Uhnw jobs in Bayonne, New JerseyCreate job alerts

A highly sophisticated UHNW household is seeking a polished and service-driven Hospitality & Service Coordinator to join their team. This is a hands-on, front-of-house role focused on delivering an exceptional guest experience across daily service, intimate dinners, and larger-scale entertaining and events. The Hospitality Coordinator will act as the right hand to the Director of Personal Services, helping to elevate and execute a best-in-class hospitality program. The ideal candidate brings a 5-star hospitality or Michelin-level background, thrives in high-touch environments, and understands the nuance of service across both formal and casual settings. Key Responsibilities: • Lead service for lunches, meetings, and dinners, • Greet guests, manage arrivals, and ensure a seamless, elevated experience from start to finish, • Execute full service including beverage service, table setting, clearing, and overall flow of service, • Partner closely with the chef and household team to coordinate timing and guest experience, • Maintain deep awareness of guest preferences and special accommodations, • Act as a central point of coordination during events and gatherings, ensuring smooth execution as well as any allergies and specific preferences for VIP guests, • Support inventory management of serviceware, wine inventory, and specialty items, • Assist with thoughtful, in-house gifting (e.g., preserves, honey, curated goods), • Travel between properties as needed and support seasonal transitions Schedule & Lifestyle: • NYC-based with significant time spent in East Hampton during the summer (housing provided), • Summer schedule aligned with chef’s working days; flexibility required, • Typical start time late morning, with service extending into the evening as needed, • Strong presence required during key holidays and entertaining periods Qualifications: • Prior experience in 5-star hospitality, Michelin-level service, private service or yachting required, • Strong food & beverage knowledge, including wine and cocktail service required, • Highly detail-oriented with a proactive, service-first mindset, • Comfortable in a highly visible, guest-facing role with UHNW individuals, • Ability to read the room and adapt service style accordingly, • Team-oriented, collaborative, and discreet, • Willingness to travel and live in East Hampton for extended summer periods This is an incredible opportunity for a hospitality professional who is looking to join a private and UHNW high touch team. Salary Range is $80,000-90,000 base plus bonus and 100% paid benefits

Relationship Manager - HNW Tax & Family Office Services | NYC • 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment, • Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns, • Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters, • Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships, • Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure. A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to support UHNW clients with $25MM–$50MM+ in assets. The role focuses on reviewing complex individual, gift, trust, partnership, and private foundation tax returns, along with providing tax planning and advisory support across estate, trust, philanthropic, and family office structures. This person will serve as a relationship manager for an existing client base, coordinating with senior leadership, external CPA firms, attorneys, investment professionals, and other advisors. It’s a strong fit for someone coming from public accounting who wants to stay close to sophisticated tax work while gaining broader family office and client advisory exposure.

Executive Assistant — Fully Remote (NYC preferred) Full-time | Confidential Search We are conducting an exclusive search on behalf of a confidential principal — an internationally respected business leader, board chair and strategic advisor operating at the highest levels of finance, business, philanthropy, media and global public life. This is not a traditional corporate EA role. It is a long-term operational partnership with a principal whose days move quickly between board work, strategic conversations, global travel, major initiatives and senior stakeholder relationships. Her previous Executive Assistant stayed for 20 years until retirement. That is the kind of partnership on offer here. The principal is highly communicative, globally minded, intellectually curious and genuinely enjoyable to support. She values strong judgment, long-term relationships and a trusted counterpart who creates order and momentum without adding noise. What you will own: Calendar & Communications • Complex calendar and meeting management across boards, advisory roles and time zones — coordinated, consistent, nothing missed, • Email management and correspondence — distilling, prioritising and drafting with precision, • Liaison with senior executives, board offices, assistants and external stakeholders at the highest levels Travel • Extensive international travel coordination — logistics, itineraries, contingencies — executed without friction, • Anticipating schedule shifts before they happen and managing complexity before it becomes a problem Operations & Life Management • Creating operational flow and clarity across a fast-moving portfolio spanning finance, philanthropy, media, scientific innovation and global public life, • Acting as a trusted extension of the principal in day-to-day operations, • Anticipating needs and removing friction before it appears — not after Who you are: • A seasoned professional with significant EA experience supporting CEOs, board chairs, founders or UHNW principals — ideally in long-term positions where trust was built over time, • Background in finance, private equity, philanthropy, media, global business or life sciences environments, • Someone who brings genuine institutional knowledge, professional maturity and hard-won judgment to the role, • Deeply organised, instinctively proactive and calm under pressure — you have seen most things before and very little rattles you, • Exceptional discretion and communication skills across every context — written, verbal and interpersonal, • Comfortable navigating international relationships and cross-cultural environments, including transatlantic and Irish connections, • Entirely comfortable — and entirely unfazed — operating in proximity to highly influential, public-facing individuals. Quiet confidence and grounded maturity are non-negotiable, • NYC-based strongly preferred; occasional in-person meetings with the principal required This is a confidential search. Please apply through this post or share with someone who would be a wonderful fit. We regret that we will not be able to respond to direct emails or DMs We read and consider every application. The most closely aligned applicants will receive an invitation to an in-depth Zoom call.

