in support of our... ...-market companies, as well as high net worth individuals, family offices, not-...SeniorHigh net worthFull timeLocal area
- ...Fiduciary Director to oversee Trust Services in New York. You will manage teams of trust officers, ensure high-quality client service, and... ...administration for high-net-worth clients. The ideal candidate... ...extensive experience in fiduciary products, leadership abilities, and...SeniorHigh net worthFull time
$127.9k - $291.9k
...Function: Business Tax Services (BTS)Employer: EY... ...Markets, Wealth and Asset Management, Insurance, Real... ...unique needs of the high-net worth tax industry. The team... ...key responsibilitiesA Senior Services Manager in FSO... ...for timely, accurate production of tax information...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Private Banking’s Trust & Fiduciary Services team supports complex domestic and cross... ...-border fiduciary structures for high-net-worth clients. This role leads end-to-end... ...guidance to colleagues and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax...SeniorHigh net worth
$155k - $170k
...investment and wealth management firm with a... ...managing wealth for high-net-worth and ultra high-net-worth individuals... ...International is hiring a Senior Trust Settlement... ...or fiduciary services with direct client interactionsStrong... ...of your interests, lifestyle, or background,...SeniorHigh net worthFull timeWork at officeLocal area$132.1k - $301.6k
...0Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...and business acumen.As a Senior Manager in Private Tax, you... ...also provide tax advice on High Net Worth Individuals’ personal...SeniorHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$137.9k - $256.1k
...expanding beyond legal into Financial Services: a wide-open opportunity for fund managers, credit managers, and corporate... ...and structure transactions.As a Senior Product Manager for Noetica’s Financial... ...and media. Our products combine highly specialized software and...SeniorFull timeWork at officeLocal areaFlexible hours2 days per week3 days per week$90k - $120k
...are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This... ...combines hands-on portfolio management with team leadership, ensuring... ...Strong knowledge of life insurance products (e.g., term, whole life, UL,...SeniorHigh net worthFull timeWork at office- ....The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing... ...teams, ensuring high-quality deliverables, clear... ...revenues, margins, earnings, net assets, net working capital... ..., as well as high net worth individuals, family offices...SeniorHigh net worthFull timeLocal areaRemote workFlexible hours
$163.94k - $215.18k
Hi, we're Oscar. We're hiring a Senior Product Manager, Authorization Services to join our Product team.Oscar is the first health insurance company built around... ...need for manual authorization altogether.This is a high-impact, high-visibility role at the center of Oscar’s...SeniorFull timeWork at officeFlexible hours- ...environment of financial services. As an Experience Design Senior Associate in Affluent... ...user experience of our products and services by leveraging... ...for affluent and ultra‑high net worth cardmembers, creating digital... ...experiences around lifestyle products: travel, dining...SeniorHigh net worth
$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE... ...and compliance functions for high-net-worth individuals and their families, with... ...such as private equity fund managers and investment bankers. The Senior...SeniorHigh net worthFull timeLocal areaFlexible hours3 days per week- Capital One is seeking a Senior Manager, Product Management for the US Card, Servicing & Core Modernization, based in New York, NY. This role leads day-to-day execution of migrating to a modernized core platform, coordinating across Channels, Shared Services, and Servicing...Senior
- ..., and innovators in this way. The Role: We are seeking a Senior Technical Product Manager to own and evolve core platform and API capabilities that... ...the product vision and roadmap for core platform APIs and services, ensuring alignment with company strategy, engineering...SeniorWork at officeLocal area2 days per week3 days per week
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