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Our luxury high jewelry client is looking for a Store Manager! This will be at their brand new store opening in South Coast Plaza this summer.
ROLE OVERVIEW:
The Store Manager plays a key hands-on role in the day-to-day running of the client’s South Coast Plaza store. This is a highly service-driven boutique with a close-knit team and a strong focus on delivering an exceptional luxury client
The Store Manager is the strategic lead and brand ambassador for the new store opening in South Coast Plaza. Beyond daily operations, this role is responsible for driving the commercial success of the boutique, cultivating a high-performance culture, and executing long-term business development strategies to grow the brand’s footprint in the luxury market.
Strategic Responsibilities
1. Business Development & Commercial Strategy
- Strategic Growth: Develop and execute local business plans to exceed annual turnover targets and KPIs.
- Market Positioning: Analyze local competitor activity within Orange County and South Coast Plaza and implement strategies to capture market share.
- P&L Ownership: Full accountability for the store budget, controlling overheads, and optimizing ROI on in-store events.
2. Elite Clienteling & Relationship Management
- Top-Tier Engagement: Personally manage a portfolio of VICs (Very Important Clients) and oversee the store’s CRM strategy to ensure long-term retention.
- Strategic Networking: Act as the face of the brand at high-profile industry events and build partnerships with luxury concierges and personal shoppers.
3. Performance Leadership & Talent Cultivation
- Visionary Leadership: Foster a high-performance culture, setting the tone for the company's service standard.
- Succession Planning: Identify and develop high-potential talent within the team of five, managing formal performance reviews and career pathing.
- Recruitment: Lead the hiring process to ensure the team reflects the brand’s values of modern, relaxed luxury.
4. Operational Excellence & Risk Management
- Security & Compliance: Oversee rigorous Loss Prevention protocols and insurance compliance specific to high jewelry.
- Inventory Strategy: Partner with the Merchandising team to optimize stock levels and ensure the product mix reflects local client demand.
Elevated Qualifications
- Proven Leadership: 5+ years of management experience in high-end luxury, with a documented history of hitting multi-million dollar targets.
- Strategic Mindset: Ability to translate corporate goals into actionable store-level initiatives.
- Gravitas: Exceptional presence and communication skills, capable of engaging with ultra-high-net-worth (UHNW) individuals and senior stakeholders.
- Market Expansion & Networking (Added Responsibilities)Market Launch Lead: Spearhead the brand’s entry into the West Coast market, leveraging a pre-existing "black book" of high-net-worth individuals (HNWIs) in Newport Beach, Laguna Beach, and Irvine.
- Stylist & Personal Shopper Liaison: Deepen existing relationships with the South Coast Plaza Personal Stylist Program—a team of nearly 50 elite stylists—and independent OC personal shoppers to drive private appointment traffic.
- Community Integration: Develop strategic partnerships with local philanthropic organizations and arts institutions, such as the Segerstrom Center for the Arts or Orange County Museum of Art, to host exclusive off-site brand activations.
- The "Access VIP" Strategy: Manage and optimize the store's presence within South Coast Plaza’s Access VIP Suite, ensuring the brand is top-of-mind for the center's most prolific spenders.
Enhanced Qualifications
- OC Market Maven: Minimum 5+ years of leadership experience within South Coast Plaza or the immediate Orange County luxury corridor.
- Proven Network: A verified track record of managing a local client book that generates multi-million dollar annual revenues.
- Ecosystem Expertise: Deep knowledge of the South Coast Plaza operational landscape, including its 20-person in-house marketing agency and specific concierge services.
- Cultural Fluency: Ability to translate Jessica McCormack’s "London Townhouse" intimacy into the high-scale, high-service expectations of the Southern California luxury consumer.
Strategic Insight for the Candidate
South Coast Plaza is a $2.5 billion+ annual revenue powerhouse where top boutiques often exceed $100 million in individual sales. A successful Store Manager here acts less like a retail lead and more like a Brand Director/Ambassador, navigating the complex social and commercial web of the Segerstrom-owned property.
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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.
Our High Net Worth/ Personal Lines Carrier client is growing their homeowners, yacht, aviation, collections, auto, and excess markets throughout the U.S. and in need of a strong product manager to conduct regular competitive analysis, ensure policies are in compliance, support pricing, and most importantly, advocate for sales and underwriting to ensure new business and renewals are on track for growth.