Job Description Position Summary Responsible for all office administrative responsibilities by providing support directly to members of the Leadership Team of the general office team to assist with the efficient running and success of the office. 5 Day per week in-office. Essential Job Functions -Calendaring - Scheduling meetings, travel, zoom information, building security, etc. -Greeting visitors, preparing meeting rooms, pre-checking remote meeting capabilities. -Contacts - maintain and update for individual executives and shared contact lists. -Maintain and update shared office calendars. -Expense reporting and coordination of payments for executives. -Open mail, scan into network drives following established protocols and standards. -Open mail and distribute (if scanning unnecessary) following established protocols and standards. -Distribute confidential mail according to established protocols and standards(ie: Human Resources mail). -Scan and save documents daily to network including but not limited to, bank statements, invoices, receiptsand investment related documentation. -Print documents and find files for the team. -Prepare outgoing mail, USPS, UPS, FedEX and messenger, etc. -Back-up for preparing legal documents for signature, coordinating distribution and saving to network. -Assist in obtaining approvals and signature to open new bank and investment accounts. -Serve as backup for daily wire process and fax wires as needed. -General clerical duties including photocopying, fax, scanning, shredding, etc. -Run errands as required (i.e. bank, post office, and properties, etc.) -Go to the bank daily if checks have been received. -Inventory and supplies ordering (paper, pens, equipment, etc.) -Assist with the coordination/ordering and delivery of lunch, meals for team members and meetings. -Primary coordination of NYO Seating chart and scheduling. -Assist and support family members as needed. -Provide back-up of utility set-up at households as needed. -Assist with bill payment by phone if needed. -Research and implement new organizational systems/processes. -Holiday Gift Card list and ordering. -Coordinate Family Office birthday cards for signatures and distribution. -Cross train with other employees for full coverage. -Provide back-up and support for all other administrative assistants in the office as needed.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate can be a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize. They will also provide valuable input to the development of tax planning strategies to various internal and external constituents. Responsibilities: Tax Management & Advisory • Review tax returns and provide potential planning opportunities for individuals and entities., • Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations., • Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results., • Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts., • Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning., • Develop and review tax plans to minimize overall estate and income taxes, with support., • Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources., • Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback., • Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings. Qualifications: • Bachelor's degree required, • 8+ years relevant work experience, • CPA, JD, or other advanced tax credential strongly preferred, • UHNW tax experience required (minimum $50+ mil), • Trust taxation experience preferred, • Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies, • Strong technical tax knowledge and experience, • Ability to utilize tax research software to perform tax research, • Ability to work in team and manage multiple advisors, • Ability to monitor, prioritize and coordinate workflow across multiple advisors, • Experience with Microsoft Office products This role can be based in either our New York, Boston, Philadelphia, Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per week in office. Salary Range $150k-$190k base salary + annual bonus target BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

A highly sophisticated UHNW household is seeking a polished and service-driven Hospitality & Service Coordinator to join their team. Comfortable in a highly visible, guest-facing role with UHNW individuals. This is an incredible opportunity for a hospitality professional who is looking to join a pri

