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At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Private Banking, Lending & Wealth Technology Marketing Manager to join our Wealth Management Product Marketing team. This role is located in midtown New York City. In this role, you’ll make an impact in the following ways: • Lead marketing initiatives focused on private banking, lending, and wealth technology solutions for UHNW, family office, and institutional clients., • Develop measurable campaigns that drive client engagement and growth, promoting BNY’s differentiated banking value proposition., • Use a client-needs-based approach to create commercial opportunities, testing new content formats and channels., • Build collaborative relationships with business stakeholders and external partners to align marketing with strategic goals., • Analyze the competitive landscape to identify differentiation opportunities and recommend strategies., • Manage content curation and promotion on the BNY Wealth Management public site to ensure timely, relevant information., • Implement and uphold standard operating procedures, challenging the status quo to raise standards. To be successful in this role, we’re seeking the following: • Bachelor’s degree with 7-10 years of marketing experience in private banking, lending, or wealth technology., • Strong knowledge of banking and lending products within wealth management preferred., • Exceptional attention to detail and ability to deliver high-quality work on time., • Self-starter who can lead projects independently in a fast-paced environment., • Strong communication skills and leadership presence across all levels., • Positive, collaborative culture carrier., • Proficiency in Microsoft Word, PowerPoint, Excel, and Adobe. At BNY, our culture speaks for itself, check out the latest BNY news at: Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $149,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Senior Leadership/High Net Worth Engagement Opportunity in Financial Services Vice President, High Net Worth Planning Services Role Type: Full time Salary: $165,000 - $180,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M+). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm's strategic vision. Responsibilities: * Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW/UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning. * Lead and develop a high-performing team of Senior Financial Planning Specialists. * Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions. * Monitor market trends and client feedback to drive service innovation and continuous improvement. * Help develop and deliver educational content to advisors on estate, tax, and financial planning topics. * Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership. * Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events. Education Requirements: Bachelor's degree from an accredited university. Basic Requirements: * 10+ years of experience in financial services * CFP designation or JD required. * Proven leadership experience managing financial planning professionals. * Extensive experience developing financial plans for HNW individuals or families. * Deep expertise in estate, gift, trust, and partnership tax strategies. * Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies). * Executive compensation planning (e.g., NQSOs, ISOs, RSUs). * Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders. * Ability to integrate market, legislative, and regulatory developments into planning strategies. * Demonstrated success in a fast-paced, results-driven environment. Preferred Requirements: * Proficiency with financial planning software (e.g., eMoney) * Experience with family office structures, private trust companies, and entity governance * CPA or LLM designation. #LI-Remote

A rare opportunity for a highly skilled, discreet, and creative Private Chef to join a warm, health-conscious Ultra High Net Worth (UHNW) family across multiple residences in the Northeast. This family values wellness, thoughtful entertaining, and a professional yet family-friendly atmosphere. Their primary residence is in Miami Beach, and the family spends the summer months exclusively in the Hamptons, with rotations through Philadelphia and Long Beach Island in late summer and fall. This position would be responsible for the northeast properties only. Role Overview • Season: June through October, • Locations: Hamptons, NY; Philadelphia, PA; Long Beach Island, NJ, • Schedule: Full-time, flexible; travel required between properties as needed, • Summer: Hamptons-based, • Fall: Rotating through Northeast properties, • Ownership of kitchen operations with full autonomy in menu creation and execution Responsibilities • Craft daily, health-forward meals for a young, active family, • Design and execute seasonal, ingredient-driven menus emphasizing wellness, freshness, and elevated presentation, • Plan and cater intimate gatherings and family entertaining with polished but approachable style, • Manage kitchen operations, procurement, inventory, and organization, • Maintain discretion, professionalism, and a collaborative presence within the household Ideal Candidate • Extensive experience as a Private Chef for UHNW families or in Michelin/5-star caliber kitchens, • Expertise in seasonal, clean, and wellness-focused cuisine, • Proven ability to balance family-style meals with elegant entertaining, • Highly organized, adaptable, proactive, and solution-oriented, • Experience working in a fully staffed home/working on a team, • Warm, personable, and thrives in a family-oriented environment, • NY-based preferred, but open to NJ/PA candidates- must have valid driver’s license, • Comfortable undergoing extensive background checks and screening, • Must provide professional references from at least 2–3 private household or employer roles Compensation & Benefits • Highly competitive, commensurate with experience, • Travel and accommodations provided when moving between residences, • Opportunity to join a family who values discretion, creativity, and excellence This is an exceptional opportunity for a chef who seeks creative freedom, meaningful engagement with a family, and the chance to work across beautiful, high-end Northeast residences. Qualified candidates should submit a resume, portfolio, sample menus, and at least 2–3 professional references.

