Premier High-Net-Worth Insurance Accounts Manager
The Jonus Group
The Jonus Group seeks a highly skilled and experienced High Net Worth Account Manager to join our dynamic insurance brokerage team. This role is integral to operations, focusing on high‑level servicing, client retention, and supporting producers across a diversified organization. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. #J-18808-Ljbffr The Jonus Group
- ...seeks a Tax Director for Private Client Services in a high-impact tax team serving ultra-high-net-worth individuals and family offices. You will lead... ...strong focus on mentorship, professional development, and career growth within a premier accounting #J-18808-Ljbffr JobotHigh net worth
- Jobot, a premier private client tax practice, seeks an experienced tax professional to advise ultra-high-net-worth investors and fund executives. You will lead sophisticated planning engagements, nurture long-term client relationships, and contribute to the firm’s leadership...High net worthPrivate practice
$190k - $225k
...Permanent Join a high-impact Private Client... ...ll advise ultra-high-net-worth investors and fund executives... ...A bit about us: A premier accounting, tax, and advisory... ..., and voluntary life insurance ~ Inclusive... ...closely with fund CFOs and management companies regarding...High net worthPermanent employmentLocal areaFlexible hours- ...Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the... ...maintain long-term relationships with high-net-worth individuals, families, business owners,... ...estate planning, tax-aware strategies, insurance, and other wealth planning needs....High net worth
- ...affluent clients including planning, research, and access to investment solutions. The role requires strong sales and advisory experience, adherence to regulatory standards, and ability to build relationships with high-net-worth clients. #J-18808-Ljbffr Citigroup Inc.High net worth
$85k
...size CPA firm, has been a premier provider of accounting, tax and business... ...and compliance services to high-net-worth individuals and closely held... ...Engagement / Client Management ~ Serve as the engagement... ...medical, dental, disability insurance, life insurance, retirement...High net worthFull timeCasual workWork at officeFlexible hours2 days per week$100k
Tax Manager Grossberg Company LLP, a mid-sized Washington... ...area CPA firm, is a premier provider of accounting, tax and business... ...and maintaining high-quality standards.... ...executives, and high-net-worth individuals. Proven... ...dental, disability insurance, life insurance, retirement...High net worthFull timeCasual workFlexible hours- ...is seeking established, highly autonomous luxury... ...network within the high-net-worth sector. As an LSS, you will act as a premier brand ambassador, leveraging... ...relationships. Manage End-to-End Logistics:... ...Chicago markets) Car insurance meeting local requirements...High net worthPart timeLocal areaImmediate startRemote workFlexible hours
- ...TritonPoint Wealth, LLC is seeking an experienced Relationship Manager to partner with Wealth Advisors in serving high-net-worth clients, delivering exceptional client experiences, and supporting financial planning and advisory work. This role offers a clear career path...High net worth
$125k - $191k
...to apply for the Tax Manager role at Weaver 2 weeks... ...full-service national accounting, advisory and consulting... ...goal is to balance high development with high... ...large businesses to high-net-worth individual clients. Our... ..., disability, life insurance, and a 401(k) plan. Further...High net worthFull timeFlexible hours- ..., and experienced in program management. The DOP oversees all major gifts... ..., and inspires a staff of high-performing philanthropy... ...Chapter, for which the DOP is accountable, and contributing to the overall... ...term relationships with high net worth constituents such as individual...High net worthTemporary workWork at officeLocal areaWorldwide
- ...regarded Bethesda law firm is looking for a Trusts & Estates attorney to join its growing estate planning practice. You'll work with high-net-worth individuals and families on sophisticated planning matters, with real client contact and room to build your own practice....High net worthWork at office
- ...Matcher Recruitment is proud to represent a premier, nationally recognized law firm currently... ...practice within a firm that balances high-stakes complexity with a collaborative, professional... ...estate planning for high and ultra-high-net-worth (UHNW) individuals. You will work...High net worthWork at office
- ...business clients, entrepreneurs, real estate investors, and high net worth individuals, and a leadership team committed to actively feeding... .... Candidates should be capable of self-sustaining practice management from day one but should not expect to build alone. Our Corporate...High net worthWork at office
