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Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan. A day in the life. As our Client Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc.

Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience. Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred. Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Flexible hybrid work. Charitable contribution match programs. Stock purchase opportunities.

Senior M&A & Corporate Transactions Partner - Portable Book of Business Required

Public & Private Companies • Capital Markets • Strategic Transactions

New York | Hybrid & Remote Options

We are representing a fast-growing, entrepreneurial corporate law firm actively building a national M&A and capital-markets platform. The firm advises public and private companies, founders, private equity funds, and international issuers on complex transactions that sit at the intersection of M&A, securities, financing, and strategic growth.

This is an opportunity for a senior deal lawyer who wants to run transactions, own client relationships, and operate like a partner — without BigLaw bureaucracy.

The Practice

The firm represents clients through the full lifecycle of corporate transactions, from early-stage planning through closing and post-transaction integration. Matters routinely include:

• Mergers, acquisitions, asset sales, and joint ventures
• Public company and cross-border transactions
• Reverse mergers, alternative public offerings, and PIPE financings
• U.S. exchange listings and uplistings
• Equity, debt, and convertible securities offerings
• Strategic investments, recapitalizations, and balance-sheet restructurings

The team works closely with capital providers, underwriters, funds, placement agents, and regulators to move deals from concept to close, even in volatile or complex markets.

This is not a document-processing practice — it is a deal-driven corporate platform.

What You’ll Do

You will serve as lead deal counsel on sophisticated transactions, including:

• Running M&A transactions for public and private companies
• Drafting and negotiating purchase agreements, merger agreements, and JV documents
• Advising boards and special committees on fiduciary duties and governance
• Managing securities and disclosure issues tied to financings and transactions
• Coordinating with investors, banks, regulators, and exchange listing bodies
• Guiding founders and sponsors through exits, roll-ups, and recapitalizations

You’ll work directly with clients and counterparties, not behind layers of hierarchy.

Who This Is For

This role is ideal for a senior counsel, or partner with a book of portable business who:

• Has 7–10+ years of M&A / corporate transactional experience
• Can run deals independently from term sheet through closing
• Has experience with public companies, private equity, or growth-stage issuers
• Wants real client ownership and upside rather than pure service-partner work

Securities, capital markets, or PIPE experience is a major plus but not required.

Why This Platform Is Different

This firm operates with a founder-driven, entrepreneurial model that gives lawyers:

• Direct access to capital sources and deal flow
• Creative fee structures (flat, hybrid, equity-based in select matters)
• Hands-on leadership instead of committee layers
• True ownership of client relationships
• The ability to shape and grow a practice

It is built for attorneys who want to be deal makers, not just deal paperers.

Explore Confidentially

If you are a senior M&A attorney with a book of business looking for a platform where you can run deals, build clients, and grow with the firm, we welcome a discreet conversation.

Apply to start a confidential discussion.

At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience, and potential you could bring to CHANEL.

We are looking for a Client Development Manager who will be a brand ambassador and business leader focused on delivering extraordinary experiences for internal team and clients. They will play a crucial role for driving the business, coaching, and managing a diverse team, and equipping the Boutique Director with critical business knowledge.

• Through spending time on the selling floor, coach and always inspire team to deliver an elevated client experience for all clients
• Foster a positive working environment and create a culture of feedback, encouraging diversity, mutual respect, and teamwork
• Provide initial and frequent ongoing training and development for all team members, including CHANEL savoir faire, product details, and service delivery
• Lead team with agility and resilience, continuously improving based on key performance indicators and lessons learned
• Represent CHANEL in the market, developing the client base through community involvement, partnerships with local high-profile businesses, as well as social and seasonal events

• The history and heritage of The House of CHANEL
• People leadership and development
• Fostering a meaningful client experience centered around inclusion and connection
• Building collaborative partnerships and relationships
• Being comfortable in the middle of complexity and ambiguity
• Multi-tasking within projects in a dynamic, fast-paced environment
• Creativity and innovation by testing, learning, and taking new risks

• Ability to thrive in a team environment and work collaboratively
• Understanding of, and passion for client experience
• Excellent communication skills
• Foreign language skills are preferred but not required
• Passion for the House of CHANEL, its history, product offerings, and commitment to social and cultural initiatives
• Curiosity and desire to learn and grow professionally within the world of CHANEL

• Minimum 5 years of related experience
• Bachelor's degree (preferred)
• Ability to lift 15 lb.
• A flexible schedule with the ability to work late nights, weekends, and some holidays
• Boutique Management: Requires in-store presence to develop and coach teams, ensure boutique image and operational standards are upheld, and deliver elevated client service to drive business results

CHANEL, Inc. reserves the right to edit, change, or make exceptions on designations where circumstances deemed appropriate.

