High Net Worth Actuarial Director
Pryor Associates Executive Search
Posted 3 days agoHigh Net Worth Actuarial Director opening in your choice of AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MN, NC, NJ, NY, PA, TX, or WA. Oversee portfolio growth, business strategy, profitability analysis, and rate filing review involving Home, Auto, Personal Umbrella, Yachts, Private Collections, etc. Ideal candidate is ACAS or FCAS with 5+ years of Homeowners insurance experience; background in Personal Auto or Umbrella a plus. (PR13130)
- ...Jonus Group is seeking an Account Executive to join its Private Client Team in Colorado. You will manage a diverse portfolio of high-net-worth clients, delivering tailored insurance solutions and exceptional service. You will work with a dedicated team to support...High net worth
- ...annual bonus About the Opportunity A highly respected boutique CPA firm... ...candidate will have deep experience in high-net-worth individual, trust, and estate taxation... ...conversation, contact: Joey Wieger Director, Public Accounting | Solid Rock Recruiting...High net worthFull timeRemote work
$102k - $190k
...BMO U.S. is seeking a Senior Private Banker in Denver to manage high-net-worth client relationships and provide tailored financial solutions. The ideal candidate will have at least 7 years of relevant experience, along with a strong track record in business development...High net worth- ...boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-... ...retirement, and life insurance planning.A Tax Managing Director, Private Client Services (PCS) is responsible...High net worthPrivate practiceWork at office
- ...growth Responsibilities: Manage and grow an existing client base Build and maintain long-term relationships with high-net-worth clients Develop personalized financial strategies Identify opportunities to expand client relationships Focus on higher...High net worthRemote workFlexible hours
$52.6k - $98k
...love to meet you if your professional track record includes these skills: 2+ years of personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectations Ability to travel...High net worthMinimum wage- ...necessary documentation, explain tax positions, and respond to inquiries in a professional manner.Support tax planning engagements for high-net-worth individuals (HNWI) and businesses, identifying opportunities to minimize tax liabilities.Utilize tax software to prepare...High net worthLocal area
- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~ Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or...High net worthWork at office
- ...prominent commercial real estate investor, to appoint a Senior Director of Investor Relations/Investment Partnerships based in Denver... ...team to secure investments from various sources, including high-net-worth individuals, institutional investors, family trusts, and asset...High net worthInterim role
$141k - $290k
...extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long‑... ...private equity‑backed clients and large businesses to high‑net‑worth individual clients. Our scope of services includes tax planning...High net worthFlexible hours- ..., specialty expertise, and business development. Major Responsibilities: Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with RubinBrown Client Service Standards Demonstrate...High net worthWork at officeWeekend workAfternoon shift
$200k - $300k
...their best selves. Our goal is to balance high development with high performance in... ...looking for talented tax leaders at the Director level to join our growing firm! A Private... ...compliance and planning services to high-net-worth individual clients and privately held businesses...High net worthImmediate startFlexible hours- ...providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...High net worth
$285k - $405k
...Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience for one assigned household. Sitting... ...Demonstrated excellence in relationship management with ultra-high net worth principals and their ecosystems. Ability to build strong...High net worthWork at office- ...federal and state tax returns for individuals, partnerships, and corporations.Provide tax planning and consulting services to high net worth individuals (HNWIs) and businesses.Stay updated on tax laws and regulations to advise clients effectively.Perform detailed reviews...High net worthWork from home
- ...employer sponsorship.This role offers a unique opportunity to work at the intersection of alternative investments, credit risk, and high‑net‑worth lending, supporting the growth of innovative lending solutions.We are seeking an Alternative Investment Lending Analyst to...High net worthFull timeWork at officeWork from homeRelocation
$110k - $125k
...sales execution with gallery presentation while maintaining the high service standards expected in a luxury environment. The... ...luxury sales environment ~ Proven success in selling to high-net-worth individuals and corporations with significant transaction values...High net worthTemporary workFlexible hoursAfternoon shift- Tax ManagerPosition OverviewWe are seeking a highly skilled Tax Manager to oversee and manage our tax compliance and planning activities... ...candidate will have extensive experience in handling high net worth individuals and trust estate taxes, ensuring accurate tax returns...High net worthLocal area
- ...The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment. #J-18808-Ljbffr...High net worthWork at office
$52.6k - $98k
...to meet you if your professional track record includes these skills: ~2 + years' personal lines insurance experience with high net worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations ~ Ability...High net worthMinimum wageLocal areaNight shift$90k - $120k
...collaboration with wealth management advisors to deliver holistic financial solutionsOpportunity to manage complex tax profiles and high net worth client portfoliosStrong career advancement potential within a growing financial services firmCore ResponsibilitiesPrepare and...High net worthWork at officeLocal areaRemote work$147.42k - $180.18k
...Basic Qualifications- Bachelor's degree, or equivalent work experience- Eight or more years of experience interacting with High and Ultra High Net Worth clientsPreferred Skills/Experience- Requires established network with strong relationship management, networking, and...High net worthFull timeWork experience placementLocal area3 days per week- ...Tax Director - Trust & Estate Oversight Location: Denver Metro - Denver Tech Center (Hybrid... ...with significant new client demand High flexibility and work-life balance... ...experience ~ Background working with high-net-worth individuals, trusts, or estates ~ CPA...High net worth
- ...2025 Best RIAs to Work For , this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high‑net‑worth individuals and families achieve their financial goals. About the Role - candidates must be local to Denver, Colorado. As a Financial...High net worthLocal areaFlexible hours
- ...performance of a Profit Center. You will drive net interest income through loan and deposit... ..., lead business development, and coach a high-performing team to meet production goals. You’ll build relationships with high-net-worth clients, coordinate with wealth planning and...High net worth
$52.6k - $98k
...meet you if your professional track record includes these skills: ~ 2 + years’ personal lines insurance experience with High Net Worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations...High net worthMinimum wageLocal areaNight shift- ...Responsibilities Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns Perform tax research...High net worth
- ...coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities Providing a best-in-class service experience to a select group of clients,...High net worthWork experience placementWork at office
$67.5k - $125.8k
...years of directly related business development/client service experience. ~ Successful Sales and Risk Consultant experience with high-net-worth clients essential ~ P&C licensed and HNW personal lines insurance experience necessary These additional qualifications...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift$24.52 - $37.5 per hour
...best interests of Key's clients and Key. Education High School Diploma, GED, or equivalent experience (required) or... .... Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial...High net worthHourly payWork experience placementDay shift
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