- ...market presence and a robust client base, including business owners, real estate investors, and high-net-worth individuals. The role emphasizes autonomy to grow the practice, manage client relationships, and leverage cross-practice referrals from Corporate/M&A, Commercial...High net worth
- Grossberg Company LLP in the Washington DC area seeks a Tax Manager to lead complex tax engagements and mentor staff in North Bethesda... ...client service for business owners, executives, and high-net-worth individuals. This role emphasizes technical tax excellence and...High net worth
- ...Our client, an independent wealth management firm in Washington DC, is currently seeking... ...of client service-related activity for high-net-worth families, family offices, endowments and... ...start to finish Responsible for all account maintenance Proactive resolution of...High net worthFull timeWork experience placement
$85k - $115k
...Senior Tax Accountant Location: Bethesda, MD (Hybrid: 3 days in office, 2 days remote... ...Tax & Accounting Reports to: Tax Manager / Director of Tax Employment type:... ...corporations, partnerships, S corporations, and high-net-worth individuals (Forms 1120, 1120-S, 1065,...High net worthFull timeWork at officeLocal areaRemote work- ...TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by... ...Coordinating timely investment process of new client accounts within internal guidelines. Contribute to business development...High net worthFull time
- Jobot is seeking a Tax Manager to advise sophisticated high-net-worth and professional services clients, lead complex engagements, and thrive in a collaborative hybrid environment with exceptional benefits. You will serve as the primary tax advisor and relationship manager...High net worth
$70k - $90k
Job Summary Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate...High net worthRemote jobWork at office$70k
...unified business supports ultra-high-net-worth individuals and family... ...Client and captures wealth management in the workplace through Citi... ...alternative investments, managed account solutions, best-in-class... ...such as Financial Planners, Insurance Specialists, Portfolio Consultants...High net worthFull timeWork at office$180k - $200k
...Position Title: Senior Tax Manager Location: McLean, VA – Onsite Assignment Type... ...S returns Manage relationships with high-net-worth individuals, trusts, estates, and closely... ...~ CPA required ~7+ years of public accounting tax experience ~ Strong hands-on experience...High net worthPermanent employmentFull timePrivate practiceMonday to Friday- ...international tax services, with a focus on high-net-worth individuals, Chinese investors, and... ...card holders Direct partnership with a premier bilingual CPA firm specializing in cross... ...effectively consult, build trust, and manage relationships with Chinese-speaking HNWIs...High net worthContract workFor contractorsRemote workWork from homeFlexible hours
$70k - $100k
...your current chair? We are a premier, upscale salon in the heart... ..., D.C., catering to a high-net-worth clientele who demand the absolute... ...build high retention and manage a high-value book of... ...to hear from you! General Accountabilities As an integral part of our...High net worth- ...and review individual, trust, estate, and entity returns for high-net-worth clients, provide proactive planning, mentor staff, and maintain... ...the year. This role requires CPA and 7+ years in public accounting, with 1040/1041/1065/1120S expertise, and proficiency with CCH...High net worth
$75k - $135k
Shore to Summit Wealth Management, LLC is a financial planning and... ...practice.We serve qualified high net worth investors and their families... ...check disbursements and new account processing Basic understanding... ...” health, dental and vision insurance #J-18808-Ljbffr Shore to...High net worthWork at office- ...Jonus Group is seeking an experienced Private Client Account Executive to manage high-net-worth client accounts with a focus on service, renewal management... ...with agency tech like EPIC and CRM tools to deliver tailored insurance solutions. #J-18808-Ljbffr The Jonus GroupHigh net worthRemote job
$43.4k - $80.8k
...Personal Lines Account ManagerOur not-so-secret sauce.Award-winning, inclusive, Top Workplace... ...your mark as a Personal Lines Account Manager at Marsh & McLennan Agency LLC (MMA)... ...McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,...Work at officeLocal areaNight shift$60k - $75k
...rapidly growing, independent Registered Investment Advisor managing more than $4 billion for high-net-worth individuals and families. They are looking for an... ...relationship-driven service across client requests, account questions, operational needs, and ongoing follow-up....High net worthInternshipWork at officeLocal areaRemote work
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