Average salary: $165,000 /yearly
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- ...detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you'll manage and service a book of high net worth clients, providing guidance, support, and a personalized experience that builds lasting relationships. This isn't just...High net worthWork at officeRemote workFlexible hours
Summit Bridge Partners
Boston, MA18 hours ago $100k
...Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with... ...lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE Manage your business...High net worthWork at officeLocal areaRemote workHome officeCNI Consulting Inc.
Baltimore, MD21 days ago- ...Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with...High net worthInternshipWork at officeMonday to Friday
Portland Staffing
Portland, OR4 days ago - ...Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for "investing with vision, passion, and purpose,"...High net worthWork at office
Portland Staffing
Portland, OR4 days ago $54.55k - $97.75k
...is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.... ...obtain home state and multistate license within 90 days. ~ High Net Worth/Private Client Experience and ability to handle sensitive...High net worthHourly payFull timeWork experience placementH1bWork at officeRemote workMonday to FridayUSAA
Albuquerque, NM13 days ago- ...Talent Solutions is hiring a Senior Tax Manager on behalf of a highly respected public accounting firm in the Greater Boston area.... ...background in public accounting and a passion for advising high-net-worth individuals, private clients, and closely held entities. This is...High net worthFull timeWork at officeLocal areaRemote workRelocation packageFlexible hours
ABGi USA
Boston, MA17 days ago - ...A nonprofit organization is seeking a Senior Director of Major Gifts to lead fundraising efforts focused on high-net-worth individuals. This strategic role requires over 10 years in nonprofit fundraising, with proven success in managing major gifts. The ideal candidate...High net worthFull timeRemote work
Inside Philanthropy, INC.
San Francisco, CA14 days ago $175k - $200k
...Tax Director to build a modern tax practice. This role requires managing compliance and delivering holistic tax strategies to high-net-worth clients. The ideal candidate will have over 10 years of tax experience, a CPA license, and a strong background in equity compensation...High net worthFull timeRemote workCompound
Washington DC17 days ago- ...A top-ranked CPA firm is seeking a High Net Worth Tax Manager/Senior Manager located in San Jose, California. This role requires managing tax filings and providing advisory services for clients in the entertainment sector. Candidates should have 5+ years of experience...High net worthFull timeRemote workFlexible hours
Jobot
San Jose, CA10 days ago - ...involves partnering with the CEO on donor cultivation, building impactful fundraising strategies, and managing relationships with high-net-worth donors. Candidates should have over 5 years of development experience and an entrepreneurial mindset. This is a remote, full-...High net worthFull timeRemote work
80Twenty
San Francisco, CA4 days ago - ...Director to lead its modern tax practice. This role involves building a strategic practice, providing comprehensive tax planning for high-net-worth clients, and managing tax compliance processes. Ideal candidates will have over 10 years of experience, a CPA certification,...High net worthFull timeRemote work
Compound
Boston, MA17 days ago $140k - $350k
...Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needsManaging and/or advising on multi-asset class portfolios for clients across traditional and...High net worthFull timeTemporary workWork at officeWork from homeWorldwideDeutsche Bank
San Francisco, CA17 days ago$70k - $85k
...as assigned. You should have P&C experience and an active P&C license, have knowledge and experience in personal lines and high-net-worth/private client group clients. This is a full-time position, ideally working hybrid from our Dallas, TX office. We will consider...High net worthFull timeWork at officeRemote workWork from homeMonday to FridayShift workNFP
Dallas, TX1 day ago$300k
...A leading advisory firm in San Francisco seeks an experienced Tax Principal to lead tax planning and compliance for high-net-worth clients. The ideal candidate will have over 10 years of public accounting experience, expertise in high-net-worth taxation, and an active...High net worthFull timeRemote workStonepath
San Francisco, CA9 days ago- ...A leading non-profit organization is seeking a Senior Manager to cultivate high-net-worth donations in the Bay Area. The role requires managing a major giving portfolio and engaging with influential tech community members. Candidates must excel at building relationships...High net worthFull timeRemote work
GiveDirectly
San Francisco, CA17 days ago $175k - $200k
