Average salary: $60,988 /yearly
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- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law firm with a boutique feel , is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United...PrivatePart timePrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
Bay County, FL15 hours ago - ...and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team responsible for maintaining, deepening and enriching client...PrivateWork at office
- ...not enter gainful employment with a member or guest (i.e., do not solicit or conduct personal business with a member or guest as a private client). Deliver Forbes Five Star service standards and protocols as outlined within the Job Scope 100% of the time while scheduled...PrivateFlexible hoursShift work
The Boca Raton
Boca Raton, FL3 days ago - ...Smart and EPIC preferred ~ Knowledge of personal lines underwriting, coverage, procedures Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property &...Private
Risk Strategies
Vero Beach, FL1 day ago - ...Investment Services. Think you have what it takes? How You'll Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand new West Palm Beach office. This important role includes...PrivateWork at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- ...Office Suite ~ A valid 2-20 P&C License will be required to maintain a hybrid position Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty...PrivateWork at office
$140k - $180k
...Tax Manager, Private Client Group Title: Tax Manager, Private Client Group Department: Private Client Group Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) About the Company: Anchin is a New...PrivateFull timeLocal area- ...great work is accomplished when cultures, ideas and experiences come together to create new solutions What you'll be doing: As a Private Client Services (PCS) Staff I, you will be working along with the PCS team to learn the process of preparing financial statements...PrivateTemporary workLocal area
$115k - $142k
...Tax Supervisor, Private Client Group Title: Tax Supervisor, Private Client Group Department: Tax, Private Client Group Supervises: Seniors Role Type: Full-time Location: New York, NY, Uniondale, NY, Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) About...PrivateFull timePrivate practiceWork at officeLocal area- ...Private Banking Officer Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys...Private
$70k - $75k
...This role will be responsible for the preparation and distribution of investor communications, with an emphasis on client reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients. This individual will have constant...PrivateFull timeWork at officeRemote work- ...matter is complex, innovative and game-changing. We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other...PrivatePrivate practiceWork at office
$70.3k - $98.4k
...and profile raising opportunities. Responsibilities Support areas within the Corporate Transactions practice group, including private equity, venture capital, capital markets and public company advisory, corporate governance, and mergers and acquisitions; Tax...PrivateWork at office$200k
..., give back to your community and make a real impact. Job Overview The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The Wealth...Private$89.5k - $166.9k
...Administration Support at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we...PrivateMinimum wageLocal areaRemote workNight shiftMarsh & McLennan
Naples, FL1 day ago- ...Wealth Management - Private Bank - PLP Borrower Specialist JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments...PrivateWork at office
- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you....PrivateTemporary workWork experience placementLocal area
$111.6k - $215.3k
...Below are example service offerings our tech advisory team delivers on behalf of our clients: IT Due Diligence As part of a Private Equity Group's evaluation of a target company, we assess the current state of IT and provide key recommendations for post-...PrivateWork at officeRemote workCrowe
Tampa, FL3 days ago- ...are truly valued for who they are and what they contribute. What You'll Be Doing As a Client Service Manager, you will support Private Wealth relationship management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is responsible...Private
- ...in teams. ~ Hold, or willing to obtain, Insurance licenses as required by the Company. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty...PrivateContract workLocal area
$151.2k - $304.2k
...role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all...PrivateWork experience placementLocal area- ...communication, interpersonal, and negotiation skills. ~ Ability to work efficiently in teams. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property &...PrivateContract workWork at office2 days per week1 day per week
- ...Associate Advisor In The Advisor Accelerator Program As an Associate Advisor in the Advisor Accelerator Program, you will support the Private Wealth Division by delivering technical expertise in financial planning and investment management while growing your client...PrivateWork at office
- ...client base in the United States. Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses. Analyze economic trends/activities and advise the effects...PrivateWork at office
- ...Senior Manager of Financial Due Diligence, you will serve as a trusted advisor in complex transaction advisory engagements, focusing on private equity, strategic corporate investments, and other deal structures. In this leadership role, you will spearhead financial due...PrivateWork at officeLocal area
- ...communication abilities. ~ Proficiency in Microsoft Office Suite and other office software. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty,...PrivateWork at office
- ...Senior Private Client Specialist Job Category: Banking Requisition Number: SENIO015935 Location: On site in Palm Beach Island, FL, North Palm Beach, FL or Jupiter, FL Summary: Provide assistance to the Private Banking Relationship Managers. Responsibilities...Private
- ...Private Client Relationship Manager The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and...PrivateWork at office
- ...Bank Of America Private Bank Client Relationship Manager At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates...PrivateWork at officeShift workDay shift
