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- Dechert seeks a Client Development Manager focused on Private Credit to develop and execute marketing and client... ...base in New York, Washington DC, or Charlotte, collaborating with the Associate Director, Client Development. You will plan BD plans, manage budgets, and coordinate...Private client
$84k - $110k
Private Client Services at BDO is a boutique practice within our... ...compensation; and cash‑flow, retirement, and life insurance planning. A Tax Senior, Private... ...work assignments of PCS Associates Provides verbal and written... ...00 - $95,000 Washington DC: $93,000 - $98,000 *...Private clientPrivate practiceWork at office- ...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
$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$110k - $150k
...services to our Pass-Through clients. Job Duties Performs tax planning, preparation and research... ...their needs Supervises associates and senior associates on... ...working in the private client area, i.e. working... ...0 - $125,000 Washington DC Range: $120,000 - $140,00...Private clientWork at office- ...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
$65 - $75 per hour
...range $65.00/hr - $75.00/hr Overview Our client, a growing Management Consulting firm with... ...Senior Tax Manager to join their growing Private Client team. Candidates must have a... ...Responsibilities Lead and manage tax compliance and planning for high-net-worth individuals, trusts,...Private clientContract work$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- ...We are assisting a long-time client, a midsize New York City law firm, in... ...an experienced Trusts & Estates associate to join its busy and well-established private client group. The ideal candidate... ...five years of experience in estate planning for high-net-worth individuals...Private clientFull time
- ...are currently seeking a Pet Insurance Sales Associate to join our amazing team at the Brandywine Valley SPCA in Washington, DC. Successful candidates will be goal‑oriented... ...insurance products Turning prospects into loyal clients, raving fans, and repeat customers...Full time
$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$170k - $190k
...Estates and Trusts Attorney / Associate (NYC) Offit Kurman is seeking an Estates and Trusts... ...City office to support our expanding private client services practice. This is an excellent... ...drafting a broad range of estate planning documents, including wills, revocable trusts...Private clientPrivate practiceWork at office- A leading financial services organization seeks a Private Client Advisor in New York. This role focuses on providing personalized financial planning and investment solutions to clients, from beginners to high-net-worth individuals. The ideal candidate will have strong...Private client
- ...seeking a Tax Manager to deliver tax and advisory services to private wealth clients, including ultra high net worth families and closely held... ..., review records with clients, and provide strategic tax planning while mentoring staff. #J-18808-Ljbffr Baker Tilly Advisory...Private client
$135k - $195k
...Locations Boston, Washington DC, New York, Chicago, Dallas.... ...Senior Consultant and Associates. The Role And Responsibilities... ...helps shape the future for private equity clients. Our team works on the entire... ...programs and other retirement programs. #J-18808-Ljbffr...Private clientWork experience placement$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- ...established Manhattan law firm is seeking a Trusts & Estates Associate to join its growing private client practice. This role offers the opportunity to work... ...with experienced partners on sophisticated estate planning and estate administration matters for high-net-worth individuals...Private clientPrivate practice
- ...seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve as the primary contact for...Private client
- BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise staff, and deliver timely tax work product. Responsibilities include guiding clients...Private client
$100k - $130k
Cresset is seeking an Associate Director for Private Wealth Client Services in New York, NY. The role requires 5+ years of experience managing high net worth clientele, emphasizing relationship management and superior client experience. The successful candidate will lead...Private client- ...leading global law firm is seeking a Trusts & Estates Associate to join its highly regarded Private Client practice in New York. This is an excellent... ..., fiduciaries, and family offices on complex wealth planning, estate administration, and succession matters. The...Private clientPrivate practice
- ...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
- ...Responsibilities Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of... ...construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs...Private client
$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- ...Bayonne, New Jersey, United States Type: Full Time Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high-quality... ...cross-partner collaboration Design customized financial plans based on client objectives, risk profiles, and life stages...Private clientFull time
$280k - $345k
..., we are a top-tier family and matrimonial law firm known for handling high-stakes, financially complex matters for discerning private clients. Our practice is focused exclusively on family law, allowing our attorneys to develop deep subject-matter expertise and deliver...Private clientFlexible hours$146k - $178k
...Reinsurance.Syndicate 2019 reinsures premium written by AIG’s Private Client Group, covering Homeowners, Auto, General Specie and other products... ...Violence in managing the achievement of the business plan, including identifying material deviations.* Implement marketing...Private clientWork at office- 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
- Job Description This job is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and reviewing...Private clientBank staff
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