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 15+ years of job-related experience Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • AEP® (Accredited Estate Planner), particularly at the Distinguished level Required experience: • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system, • Strong academic and technical foundation; comfort with precision and documented reasoningThe Strongest Candidates Will Reflect One of These Profiles The practitioner-academic: e.g., CFP® with a PhD, or JD with an academic appointment. Has translated domain expertise into frameworks, curricula, or published research — the exact cognitive habit this role requires for articulating wealth strategy logic clearly and completely. The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral financeWhy Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Experienced Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage. Base Compensation Range (New York City): $232,000 - $291,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job DescriptionAbout Motorsport NetworkMotorsport Network is a global, always-on media, technology and events platform uniquely positioned at the intersection of motorsport, automotive, and mobility. Reaching over 40 million fans across 25+ markets, the company operates some of the world’s most authoritative brands including Motorsport.com, Autosport, Motor1, Ride Apart, and InsideEVs, delivering live awards and event experiences, premium content, branded content, video, and podcasts that span racing, performance automotive, electric vehicles, and the future of mobility. Backed by GMF Capital and with a growing global footprint, Motorsport Network is trusted by the world’s leading brands as a strategic commercial partner. This is not a traditional media company. It is the only platform that authentically bridges the endemic motorsport audience which is uniquely affluent, globally mobile, and brand-aspirational consumer base with the broader advertiser marketplace. For travel, retail, and luxury brands, that audience is the audience.The OpportunityAs VP, Head of Industry, you will own Motorsport Network’s commercial relationships across three high-value verticals: Travel, Retail, and Luxury. This is an IC role. You are not a generalist sales leader but rather a sector specialist with deep fluency in the industries you serve, the relationships to match, and the strategic vision to build long-term, high-value partnerships that neither side could achieve anywhere else. The motorsport audience is one of the most coveted consumer segments in premium advertising. High-income, globally traveled, passionately engaged, and deeply brand conscious, these fans are the core customer for ultra-premium hospitality, performance retail, and aspirational luxury goods. Motorsport’s global event calendar from Monaco to Singapore, Abu Dhabi to Austin, creates a natural overlap with the destinations, experiences, and lifestyle categories that define the travel and luxury marketplace. That alignment is powerful, and it is significantly under monetized. Your mandate is to change that. This role sits at the very top of the client-facing organization. You will be the face of Motorsport Network to C-suite and VP-level marketing decision-makers, brand managers, and agency partners across your sectors. You will contribute to and help shape how the company goes to market, influence product and content strategy through client intelligence, and establish Motorsport Network as the indispensable partner for any travel, retail, or luxury brand seeking authentic access to this audience. The best candidate for this role is someone who has lived inside these industries and understands the creative standards, the brand sensitivities, the media buying dynamics, and the white-glove client expectations that define luxury and premium retail marketing and someone energized by the challenge of translating that knowledge into commercially transformative outcomes within a premium sports, entertainment and media environment.Sector FocusYou will own the go-to-market strategy, senior relationships, and revenue targets across the following three verticals:Travel • Premium and ultra-luxury hotel groups, resort brands, and hospitality conglomerates with audiences that align to the high-net-worth motorsport fan demographic, • Airlines, private aviation, and premium travel operators seeking brand association with the global racing calendar and its destination markets, • Tourism boards and destination marketing organizations for markets hosting Formula 1, MotoGP, and other major international race events, • Cruise lines, experiential travel brands, and concierge services targeting affluent, experience-first consumers, • Integrated partnerships combining editorial, event presence, and co-branded content across Motorsport Network’s global footprintRetail, • Premium and performance retail brands across apparel, footwear, accessories, and lifestyle categories with motorsport or high-performance brand adjacency, • Global and regional e-commerce platforms targeting the motorsport and automotive enthusiast consumer, • Aftermarket automotive parts, accessories, and performance retail brands seeking endemic audience access, • Sports and outdoor retailers expanding into motorsport lifestyle categories, including fan merchandise and team-licensed product, • Seasonal campaign development aligned to race calendar moments, product launches, and key retail tentpolesLuxury, • Ultra-premium watchmakers, jewelry houses, and fashion maisons with established or emerging motorsport sponsorship heritage (including brands already present in F1, Le Mans, and superbike), • Senior relationships with CMO, SVP, and VP-level brand and communications decision-makers at luxury conglomerates including LVMH, Kering, Richemont, and independents, • Bespoke branded content and editorial partnerships that meet the exacting creative standards of luxury brand guidelines, • Experiential activations at race weekends, hospitality suites, and Motorsport Network live events that deliver genuine access to UHNW and HNW audiences, • Spirits, fragrances, and lifestyle luxury brands seeking credible association with the performance, precision, and aspiration that define motorsport cultureKey ResponsibilitiesSector Ownership & Revenue Leadership, • Own and deliver annual revenue targets across all three verticals, with accountability to the Global CCO, • Define the go-to-market strategy for each sector, including priority accounts, deal structures, and pricing frameworks, • Build and maintain a high-quality pipeline with accurate forecasting and senior visibility into deal progressionSenior Client & Agency Relationships, • Serve as the primary executive relationship holder for key brand and agency partners across Travel, Retail, and Luxury, • Operate at C-suite and VP level with clients, functioning as a trusted strategic advisor rather than a transactional seller, • Navigate complex agency ecosystems including luxury specialist shops, holding companies, media agencies, and travel-focused planning teams, to influence both planning and buying decisionsIntegrated Partnership Development, • Originate, structure, and close multi-platform, multi-year partnerships spanning digital media, branded content, sponsorship, video, social, and experiential, • Work with editorial, creative, and product teams to develop bespoke solutions that meet the elevated brand standards of luxury and premium retail clients, • Champion client needs internally, ensuring Motorsport Network’s commercial offerings evolve to meet the demands of these sectorsExperiential & Event-Led Partnerships, • Leverage Motorsport Network’s live event presence and race weekend footprint to develop hospitality-led and experiential partnership packages for travel and luxury clients, • Identify and develop co-branded event opportunities that create genuine UHNW and HNW audience access that is a differentiator few media properties can credibly offer, • Collaborate, influence and help define the events strategy to ensure commercial packages are structured to maximize value for brand partners across Motorsport Network’s event calendarMarket Intelligence & Strategic Influence, • Maintain deep knowledge of each sector’s competitive dynamics, media investment trends, audience strategies, and marketing priorities, • Translate client and market intelligence into strategic recommendations for leadership on product, content, and commercial positioning, • Represent Motorsport Network at the highest-profile industry events and conferences relevant to your verticals from Cannes Lions and the FT Business of Luxury Summit to Condé Nast events, ILTM, and World Travel MarketCross-Functional Leadership, • Collaborate with global sales colleagues to ensure sector expertise is shared and leveraged across markets, • Partner with marketing and communications to develop sector-specific thought leadership and case study content, • Contribute to the development of Motorsport Network’s broader commercial strategy alongside the CCO and senior leadership teamWhat We’re Looking ForEssential, • 12+ years of senior commercial experience in media, sponsorship, or marketing partnerships, with direct sector exposure in at least two of: Travel, Retail, or Luxury, • A demonstrable network of senior relationships with brand-side marketing decision-makers and agency partners across your sectors, • Proven track record of closing large, complex, multi-year partnership deals (ideally seven-figure) at a media, sports, or entertainment property, • Deep understanding of the branded content, digital media and advertising landscape, including programmatic, video, and integrated sponsorship models, • The credibility and personal sophistication to operate as a peer to VP and C-level clients at luxury and premium brands - someone who authentically understands their world, • Excellent communication, storytelling, and negotiation skills. You can construct a compelling narrative and hold a roomHighly Valued, • Experience working at or closely with a sports media property, rights holder, premium publisher, or luxury lifestyle title with travel or luxury clients, • Established relationships within the luxury conglomerate ecosystem (LVMH, Kering, Richemont) or with watchmakers, fashion houses, or spirits brands with motorsport adjacency, • Understanding of how premium travel brands approach destination marketing, partnership ROI, and the role of sport and events in their media mix, • Track record of building practices or verticals from scratch, not just inheriting existing books of business, • Comfort operating in a globally distributed, fast-moving, entrepreneurial environment, • Genuine interest in motorsport and high-performance automotive culture and an affinity for the world Motorsport Network represents makes this role significantly more effectiveWhy This Role, Why NowMotorsport has become one of the world’s great luxury stages. The Formula 1 paddock is now a front row for the global elite, spanning the Monaco Grand Prix, the Singapore night race, and the Las Vegas Grand Prix. The audience’s trackside and online are the same consumers luxury, travel, and premium retail brands spend fortunes trying to reach through traditional channels. Motorsport Network is the media company that owns the conversation around all of it, 365 days a year, across 25+ markets. The commercial opportunity this creates for travel, retail, and luxury brands is significant, and largely untapped at the media partnership level. Most luxury motorsport spend goes directly to team sponsorships. Motorsport Network offers something different: a sustained, editorial, audience-first relationship with the fan and the consumer, at scale, with the creative sophistication to meet luxury brand standards. This is a role where you will have real ownership, meaningful resources, and the backing of a well-capitalized business (GMF Capital) that is investing in growth. You will not be working inside a legacy media bureaucracy. You will be building something, and defining how Motorsport Network shows up to three of the most brand-premium sectors in global media, sports and entertainment. If you have spent your career at the intersection of sport, media, and luxury or travel marketing and believe the best chapter is still ahead of you - this is that chapter. This is a Hybrid position reporting to our New York City office Compensation: On Target Earnings $250K to $375K - Range includes Base plus variable compensation Powered by JazzHR K1ixfCWqQO