The ideal candidate will bring at least 10 years of experience in the high-net-worth personal lines space, be hands on pulling reports to present to actuarial, underwriting, claims, and senior leaders, and will have expertise in various states' regulatory and compliance requirements, all with a desire to be influential in order to grow books of business.
This role can be remote or offer a hybrid schedule.
If this sounds like a fit, please reach out to Harrison Hines for more details.
ABOUT US
At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
ABOUT HUB'S RISK SERVICES DIVISION
HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.
THE OPPORTUNITY
Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.
You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.
WHAT YOU'LL DO
Client Advisory & Personal Risk Strategy
- Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
- Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
- Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
- Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
- Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
- Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
- Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions
Relationship Management & Business Development
- Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
- Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
- Participate in client reviews, strategic account planning, and new business presentations
- Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
- Drive client acquisition through referrals and exceptional service delivery
Risk Assessment & Strategy Development
- Design tailored risk management and loss control strategies aligned with client objectives
- Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
- Develop evaluation frameworks, risk management deliverables, and issue identification protocols
- Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
- Create strategies to build resilience, improve insurability, and enhance overall risk performance
Emergency Planning & Preparedness
- Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
- Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
- Work with Yacht Practice on marine emergency and evacuation planning
- Build crisis readiness programs for high-value residences and assets
Training, Education & Thought Leadership
- Develop site-specific training plans with clients and carrier partners
- Create and deliver national and regional educational webinars supporting marketing efforts
- Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
- Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
- Support media interviews and speaking opportunities at industry events
Compliance & Carrier Relations
- Review and analyze carrier risk management and loss control requirements
- Assist clients with compliance planning and implementation
- Develop and manage strategic relationships with insurance carrier and vendor partners
Dashboard & Tracking
- Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
- Measure and report on consulting impact, client satisfaction, and program effectiveness
Communication & Collaboration
- Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
- Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
- Proactively communicate with stakeholders, address concerns, and set clear expectations
- Contribute to strategic account reviews and continuous growth planning for our consulting practice
Additional Responsibilities
- Lead risk management initiatives using accepted project management and consulting best practices
- Contribute to internal crisis management team activities
- Support special projects as assigned
WHAT YOU BRING
Required Experience & Education
- Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
- Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
- Deep understanding of personal lines coverages and risk analysis
- Strong client-facing presence with consultative mindset
- University degree required, Master's degree in relevant field preferred
Professional Development
- Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
- Commitment to ongoing professional development and industry knowledge
Skills & Competencies
- Exceptional analytical and problem-solving capabilities
- Strong project management skills with ability to manage multiple complex engagements
- Excellent written and verbal communication skills in English
- High attention to detail and accuracy
- Ability to work under pressure and consistently meet deadlines
- Proficient with Microsoft Office suite
- Highly self-motivated with demonstrated ability to work independently with limited supervision
- Varied industry experience across multiple sectors desirable
Travel & Work Requirements
- Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
- Flexibility to work beyond normally scheduled workweek as necessary
WHAT WE OFFER
HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:
- Comprehensive health and wellness benefits
- Professional development and continuing education support
- Career advancement opportunities within a top-5 global broker
- Collaborative, high-performance culture
- Access to cutting-edge risk management tools and resources
JOIN OUR TEAM
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Senior Project Manager- Ultra-Luxury Custom Homes
Location: Naples, Florida
Build some of the most exclusive private residences in the U.S.
Join South West Florida’s leading ultra-luxury custom home builder, delivering landmark estates valued at $80M–$100M+ for an elite clientele. This is a long-term opportunity with a proven builder, a healthy pipeline, and uncompromising standards.
What You’ll Bring
- 10+ years’ experience as a Construction Project Manager
- Proven delivery of ground-up custom homes $50M+ from start to finish
- Experience with High-net worth clients
- Qualification in Construction Management or related field
- Strong career stability and long-term tenure
- Portfolio and client references within ultra-luxury residential
- Open to relocating to Naples, FL (nationwide candidates welcome)
Your Role
- Lead end-to-end delivery of multi-million-dollar residential estates
- Oversee site operations, schedules, and subcontractor teams
- Uphold exceptional quality, safety, and finish standards
- Act as primary point of contact for Ultra High Net Worth clients and architects
- Proactively solve challenges with discretion and professionalism
What’s on Offer
- Up to $250K base + bonuses
- Clear long-term growth and advancement path
- Elite team culture with a strong, stable project pipeline
- Work on some of the most prestigious homes in the country
Come for the challenge. Stay for the experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
We offer tax, audit, advisory, and business management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: private equity, real estate & hospitality, media & entertainment, high-net-worth individuals, manufacturing & distribution, professional services firms, technology, healthcare, nonprofit organizations, and affordable housing.