Job Title: Vice President, Luxury Engagement Location: New York, NY or Remote Company Overview: Interluxe Group is the only luxury marketing platform integrating data, performance, content, creativity, experiences, and communications into one ecosystem. Experiential Division: Focused on creating defining moments that convert audiences into lifelong advocates. The division merges data-informed strategy, design, communications, and flawless execution to deliver immersive luxury brand experiences. Role Overview: The VP of Luxury Engagement will lead the department responsible for bringing ultra-high-net-worth (UHNW) and high-net-worth individuals (HNWI) into Interluxe Group’s luxury experiences, driving revenue and brand loyalty for luxury clients. This role reports to the President and Executive Chairman of the Experiential Division and carries both revenue accountability and brand integration responsibilities, including OPTIMA integration. Core Responsibilities: UHNWI Client & Guest Acquisition (30%) Build and activate high-trust relationships across private banks, family offices, private aviation, yacht brokers, luxury concierge networks, and private club memberships. Develop a curated global pipeline of UHNW/HNWI clients and ensure alignment with Interluxe’s experiential positioning. Serve as a senior relationship ambassador within elite lifestyle and luxury networks. Manage infrastructure for guest acquisition, including CRM, registration platforms, and reporting. Luxury Brand Partnerships (20%) Identify, negotiate, and secure high-value partnerships across luxury sectors such as aviation, art, fashion, automotive, hospitality, and wealth management. Design co-branded initiatives, sponsorships, and curated events to expand access to UHNW audiences. Represent Interluxe Group in elite luxury ecosystems. Data Intelligence & Experiential Performance (20%) Oversee experiential data lifecycle, performance measurement, and post-event intelligence. Maintain dashboards and reporting frameworks to track event success, engagement, and commercial impact. Partner with clients to translate engagement into measurable revenue and insights for future activations. Team Leadership (20%) Lead and mentor a high-performing team across partnerships, guest acquisition, and concierge services. Oversee concierge operations and registration systems, ensuring seamless guest experiences. Maintain luxury ecosystem and UHNWI databases and align cross-functional teams for flawless experiential execution. OPTIMA Integration (10%) Lead integration of OPTIMA into experiential operations, guest acquisition, and partnerships. Identify cross-program opportunities and leverage data insights to optimize guest acquisition and experiential programming. Candidate Profile: 10+ years in private client strategy or luxury brand alliances within wealth ecosystems. Established UHNW/HNWI networks across hospitality, private clubs, wealth management, and concierge platforms. Proven success generating multimillion-dollar partnership revenue. Experience managing teams and collaborating at C-suite/board levels. Executive presence, strong commercial acumen, and expertise in UHNW client psychology and white-glove service standards. Entrepreneurial mindset, capable of building infrastructure while driving immediate revenue results. Comfortable operating in NYC luxury ecosystem (NYC-based or remote with NYC presence preferred). Why Interluxe Group? Impactful work connecting iconic and emerging luxury brands with high-value audiences. Collaborative and passionate team culture. Clear professional growth pathways and mentorship. Competitive compensation, comprehensive benefits, unlimited PTO, and 401(k). Application Instructions: Submit a resume and cover letter reflecting experience and perspective on modern luxury marketing. Include portfolio links or case studies showcasing strategic impact. Only selected candidates will be contacted. Diversity Statement: Interluxe Group is an equal opportunity employer valuing diverse perspectives to fuel creativity and excellence.