Job Description UES family seeks support in NYC,Westchester and Hamptons Position Overview: As a Houseman/Houseperson, you will be responsible for maintaining a clean, sanitary, comfortable, and tidy environment in a private household. Provide heavy duty cleaning support to housekeeper(s) as needed. Essential Job Functions Housekeeping (Interior and Exterior) • Heavy interior and exterior cleaning of all surfaces, including furniture, floors, stone, BBQ, wood and railings., • Cleaning of windows and chandeliers., • Cleaning of the gym and pool areas., • Maintaining and cleaning of garage and all storage areas/equipment areas., • Assist Housekeeper in overall house cleaning pre-visit and post-visit:, • Sweep, scrub, mop and polish floors., • Vacuum, clean or shampoo carpets, rugs and draperies., • Dust and polish furniture and fittings and clean metal fixtures and fittings., • Empty and clean trash containers and dispose of trash in a sanitary manner., • Clean wash basins, mirrors, tubs and showers., • Wipe down glass surfaces., • Make up beds and change linens as required and tidy up rooms, • Wash dishes and clean kitchen according to agreed hygiene standards. Maintenance • Responsible for general household repairs (inside and out) and making sure that everything is in working order., • Monitor and report necessary domestic repairs and replacements., • Operate and maintain all cleaning equipment and materials in safe and sanitary working condition., • HVAC and water filtration system filter changing., • Maintenance of automobiles including but not limited to inspections and cleanliness of cars. Reporting • Maintain a log of visitors, contractors and vendors, as needed. Keep copies of receipts from contractors and vendors as to what was done or received. Document any issues., • Liaise with vendors and contractors, and monitor completion of work required, as needed. Security • Responsible for checking and securing home during work hours and end of day. Teamwork • Work with other employees to prepare for events or parties., • Assist chef with meals and serve., • Coordinate with Estate Manager regarding work that has been completed or needs further assistance., • Answer phones and take messages for the household., • Cross train with other employees for coverage. Miscellaneous • Events or party set-up and breakdown., • Assist chef with meals and serve as necessary., • Run errands as required by the Principals., • Food shopping and dry cleaning etc., • Sort and distribute mail according to Principals’ direction. Requirements • Flexible to work weekdays, weekend and late hours and assist with parties and events when needed., • Have full range of mobility in upper and lower body., • Be able to reach overhead., • Be able to work in various positions, including, but not limited to, stooping, standing, bending over, sitting, kneeling and squatting for extended periods of time., • Be able to lift up to 100 pounds, pull and push. Other Skills/Abilities Able to work in a team environment. Be able to think ahead and anticipate needs of Principals and guests. Observes safety and security procedures and uses equipment and materials properly. Maintain safe food and housekeeping practices.