Our values guide us in our day-to-day interactions with our clients and each otherintegrity at our core; building success together; passion for excellence; and diversity, equity, & inclusion. We are focused and committed to the needs of our clients and our team.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
Responsibilities- Assist engagement teams in clearly and accurately documenting and executing audit procedures as defined by engagement objectives
- Complete assigned projects within engagement timelines and budget guidelines
- Help ensure that the information stream from the client to the audit team is well-organized and efficient
- Identify and communicate potential audit issues to the engagement team
- Communicate status of work and issues with seniors, managers or partners on a timely basis
- Demonstrate professionalism and competence when interacting with clients and firm professionals
- Performs self-review of work
- Learn and effectively utilize firm audit software to continually learn, knowledge sharing, and enhance the quality of service to clients
- Participate in trainings, recruiting events, and firm activities
- Work with your buddy and performance manager on professional development of both technical and soft skills
- On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between May 2027 - June 2028
- Available to work 20 40+ hours a week from January through March/April
- Minimum overall and accounting GPAs of 3.0
- Active membership in Beta Alpha Psi or another campus accounting organization
- Strong technical aptitude and demonstrate effective verbal and written communication skills
- Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
- Able to learn in a fast paced environment and receptive to feedback and coaching
- Ability to multi-task, prioritize responsibilities, and take initiative on projects
- High attention to detail
- A positive attitude and is a team player mentality with a can-do spirit
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable salary estimate for this position is $38.00 per hour and it is eligible for a one-time program completion bonus.
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
What It Means to Work for EisnerAmperYou will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.
What You'll Be DoingAs a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.
We're Looking For Someone Who HasCurrent Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred/Desired Qualifications150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.
Winter Internship DetailsHave the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.
About Our Private Client Services (PCS) TeamThe EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.
About EisnerAmperEisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
Should you need any accommodations to complete this application please email:
Trusts & Estates Attorney
Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.
Here are just a few of our current opportunities:
Current Opportunities Include:
Chester County, PA – Trusts & Estates Planning Associate
- Experience: 5+ years of Trusts & Estates planning
- Advise clients on estate planning, asset protection, and wealth transfer strategies
- Handle trust and estate administration matters
- Medicaid and Medicare planning experience a plus
Bucks County, PA – Trusts, Estates & Tax Attorney
This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:
- Estate planning and wealth preservation strategies
- Federal Estate, Gift, and tax planning
- Business succession planning, including transactional tax issues
- General estate planning and administration
- 4+ years of relevant experience
- LL.M. in Tax preferred
Why Consider These Opportunities?
Competitive Salaries & Lucrative Bonuses
Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)
Work with High-Net-Worth Clients
Law Firms with Excellent Reputations
Opportunities for Career Advancement & Growth
How to Apply:
If you're interested in this position, please apply to this posting or forward your resume to
This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Our client, a well-established and highly respected regional law firm, is looking to add a Trusts & Estates Attorney to their team in Rochester NY, Buffalo NY or New York City. The ideal candidate will have six to nine years of experience in sophisticated estate planning and trust matters. Cross-border estate planning experience is a plus.
Job responsibilities include:
- Advise clients on all aspects of estate planning and estate and trust administration.
- Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments and collaborate with other practice areas to deliver comprehensive solutions for clients.
- Develop and implement multi-generational wealth preservation strategies.
- Maintain strong client relationships, providing excellent service and communication.
Candidates must have the following experience/credentials:
- Six to nine years of estate planning and trust legal experience.
- Juris Doctor (J.D.) from an accredited law school.
- Proven track record of working with high-net-worth clients.
- Ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
- Excellent technical, written, and verbal communication skills.
The firm offers competitive compensation and a comprehensive benefit package. At this time, the good faith estimate of the annual salary range for this position is $160,000 to $210,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, skill level and portable book of business.
If you are interested in learning more about this role, please apply with your resume to
About the Role
We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.
**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!
Key Responsibilities
- Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
- Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
- New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
- Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
- Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
- Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.
Ideal Candidate Profile
- Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
- Experience: 10-15+ years in wealth management.
- Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
- New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
- Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.
What We Offer
- A collaborative, supportive environment with a strong focus on client success.
- Opportunities to work with an exclusive clientele and expand your professional network.
- The ability to make a tangible impact on clients' long-term financial legacies.