House Manager / Butler – UHNW Private Residence Location: Palm Beach, FL Schedule: Full-Time | Flexibility Required (including weekends/events) Overview A UHNW family is seeking a polished, hands-on Houseman / Butler to support the day-to-day operations of a luxury residence. This role requires a high level of discretion, attention to detail, and a proactive mindset to ensure the home is consistently maintained to the highest standard. The ideal candidate is service-oriented, adaptable, and comfortable supporting both formal and informal household environments. Key Responsibilities Household & Property Support • Maintain interior and exterior areas to pristine, guest-ready standards, • Conduct daily walkthroughs to proactively identify and resolve issues, • Assist with light maintenance, organization, and overall property upkeep, • Provide formal and informal service, including meal service and guest support, • Assist with event setup, breakdown, and in-service execution, • Handle errands, deliveries, and general household requests, • Provide driving support for principals as needed, • Assist with luggage, packing/unpacking, and household organization, • 3+ years of experience in a private home, estate, or luxury hospitality environment, • Strong understanding of household operations and service standards, • Experience with formal service preferred, • Hands-on, detail-oriented, and proactive, • Discreet, professional, and comfortable in UHNW settings, • Takes ownership of the home and anticipates needs, • Strong work ethic with a “no task too small” mindset, • Able to work independently while collaborating with household staff, • Competitive salary (DOE), • Discretionary bonus, • Long-term opportunity with a stable household

Reports to: Founder & CEO Location: NYC (On-site) About the Role Sienna Charles is a premier ultra-high-net-worth (UHNW) lifestyle and travel firm. We are seeking a high-caliber Operations Manager to serve as the strategic and operational "Integrator" to our Founder & CEO. In this role, you are the bridge between vision and reality. You will translate the CEO’s high-level ideas into actionable systems, oversee cross-functional leadership, and ensure the company scales with precision. This is not just a coordination role; it is a leadership position requiring a rare blend of tech-savviness, emotional intelligence, and a relentless drive for operational excellence. Key Responsibilities 1. Operational Excellence • Process Management and Automation: Identify bottlenecks and optimize workflows. You will lead the charge on requests to the tech team to improve dashboards and CRM functionality., • Technology Oversight: Manage the end-to-end lifecycle of internal tools, including mobile apps, cloud infrastructure, and data visualization., • Data-Driven Leadership: Maintain and evolve company dashboards to provide the CEO with real-time visibility into KPIs and business health. 2. Strategic Execution & Integration • The "Integrator": Filter the CEO’s vision into structured initiatives with defined timelines, outcomes, and accountability., • Project Management: Shield the CEO from "operational noise" by managing day-to-day execution across Client Services, Marketing, Sales, and Tech., • Meeting Rhythms: Own the leadership calendar—set agendas, facilitate high-impact meetings, and ensure all follow-ups are executed. 3. Team Management & Accountability • Performance Culture: Set clear goals for department heads and hold them accountable through consistent feedback and performance reviews., • Talent Development: Oversee the hiring, onboarding, and training of management-level staff to ensure the team meets UHNW service standards., • Escalation Point: Act as the primary problem-solver for the team, resolving internal conflicts and operational hurdles before they reach the CEO. The Ideal Persona • The Perfectionist: You are obsessed with detail and possess a "nothing slips through the cracks" mentality., • The Tech-Whiz: You speak the language of developers and understand how CRM and automation drive a modern luxury business., • The Calm Authority: You lead with high EQ, navigating competing priorities with a sense of urgency and a steady hand., • The Discreet Partner: You understand the nuances of the luxury industry and maintain absolute confidentiality. Requirements • Experience: 5+ years in Operations, Chief of Staff, or Upper Management in a fast-paced or startup environment., • Scale: Proven experience managing teams of 5+ people., • Tech Stack: Demonstrated success managing the development/implementation of CRMs, dashboards, and cloud-based infrastructures., • Communication: Exceptional written and verbal skills; ability to translate complex data into simple, visual strategic insights., • Background: Experience in a service-based industry or SaaS sompany is highly preferred. What Success Looks Like • CEO Freedom: The CEO’s time is fully protected, allowing her to focus exclusively on brand, vision, and high-level client relationships., • Seamless Execution: Projects move from concept to completion without bottlenecks., • Transparency: Weekly executive summaries provide total clarity on company health., • Culture of Ownership: Department heads are empowered, aligned, and consistently hitting their KPIs.