The anticipated base salary range for this position is $87,500 through $120,000. Base salary is one component of the total compensation for this position. Other forms of variable pay may be offered for this position. Other components may include bonus potential, benefits, and/or perks.

• Wellbeing resources include dedicated paid time off for wellbeing (Wellbeing Days in Retail) and a Wellbeing fund
• Family and care giving benefits (inclusive of parental leave, fertility support, MilkStork, and Membership)
• Generous paid time off policies to include vacation, holiday, sick, and volunteer days
• 401K and other incentives
• Robust healthcare offerings; medical, dental, vision, MDLIVE (virtual care), One Medical, Flexible Spending Accounts (Health Care & Dependent Care), Health Savings Account and Employee Assistance Program
• Life insurance, Accidental Death & Dismemberment, Short Term Disability, Long Term Disability, Health Advocate, International Business Travel Accident & Medical, and Commuter Transit & Parking

CHANEL is a private company whose values are grounded in creating the conditions for people to perform at their best and feel fulfilled and confident in their work. We offer a unique work environment where individuals are encouraged to better understand the brand, the business, and motivations, so that together we can unlock the possibilities of growth. This is reflected in:

• At CHANEL, we are intentional in promoting Diversity & Inclusion. We foster respect, empathy, and dignity for all. We believe strongly that the diversity of our people across the full spectrum of human differences is essential to our organization and the connections we have with each other and our clients.
• We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.

• CHANEL Community empowers our employees to channel their passions, talents, and sense of purpose to contribute to and learn from our communities.
• Employees are encouraged to take time off annually to volunteer through CHANEL Community. CHANEL also matches employee donations to select charitable organizations.

• CHANEL Mission 1.5 is our climate action plan. It is focused on transforming the business in line with the ambitions of the Paris Agreement on climate change to limit the average global mean temperature increase to 1.5 degrees Celsius above preindustrial levels.
• Employees are encouraged to contribute to our US Sustainability efforts at the corporate level and within the divisions, through organized taskforces and initiatives.

• We are committed to extending our legacy of cultural engagement. Global support includes the CHANEL Culture Fund, which supports a select group of leading art culture institutions across the globe, and the CHANEL Next Prize for the next generation of creative talent. US support currently includes Annual sponsorship of the MoMA film program, Tribeca Film Festival programs and Through Her Lens, Support of the Academy Gold Fellowship for Women and Sponsorship of the BAAND Together Dance Festival at Lincoln Center.

• Since 2011, Fondation CHANEL's mission is for women and girls to be free to shape their own destiny. Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed to improving the safety and autonomy of women and adolescent girls around the world, impacting over a million women and girls in its first 10 years.

• We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills.

CHANEL, Inc. benefits and perks are dependent on eligibility and subject to modification by CHANEL at any time.

Aera Technology is a pioneer in the growing category of Decision Intelligence the technology to digitize, augment, and automate decision-making processes with AI and machine learning. Through our AI decision automation platform, Aera Decision Cloud, we are helping the best-known brands in the world make smarter, faster decisions.

Privately-held and VC-funded, we have a global team of over 400 Aeranauts and we're growing. We deliver Decision Intelligence innovation and services that enable enterprises to automate and scale decision making with accuracy and speed. We continue to be the trusted choice of market leaders for our proven ability to generate value and unlock opportunities that were previously unattainable.

As a Client Partner, you will partner with senior executives at the most recognized companies in the world to drive adoption of our game-changing platform. Employing a consultative, value-driven approach to sales & client management, you will identify and cultivate new opportunities, manage a robust pipeline, develop, and execute account-specific strategies to close large strategic deals, with new and existing clients, owning overall responsibility for the client relationship. You bring a strategic, consultative mindset and a strong point of view on how to create and sustain value to the table.

The ideal candidate will be based out the NY/NJ area.

