High Net Worth Equity Trading Manager
Charles Schwab
Charles Schwab in Lone Tree, CO is seeking a Manager — High Net Worth Representative within Stock Plan Services to work with executives and directors on equity compensation matters. You will interact with high-profile clients, safeguard information, and guide complex trades. The role emphasizes client service, accuracy in processing large trades, and collaboration with multiple teams to meet financial goals, with licensing requirements and a focus on risk mitigation. #J-18808-Ljbffr Charles Schwab
- ...cutting-edge technology, and a network of high-performing professionals, you will... ...property owners (REITs, private equity, family office, high net worth individuals) to build relationships... ...(an AI infused marketing tool), to manage leads and track performance. Collaborate...Employment EquityHigh net worthWork at office
- ...Services (SPS) is a flexible, growing and highly specialized business unit within... ...corporations and their employees regarding their equity compensation plans. As a Manager — High Net Worth Representative of the Executive Services Trading Team you will work directly with the...Employment EquityHigh net worthWork experience placementFlexible hours
$100k - $120k
We are a premier wealth management firm located in Denver, Colorado. Our team delivers comprehensive... ...specialized tax strategies to ultra-high-net-worth individuals and families. We operate on... ...tax matters related to private equity, real estate investments, and charitable...Employment EquityHigh net worthWork at officeRemote work- ...investment banking, securities, investment management and wealth management services. The... ...important part of our culture. Ultra-High Net-Worth (UHNW) Planning is a team within the... ...help and guidance for executives with equity compensation. The UHNW Planning team is...Employment EquityHigh net worthFull timeTemporary workWork at officeLocal areaWorldwide
- ...two years in a managerial role. Manages complex tax compliance for... .... A collaborative, inclusive, high-integrity culture focused on professional... ...services, and high-net-worth individuals. This role includes... ...partnership taxation, partnership equity investments, S-Corporation tax...Employment EquityHigh net worthFull timeImmediate start
- ...organization enhancing economic & social equity Industry Public Policy Type Non Profit... ...on strategic philanthropy and campaign management. This includes driving the enterprise-... ...with institutional, corporate, and ultra-high-net-worth partners. The Vice President will also...Employment EquityHigh net worth
$141k - $290k
...selves. Our goal is to balance high development with high performance... ...talented tax leaders at the Senior Manager level to join our growing firm!... ...industries from private equity‑backed clients and large businesses to high‑net‑worth individual clients. Our scope of...Employment EquityHigh net worthFlexible hours- ...faith-forward family office based in Golden, CO managing $2.5B in assets under advisement for approximately 50 high-net-worth families — is hiring a Wealth Advisor & Head... ...indexing, and sophisticated alternatives (private equity, private credit, venture) Step into a newly...Employment EquityHigh net worthWork at office
$125k - $165k
...administration of complex, multi-generational ultra-high-net-worth families, trusts, partnerships, and... ...accounting, financial reporting, cash management, budgeting, and family office services... ...in comparable roles, internal equity, and current market conditions. Most newly...Employment EquityHigh net worthWork at officeWork from home$105k - $180k
...day as a Wealth Transition Services Tax Manager might include the following:Advising and... ...planning and consulting services to the firm’s high net worth and ultra-high net worth clients.... ...experience, education, skills, and internal equity.BenefitsBeyond base compensation, Eide...Employment EquityHigh net worthWork at officeLocal areaRemote workVisa sponsorship$164.6k - $225k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...for a full set of large and sensitive high net worth personal trusts and individual... ...discretionary bonus program that may include an equity component.Work AuthorizationApplicants...Employment EquityHigh net worthFull timeH1bWork at officeWorldwideFlexible hours$137.4k - $240.4k
...of our goals-driven approach to wealth management planning. With the support of our local... ...new client base. You’ll work with ultra high net worth(UHNW) individuals, families and... ...discretionary bonus program that may include an equity component.Working with Us:As a Northern...Employment EquityHigh net worthFull timeLocal areaFlexible hours$85k - $95k
...tax planning! You will join a high performing team that works on... ...partnerships. Review complex high net worth individual, gift and estate... ...and knowledge to become Tax Manager. Highly collaborative... ...Emerging Market Clients, Private Equity and Venture Backed firms, Startups...Employment EquityHigh net worthSummer workWork at officeHome office- ...Tax Manager OpportunityColorado public accounting firm with fantastic culture is seeking a Tax Manager.... ...spirit to work with Emerging Market clients, Private Equity and Venture Backed firms, Startups and ultra-high net worth clients. You will join a high performing team...Employment EquityHigh net worthTemporary workSummer workWork at office