About the Firm Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures. Our practice integrates: • Institutional-quality investment management, • Advanced trust and estate planning coordination, • ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance), • Tax-aware wealth structuring As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional. The Opportunity We are seeking a CFA Charterholder to serve as a senior investment authority within the firm. This is a hybrid role that combines: • Institutional portfolio strategy, • UHNW client-facing engagement Core Responsibilities Investment Leadership • Design and oversee strategic asset allocation frameworks, • Conduct rigorous manager and fund due diligence, • Monitor portfolio risk exposures across market cycles, • Develop capital market assumptions and forward-looking outlooks, • Participate in high-level client meetings alongside senior advisors, • Articulate portfolio positioning and macroeconomic insights with clarity, • Address complex liquidity, risk, and concentration issues Develop working expertise in: • Trust planning structures and estate strategy coordination, • Generational wealth transfer considerations, • ERISA fiduciary standards, • 401(k), Defined Benefit, and Cash Balance plan design Ideal Candidate Profile • CFA Charterholder strongly preferred, • 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment, • Experience presenting to sophisticated high-net-worth investors, • Strong executive presence and professional polish, • Clear, articulate communicator — capable of commanding a room, • Demonstrated intellectual rigor and independent thinking, • Exposure to estate planning structures, • Familiarity with ERISA and retirement plan advisory, • Experience with complex, multi-entity family wealth structures What This Role Is Not • Not a junior analyst role, • Not a commission-driven sales position Who Will Thrive Here This role is ideal for a professional who: • Values intellectual rigor over sales theatrics, • Wants direct access to decision-makers, • Seeks exposure to complex UHNW planning environments, • Desires long-term growth within a boutique, high-integrity platform Compensation & Benefits • Base Salary Range: $150,000 – $250,000 (commensurate with experience and depth of expertise), • Performance-based bonus aligned with investment oversight, client impact, and strategic contribution, • 401(k) retirement plan, • Comprehensive health insurance coverage, • Dental insurance, • Vision insurance

Job DescriptionThe Windfall is partnering with a Global Fashion House seeking to hire an Entrepreneurial Minded Executive Assistant to support the Chief Merchandising Officer. This opportunity requires the Executive Assistant to be a true business partner and extension of the Chief Merchant. This role requires travel and presence in the office five days a week. The company is an established institution while continuing to grow, and the Chief Merchant needs a highly skilled and hungry candidate to manage their office, support their UHNW clients, their Vendors, be heavily involved in company events, market weeks, project management and much more. This is a great opportunity for an incredibly smart and savvy candidate seeking a very fast paced, high visibility role in the fashion industry! The ideal candidate is someone who is keen to hit the ground running, grow the role and take on more responsibilities over time as the company expands. The successful candidate will be highly organized, have extreme attention to detail and follow up, capable of learning new technologies quickly, be extremely discreet, confidential and will be excited about joining an established company at a pivotal growth time! This role is working in office Monday-Fridays 8/8:30-6/6:30 with the flexibility to be available after office business hours and travel for the needs of the business. RESPONSIBILITIES:Meeting Preparation: Prepare Chief Merchant for meetings; draft documents; collaborate with others to ensure correct attendees are included, clarifying objectives, agendas, outcomes, and follow upsTravel: Coordinate travel, track relationship touch points, international and domestic travel arrangements both commercial and private, detailed itineraries, hotel, transportation, ground transportation, events and restaurant reservationsEvent Management: Oversee large scale, company wide events, award dinners, Vendor appreciation events, board meetings. Collaborate with team members on event planning and execution while owning the processOrganization-including maintaining group schedules, coordinate calls and events, help track deliverables and keep track of key dates on calendar, materials for board meetings, Vendor presentations, etc. Presentations and Reports: maintain library of reports and analysis and take requests for dataWork expertly on a PC in Office & Excel Spreadsheets, creating charts and graphics to input in reports and analyses.Heavy travel and expense coordinationS&O: Special Projects: Conduct research, develop policies, implement systems and procedures, and support cross-department collaborationPersonal work as needed for Chief Merchant and teamCalendar and Time Management: Examine Chief Merchant's priorities regularly and strategically manage their calendarAd hoc projects as neededREQUIREMENTS:Bachelor’s degree from an accredited institutionExcellent oral and written communication skillsExtremely strong organizational skillsProficiency in PC & MS Suite5+ years experience in an administrative role, preferably in financial services, Luxury good or a similar corporate environmentLove and knowledge of the fashion industryStrong work ethicImpeccable attention to detailProactive, Reliable, ResourcefulAbility to prioritize multiple tasksPACKAGE: $120-125K Base SalaryDiscretionary BonusCovered Health Benefits 401k Match Commuter BenefitsCorporate Employee Discount#ZR