Job DescriptionAbout Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, Manchester, NH, London and Tokyo we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. We believe our best work happens when we're together. AV operates as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About the Role NextGen Venture Clubs is a curated global community within Alumni Ventures built for emerging stewards of family capital. Built around three pillars – peer connection, venture investing education, and access to high-quality VC deal flow – the program brings together sophisticated next-generation investors and capital allocators for meaningful discussions with one another and AV's venture professionals around real investment opportunities and market insights. AV has already launched two highly selective global cohorts representing members from more than 12 countries. The Director of Development will play a central role in growing and shaping the NextGen community. This is a founding, relationship-driven role focused on building a high-caliber pipeline of prospective members through referrals, partnerships, warm introductions, and curated outreach, while also serving as a trusted relationship lead for existing cohorts. The primary responsibility of the role is on member development (recruiting, sourcing, qualifying candidates, and cohort construction) and also supports ongoing community stewardship to ensure members remain engaged, connected, and consistently gaining value from the experience. Success in the role requires exceptional relationship management, recruiting skills, strong operational discipline, and an entrepreneurial mindset. This is an opportunity for someone excited to help build and scale a distinctive global investor community. This person will report to AV's Executive Managing Director & Head of EMEA, working closely with AV's CEO, the Director of Institutional Business Development, and AV investing professionals who serve as cohort Investing Chairs, alongside Community and AI Operations teammates supporting the program's continued growth and member experience. What You'll Do Recruitment & Cohort Construction • Own the member pipeline end-to-end, including sourcing, qualifying, interviewing, and helping select high-caliber candidates for each cohort., • Cultivate trusted relationships with prospective members, advisors, and ecosystem partners through thoughtful engagement, strong follow-through, and a high-touch approach., • Participate in the evaluation, selection, and communication process for incoming cohorts, maintaining a consistently high bar for membership quality and fit with strong judgment and discretion, while ensuring every candidate interaction reflects the professionalism, warmth, and standards of the NextGen brand. Events & Partnerships • Organize and co-host private NextGen dinners and curated gatherings that foster meaningful conversations around venture investing, relationship-building, and real deal flow., • Curate guest lists and shape experiences that reflect intellectual curiosity, generosity, and high standards., • Represent AV and NextGen at industry events, family-office gatherings, and relevant conferences across key markets., • Build and manage a scalable, relationship-driven recruitment pipeline through referrals, strategic partnerships, industry events, conferences, and targeted outreach across family office and next-generation wealth networks. Community Experience • Serve as Membership Chair for several quarterly cohorts, driving member engagement, communication, event coordination, and ongoing relationship management., • Build strong relationships with members through regular engagement and thoughtful understanding of their interests, goals, and investing priorities., • Help shape a community experience that balances live VC investment opportunities, educational programming, and meaningful peer connection, while maintaining a tone of warmth, hospitality, confidentiality, and intellectual rigor. Operations • Partner with AV's technology and operations teams to improve the dashboards, AI tools, systems, and workflows that support a scalable, high-quality member experience., • Help build the operational playbook and best practices needed to scale the NextGen program over time.What Success Looks Like, • Cohorts fill on time with high-quality, vetted members — building a sustainable model of regular high-caliber cohorts., • Pipeline is documented, measurable, and growing month over month., • Member engagement (attendance, deal participation, referrals, etc.) is tracked and reflects high value experienced by the members.Who You Are, • Bachelor's degree or equivalent professional experience preferred., • Significant experience in relationship-driven roles such as private banking, family-office services, luxury brands, hospitality, philanthropy/development, membership organizations, or similar environments., • Existing experience or relationships within the UHNW, family-office, or next-generation wealth ecosystem strongly preferred., • Skilled at building trusted relationships with sophisticated stakeholders, including investors, family offices, and capital allocators., • Proven ability to build pipelines, partnerships, referral networks, events, or curated communities with strong operational discipline and attention to detail., • Entrepreneurial, highly organized, and comfortable operating in a fast-moving, high-ownership environment., • AI-forward and comfortable using modern tools to improve outreach, research, organization, and execution., • Willingness to travel domestically and occasionally internationally for member events, conferences, and relationship development., • Candidates must be authorized to work in the United States or, for London-based candidates, in the United Kingdom. Our Culture & How We Work at AV Regardless of title, this is what great looks like at AV. • Put team and stakeholders first. We win together and measure success by the value we create for our investors, founders, and each other., • Take extreme ownership and bias toward action. We act like owners, move with urgency, and follow through., • Debate rigorously and commit fully. We welcome diverse views, use data and sound judgment, and once aligned, execute as one team., • Focus on what matters most. We prioritize impact, simplify where possible, and channel energy where we have a real advantage., • Be AI-forward and tech-optimistic. We actively use AI and emerging technologies to work smarter, make better decisions, and amplify human judgment — not replace it., • Stay curious and think big. We are continuous learners, aim high and build for long-term impact. Benefits & Perks We offer a flexible, employee-first benefits program designed to support your health, financial well-being, and life outside of work. Benefits begin shortly after hire and are designed to give you choice and flexibility based on your needs. • Comprehensive health coverage with multiple plan options, including employer-funded deductible support and HSA contributions, • Dental and vision plans with multiple coverage tiers, • Tax-advantaged accounts including HSA, FSA, and commuter benefits (with monthly employer contribution), • 401(k) with company match and immediate vesting, • Company-paid life and disability insurance, plus optional supplemental coverage, • Additional support programs including EAP, health advocacy, and wellness resources, • Flexible, unlimited PTO and generous paid parental leave, • 11 company holidaysCompensation Compensation includes a starting base salary of $150,000 - $200,000 plus equity, carry potential, and corporate bonus. Privacy Policy All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Privacy Policy