• Identify new business (Hunting) by identifying, qualifying, and closing new SaaS opportunities
• Meet and exceed quarterly and annual sales ACV bookings targets
• Develop and maintain strong relationships with key decision makers
• Actively seek out new business opportunities to develop pipeline
• Stay current on industry trends and market developments
• Work closely with cross-functional teams to ensure seamless sales processes and successful transition to client implementation

• Must be based in the New York or New Jersey areas
• A player with 7+ years experience serving large enterprise customers
• Experience in industrial verticals (e.g. manufacturing, chemicals) with a focus on the following domains: Supply Chain / Planning / Data Analytics
• Solid track record in either management consulting or enterprise software sales, with successful engagements with the C-suite, account development and net new sales
• Excellent communication, presentation, negotiation, and interpersonal skills
• Ability to work in a fast-paced, dynamic, high-growth environment and meet tight deadlines
• Bachelor's degree in a STEM or Business related field

• Strong understanding of the chemicals and/or manufacturing industries
• Network of contacts in the field
• Background in Data Analytics / Planning / ML/AI a definite plus
• Supply Chain or Finance experience a plus

$200,000 - $220,000 a year

Compensation for this position consists of $220,000+ salary + 10-12% commission on all NNARR (uncapped) + Meaningful equity. OTE is $350,000 - $400,000. Actual compensation offered will vary based on a number of factors including prior experience and location. Commission is based on sales performance and is not guaranteed. Equity value is subject to company valuation and vesting requirements.

If you share our passion for building a sustainable, intelligent, and efficient world, you're in the right place. Established in 2017 and headquartered in Mountain View, California, we're a series C start-up, with teams in Mountain View, San Francisco (California), Bucharest and Cluj-Napoca (Romania), Paris (France), Munich (Germany), London (UK), Pune (India), and Sydney (Australia). So join us, and let's build this!

Aera Technology is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, Aera Technology will consider for employment qualified applicants with arrest and conviction records.

Benefits Summary

At Aera Technology, we strive to support our Aeranauts and their loved ones through different stages of life with a variety of attractive benefits, and great perks. In addition to offering a competitive salary and company stock options, we have other great benefits available. You'll find comprehensive medical, vision and dental plans, a 401K plan, flexible paid time off, remote work reimbursement, generous parental leave, and much more. We offer unlimited access to online professional courses for both professional and personal development, coupled with people manager development programs. We believe in a flexible working environment, to allow our Aeranauts to perform at their best, ensuring a healthy work-life balance. When you're working from the office, you'll also have access to a fully-stocked kitchen with a selection of snacks and beverages.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job ID: 372358

Practice area:- Estate & Tax Planning,Probate

Estate Planning & Probate Associate Attorney (2–6 Years Experience) – Private Client Services | Boston, Massachusetts

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Probate Attorney, Estate Planning Attorney Boston, Estate and Tax Planning Attorney, Boston legal jobs, Attorney jobs Boston MA, MA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

The firm, established in 2000, represents clients including families, individuals, and industries. Its service areas include executive leadership, residential real estate, commercial real estate, commercial lending, estate planning, dispute resolution, tort defense, litigation, and hospitality and recreation. It has offices in Boston, Andover, and Waltham, Massachusetts, and Nashua, New Hampshire. Three of its attorneys have been selected to the lists of Super Lawyers and Rising Stars by Super Lawyers publication.

A respected law firm is seeking an Estate Planning & Probate Associate Attorney (2–6 years experience) to join its growing private client services practice in Boston, Massachusetts. This Estate Planning Attorney role focuses on advising individuals, families, and fiduciaries on sophisticated estate planning and wealth preservation strategies.

Attorneys pursuing Boston legal jobs in private client services will gain the opportunity to work on complex estate planning matters, including wealth transfer strategies, trust administration, and tax-efficient asset structuring. The Estate Planning Attorney will collaborate closely with financial advisors, accountants, and fiduciaries to provide comprehensive planning solutions.

This partner-track position provides significant opportunities for professional growth, client development, and leadership within a dynamic estate planning practice. Attorneys with an existing book of business are particularly encouraged to apply.

This opportunity is actively interviewing candidates seeking advanced Boston legal jobs in estate planning and probate law.

________________________________________

Key Responsibilities

• Advise individuals, families, and fiduciaries on estate planning strategies, wealth preservation, and generational wealth transfer.