Personal Executive Assistant to UHNW Principal An ultra-high-net-worth principal is seeking an experienced Personal Assistant. This is a strong fit for someone who is exceptionally sharp, highly organized, intensely service-minded, and thrives in a demanding, fast-moving environment. This is not a traditional 9-to-5 role. The person in this seat must have a genuine 24/7 mindset and be fully comfortable with a role that requires responsiveness outside standard business hours. Compensation & Benefits- $150,000 to $275,000 base salary commensurate with experience, bonus, PTO and paid benefits Hours: This is a true 24/7 mentality position - schedule can change across time zones, etc. so always need to be on. The assistant must be comfortable responding to urgent calls, texts, and requests during evenings, weekends, and outside traditional work hours. Location: New York City Office with hybrid/remote flexibility What the role involves -Managing a heavy, constantly shifting Outlook calendar with business meetings, global private travel, appointments, events, and family logistics -Handling polished written communication and correspondence on the principal’s behalf -Joining calls and meetings as needed, tracking follow-up items, and ensuring execution -Coordinating complex domestic and international travel, both private and commercial, with full door-to-door logistics -Creating detailed itineraries and ensuring all travel details, preferences, and on-the-ground arrangements are handled seamlessly -Managing restaurant reservations, activities, and recommendations -Supporting personal and family needs including appointments, gifting, events, and lifestyle logistics -Liaising with household and property-related staff, vendors, and other key people in the principal’s orbit Ideal background -5+ years of PA experience supporting an ultra-high-net-worth individual, principal, founder, or senior executive -This role requires someone who is highly flexible, deeply committed, and genuinely comfortable being “on” when needed -Experience in a high-stakes, high-expectation environment with many moving parts -Proven ability to stay in demanding roles long term and build trust over time -Outstanding written and verbal communication skills -Deep discretion, polish, and emotional intelligence -Highly proactive, detail-oriented, and calm under pressure -Strong knowledge of New York City, especially dining, experiences, and lifestyle support -Type A / perfectionist mindset -Low ego, flexible, and willing to handle anything from complex planning to day-to-day personal tasks You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Executive Travel Manager | Private Aviation & UHNW Support (Temp-to-Perm) Firm: Global Financial Services Firm Location: Midtown NYC Engagement: Temp-to-perm, candidates must be able to interview and start quickly Permanent Base Salary: $150,000–$175,000 Must have experience with private aviation and crew coordination support. Overview A global investment organization is seeking an experienced Executive Travel Manager to support its C-Suite team. This is a highly visible, hands-on role for a travel professional who thrives in fast-paced, high-touch environments and understands the nuances of executive-level service. The Travel Manager will own end-to-end travel strategy and execution, partnering closely with the support team and external vendors to ensure seamless domestic and international travel. Success in this role requires exceptional attention to detail, discretion, adaptability, and the ability to anticipate needs before they arise. Key Responsibilities • Oversee all aspects of domestic and international travel for the CEO and select senior leaders, including private aviation and commercial flights, • Design detailed, end-to-end itineraries that account for preferences, logistics, security considerations, and contingency planning, • Coordinate ground transportation, accommodations, visas, documentation, and special travel requirements, • Monitor global travel conditions and proactively mitigate risks related to weather, health, or geopolitical issues, • Respond quickly and calmly to last-minute changes, disruptions, or urgent requests, • Partner with aviation providers and flight crews to align schedules and operational needs, • Track flight-related expenses and support accurate reporting and reconciliation, • Serve as a central point of communication across aviation vendors, crews, and internal stakeholders, • Build trusted relationships with airlines, charter operators, hotels, security providers, and travel partners, • Negotiate preferred rates, upgrades, and service enhancements where possible, • Evaluate vendor performance to ensure consistently high service standards, • Support internal and external events requiring travel coordination or guest logistics, • Track travel-related budgets and expenses with a high degree of accuracy, • Partner with finance and accounting teams on invoicing and reconciliation, • Identify efficiencies without compromising experience or quality, • Act as a primary contact during travel, including evenings or emergencies as needed, • Provide real-time problem solving while maintaining discretion and professionalism, • Travel may be required periodically (no travel expected during the first ~3 months; up to ~1x/month thereafter), • Handle sensitive personal and business information with absolute discretion, • Represent the organization with professionalism and sound judgment at all times Ideal Background • 5–8 years of experience in luxury or executive travel management, private aviation, hospitality, or private family office environments, • Demonstrated success managing complex, high-volume, and last-minute travel for senior executives, • Strong understanding of international travel logistics, documentation, and compliance, • Comfortable working in fast-moving environments with shifting priorities, • Highly organized, detail-oriented, and service-driven, • Calm under pressure, receptive to feedback, and collaborative by nature, • Flexible with hours and availability as business needs dictate