Job Description WEALTH MANAGEMENT EXECUTIVE SEARCH Relationship Manager – High Net Worth Tax & Family Office Services OVERVIEW A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to join the firm as a Relationship Manager supporting ultra-high-net-worth clients ($25MM–$50MM+). This position offers an exceptional opportunity to transition from the traditional public accounting environment into private industry while maintaining a sophisticated and intellectually engaging tax practice with improved work/life balance. The role involves detailed review of complex individual, gift, trust, partnership, and foundation tax returns, while working closely with an established client base on tax planning, financial management, and family office-related advisory matters. The successful candidate will have the opportunity to work directly with senior leadership and gain exposure to broader family office services and relationship management responsibilities. KEY RESPONSIBILITIES • Review complex individual, gift, trust, partnership, and private foundation income tax returns for ultra-high-net-worth clients, during tax season., • Serve as a trusted advisor and relationship manager to an existing base of HNW and UHNW families regarding tax-related matters and financial management needs., • Assist in providing tax-based planning advice across estate, gift, trust, partnership, and philanthropic structures., • Collaborate directly with the Managing Director and senior leadership on client strategy, planning initiatives, and family office service delivery., • Coordinate with external advisors including CPA firms, attorneys, investment professionals, and other third-party service providers., • Participate in broader family office services and relationship management initiatives while helping to ensure an exceptional client experience., • Maintain awareness of evolving tax legislation and planning opportunities impacting high-net-worth individuals and family entities. QUALIFICATIONS AND EXPERIENCE • 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment., • Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns., • Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters., • Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships., • Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Culture matters: Flexibility, trust, and sustainability are not slogans here. What Will Your Day Look Like? Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Strong ability to explain complex topics to non-technical clients Nice to have: • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure, • Familiarity with CCH Axcess or similar platforms If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.

