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
- ...Description Responsible for managing an assigned commercial loan portfolio... ...financial statements, tax returns, and other related financial... ...with internal and external clients by valuing other's feelings... ...and technologies that create efficiencies by demonstrating:...TaxWork at office
- ...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
$170k - $300k
...$300 000,00Category: Private Client Product Services, Executive... ...a senior Alternative Investments Director/Senior Vice... ...to drive strategic sales growth, advisor... ...client relationship management, and business development... ...trends, and fundraising efficiencies.Analyze asset flows,...Private clientFull timeWork at office- ...services firm, ensuring compliance and efficiency in financial reporting and portfolio management.Collaborate with cross-... ...treasury, cash flow management, and tax optimization strategies.Ensure... ...management strategies for diverse investment structures, enhancing...Tax
- ...Arnold & Porter seeks a Business Development Manager to support premier transactional practices, including Bankruptcy & Restructuring, Tax, Private Client Services, and Project Finance. This strategic role may be based in New York or Washington, DC, partnering with practice...TaxPrivate client
$200k
...approach to solving our clients' problems and... ...on providing private‑equity and corporate... ...include engaging with management, advising on... ...financial accounting and tax services.... ...engagement leverage, efficiency of staff, and appropriateness... ...Director in sales and business...TaxPrivate clientOdd jobPart timeFlexible hours- ...A leading consulting firm is seeking an Assurance Manager for its Real Estate practice in New York. This role involves working with public and private clients within the real estate sector, requiring a BS/BA in Accounting and CPA/CA certification. Candidates should have...Private client
- ...Director of Alternative Investments - Commercial Mortgage... ...lead the team that manages and executes investment... ...Reporting, Accounting Policy, Tax, Capital Management,... ...focused on increasing efficiency, reducing manual risk,... ...structured finance or private assets \n ~1+ years...TaxFull timeTemporary workWork at office
$50k
...built for the mass market. As private client investment and banking products have... ...clients are looking for more tax and wealth transfer advice which... ...- including wealth managers from exclusive multi-family... ...response to our product. Achieving sales goals will require strong...TaxPrivate clientContract workWork at office3 days per week- ...investors, developers, and private equity clients on a wide range of commercial... ...and negotiate purchase and sale agreements, loan documents,... ...agreements. Conduct and manage due diligence, including title... ...teams across tax, construction, planning & zoning...TaxPrivate clientFull timeWork at office
$125k - $200k
...Brooklyn Investment Group is an SEC-registered... ...optimization and automated tax-loss harvesting to... ...for our clients, including financial... ...advisory firms and asset managers. Over the... ..., non-annual sales incentive plans,... ...managing public and private assets for clients...TaxPrivate clientFull timeWork experience placementWork at office$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ...individuals, trusts, family investment partnerships, private... ...and implement tax-efficient strategies to minimize clients...TaxPrivate clientWork at officeLocal areaRemote work$100k - $125k
...collection services, cash management, liquidity... ...from a broad global client base including of... ...a portfolio sales plan to ensure that... ...analyze regulatory and tax issues related to... ...of corporate and investment banking services to... ...restructuring and private capital advisory capabilities...TaxFull timeWork at officeLocal areaRemote workWorldwide- ...Family OfficeSelling Points Shape tax strategy and compliance for a... ....Enhance operational efficiency by optimizing tax tracking systems... ...guidance during audits and manage correspondence with tax authorities... ...management, preferably in private client services.Proficiency in...TaxPrivate clientLocal area
$110k - $140k
...Commercial Real Estate Portfolio Manager Small Business Lending, LLC. is looking to add a Commercial Real Estate Portfolio Manager to... ...Request, review, and analyze borrower financial statements, tax returns, rent rolls, operating statements, appraisals, environmental...Tax- ...multi-strategy, multi-manager hedge fund is currently seeking a Tax Manager to join... ..., and personal investment entities. Working... ...to investments and private transactions. Maintain... ...in Private Client Services, High Net... ...AI to improve the efficiency and quality of tax...TaxPrivate clientWork at officeLocal area
- ...corporate and institutional clients along with private and business clients. Services include sales, trading, research... ...(M&A); risk management products, such as derivatives... ...Description Major Investment Bank is looking for a... ...other Finance areas, and Tax Ensuring and...TaxPrivate clientWork at office
- ...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
$100k - $130k
...experienced retail leader to manage our store on Madison... ...operations, and a highly curated client journey. You will lead... ...develop a team including Sales Advisors, Senior Sales Advisors, a Private Client Advisor, Stock... ...0 and 130.000 USD before tax and will be set according...TaxPrivate clientFull timeImmediate startFlexible hoursWeekend workAfternoon shift- ...investors, developers, and private equity clients on a wide range of commercial... ...and negotiate purchase and sale agreements, loan documents,... ...venture agreements. Conduct and manage due diligence, including... ...multidisciplinary teams across tax, construction, planning &...TaxPrivate clientFull timeWork at office
$95k - $190k
...in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes... ...and financial reporting, and tax services. Delivering these services... ...are seeking a client facing Account Manager for our NYC and Purchase, NY offices...TaxContract workTemporary workWork at office- ...About The Role Title: Tax Manager, Private Client Group Department: Private Client Group Supervises... ...filings for individuals, trusts, family investment partnerships, private foundations,... .... Develop and implement tax-efficient strategies to minimize clients' tax...TaxPrivate clientFull timeLocal area
$115k - $185k
...alternative asset manager. We seek to create... ..., the companies we invest in, and the communities... ...focused on private equity, real estate... ...team, legal team, tax, treasury and operations... ...licenses if you are in a client facing role and/or... ...prepared by a sales team or developing...TaxFull timeLocal areaFlexible hours- ...A leading alternative investment platform is seeking a Fund Accounting Manager to support private equity strategies within a global fund finance team. This role is responsible... ...with internal stakeholders across finance, tax, investor relations, and portfolio management....Tax
$175k - $190k
...forward thinking asset manager, we build dynamic... ...with clients, understand their... ...firm’s Short-Term investment business by delivering... ...visualization, to improve the efficiency, consistency, and... ...match on pre-tax and/or Roth contributions... ...funds with no sales charge Franklin...TaxFull timeTemporary workLocal area- ...succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$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$121.3k - $222.3k
Financial Services - International Tax - Transfer Pricing - Manager Location: New York, NY (options: New York City, Jericho, Stamford, Hoboken... ...Services practice to advise corporate and private equity clients on transfer pricing, tax structuring, and capital agenda...TaxPrivate clientFlexible hoursShift work$150k
...custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing Interacting with the research... ...income positions Engage directly with clients to explain portfolio strategies... ...views as well as overall wealth management advice Participate in firm-wide investment...TaxFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales, Private Clients - Tax Efficient Investment Manager. Be the first to apply!
- client strategy manager New York, NY
- engagement project manager New York, NY
- client executive New York, NY
- client solutions executive New York, NY
- client relationship manager New York, NY
- client operations manager New York, NY
- pursuit client manager New York, NY
- client manager New York, NY
- client development director New York, NY
- member engagement manager New York, NY




