High Net Worth Actuarial Director
Pryor Associates Executive Search
Posted 2 weeks agoHigh Net Worth Actuarial Director opening in your choice of AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MN, NC, NJ, NY, PA, TX, or WA. Oversee portfolio growth, business strategy, profitability analysis, and rate filing review involving Home, Auto, Personal Umbrella, Yachts, Private Collections, etc. Ideal candidate is ACAS or FCAS with 5+ years of Homeowners insurance experience; background in Personal Auto or Umbrella a plus. (PR13130)
$150k - $180k
STG Actuarial Associate DirectorLocation: Chicago, New York, New York, Minneapolis MN Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united...SuggestedFull timeTemporary workPart timeLocal area- ...Job Description Job Description Director of Client ServicesCox Insurance Overview We... ...can build scalable service models, develop high-performing teams, and ensure a consistent... .... ~2+ years of experience serving High-Net-Worth (HNW) or Private Client customers. ~ Demonstrated...High net worthLocal area
$100k
...first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be...High net worthWork at officeLocal areaRemote work$140k - $180k
...Description As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$150k - $210k
...as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthFull timeFixed term contractLocal area$70k - $90k
...DSB Rock Island (DSBRI) is hiring a Senior Tax Associate to join our high-performing Tax team. In this client-facing role, you’ll leverage your technical expertise to advise high-net-worth individuals, private businesses, and investment entities—while mentoring the...High net worth$110k - $140k
...Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where...High net worthFull timeTemporary workPrivate practiceWork at officeLocal area$45k - $55k
...Job Description Job Description We’re looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in...High net worthWork at office$160k - $200k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax professional who enjoys advising high-net-worth...High net worthFull timeLocal area- ...matters and working closely with clients through complex and often high-stakes situations.The firm represents individuals in a broad... ...disputes, spousal maintenance, property division, and high-net-worth marital dissolutions. Attorneys are given meaningful client contact...High net worth
- ...maintaining clear visibility into engagement status, deadlines, and deliverables.Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$126.1k - $253k
...empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate...High net worthFull timeWork experience placementInternshipLocal area- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
$148.2k - $292.3k
...Innovates and delivers creative, industry-centric solutions that streamline work and accelerate speed-to-value. Work you'll doAs an Actuarial Manager, you will:Provide strategic and technical consulting services to public sector clientsLead engagements focused on Medicaid...Local area$145k - $170k
...take your tax career to the next level with a firm that values your time and expertise? Join our Top 100 CPA firm, where we serve high-net-worth clients across industries such as technology, construction, and private equity. We're on the hunt for a Tax Supervisor or Tax...High net worthRemote work$113k - $225k
...$250M in AUM across ~120 households and continue to grow ~10% net new AUM annually—without Schwab or Fidelity referral programs.... ...CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and...High net worthFull timeWork at officeShift work$72.12 per hour
...as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthFull timeFixed term contractLocal area- ...at what they do. BFJ's mission is to make public accounting the career of choice in the financial industry. Tax Manager - High Net Worth This individual is responsible for organizing and managing client assignments and projects, including the completion of...High net worthTemporary workWork at office
$140k - $230k
...efficiency and effectiveness.Partners with branch and complex directors to assist with recruiting and in achieving growth... ...possess personal gravitas to engage senior professionals and high to ultra-high net worth clients.Proven leadership and motivational skills...High net worthFull timeWork at officeHome officeFlexible hours$24.87 - $41.45 per hour
...Markets Trust Administrator Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve...High net worthHourly payWork experience placementImmediate start$158.31k - $193.49k
...division of U.S. Bank’s Wealth Management Group exclusively serves a limited number of ultra‑high‑net‑worth clients, each with a net worth exceeding $75 million. The Director of Investments is responsible for directly managing these clients' investment portfolios while...High net worthFull timeLocal area- ...Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private Wealth Management leadership, relationship teams...High net worthFull timeWork experience placementWork at office
- ...providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...High net worth
$60.1 per hour
...AUC) by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets.Serves as the subject... ...to drive goals-based advice, financial planning, and serving high-net-worth across the firm.Advise clients on how FT’s “value beyond...High net worthFull timeLocal areaRemote workRelocation- Ulteig seeks a Senior Environmental Specialist to lead regulatory compliance efforts for public and private clients across Lifeline Sectors. The role supports NEPA, ESA, CWA, CAA, NHPA, CERCLA, and RCRA reviews with flexibility to work from Minnesota or Iowa offices or...Remote work
- ...communities, and each other.CLA is currently seeking a Tax Manager/Director - Individual & Trust to join our Minneapolis office.How you’ll create opportunities in this Manager/Director role:Review high net worth individual income tax returns and collaborate with CLA’s...High net worthFull timeWork at office
$46.8k - $63k
...or must be successfully completed within 180 days of starting the role ~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign equivalent ~ Adherence to policies, procedures, and regulatory banking requirements ~ Ability...Full timeImmediate startAfternoon shift$37.02 - $69.71 per hour
...fiduciary services. Within WIM, Banking, Lending & Trust (BL&T) delivers specialized banking, custom lending, and trust solutions to high-net-worth and ultra-high-net-worth individuals, families, family offices, and business owners.As a Wealth Custom Lending Specialist, you...High net worthOngoing contractFull timeWork experience placementImmediate startRelocation package- ...remote position. Signature is looking to add Field Consultants for High Value Residential Insurance Inspections throughout the State of... ...the expectations of and the underwriting requirements of high-net-worth carriers. You’ll have the flexibility to work in your local...High net worthExtra incomeFor contractorsLocal areaRemote work
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