...San Francisco is seeking a Director to lead their tax practice. The candidate will develop holistic tax planning strategies for high-net worth clients and manage relationships with CPA firms. The ideal candidate has over 10 years of experience in tax, is a licensed CPA,...High net worthFull timeRemote workCompound
San Francisco, CA17 days ago$170k - $200k
A leading CPA firm is seeking a Tax Manager or Senior Tax Manager in Boston, MA. This position offers a competitive base pay of $170,000 - $200,000 per year, along with a strong focus on work/life balance. Candidates should have at least 7 years of experience in public...High net worthFull timeRemote workJobot
Boston, MA7 days ago- ...Bill Pay Manager San Diego, CA (On-Site) | Full Time Plumb provides Family Office Accounting & Bill Pay services to Ultra High Net Worth clients across the U.S. We’re known for our accuracy, trust, and exceptional service—rooted in Plumb’s 13 Principles. As we...High net worthFull timeWork at office
Plumb Bill Pay
San Diego, CA2 days ago - ...High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver...High net worthWork at officeLocal areaFlexible hoursNight shift
Marsh LLC
Maitland, FL2 days ago - ...Year Up United mission and ongoing operations and strategic initiatives, with a focus on proactively identifying and engaging new high net worth donors independently or in partnership with our research team and our Campaign Committee and other leaders. To be successful...High net worthPart timeWork from home
EPIP
San Francisco, CA17 days ago $75k - $85k
...-oriented environment and take pride in delivering thoughtful, high-quality client service, we'd love to hear from you! How you will... ...point of contact for a portfolio of personal lines and high-net-worth clients Provide excellent client service, including policy changes...High net worthWork at officeLocal areaRemote workThe Partners Group
Meridian, ID3 days ago- ...compliance experience Who We Are At Capstone Financial Advisors , we provide personalized, fee-only wealth management to high-net-worth clients, tailoring strategies to each client’s unique needs and circumstances. Based in the western suburbs of Chicago, we are...High net worthSeasonal workWork at officeRemote workMonday to FridayShift work
Capstone Financial Advisors Inc.
Downers Grove, IL3 days ago - ...have an interest in the industry with knowledge of engines and high & low voltage electrical. This position requires working in all... ...levels of performance and productivity. Interact with high net worth individuals to answer specific technical issues while providing...High net worthRemote work
Brightwork Marine LLC
Muskegon, MI19 days ago - ...and work-life balance. Key Responsibilities: Manage a personal lines book of business consisting of standard and some high-net-worth clients. Handle all servicing duties A-Z , including renewals, retention, and client communication (supported by a CSR for...High net worthLocal areaRemote work
The Jonus Group
Summerville, SC3 days ago $150k - $250k
...areas of financial planning. This is an opportunity to join a highly respected team that values partnership, growth, and long-term client... ...: Serve as the primary advisor for a book of high-net-worth clients, primarily tech professionals and executives Lead comprehensive...High net worthLocal areaRemote workClaire Myers Consulting
San Francisco, CA11 days ago- ...client acquisition channels, and a defined track to partnership and potential equity . The Role Serve as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-...High net worthWork at officeLocal areaRemote work
Next Level Recruiting, LLC
Boston, MA5 days ago - ...Experience planning and executing large-scale and smaller-scale events that are brand-relevant and are executed at the high quality for affluent and high net worth clients; extensive experience running virtual events knowledge of working with production and online companies...High net worthFull timeContract workBank staffMonday to Friday
J.P. Morgan
San Francisco, CA17 days ago 💥 NEW IN 💥 Insurance Coverage Attorney | Up to $160k base | Premium Clientele | Los Angeles - Hyb...
$160k
...Remote Flexibility &##127970; Company Highlights ✔️ Work on cases for Premium clientele, including Fortune 500 companies and high-net-worth individuals. ✔️ Work in a Collaborative, respectful, and growth-oriented environment. ✔️ Clear pathways to advancement with...High net worthRemote workFlexible hoursWe Are Legal Revolution
Los Angeles, CA2 days ago$65k
...sales) About Us We are a leading secondary market dealer of high-end luxury watches, specializing in Patek Philippe, Audemars... ...and competitive luxury watch marketplace, catering to high-net-worth collectors and serious buyers. To elevate our customer experience...High net worthWrist Aficionado
New York, NY15 days ago- ...risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to... ...personal lines Property & Casualty products for high net-worth individuals in the US. Key Responsibilities: Responsible...High net worthRemote work
Private Client Select Insurance Services LLC
Schaumburg, IL5 days ago
