Average salary: $109,248 /yearly
More statsGet new jobs by email
- ...KeyBank in Beachwood, Ohio seeks a Private Client Advisor to manage Mass Affluent client relationships, delivering investment solutions and financial wellness planning. The role partners with branch teams to identify opportunities and drive referrals while maintaining...Private
RKM Insurance Services Inc
Beachwood, OH2 days ago - ...seeking a Wealth Regional Market President to drive outstanding sales generation and client service through coaching Wealth Advisors, Private Bankers, and Wealth Associates in a defined market. This role partners with leaders to grow Yellow Cardinal Advisory Group and...Private
First Financial Bancorp
Cleveland, OH13 hours ago - ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- ...EY Private Tax is seeking a Manager to deliver tailored tax advice and compliance for private clients, families, and wealth structures. You’ll guide cross‑border matters, family governance, and succession planning, partnering with senior managers and partners to shape...Private
EY
Cincinnati, OH4 days ago - ...Location: Brecksville, Ohio Why Join? - Collaborate with dedicated healthcare practitioners who prioritize wellness. - Enjoy private office space for off-hours massages with No overhead cost. - Be part of a busy practice with eager clients. What We Seek:...PrivateFull timePart timeLive inWork at office
Brecksville Physical Medicine
Brecksville, OH24 days ago - Chase is seeking a Private Client Experience Specialist in Westerville, OH to join JPMorgan Private Client. You will partner with bankers to deliver a high-touch client experience, assist clients with banking needs, and help deepen relationships while supporting loan activities...Private
- ...EY Private Tax in the United States is seeking a Manager to lead private client tax services for high‑net‑worth individuals and family‑owned businesses. You’ll deliver tailored planning and compliance solutions across cross‑border structures and multi‑jurisdictional families...Private
EY
Toledo, OH3 days ago - ...Tax Director | Private Client & Tax Advisory Cleveland–Akron, OH | Hybrid Take Your Tax Career Beyond Traditional Public Accounting An established Northeast Ohio Registered Investment Advisory (RIA) firm is seeking an experienced CPA and tax leader to lead and...PrivateFull timeLocal areaRelocation
Dan Toussant & Associates
Akron, OH1 day ago - ...clients and manage onboarding for new relationships. The role emphasizes strict adherence to procedures and regulatory compliance within Private Banking or Wealth Management. You will serve as a point of contact, coordinate with the sales team for client meetings, and support...Private
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital & Private Equity Type Privately Held About the Role The Company is seeking an...Private
- ...Tax Manager | Private Client & Business Tax | Cleveland–Akron Take Your Tax Career Beyond Traditional Public Accounting An established Northeast Ohio RIA and private wealth management firm is expanding its tax practice and seeking an experienced Tax Manager to...PrivateFull timeWork at officeLocal areaFlexible hours
Dan Toussant & Associates
Cleveland, OH2 hours ago - JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth, using investments, credit and banking expertise. You will work with a local team, serving existing clients and acquiring new assets...PrivateLocal area
$60k - $70k
Aduro Advisors is looking for bright and talented individuals to join our team to support top-tier clients in the Venture Capital & Private Equity space. The Treasury Associate will report directly to the Treasury Manager and play a supportive role in the ongoing...PrivateTemporary workWork at officeWork from home$88.58k - $147.6k
...shape your success while helping clients pursue their financial goals. Job Overview:The Assistant Vice President, Trust Officer - The Private Trust Company is responsible for effective trust administration and providing an overall excellent client experience. This position...PrivateFull timeWork at officeWork from homeLPL Financial
Cleveland, OH4 days ago- ...with a growing, partner-owned public accounting firm in the greater Pittsburgh area that is continuing to expand its business and private client tax practice.Mid-sized, well-established firm with a strong regional presencePartner-owned (no private equity involvement)Known...PrivatePrivate practiceImmediate startRemote workFlexible hours
gpac
Cleveland, OH12 hours ago $80k
...bonus potential. Do you know the home care world, and can you turn a coffee with an elder law attorney into a steady stream of private pay clients? If so, we should talk. My client, a growing non-medical home care agency in Northeast Ohio, is hiring a Marketing...PrivateFull timeWork from homeMonday to FridayFlexible hoursAscendo Resources