Our client is seeking a highly organized and warm Executive Personal Assistant to support a UHNW family with complex personal, household, financial, and scheduling needs. This role supports the Co‑Chair, spouse, and their child, coordinating all facets of home, family, travel, staff communication, and high‑touch personal logistics. Hours are 9:00am-5:30pm with flexibility for events, travel, and occasional after‑hours needs. The position is fully remote. Key Responsibilities: Provide comprehensive support for daily personal and family operations including scheduling, appointments, child activities, sports practices, events, and travel Manage personal and household finances including bill payment, credit card review, vendor contracts, donations, gifts, reimbursements, and coordination with tax teams Liaise with insurance providers for home, auto, and personal property; track renewals, claims, and scheduled items Maintain medical records, submit claims, track expenses, and manage school and healthcare documentation Collaborate with domestic staff including recruiting, onboarding, scheduling, payroll approvals, daily communication, and organization of household workflows Manage vehicles including leases, renewals, garage contracts, loaners, insurance coordination, and driver scheduling Coordinate all family travel including itineraries, reservations, transportation, rewards points, passports, Global Entry, and international logistics with hotel concierges Maintain highly detailed family calendars; ensure all appointments, school events, and commitments are proactively tracked Support events including invitations, RSVPs, list management, holiday card coordination, and special family gatherings Handle household purchasing, vendor communication, tech troubleshooting, and special projects as needed Proofread or edit newsletters, speeches, and communications for family members Qualifications: 3+ years of experience as a Personal Assistant or Executive Assistant supporting UHNW families or senior principals Strong organizational skills with exceptional attention to detail, accuracy, and follow‑through High emotional intelligence with the ability to remain calm, professional, and steady in a high‑expectation environment Comfortable managing competing priorities and navigating differing communication styles Experience working with household staff and in high‑touch environments Experience with Google Drive, iCloud, and Microsoft Office Bachelor's degree preferred Compensation/Benefits: Up to $90K-$110K base salary + discretionary bonus Fully paid medical, dental, and vision PTO package Pension plan Housing and parking discounts within portfolio properties Summer Fridays (1pm close) Catered lunch everyday Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Location: Greenwich Village, Manhattan Compensation: $35–$45 per hour, DOE, Paid on payroll.Schedule: Approximately 40 hours per week • Wednesday (half day): 1:00/1:30 PM – 7:00/7:30 PM • Thursday – Saturday: 7:30 AM – 7:00 PM The schedule is structured as a 3.Some overtime may be requir

We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) – Real Estate team. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consul

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.

