Hybrid Partner - Private Client & Wealth Structuring
$150k - $190kLighthouse Legal Search
A leading global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal candidate will have established client relationships with high-net-worth individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility, with sustainable billing expectations and a collaborative culture. Competitive salary range: $150,000 - $190,000. #J-18808-Ljbffr Lighthouse Legal Search
- Tax Partner - Global Family Office Enterprise page is... ..., empowering our clients and people to realize... ...safeguarding, and growing their wealth. Whether derived from... ...complex multi-entity structures and diverse investment... ...- High Net Worth - Private Client Services locations...StructuresPrivate clientFull timeSecond jobWork at officeLocal area
$237.5k - $265k
...legal services to clients by ensuring that the... ..., CA but may be a hybrid position or a... ...Associate - Family Wealth Farella Braun + Martel... ...member of our Private Client Industry Group... ...disputes, structure insurance programs... ...talented, in‑demand partners. Farella Braun +...StructuresPrivate clientContract workWork at officeLocal areaRemote workRelocation packageFlexible hours3 days per week- ...seeks experienced Trusts & Estates attorneys for its client's expanding private client practice. This is a hybrid opportunity, ideal for those who want to engage... ...competitive pay, a performance-based bonus structure, and a transparent partnership track within a collaborative...StructuresPrivate clientPrivate practice
$157.04k - $235.56k
...Advisor in San Francisco, California, to support Citigold and Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on loan structures, and promoting securities-based loan adoption. Candidates should...StructuresPrivate client$157.04k - $235.56k
Citi Wealth Lending provides competitive borrowing... ...strategically integrated into our client’s broader Wealth... ...dedicated and trusted partners to Wealth Advisors,... ...the Citigold and Citi Private Client (CGCPC)... ...clients to appropriate loan structures, terms, and strategies...StructuresPrivate client- ...partnership. You'll handle complex cases and utilize a collaborative environment. The firm provides a competitive compensation structure, a hybrid work model, and a focus on mentorship and individual flexibility, ensuring a conducive atmosphere for career growth. #J-1880...Structures
- Overview The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ..., and asset allocation. Structure and present financial plans/presentations... ...market leaders & practice partners without daily contact with one...StructuresPrivate clientWork at office
$125k - $150k
Blackstone Private Wealth Financial Advisor Role Blackstone is the world... ...high-net worth investors. Partnering with many of the world's largest... ...to these firms and their clients and provides ongoing product... ...securities licensed employees Structuring or creating Blackstone funds...StructuresPrivate clientLocal areaFlexible hours- ...Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has... ...to compliance projects and help build client relationships in a hybrid work model. This role offers opportunities for professional...Private client
$175k - $200k
...investment vehicles focused on private equity, real estate,... .... Blackstone Private Wealth was established to... ...capabilities. Partnering with leading private banks... ...education, and ongoing client engagement. Blackstone... ...translation of complex structures into clear, advisor‑...StructuresPrivate clientLocal areaFlexible hours$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...planning, wills, and succession Wealth structuring, tax and estate planning Family... ...culture . The Opportunity True hybrid flexibility : 3 days per week in-...StructuresPrivate clientPart timePrivate practiceWork at officeWorldwide3 days per week- AboutAprio At Aprio, we empower partners to grow, innovate, and lead... ...responsible for leading client engagements, expanding market... ...the relevant discipline (Tax, Private Client Services). Proven success... ...in an alternative business structure, with Aprio Advisory Group, LLC...StructuresPrivate clientLocal area
$56.67 - $69.56 per hour
Senior PACS Administrator - Remote/Hybrid (Contract) - Motion Recruitment Partners - San Francisco, CA Contract: 6 months. Rate: $56.67/hr - $69.56/hr.... ...security. Experience in DICOM modality worklists (MWL) and structured reports (SR). Strong troubleshooting skills and...StructuresRemote jobFull timeContract workTemporary workLocal areaFlexible hours$140k - $160k
Bessemer Trust is looking for an Associate Wealth Advisor in San Francisco to join its... ...relationships with ultra-high net worth clients while collaborating with Wealth Advisors.... ...communication skills. This position offers a hybrid work environment and competitive benefits...- ...Wetherby (LNW) is looking for a full-time Wealth Manager in San Francisco to provide... ...management services to ultra-high-net-worth clients. This role demands robust industry experience... ...development. This position supports hybrid working conditions with a blend of on-site...Full timeRemote work
- ...technology company in San Francisco is seeking a Compensation Business Partner to oversee the design and delivery of compensation programs... ...ideal candidate will lead the creation of competitive salary structures and incentive plans while collaborating with leadership and...Structures
$250k
...AUMs with Ultra High Net Worth clients. Experienced in constructing... ...relationships with key partners throughout CPB and the wider... ..., products and services Citi Private Bank offers to clients, including... ...derivatives, rates, credit, structured products) with clients. Appropriately...StructuresPrivate clientFull timeTemporary work- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Private clientFlexible hours
$300k
...Description Job Description Sr Investigations Partner Attorney (Portable Practice) - Hybrid Oakland, California | Competitive Compensation (Based... ..., and compliance investigations for public and private sector clients throughout California. You'll have the autonomy to...Private clientWork at officeLocal areaRelocation packageFlexible hours- Bernstein Private Wealth Management in San Francisco seeks a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals...Private client
- ...CA. This senior-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate... ...Bar, and have a minimum of 6 years of relevant experience in private client services. Strong drafting and communication skills are...Private client
- ...with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and... ...individuals. This role involves collaboration with the Private Client Industry Group, supporting clients...Private client
- Cresset is seeking a Regional Managing Director, Private Wealth Client Services to lead the administrative and operational needs of Advisor and... ...service to ultra-high-net-worth clients. You will partner with regional and cross-functional leaders to set priorities...Private client
- ...insurance consulting firm is seeking a Private Client Advisor Manager in San Francisco. This... ...advisory efforts alongside local and regional partners. The ideal candidate will possess... ...and benefits are offered, including a hybrid work model. #J-18808-Ljbffr Marsh McLennan...Private clientLocal area
- Cresset Capital is seeking a Regional Managing Director for Private Wealth Client Services in San Francisco. Lead advisor partnerships, manage client service associates, and drive scalable processes for ultra-high-net-worth clients. Role emphasizes leadership, governance...Private client
- ...4-7 years of experience to join their Family Wealth practice in San Francisco. The role involves working with a diverse client base, including high-net-worth individuals and... ...industries. The candidate will support the Private Client Industry Group in building and maintaining...Private client
- ...expertise in estate planning, wealth transfer strategies, and post‑death... ...high‑net‑worth individuals, private foundations, and family offices. Duties Advise clients on multi-generational wealth planning... ...gift agreements, and trust structures. Structure and implement...StructuresPrivate client
$80.75k - $95k
...preparing income tax returns and projections for high-net-worth clients in a collaborative environment. The ideal candidate has a... ...to develop their tax preparation skills. This position offers a hybrid work schedule, competitive salary in the range of $80,750 to $9...$160k - $250k
...Lead Financial Advisor in San Francisco to manage high-net-worth client relationships. This role involves leading client meetings,... ...experiences. The ideal candidate will have 7-15+ years of experience in wealth management, possess strong communication skills, and be able to...Work at office3 days per week$157k - $285k
...Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High... ...efforts In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing...Private client
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