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Build consultative relationships and grow market share with key centers of influence across RIAs (primary focus), family offices, high-net-worth investors, private banks and wirehouse community (relationships can span national accounts / CIO due diligence, financial advisors, and end clients). Wo...

The Head of Bill Concierge at Rockefeller Global Family Office will lead, manage, and oversee the comprehensive bill pay and remittance services for ultra high net worth clients. Manage and supervise the bill concierge team, ensuring all services meet the highest standards of accuracy and client ...

The Project Energy/Mechanical Engineer will support or lead project execution & delivery within the clean energy space focused primarily on HVAC design, energy and demand measures (energy-efficiency, building/fleet electrification, and behind-the-meter/net metered distributed renewable generation...

Ensures all compliance and regulatory guidelines are adhered to and produces financial and billing reports to monitor billing. Oversees billing staff responsible for billing functions and ensures that net, gross, collections, accounts receivable, edits and reject targets met and monitored on a da...

BerlinRosen's Crisis Communications team combines traditional crisis communications helping institutions, companies, nonprofits and high net-worth individuals defend themselves from reputational threats by shaping the narrative swirling around them with advocacy for some of the most important cau...

Partner with customers & project manage global enterprise implementations and launches including confirming the global rollout plan, project plan, mobilizing stakeholders, and tracking activities through implementation. The Implementation team is focused on onboarding net-new and existing custome...

We are seeking an experienced and motivated individual to join our team as a Growth Manager, focusing on driving growth across our Experience & Technology service lines. In this role, you will support the net-new pitch process, working alongside senior growth leaders to qualify net new opportunit...

NET Developer with strong C# full-stack development skills and Capital Markets experience to join our growing technology team. NET Core on the back end and JavaScript/TypeScript on the front end.

NET-based web applications and APIs integrated with modern SQL databases. ISTQB or equivalent QA certification. The QA Analyst, Senior will play a critical role in ensuring the performance, security, and compliance of modernized systems developed Applications Modernization Project.

Net Developer with Equity trading experience. NET, C# & C++ Equity architecting and build out.

The Senior Relationship Manager manages 7-10 relationships with ultra-high net worth clients in close concert with our Private Advisor's to provide accounts payable and accounts receivable services. The Senior Relationship Manager will be the primary contact point for the Private Advisor team and...

As Director of Revenue Operations, you'll strategically align our marketing and sales teams to increase pipeline generation, accelerate deal velocity, and directly drive revenue growth. B2B sales teams focused on net-new revenue growth. Demonstrated experience building revenue operations infrastr...

Software Developer - Is involved with all facets of the software development process, including the research, design, programming, testing and implementation of computer software. Net application developer - TFS, visual studio with visual studio 2010 or newer. Develop Oracle stored procedure, pac...

As an EY Private Tax Senior Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. Comm...

Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). This...

The Strategic Asset Allocation group in ISG is seeking an Analyst to work closely with PWM teams to construct customized asset allocation solutions to PWM's High Net Worth clientele as well as small to mid-size institutions. Our advisor-led wealth management businesses provide financial planning,...

Capital is powering the world's alternative investment marketplace.Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Capital servic...

The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset structured products unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas.

Garda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 21 years of experience deploying relative value strategies across fixed income markets for institutional investors.Garda's primary offices are located in Wayzata, New York City, West Palm Beach, Geneva,...

Net Developer to join the IT team. NET Angular, WEB API, SQL Server, IIS.

This role requires knowledge and expertise in the Microsoft stack of technical solutions including but not limited to: Microsoft Visual Studio, Microsoft. NET Framework, Microsoft SQL Server.

Leads team in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Responsible for ensuring new clients in their respective region fall within the bank's risk protocol and framework. Effective...

The Associate General Counsel role is instrumental in the success of the Legal & Compliance team at CrowdStreet and focuses primarily on issues associated with offering private investment opportunities to high-net-worth investors through Crowd Street's registered broker-dealer. Associate General ...

This role will support US Wealth Management (USWM) field and management to help grow the High Net Worth (HNW) lending business through serving as a key support for Senior High Net Worth Lending Specialists, financial advisors and their HNW and UHNW clients for all Tailored Lending products.Assist...

Lead a team of developers to deliver software projects that drive the business value for Guardian. Lead implementation efforts: infrastructure setup and integrations with other applications, and/or front end open or licensed software. Act independently and as part of a team to translate business ...

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segm...

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trus...

Comfortable carrying a partner sales quote of developing net new partner opportunities. We are seeking an experienced and driven Cloud Partner Manager to join our rapidly growing team. A strategic thinker with the ability to align partner sales initiatives with business goals.

Ability to work collaboratively with other practice areas to provide comprehensive solutions to clients. Collaborate with other practice areas to deliver comprehensive solutions for clients. Proven track record of working with high-net-worth clients.

NET Core, cloud computing, and modern software engineering practices to build resilient, scalable, and high-performing services. Bachelor's degree in Software Engineering, Data Science, a related field, or equivalent experience.

At least 3-5 years' experience managing a book of existing clients as a Customer Success Manager, Account Manager, Customer Relationship Manager, or similar role, with a reference-able track record of success. Track and report on key metrics for Customer Success, including Net Recurring Revenue (...

The Associate, which must be New York City-based, will support the Business Development and Client Solutions team with a focus on Family Office, Private Wealth, High-Net-Worth & Intermediary Relationships (Private Bank, Wirehouse, Multi-Family Offices & Registered Investment Advisors "RIAs"). Mar...

Perform partner level compliance review and tax return supervision. In-depth knowledge and a concentration in High Net Worth Tax. As a leader in business development, client service, and team mentorship, you'll guide our firm's strategy, build strong client relationships, and drive innovation in ...

Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way thi...

NET-based application layer integrates the FRA into MUFG proprietary systems. Experience with Kubernetes and Cloud Computing. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran an...

Arcadis' sustainability capabilities (Climate Risk and Reporting, Sustainability Strategy and Program Design, Sustainability Measurement, Sustainability Goal Setting and Achievement Plans, Sustainability Reporting, Net Zero Strategy, Circularity, Nature and Biodiversity etc. Bachelor's Degree in ...

NET and React Engineer to join our Securitized Product Group. NET and React, and experience in cloud technologies, particularly AWS.

For one of our going on project we are looking for Software Developer -. Net full stack developer in • Experience with.

The Wealth Management Finance team is seeking an analytically-minded, creative and energetic Analyst to join the team. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high ...

The Associate Director of Major Giving, DMV will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior Director of USA Philanthropy East Major Giving East team to build a strategy to support a growing portfolio of high-net-worth individuals. Supervise,...

Tax Manager - National Tax/EY Private, Cross Border Center of Excellence. As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising e...

Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc. General Description of Available Benefits for ...

Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA ...

Collaboration and interlock with the AWS field sales teams for net new opportunities, expansion of Amazon Connect services and delivery and execution of targeted Sales plays for lines of business, and verticals. Are you a customer-obsessed builder with a passion for helping customers achieve thei...

Seasonal Tax Manager - FSO-Private Client Services -Tax Chat-*Remote*. As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our ...

Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients. Prepare/detail review timely and accurate financial reports and analyses. Perform ad-hoc financial analyses and execute projects as required.

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and t...

It is the role of the Sales SVP to enable sales origination, drive deal strategy, and close large wins for Citi's Digital Commerce franchise Partnering with Corporate Banking and other coverage teams around the world, the measurement of success will be driven by net new business, calling intensit...