HNW Private Client Account Lead — Remote
The Jonus Group
- Remote job
The Jonus Group is seeking an experienced Private Client Account Executive to manage high-net-worth client accounts with a focus on service, renewal management, and carrier relationships. This role supports remote work in select states and upholds a culture of excellence and client care. Ideal candidates bring 5+ years of HNW experience, a P&C license, and comfort with agency tech like EPIC and CRM tools to deliver tailored insurance solutions. #J-18808-Ljbffr The Jonus Group
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ...tax consultingExperience with HNW clientsStrong knowledge of tax... ...ID # 47653Tagged as: Hybrid Remote/OfficeDate Posted:Posted on...Remote workPrivate clientHigh net worthWork at officeLocal area- ...they will provide a great client service. With a great reputation within the accounting world, clients know the focus... ...more flexible schedules, remote work and generous PTO’s so... ...Manager or Tax Director from the private client group who has heavy HNW experience and looking to...Remote workPrivate clientHigh net worthWork at officeFlexible hours
- A leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities...Remote jobPrivate clientHigh net worth
- A leading insurance management firm is seeking a Strategic Relationship... ...new business and managing client relationships while delivering... ...Casualty License. The role may be remote or hybrid, requiring... ...to an office. #J-18808-Ljbffr Private Client Select Insurance Services...Remote jobPrivate clientHigh net worthWork at office
- Jobot, a fast-growing private client tax advisory firm, offers a remote Senior Tax Manager role focused on strategic, integrated tax planning for high-net-worth... ...CPA firm, CPA or EA certification, and expertise with HNW individuals, closely held businesses, and passthrough...Remote jobPrivate clientHigh net worth
- ...Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule. The ideal candidate brings 7+ years in...Remote jobPrivate clientHigh net worthFlexible hours
- The Partners Group is seeking a Private Client Account Manager to support affluent clients with personal insurance programs in a hybrid, in-office setting (Renton, WA or Portland, OR preferred; remote options possible for highly-qualified candidates outside commuting range...Remote workPrivate clientHigh net worthWork at office
$85k - $98k
Seeking a highly skilled and experienced Private Client Account Executive to join a growing, mid-sized... ...background in managing high-net-worth (HNW) private client accounts, exceptional... ...This position offers the flexibility of remote work in select states and the opportunity...Remote jobPrivate clientHigh net worth- ...\n \n \n International private wealth and corporate disputes... ...seeking a lawyer with experience leading federal litigation, and who... ..., or high-net-worth private clients \n \n \n Most importantly... ..., this can be a hybrid or remote role, with flexibility appropriate...Remote workPrivate clientHigh net worth
$150k - $190k
...what’s right for our clients.At CIBC, we... ...you'll be doingAs a Private Wealth Business Development... ...of on-site and remote work) will be... ...Market Development: Lead and organize... ...acquiring and maintaining HNW relationships. You... ..., teamwork, and accountability.California...Remote workPrivate clientHigh net worthFull time- ...: RegularCategory: Client Management & SalesIndustry... ..., retirement, and private client insurance... ...of the world’s leading professional services... ...primarily multiple HNW insurance carriers... ...enter and maintain all account information. •... ...opportunities Remote or Hybrid and flexible...Remote workPrivate clientHigh net worthContract workLocal areaFlexible hoursNight shift
$220k - $250k
Job details: REMOTE Salary: $220,000 - $250,000 per year A bit about... ...one of the fastest-growing private client tax advisory firms in the... ...Required: Bachelors Degree in Accounting or similar field CPA or EA 10... ...Top 100 CPA firm Expertise in HNW individuals, closely held businesses...Remote workPrivate clientHigh net worthLocal area- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location:... ...Senior Tax Manager to join their growing private client group. This is a fully remote opportunity... ...~ CPA required ~6+ years of public accounting experience, with a focus on HNW and...Remote workPrivate clientHigh net worthFull time
- .../year - York, PA ~ Our client, an established independent... ...consisting of high-net-worth (HNW) and private client accounts, while supervising a team... ...salary review processes Lead monthly personal lines... ...Shillington, PA location. 3 days in, 2 days remote. #INDALL...Remote workPrivate clientHigh net worthLocal area
- ...specializes in serving clients in industries... ...local government and private asset solutions... ...offer holistic tax, accounting, payroll, audit,... ...Characteristics Leads by example... ...” roles. Fully Remote Senior Tax Manager... ...Employer Services, HNW Tax Senior (Public...Remote workPrivate clientHigh net worthFull timeSeasonal workWork at officeLocal areaMonday to FridayFlexible hours
