DC Retirement Plans Associate - Private Client
$80k - $86kAllianceBernstein L.P.
AllianceBernstein L.P. is seeking a Private Client Retirement Plan Associate in New York. This role focuses on servicing Defined Contribution and Cash Balance clients and requires strong analytical and communication skills. The ideal candidate should have a Bachelor’s degree, two years of experience, and be detail-oriented. The position offers a salary range of $80,000 to $86,000, along with multiple benefits such as health insurance and retirement savings plans. #J-18808-Ljbffr AllianceBernstein L.P.
$80k - $86k
AllianceBernstein is seeking a Private Client Retirement Plan Associate based in New York. This role focuses on servicing Defined Contribution and Cash Balance clients, assisting Financial Advisors, and coordinating with custodians for account setups. The ideal candidate...Private client- ...to provide key administration support to ultra-high net worth clients in New Jersey. The role focuses on trust, corporate, and fiduciary... ...are met effectively. The ideal candidate will have proven private wealth administration experience and be pursuing relevant professional...Private clientTraineeship
$80k - $86k
What You'll Do We are looking for a NY-based Private Client Retirement Plan Associate that will focus on both servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients. The Associate will work in a team environment supporting both the national...Private clientTemporary workInternshipFlexible hours$112k - $150k
Private Client Services at BDO is a boutique practice within our... ...compensation; and cash‑flow, retirement, and life insurance planning. A Tax Manager, Private... ...Supervises associates and senior associates on... ...00 - $125,000 Washington DC Range: $120,000 - $140,00...Private clientPrivate practiceWork at office$180k - $250k
...Attorney to join our New York City office and support our expanding private client services practice. This is an excellent opportunity for a mid... ...Strong experience drafting a broad range of estate planning documents, including wills, revocable trusts, and irrevocable...Private clientPrivate practiceWork at office$110k - $215k
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The...Private client$85k - $95k
Yieldstreet is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients managing private market portfolios. This role demands clear communication and a strong understanding of investment concepts to assist investors effectively...Private client- ...Funds Finance team to work in New York or Los Angeles. This role involves origination and execution of financing solutions for Private Equity clients, alongside a team responsible for credit facilities across various strategies. The ideal candidate should have over 3 years...Private client
- Van Wyck & Van Wyck is seeking an Associate Project Manager, Private Clients, to manage luxury events in New York. Candidates must have at least 5 years... ...and event production. This role involves meticulous planning, vendor management, and delivering exceptional service...Private client
- ...National Law Firm has a need for an Estate Planning Attorney. This is a hybrid position.... ...charitable giving; estate planning for retirement assets; and tax-efficient family wealth transfer strategies is preferred. Our Private Client team, one of the largest and most...Private client
- ...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking a Director... ...will oversee complex tax engagements, provide strategic tax planning to high-net-worth individuals and closely held entities, and...Private clientPrivate practiceFlexible hours
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location... ...on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax... ...documentation. Support tax planning and audit activities. Qualifications...Private clientRemote work$265k - $390k
...Partners is partnering with a global corporate practice looking to add a mid-level to senior PE/M&A associate in New York. The group advises public and private clients across M&A, private equity, venture capital, securities offerings, securities law compliance, and broader...Private client- ...Looking to focus on delivering exceptional client service without the pressure of business... ...on complex tax, financial, and wealth planning matters. This is an outstanding opportunity... ...of public accounting, family office, or private client tax experience ~ Strong technical...Private clientWork at office
$100k - $115k
...Fund Accounting Opportunity Supporting Private Equity Fund in NYC | Hybrid Our client, a growing fund administration firm that specializes in supporting private equity and private debt managers, is looking to add a Senior Fund Accountant to their team to support a private...Private client- ...Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate will...Private client
- ...New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires excellent communication skills and a strong fiduciary...Private client
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...Private client
$220k - $250k
Marina Sirras & Associates LLC, located in New York, is seeking a mid-senior Trusts & Estates Associate with over... ...experience. This role involves sophisticated estate planning and administration for high-net-worth clients. The firm emphasizes a collaborative, team-oriented...Private client- ...leading law firm in New York is seeking an experienced Estate Planning Attorney in a hybrid role. Candidates should have at least 3 years... ...laws and succession planning. This position involves advising clients on estate, gift, and charitable planning, as well as overseeing...Private client
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal...Private client
- Acrisure, LLC is seeking a Personal Lines Private Client Account Executive for a hybrid role in New York. The role focuses on client stewardship, including exposure reviews and personalized insurance coverage recommendations. The ideal candidate will have 5-7 years of...Private client
- Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial reporting, capital activity, and investor communications, making it ideal for those with a strong background in private...Private client
$200k
...a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic... ...-net-worth individuals and families, overseeing complex tax planning, and driving business development initiatives. With over 12...Private clientFull time- ...and family offices. The role involves working closely with internal teams to position investment products effectively, organizing client events, and leveraging market intel to enhance the offerings. Ideal candidates will have a minimum of 2 years experience in business...Private client
- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...Private client
- ...customized environments such as mansions in the Hamptons, yachts and private jets. The firm is recognized for their quiet luxury style,... ...custom single-family homes for ultra-high-net-worth private clients. They offer a hybrid schedule and competitive pay. This role requires...Private client
- A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote... ...position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal...Private clientRemote job
- Insurancecenterinc is seeking a Personal Lines Private Client Account Executive in New York, NY. This full-time position requires a strong background in Personal Property & Casualty with 5+ years of experience. The role encompasses leading client strategies, conducting...Private clientFull time
$225k - $240k
...PRACTICE Oliver Wyman’s Private Equity team in North... ...network. This enables our clients to achieve... ...Location: Boston, Washington DC, New York, Chicago Roles... ...Managers, open to Associates & Senior Consultants... ...01K savings and other retirement programs, and employee...Private clientWork experience placement
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