Job Description Mission: The Safety, Privacy and Wellbeing of our Clients Executive Protection Specialists are tasked with providing close protection coverage for GDBA clients during domestic and international field details. Every member of this team must be experienced, physically fit, flexible, and adaptable. As a full-time hourly employee, first year earnings for this role will start at a minimum of $120,000 per year. This position offers earnings potential of up to $150,000+ commensurate with experience, overtime opportunities, and more. This is a travel-in position that is not tied to a specific GDBA Office. Suitable candidates should live within a short distance of a major airport. Ideal candidates must possess all the following: • Extensive real-world experience working in a close protection role with UHNW individuals or other types of recognizable public/government figures during domestic and international travel., • This role requires a high level of comfort operating as a security driver in various locations and vehicle types, including experience with route planning and driving a manual transmission vehicle., • Experience independently conducting both physical and online advances, resulting in clear, well-written advance reports. Candidates should demonstrate a strong familiarity with navigating FBOs, hotels, and a wide range of public venues. Selection Process Requirements: • 12-Day Introductory Training Academy in San Antonio, TX, • Must be able to pass physical readiness test (Pull-ups, Push-ups, Sit-ups, 800m run), • Must be able to swim, • Must be drug and nicotine free, • Must be able to obtain appropriate state firearm and security licensing, • Background check required

