RMG Associates is a national executive search firm specializing in private wealth management. Our client is seeking a Managing Director, Wealth Strategist (MD) for their UHNW division based in San Francisco, CA. This division, within a prominent, nationally-known financial institution, exclusively services UHNW clients with net worths i...
RMG Associates is a national executive search firm specializing in private wealth management. Our client is seeking a Managing Director, Wealth Strategist (MD) for their UHNW division based in San Francisco, CA. This division, within a prominent, nationally-known financial institution, exclusively services UHNW clients with net worths i...
Job Title – Senior Accountant Job Summary The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller.Experience and Education CPABachelor’s degree in Accounting preferredAccounting exper...
Job Title – Senior Accountant Job Summary The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller.Experience and Education CPABachelor’s degree in Accounting preferredAccounting exper...
RMG Associates is a national executive search firm specializing in private wealth management.Our client is seeking aManaging Director of Private Banking for the San Francisco office of a national MFO. This is an opportunity to be part of a dynamic new group, working with some of the most talented and accomplished professionals in ultra-...
As an UHNW Investment Advisor, you will consult with an assigned group of key ultra high net worth clients to evaluate client investment objectives and develop a written investment policy statement defining the investment strategies to be implemented for the relationship. You will be responsilbe for implementation and monitoring the strategie...
GENERAL SUMMARY Executive Protection Administrator provides administrative and security service to the heads of the household of the Client families; supervises and/or administers the necessary activities to assure the personal security, privacy, and confidentiality of the Client family’s daily activities and lives in general. Exte...
We are seeking an entrepreneurial professional who is comfortable working as part of a team implementing investment and planning strategies for high net-worth families. Century Wealth Managementis a dynamic, growing, multi-family office serving the complex needs of high net-worth families. Century Wealth Managementhas grown rapidly – re...
The Associate Director of Tax Strategy’s responsibilities would reach across several departments within the firm. One of the core functions of the role would be to develop and enhance our existing research on tax efficiency and integrate the research into the various groups within Cambridge Associates. The Associate Director would...
PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Tax, Trust and Estate Planning group to advise clients regarding estate planning strategies; implement estate planning decisions, coordinate services provided by outside legal counsel, review contracts, provide legal support for the Trust Department, and provide l...
Established in 1959, The Prospect Hill Foundation (PHF) is a family foundation with funding priorities in the areas of Environmental Conservation; Nuclear Disarmament; Reproductive Health & Justice; and Juvenile Justice. PHF also makes grants in areas of interest to family members. The Grants Administrator is responsible for day-to-day administ...
Investment Consultants focus on specific tasks related to the management of nonprofit and private client assets. These Consultants assist our clients with investment objectives, asset allocation structures, investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring. The results of our Consu...
As an Associate Wealth Strategist at Hawthorn, you will prepare income tax returns and personal financial planning analyses for our current and prospective clients. The tax calendar is such that your duties will be seasonally heavy. Much of your work product will involve the use of MS Office applications as well as specialized tax, estate an...
Position Summary:This part-time position (20-25 hours/week) provides personal and administrative support services related to daily administration, planning, and correspondence for the Personal Assistant and supports the household as needed. Duties and Responsibilities:Administrative Assist in maintaining log of all gifts given and re...
Position Summary:Position provides clerical and administrative support related to daily administration, communication, and correspondence. Part-time (15-20 hours/week) position will be housed at Amway World Headquarters in Ada and will support the Administrator.Duties and Responsibilities:Place phone calls to confirm current contact info...