An UHNW family with three school-aged children, who split their time between NYC and the Hamptons, is seeking a highly capable and polished house manager to start ASAP. The candidate will lead and mentor a small housekeeping team (23 housekeeping staff per property), fostering excellence and teamwor

Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Citi Private Bank - UHNW Private Banker. Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.

Citi Private Bank - Uhnw Investment Counselor. The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Investment Counselors joining Citi Private Bank will be disti

Investment counselors joining citi private bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. Citi Private Bank - Uhnw Investment Counselor - Director / Md. The investment counselor principal is a strat

Wealth Advisor, Ultra High Net Worth. We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients.

Citi Private Bank - UHNW Private Banker. Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leadin

As a Senior Advisor / Team Lead for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective investors and converting them into long-term clients. This is a player/coach role you will mentor and lead a team of advisors, setting the standard for relation

UHNW lending origination and credit analysis in a private bank or commercial banking organization. Experience with underwriting other asset classes including securities based loans, structured lending and private equity. Establish and maintain strong internal relationships to drive lending activity.

Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families. Experience with WealthTech tools (Addepar is a plus). We focus on building enduring relationships through professionalism and integrity, simplifying wealth

Citi Private Bank - Uhnw Banker - Director. Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.

Citi Private Bank - Uhnw Investment Counselor.

Outsourced Chief Investment Office (OCIO) Group. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Outsourced Chief Investment Office ("OCIO") group partners with Morgan Stanley Financial Advisors across all

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in

Responsibilities:Build and manage client portfolios for OCIO’s International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasksExperience investing in offshore vehicles for non-resident clients is preferredEngage

A leading global financial institution seeks a Private Banker to work with ultra-high net worth clients, primarily in the Israel market.

A prominent financial services company in New York, NY is seeking a seasoned professional in Wealth Management to drive lending activities and provide tailored lending solutions. The ideal candidate will have over 8 years of experience in UHNW lending and credit analysis, preferably with a commercia

Act as first layer of control for new opportunities by pre-screening lending requests and structuring creative loan proposals that work for both the client and Firm. UHNW lending origination and credit analysis in a private bank or commercial banking organization. Experience with underwriting other

The role involves establishing relationships to drive lending activity, advising clients on tailored solutions, and managing complex credit requests. Candidates should have over 8 years of experience in UHNW lending origination and credit analysis, along with strong collaboration and communication s

A leading global investment firm is looking for a Wealth Management professional in New York to drive lending growth and advise clients on tailored solutions. The position requires over 8 years of experience in UHNW lending and credit analysis, with a strong emphasis on detail-oriented, analytical,

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. This individual will satisfy this requirement through

An executive search and consulting firm is seeking a Tax Director with over 8 years of experience in public accounting. The candidate will provide high-quality tax compliance and advisory services for high-net-worth clients. Responsibilities include developing tax strategies, managing client account

Partner with colleagues across the Citigroup network to leverage capabilities and share expertise. The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sal

Senior Director to join our Financial Planning team within the Asset Management Department. This position will report to the Managing Director and Head of Financial Planning. Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning

A leading global financial institution in New York seeks a Team Leader for Senior Banker professionals to drive revenue growth and client acquisition strategies in the UHNW market.

A leading financial institution in New York is seeking a Regional Lending Advisor, Vice President to establish strong internal relationships and drive lending growth. Successful candidates will have over 8 years of experience in UHNW lending origination and credit analysis, along with a proven abili

A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families.Candidates must have over 8 years of experience in private banking, possess fluency in Mandarin, and hold Series 7 and 66 licenses.The role i

A global financial institution is seeking a Private Banker in New York to actively identify prospects and convert them into clients. The ideal candidate will have extensive experience in Private Banking, with a proven track record in relationship selling for UHNW clients.

A financial advisory firm in New York is seeking a Vice President, Client Advisory to provide personalized wealth management solutions for ultra-high-net-worth individuals.This role involves managing client relationships, financial planning, and mentoring internal teams.Ideal candidates will have ov

A leading financial institution is seeking a UHNW Banker - Director in New York.