• Draft sophisticated estate planning documents including wills, trusts, powers of attorney, and healthcare directives.

• Provide legal guidance on estate, gift, and generation-skipping transfer tax strategies.

• Assist clients with charitable planning and business succession strategies.

• Support probate and estate administration, including fiduciary guidance, tax filings, and asset distributions.

• Collaborate with financial advisors, accountants, and other professionals to create integrated estate planning solutions.

• Maintain and expand client relationships while contributing to practice growth.

• Utilize an existing book of business to support business development and client portfolio expansion.

________________________________________

Qualifications

• Juris Doctor (JD) from a recognized law school.

• Massachusetts Bar required and active license to practice law in Massachusetts.

• 2–6 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience handling estate planning, trust administration, and probate matters.

• Demonstrated book of business preferred.

• Strong drafting skills for complex estate planning documents.

• Ability to manage client relationships and develop business opportunities.

• Strong legal writing and analytical abilities.

________________________________________

Education

• Juris Doctor (J.D.) degree from an accredited law school.

________________________________________

Certifications

• Licensed to practice law in Massachusetts.

________________________________________

Skills

• Strong technical knowledge of estate, gift, and generation-skipping transfer tax laws.

• Advanced drafting abilities for trusts, wills, and estate planning instruments.

• Excellent written and verbal communication skills.

• Strong client relationship management and advisory abilities.

• Ability to work independently while contributing to a collaborative team environment.

________________________________________

Culture & Firm Appeal

This opportunity is with a well-established law firm serving families, individuals, and businesses throughout the Boston legal community. The firm provides a broad range of legal services while maintaining a strong reputation for personalized client service and practical legal solutions.

Attorneys benefit from a collaborative environment where private client attorneys work closely with professionals across multiple disciplines. The firm encourages entrepreneurial attorneys to develop client relationships and expand their professional networks.

Professionals exploring Boston legal jobs in estate planning will appreciate the firm’s emphasis on business development, client-focused service, and long-term career growth.

The firm also maintains a strong reputation within the regional legal market and has attorneys recognized by respected industry publications.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on advanced estate planning strategies.

• Meaningful involvement in wealth preservation, tax planning, and succession planning matters.

• Opportunity to grow and expand a private client practice through business development.

• Collaborative team environment with experienced estate planning professionals.

• Partner-track position supporting long-term professional advancement.

• Ideal opportunity for attorneys seeking advanced Boston legal jobs in estate planning and probate law.

This position rarely opens at this level and provides a strong opportunity for attorneys to grow a successful private client services practice within a respected legal environment.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

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.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

Partner with all roles on branch team to ensure all clients have a positive in-branch experience

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred

Basic understanding of investment and financial planning strategies preferred

Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Bachelor's/University degree or equivalent experience

Sales & Clienteling Associate

Location: William White Emporium, 325 Canal Street, and Showroom 264 Canal Street, New York

Compensation: Full-time, $22-$25 per hour and 5% commission on sales

Reports to: Retail Director

About William White

The William White Emporium is not your average store - it’s a cultural hub of NY living, a neighborhood shop, and a brand destination all in one. Part luxury retail store, part kitchen, and part design experience, the Emporium brings together fashion, home, food, and storytelling under one roof.

Our goal is to create a warm, elevated environment where guests feel welcomed, inspired, and part of the community. Every interaction - from the first greeting to the final purchase - should reflect the thoughtful, refined spirit of the William White brand.

Role Overview

We are seeking a high-energy Sales & Clienteling Associate who will bring their own book of business and will lead sales in our NYC retail store and showroom. The candidate should take pride in delivering exceptional, personalized service.

This role is ideal for someone who understands that great retail is about relationships, storytelling, and experience - not just transactions.

You will be the brand guide for customers through the William White world of products - from clothing to furniture to tabletop - while building meaningful relationships with our clientele and contributing to the growth of the brand.