$85k - $135k
...sophisticated businesses, flow through entities and high net worth individuals. The work can get properly... ...account maintenance REITs Private equity funds Joint ventures Tax planning and... .... If you're already operating around Manager level, the opportunity becomes more about...Employment EquityHigh net worthFlexible hoursShift workAfternoon shift$99k - $266k
...that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."Our PwC Private teams...Employment EquityHigh net worthFull timeH1b- ...Tax Manager Exceptional career opportunity for a current US based CPA firm Tax Manager... ...industries of closely held clients and high net worth individuals. . Will consider... ...firm is committed to promoting diversity, equity, and inclusion. What you will...Employment EquityHigh net worthTemporary workFixed term contractWork at officeLocal areaRelocation
$147.42k - $180.18k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...years of experience interacting with High and Ultra High Net Worth clientsPreferred Skills/Experience-... ...incentive and recognition programs, equity stock purchase 401(k) contribution and...Employment EquityHigh net worthFull timeWork experience placementLocal area3 days per week- ...engagements across corporate, partnership, and high-net-worth individual tax work Serve as the primary client relationship manager for key accounts in a fully remote... ...Experience with high-growth clients, private equity-backed companies, or HNW individuals Ability...Employment EquityHigh net worthRemote job
$120k - $160k
...Job Description Job Description Job Title: Tax Manager Location: Denver, CO (hybrid flexibility) Salary... ...Estate, Gaming, Life Sciences, Technology, Private Equity, Transportation, Dealerships & High Net Worth clientele Key Responsibilities: Review variety...Employment EquityHigh net worthSummer work$139.23k - $163.8k
...Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...years of experience interacting with High and Ultra High Net Worth clients Established network with... ...incentive and recognition programs, equity stock purchase, 401(k) contribution and...Employment EquityHigh net worthTemporary workWork experience placement3 days per week$90k
...Concept Provide superior and high quality service to clients Coordinate... ...the firm's performance management process. Demonstrate... ...Experience working with high net-worth and affluent individuals Ability... ...determined based on internal equity, internal salary ranges, market...Employment EquityHigh net worthFull timeWork at office$200k - $225k
...best advisors are more than portfolio managers — they are the confidantes families... ...experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and... ...Institutional relationships that open private equity, private credit, and co-investment...Employment EquityHigh net worthWork at office- ...The Jonus Group is seeking an Account Executive to join its Private Client Team in Colorado. You will manage a diverse portfolio of high-net-worth clients, delivering tailored insurance solutions and exceptional service. You will work with a dedicated team to support...High net worth
- ...customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families. This role requires... ...off policy, 11 paid holidays, option to participate in the Equity Purchase Program, and future growth opportunities within the company...Employment EquityHigh net worthWork at officeFlexible hours
$24.52 - $37.5 per hour
...various deposit products, home equity, unsecured lending,... ...current clients; effectively managing internal and external centers... ...contacts.Strong work ethic and high level of integrity.Excellent... ...strong relationships with high-net-worth clients, providing personalized...Employment EquityHigh net worthHourly payDay shift- ...Consumer Growth: Driving high-intent traffic and... ...brand to attract high-net-worth multi-unit developers and... ...a "Systems Builder" by trade. You don't just launch... ...Acquisition Cost (CAC) Management: Monitor and optimize... ...Operators" and Private Equity-backed groups. Core...Employment EquityHigh net worthFull timeCasual workLive inLocal area
$160k - $230k
...offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize... ...across the following industries: Private Equity, Real Estate & Hospitality, Media &...Employment EquityHigh net worthWork at officeRemote work$90k - $110k
...growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future clientele... ...be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's...Employment EquityHigh net worthLocal areaWorldwideDay shift- ...established CPA firm in South Denver that is looking to add an experienced Tax Manager to the team.This is a little different from your typical Tax Manager search. The firm has a strong base of high-net-worth individuals and privately held businesses, and they're looking for...High net worthImmediate start
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