Qualifications:*** 15+ years of experience* 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* Demonstrates extensive knowledge of a

This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on Unsecured (UNS) as well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals. Responsible for coverage of the Wealth Man

Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client

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 DescriptionCompany Description About Orient Express Artisan of travel since 1883, Orient Express sublimates the art of travel with its luxury trains, hotels, and sailing yachts. The brand has just launched its first hotel, Orient Express La Minerva, in Rome – which will be followed by Orient Express Venezia at Palazzo Donà Giovannelli in 2026. The experience continues with the recent launch of La Dolce Vita Orient Express train, followed by Orient Express Corinthian in 2026, the first of two Orient Express Sailing Yachts, and finally, the return of L’Orient Express train to railways. Since 2022, Orient Express is part of Accor Group’s leading collection of luxury brands with a century-old legacy in the hotels and fine- dining sectors. In 2024, Accor and LVMH entered into a strategic partnership to accelerate the development of Orient Express. Follow the journey at @orientexpress on Instagram or visit the website at Job Description The Director of Global Sales - Americas serves as the regional lead for the Americas, reporting directly to the VP Sales. Based in New York City, this role drives the execution of Orient Express’s global sales strategy in the region, acting as the primary contact for strategic accounts and leading commercial growth across Sailing Yachts, Hotels, and Trains. In close partnership with the Accor Global Sales Luxury & Lifestyle team, the Director will develop and implement targeted sales and B2B marketing initiatives to accelerate performance and strengthen brand presence. The role requires daily collaboration with the Orient Express Sailing Yachts and Orient Express Italy Trains & Hotels sales teams, ensuring seamless coordination of all regional market activities and full alignment with the Global Sales organization. CORE RESPONSIBILITIES Sales & Market Development • Lead the Americas for strategic accounts and key partners, driving alignment with the Orient Express Global sales strategy., • Partner with the Accor Global Sales team to tailor and execute high-impact initiatives across Sailing Yachts, Hotels, and Trains., • Accelerate revenue growth by identifying strategic opportunities and maximizing cross-selling across all verticals., • Design and implement innovative strategies to attract and convert UHNWIs, leveraging established networks for immediate impact., • Represent Orient Express at industry events, trade shows, and exclusive client engagements., • Act as the Americas liaison, ensuring full alignment between the regional market activities and the Orient Express global sales strategy., • Collaborate closely with the Accor Global Sales team to coordinate joint initiatives, leverage global client networks, provide regular updates on regional performance and opportunities, and update them on Orient Express news., • Partner directly with the asset teams (Orient Express Sailing Yachts, Orient Express Italy Trains & Hotels) to execute market-specific sales plans and support account development in the Americas., • Partner with global sales team and Orient Express marketing team to align regional B2B marketing efforts with overarching global campaigns and key sponsorships., • Identify and nurture strategic partnerships across the Americas to enhance brand positioning and create new revenue opportunities.Qualifications, • Bachelor’s degree in business, hospitality, marketing, or related field., • 10+ years of experience in luxury travel, luxury hospitality, or experiential travel sales., • Strong understanding of the Americas luxury travel market and trends., • Proven track record of managing strategic accounts and driving significant revenue growth., • Strong network within the luxury travel and lifestyle segments., • Strong understanding of UHNW clients., • Excellent collaboration, negotiation, and communication skills., • Ability to work closely with a global team while managing regional priorities., • Analytical and strategic mindset, capable of translating market data into actionable growth initiatives., • Flexible and willing to travel across the Americas and internationally as needed. Additional Information Why join us? • $170,000 - 200,000 base annual + incentive, • Play a pivotal role as the regional lead for the AMERICAS within a globally recognized luxury brand., • Collaborate with a high-performing global team to drive strategic sales initiatives., • Support iconic products and upcoming launches across Sailing Yachts, Trains, and Hotels, • ALL - Heartist® Program: Unforgettable stays and experiences at all Accor locations and partner venues worldwide., • Talent Management at the earth our of HR Accor strategy.