Key Responsibilities

Sales & Brand Storytelling

• Drive immediate revenue through proactive outreach to existing clients and cultivation of your personal book of business.
• Create and activate new customer acquisition opportunities through neighborhood partnerships, targeted outreach, local networking, and strategic conversion of walk-in traffic into long-term clients.
• Own and drive sales across the NYC retail emporium, showroom, and VIP appointments, delivering a high-touch, personalized experience from first interaction through final purchase.
• Achieve sales goals while delivering a luxury-level client experience
• Be an expert in product knowledge, communicating the story, origin and inspiration behind each product
• Confidently guide guests through styling, product selection, and gifting

Clienteling & Guest Experience

• Deliver exceptional, personalized service from initial greeting through final purchase
• Build and maintain meaningful relationships with clients and returning guests
• Capture client information at every touchpoint, maintaining accurate profiles, and driving ongoing engagement through personalized outreach, follow-ups, and relationship-building initiatives.
• Understand and anticipate the needs of high-end clientele
• Maintain thoughtful follow-up and relationship building with customers
• Demonstrate emotional intelligence and discretion when working with private clients

Visual Merchandising & Presentation

• Support maintenance of impeccable visual merchandising standards throughout the Emporium
• Ensure product presentation reflects the elevated aesthetic of the brand
• Support floor changes, product launches, and merchandising updates
• Maintain strong attention to detail across all retail touchpoints

Retail Operations

• Operate POS systems efficiently and accurately
• Support packaging and fulfillment of in-store and eCommerce purchases
• Assist with new product identification, inventory management and product organization
• Maintain an organized and polished retail environment

Team Collaboration

• Work closely with team members to create a seamless guest experience
• Contribute to a positive and collaborative team environment
• Support events, activations, and special client appointments

Qualifications

• 3+ years of professional retail sales experience in luxury or premium brands
• Proven book of existing client business
• Track record of delivering exceptional, personalized client service
• Experience selling clothing, home, or design products preferred
• Strong emotional intelligence and discretion
• Strong communication, relationship-building and clienteling skills
• Resilience, adaptability, and ability to work independently
• High attention to detail and strong visual awareness
• Comfortable working in a fast-paced, startup-style environment
• Passion for design, fashion, craftsmanship, and lifestyle brand
• Multilingual capabilities are a plus

To Apply

Send a cover letter and resume to

Golfyr Ambassador – Naples, Florida

At Golfyr, we’re building more than a golf brand — we’re creating a community of golfers and new ways for them to connect through intimate events, meaningful partnerships and premium experiences.

To support Golfyr’s growth, we’re looking for a Golfyr Ambassador to grow our community in Naples, Florida. The goal is to introduce Golfyr to your network through relationship-building, brand representation and experiential events, and to get golfers excited about the brand.

This role is ideal for someone with a real passion for golf, strong people skills and an existing network in golf, business, luxury, or lifestyle circles. You’ll represent Golfyr through creative events, local partnerships and community activations, helping build awareness, credibility and excitement around the brand.

This is not a traditional full-time salaried role. It is a flexible, commission-led, event-driven opportunity for someone who wants to turn their network, credibility and love for golf into something meaningful.

What you’ll do

· Proactively grow Golfyr’s presence through local partnerships, networking and community engagement

· Represent the brand at golf events, club activations and indoor venues, but also through non-traditional golf events and activations or trade shows that would be attended by our target customers.

· Introduce golfers to Golfyr through credible conversations and hands-on experiences

· Help create premium golf events that drive visibility, engagement and local brand momentum

Why this role stands out

· Part-time or event-based flexibility

· Commission-led earning potential

· A sponsored full set, golf bag and accessories to introduce your network to experience Golfyr

· Involvement and accountability for events, sponsorships and community activations

For the right person, this role is what you make out of it. You can support selected events or build a bigger presence through your network, partnerships and influence in the local golf scene.

Who you are

· Passionate about golf

· Social, confident, and naturally strong at building relationships

· Comfortable in golf clubs, indoor venues and event environments

· Proactive, reliable and from luxury, hospitality, private client/family office or another relationship-led background

· Comfortable representing a premium brand in golf and lifestyle circles

About Golfyr

Golfyr is a Swiss-born premium golf brand built for players who want to improve their game without making golf more complicated. The Golfyr set consists of seven hybrid clubs, and we are the world’s first brand to create all clubs from 100% carbon. Golfyr combines Swiss engineering, carbon innovation, forgiveness and performance to create a smarter, lighter and more intuitive way to play. Trusted on tour by Sergio Garcia, Golfyr is redefining the golf experience through innovation, simplicity and joy.