$108k - $175k
...matters and build deeper client relationships.... ...in a growing private client services practice... ...available, and fully remote may be considered... ...should have public accounting experience plus strong... ...further in HNW/private client work... ...skills Ability to lead engagements, review...Remote workPrivate clientHigh net worthFull timePrivate practiceWork at officeRelocation packageFlexible hours$140k - $170k
REMOTE This Jobot Job is hosted by: Albert Simons Salary: $140,... ...re one of the fastest-growing private client tax advisory firms in the... ...apply! Bachelors Degree in Accounting or similar field CPA or EA... ...Top 100 CPA firm Expertise in HNW individuals, closely held businesses...Remote jobPrivate clientHigh net worthLocal area- ...We bring to life each client’s desire to travel in... ...the company of local private guides who ensure that... ...of the expectations of HNW and UHNW clientele.... ...while maintaining clear accountability for the client experience... ...to end. #LI-Remote We are committed...Remote workPrivate clientHigh net worthFull timeLocal areaWorldwide
$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high... ...preferredJob ID # 48207Tagged as: Hybrid Remote/OfficeDate Posted:Posted on May 12, 2026Location:...Remote workPrivate clientHigh net worthWork at office$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly... ...from (or a blend of both): Private Client Services (PCS) — Work directly... ...long-term job security, public accounting is genuinely one of the...Remote workPrivate clientHigh net worthImmediate startFlexible hours$100k - $115k
Account Executive - Private Client Services This range is provided by BLACKCLOAK. Your actual... ..., by working marketing leads, and responding to inbound... ...the community. Location : Remote - Based in Mountain or Pacific... ...in family offices and HNW households Illuminate the BlackCloak...Remote workPrivate clientHigh net worthFull timeTemporary workWork at officeWork from homeHome officeFlexible hours- ...Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2) \n Location: Miami, FL (REMOTE – must live in FL) \n Salary... ...benefits! \n \n Our client, an established Top 50 P&C insurance... ...such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati...Remote workPrivate clientHigh net worthLive inWork at office
$125k - $200k
Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.ResponsibilitiesCollaborate... ...individuals, family offices, or private client servicesWorking knowledge of... ...ID # 48398Tagged as: Hybrid Remote/OfficeDate Posted:Posted on July 7, 2...Remote workPrivate clientHigh net worth$65k - $75k
...what’s right for our clients.At CIBC, we embrace your... ...'ll be doing** As a Private Banking Loan Coordinator... ...of on-site and remote work) will be discussed... ...experience supporting HNW and UHNW clients.* You... ...trust, teamwork, and accountability.* You are a strong communicator...Remote workPrivate clientHigh net worthWork at office- ...seeks an experienced Personal Lines Account Manager to support a portfolio of... ..., and conditions for high net worth clients. Location: 100% remote within Northern Virginia and DC.... ...policies (home and auto) with knowledge of private client programs and marketing...Remote workPrivate clientHigh net worth
- ...Relationship Manager About Private Client Select Insurance Services, LLC... ...workforce and supports hybrid and remote business‑based flexibility.... ...in the high‑net‑worth (HNW) market, and managing client... ...will focus on developing new accounts, deepening new and existing relationships...Remote workPrivate clientHigh net worthWork at office
- ...Day Pitney LLP's Private Client Department in Parsippany, NJ seeks an associate with a minimum of 3 years in trusts and estates to join our... ...tax laws, and the ability to work in a hybrid schedule with two remote days per week, contributing to top-tier client service and...Remote workPrivate clientHigh net worth2 days per week
- Private Client Select seeks a seasoned Director of Market Research and Strategic Insights to establish and lead a formal capability that identifies market opportunities for high-net-worth clients. The role supports cross-functional leaders in product, distribution, underwriting...Remote jobPrivate clientHigh net worth
- ...Description: About The Company: Private Client Select Insurance Services (... ...and supports hybrid and remote business-based flexibility.... ...the lifestyle and assets of HNW individuals. The successful candidate... ...strategy, including large account targets to deliver growth and...Remote workPrivate clientHigh net worth
- ...only wealth firm. You will manage a local territory remotely from home, close qualified high-net-worth leads, and educate prospects on wealth services. The role... ...uncapped commissions, and strong support from a client-focused sales team. Competitive base plus generous...Remote jobPrivate clientHigh net worthLocal area
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