Sales, Private Clients - Tax Efficient Investment Manager
Venture Search
We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add a business development professional to its team. The individual will be responsible for managing and expanding existing relationships, as well as expanding their investor footprint further. Responsibilities Identify and target relevant HNW & Family offices. Work closely with the internal client and investment team to ensure the product is being positioned effectively Organise and host relevant client events Work closely with the investment team to further develop the product based on market and client intel. Requirements 2+ years in a business development or internal sales position Experience in working with HNW/UHNW indidivuals Have sold investment solutions and have a decent understanding of investment products #J-18808-Ljbffr Venture Search
- A respected fund manager in the United Kingdom is seeking a business development professional to manage and expand... ...working closely with internal teams to position investment products effectively, organizing client events, and leveraging market intel to enhance the offerings...TaxPrivate client
- ...Wealth Portfolio Manager is responsible for... ...high-quality investment advice and portfolio... ...-net-worth (HNW) client relationships, in... .... Contribute to sales production, referrals... ...Planning, and Private Client Banking... ...allocation drift, tax efficiency, liquidity needs,...TaxPrivate client
$110k - $150k
...best way to help our clients and advance our... ...Portfolio Construction Manager In this role... ...of recommended investment strategies in... ...fixed income, and private investments while... ...will also implement tax strategies such as... ...tasks are completed efficiently. The Manager will...TaxPrivate clientWork at officeLocal area3 days per week- ...Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke... ...investors. Silvercrest's client-centric approach... ...structuring needs, and tax filing & payment for the... ...business to build a book of private & institutional...TaxPrivate clientWork at office
$100k - $170k
...Group is seeking an experienced member for the ETF Portfolio Management Team in New York, NY. This role involves managing ETF portfolios... ...rebalancing, and collaborating with market makers to ensure tax-efficient outcomes. Ideal candidates will possess a Bachelor's degree...Tax$100k - $130k
...TOTEME Store Manager TOTEME is a fashion house... ...a highly curated client journey. You... ...develop a team including Sales Advisors, Senior Sales Advisors, a Private Client Advisor,... ...upkeep. Develop efficient workflows. Manage... ...130,000 USD before tax and will be set according...TaxPrivate clientFull timeImmediate startFlexible hoursWeekend workAfternoon shift$123k - $193k
...The Brooklyn Investment team is building the next... ..., and hands-on client expertise. Our mission... ...-personalized, tax-aware portfolios at... ...Client Portfolio Manager (CPM), you will sit... ..., non-annual sales incentive plans, or... ...managing public and private assets for clients...TaxPrivate clientWork experience placementWork at office- ...limited to the following: Client Management Reporting Facilitates client... ...funds, venture capital and private equity fund clients; Acts as... ...communicates with client’s investment managers and prime brokers and... ...clients; and Coordinates with tax personnel for funds or...TaxPrivate clientWork at officeRemote work
$130k - $155k
...Overview - Fund Accounting Manager (Private Equity) Compensation:... ...County, NY for our client, supporting fund... ...financial reporting, investment operations, and partnership... ...operational tools to improve efficiency. Responsibilities as... ...: Partner with tax, legal, compliance, investor...TaxMonday to Friday- Iq--e is seeking a Manager for their Private Equity Fund Accounting team in New York, NY. In this role, you will work closely with private equity clients, supporting fund operations and financial reporting. You’ll oversee deliverables, manage audits, and drive process...Private client
- ...administrator is seeking a Fund Accounting Manager to join its expanding private equity team. This individual will... ...for a portfolio of private equity clients and serve as a key point of contact... ...Coordinate with auditors, tax providers, custodians, and client service...TaxPrivate client
$88.9k - $168.3k
Fund Services Plus Manager - Private Equity Fund Administration We are the leading provider of professional... ...in a world of change, empowering our clients and people to realize their full... ...economies, new accounting policies and evolving tax regulations mean that business and...TaxPrivate clientWork experience placementInternshipWork at officeLocal area- The Client Portfolio Manager, Content collaborates with CPM teammates to write, review... ...thought leadership and other investment-related content in support of Nuveen’s sales/distribution efforts and other... ...investment leader, managing public and private assets for clients around the...Private clientWork at office
$141k - $290k