Columbus, OH3 days ago- ...efficient and timely filing of all required tax returns for RMS clients, including but not limited to: individuals, partnerships, private foundations and trusts. This position explores tax strategies by researching, interpreting and implementing tax laws, in addition to...PrivateFull timeWork at officeWork from homeWeekend work2 days per week3 days per week
RMS Investment Group, LLC
Shaker Heights, OH2 hours ago - ...you will be responsible for delivering an exceptional client experience for investors in Alternative strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.) across institutional, intermediary, and Private Bank client channels. In this role, you will...Private
$96k - $181k
...Boulevard, Westlake OhioJob SummaryThe Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen...PrivateFull timeWork experience placementWork at officeFlexible hoursNight shiftKeyBank
Westlake, OH5 days ago- ...all tax compliance, planning, and reporting activities for high-net-worth individuals, family entities, trusts, partnerships, and private foundations within a family office. This role manages federal, state, local, and international tax matters while partnering with external...PrivateFull timeWork at officeLocal area
People Architects
Valley City, OH2 hours ago $70k - $125k
...technical ability to provide top-quality products and guidance to our clients. We are looking for an experienced Senior to join our Private Company team. In this role, you will focus on managing complex financial situations and overseeing the engagement process with a...PrivateContract workWork at officeCohen & Company
Akron, OH3 days ago- ...family governance matters, and closely held business interests. Coordinate tax planning across individuals, trusts, partnerships, LLCs, private investments, and family-owned operating entities. Serve as a technical resource on complex tax issues impacting high-net-worth...PrivateFull timeContract workWork at office
Cohen & Company
Youngstown, OH17 hours ago $110k - $135k
...Tax Manager About Symax, Ltd. Symax, Ltd. is a private family office located in Solon, Ohio. Since 1995, our team has managed the tax, accounting, trust, investment, and financial affairs of a prominent multigenerational Cleveland family. We are a small, experienced...PrivateSummer workWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift3 days per weekSymax, Ltd
Solon, OH2 hours ago$128k - $252.5k
...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations...PrivateLocal areaDeloitte
Columbus, OH17 hours ago- Overview The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions. Reporting and fund administration responsibilities include reviewing...PrivateWork at office
Western & Southern Financial Group
Cincinnati, OH5 days ago - Kokosing ( is one of America's 50 largest General Contractors and services a broad spectrum of clients in both the private and public business sectors. Kokosing's services include heavy civil/industrial construction such as highways, bridges, underground utilities, water...PrivateFull timeFor contractorsFor subcontractorNight shift
Kokosing
Westerville, OH4 days ago - ...tax professional to support tax compliance, planning, and reporting for high-net-worth individuals, trusts, partnerships, LLCs, and private foundations. This is an excellent opportunity for someone with strong technical tax experience who is ready to take on greater...PrivateWork at office1 day per week
People Architects
Valley City, OH4 days ago - ...AdvisorsAs a Site Design Project Engineer, you will lead civil engineering design for new construction and redevelopment projects, serving private-sector clients in residential, commercial, and industrial markets. Working closely with Project Managers, you will help develop...PrivateFull timeTemporary workFlexible hours
OHM Advisors
Columbus, OH3 days ago - ...Kansas City, or Detroit offices, with consideration also given to candidates across the Upper Midwest.AECOM's EPP team serves numerous private industry and public utility energy clients, on a variety of energy projects including transmission, grid modernization, and...PrivateWork at officeLocal areaWorldwideFlexible hours
AECOM
Columbus, OH3 days ago - ...with a nationally recognized antitrust, competition, investigations and litigation platform. The firm advises leading corporations, private equity sponsors, financial institutions, technology companies, healthcare businesses, life sciences companies, consumer brands and...PrivateFixed term contract
Jobrapido
Dayton, OH5 days ago