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Operate as a bridge to the various platforms that represent the firm’s product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications: • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite, • Strong attention to detail Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Maître de Salle / Restaurant Manager Signature Italian Restaurant · Caribbean Resort · Full-Time, Expatriate Package Overview – Location: Caribbean – Contract: Full-time, expatriate package – Languages: Italian and/or Spanish required · Professional English – Experience: 10–15 years minimum in luxury hospitality We are placing a Maître de Salle for a signature Italian restaurant at one of the Caribbean's leading luxury resorts. This is a senior, guest-facing leadership role — suited to a seasoned hospitality professional with a genuine passion for the craft and a long-term commitment to the region. Languages Required: Italian and/or Spanish, plus professional English. Responsibilities – Own the dining room — build lasting relationships with VIP and repeat guests – Lead all front-of-house operations across high-volume, ultra-luxury service – Recruit, train, and develop a high-performing service team – Maintain standards consistent with the finest Mediterranean fine dining establishments – Guide guests through wine and beverage selections; grow F&B revenue through confident, natural recommendations – Ensure seamless communication between the kitchen and the dining room at all times Requirements – 10–15 years in luxury or ultra-luxury restaurant environments – Demonstrable experience working in high-caliber establishments – Proven track record managing UHNW clientele with discretion and warmth – Natural host with commanding presence — a personality guests seek out by name – Strong wine knowledge; sommelier certification a plus – Experience living or working outside Europe; island life experience is an advantage – Open to long-term relocation in the Caribbean

Manhattan & Upstate Senior Housekeeper New York, NY (Manhattan & Dutchess County) Candidates must have their own car and must have prior experience in an ultra-high-net-worth (UHNW) NYC household - not only upstate experience. Experience Minimum 5 years' experience in a UHNW NYC household or similar

You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art. Attend evening gallery events at 4pm, 5pm, and 6pm M-F to meet UHNW clients that our marketing te

Build and manage multi-asset class investment models for OCIO's UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks.

Citi Private Bank - UHNW Banker - Director. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.

Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division, which serves the unique needs of Wilmington Trust's largest and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Stay current on industry trends and regulatory considera

UHNW Lending Expertise: Significant experience in HNW/UHNW lending, with a focus on SBL/Margin origination, structuring, and credit analysis. Vice President, Capital Markets (Securities-Based Lending). The Vice President, Capital Markets (Securities-Based Lending) is a high-impact role responsible f

The candidate profile is quite simple: 1) You currently cater to this level of clientele from a private bank or RIA 2) Seeking equity surrounded by top level talent and client 3) Have a burning desire to serve clients in a completely holistic way 4) Clients can come from anywhere in the world, and y

The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics including tax mitigation st

You will be one of two founder members of our market leading FX DAC team based in New York, with responsibility for covering UHNW clients across both our Latin America and Global Families Group (GFG) businesses. You will be an integral part of a global team based across HK, Singapore, Switzerland an

Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. UHNW lending origination and credit analysis in a private bank or commercial banking organization. All team

The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial plannin

A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. This position emphasizes strategic tax advisory over compliance work, providing a unique opportunity for impactful client engagement.

A wealth management firm is looking for a Tax Senior to manage tax and family office service needs effectively.

A leading family office is seeking a Staff Accountant to manage accounting functions in a fully remote role.Candidates must have over 3 years of experience in family office accounting, with strong skills in QuickBooks and Bill.The role offers significant responsibilities including oversight of accou

A financial institution is seeking a Private Client Advisor to work with high and ultra-high net worth individuals and organizations.The role involves deepening client relationships, providing education on wealth management, and collaborating with a team for optimal client service.A Bachelor’s deg

A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions.The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP, CPA, Series 65).You will par

A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications.The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners.This remote position offe

Citi Private Bank - UHNW Investment Counselor.

Sales are responsible for advising and servicing Financial Advisors and affluent UHNW clients with cross broader needs (Emerging Markets and non USD products), actively assessing and managing risk, while working on portfolio strategy, portfolio construction, individual and/or portfolio analytics. Sa

Enterprise Partnership Negotiation , Supply & Tech Literacy , UHNW Service Mastery About the Company Our client is building the premier U.Latin America’s most global elite.Our members are entrepreneurs, investors, and creators who move seamlessly between continents.Our client is redefining premium

Citi Private Bank - UHNW Investment Counselor.

Citi Private Bank - UHNW Banker - Director. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.