...Tax Senior Manager - Commercial Tax Weaver is a full-service national accounting, advisory... ..., multi-state businesses, private equity backed clients, large businesses and partnerships... ...our employees' wants and needs and invest our resources accordingly. A reasonable...TaxPrivate clientImmediate startFlexible hours$60 per hour
...projections beyond what the manager's commentary actually... ...test cases with full tax‑impact math: cost... ...scenarios that test the wash‑sale rule in both... ...concentration limits against a client's Investment Policy Statement;... ...fiduciary context (RIA, private wealth, asset...TaxHourly payTemporary workFreelanceWork at office10 hours per week- ...providing comprehensive tax, accounting, and... ..., family investment partnerships, trusts... ..., gifts, estates, private foundations and other... ...aspects of wealth management. Their primary... ...is to assist clients in managing the overall... ...clients on tax-efficient strategies to...TaxPrivate client
$90.5k - $150k
...law firm known for its client-focused approach collaborative... ...fiduciaries and private clients. This role is ideal... ...and state estate tax returns fiduciary income... ...accountings with accuracy and efficiency Coordinate estate... ...detailed records and managing multiple deadlines...TaxPrivate client- ...Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerry is growing! We are... ...because the trust our clients place in our talented... ...delivered effectively and efficiently. Responsibilities:... ..., operational, sales management, merger and...TaxWork at officeFlexible hoursNight shift
$276k - $357k
...McDermott, we don't just invest in your future, we accelerate... ...identifies and manages the implementation of core... ...initiatives as it relates to the Tax, Employee Benefits and Private Client Services practice groups'... ...'s marketing, brand and sales enablement teams...TaxPrivate clientFull timeWork experience placementPrivate practiceWork at officeFlexible hours$140k - $180k
...Description Job Description Title: Tax Manager, Private Client Group Department: Private Client... ...for individuals, trusts, family investment partnerships, gift, and estate tax returns... ...will be involved in developing tax-efficient strategies, managing client...TaxPrivate clientFull timeLocal area$250k
...Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth... ...0 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with...TaxPrivate client$30 - $39.5 per hour
...exceptional service to high net worth clients within our Private Wealth Tax Practice. Key responsibilities include client interaction, data management, and maintaining organized workflows... ...a strong desire to assist clients efficiently in a fast-paced environment. The position...TaxPrivate clientHourly payPrivate practice$200k
...Description Title: HNW Tax Partner/Director – Private Client Group Department:... ...Supervises: Senior Managers and staff Role Type:... ...clients, including tax efficiencies, estate and gift planning... ...with estate attorneys, investment advisors, and family office...TaxPrivate clientFull timePrivate practiceWork at office- ...Job Description Tax Director- PCG RESPONSIBILITIES... ...of contact for clients, addressing their... ...individuals, trusts, family investment partnerships, and private foundation tax... ...future generations efficiently and in accordance with... ..., and investment managers to coordinate comprehensive...TaxPrivate client
$160k - $220k
...Tax Sr Manager / Private Client Group NY/FL. Hybrid. Salary: $160K - $220K Responsibilities... ...compliance for individuals, trusts, family investment partnerships, and private... ...transferring wealth to future generations efficiently and in accordance with their wishes...TaxPrivate client- ...CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple... ...taxes. This role demands strong leadership in tax efficiency and compliance for various business entities. #J-18808...TaxPrivate clientPrivate practice
- TwinThread is seeking a Tax-Smart Portfolio Manager - Vice President in New York, NY. In this role, you will manage tax-aware investment strategies, focusing on portfolio performance and tax benefits for clients. You should have 6-8 years of relevant experience, strong...Tax
$160k - $220k
...Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private... ...clients preserve and transfer wealth efficiently. RESPONSIBILITIES: Serve as... ...compliance for individuals, trusts, family investment partnerships, and private...TaxPrivate clientFull time- ...including knowledge of relevant state and federal tax laws. Experience with domestic estate planning,... ...estate planning for retirement assets; and tax-efficient family wealth transfer strategies is preferred. Our Private Client team, one of the largest and most sophisticated...TaxPrivate client
$310k - $390k
...Pillsbury's prominent Private Client & Family Office... ...structures and income tax planning. We are open... ...analytical, and time management skills, superior judgment... ...and advise on tax-efficient wealth transfer strategies... ...held businesses and investment structures. Work...TaxPrivate clientPrivate practiceWork at office
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