- Gelfand Rennert & Feldman (Austin, TX)
- …business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff ... City, Nashville, San Rafael, Wilmington, Boston, and London. We are seeking an Account Manager with family office and/or HNW business management experience to… more
- HUB International (Encino, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Personal Lines Account Manager II provides critical support to clients, manages a book of ... high net -worth clients, operating with the highest...highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager II promotes positive and effective… more
- Zions Bancorporation (Provo, UT)
- … in Provo, UT. This role acts as the principal account and relationship manager for high net -worth clients. Private Banking brings the various aspects of ... one easy-to-manage relationship with responsive concierge-style professional services for high net -worth clients. The more complex a...these skills and experience: + Act as the principal account and relationship manager for a portfolio… more
- HUB International (Gainesville, FL)
- …community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net -worth insurance business, while ... + **Medical/dental/vision insurance and voluntary insurance options** + **Health Savings Account funding** + **401k matching program** + **Company paid Life and… more
- HUB International (Winter Park, FL)
- The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a... retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- Edward Jones (St. Louis, MO)
- …Full-Time The HNW Client Development Manager will be a part of the High - Net -Worth Business Unit, which focuses on the holistic offering and experience for ... -Worth clients of Edward Jones. The HNW Client Development Manager is a non-people leader position and is responsible...position and is responsible for the execution of key High Net Worth client acquisition and development… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net -Worth/Private Client experience. Experience within the Entertainment industry ... a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Edward Jones (St. Louis, MO)
- …risk profile of WMAS functional capabilities through risk consultation and risk assessment. The Risk Manager - High Net Worth partners with leaders in the ... (WMAS) division to manage the risks associated with the High Net Worth (HNW) products and services....a 401k retirement plan, and tax-advantaged accounts: health savings account , and flexible spending account . Edward Jones… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... three times. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high net -worth individuals and families including personal,… more
- Wipfli LLP (Sterling, IL)
- …which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or tax ... property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and review client correspondence (letter, e-mail, etc.) +… more