Private Client Select Jobs in Usa

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

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser
- Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more.

You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.

This is an in-office job located in Plano, TX.

The Day-to-Day:Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:This role offers uncapped performance-based compensationWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below:

· You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters –

o Drafting and implementing robust estate plans tailored to each client's financial and personal objectives;

o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth;

o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and

o Working closely with clients' broader advisory team (financial planners, accountants) and alongside the firm's tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates.

· With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals.

· This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance).

· Elevation typically occurs in the 10th year of practice.

· Cravath-scale salary.

· Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice).

*Current experience as a trust & estate associate at an AmLaw firm is required*

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

The Merker Group (a well respected National legal recruiting firm), is working on a role for a one of our top Am Law 100 firms in search of a sophisticated practitioner to represent a diverse portfolio of elite clients, including founders of emerging tech companies, principals at leading investment funds (PE/Hedge), and multi-generational high-net-worth families.

You will serve as a primary legal counselor, managing the intersection of personal wealth, corporate structure, and long-term legacy planning.

Key Responsibilities

• Strategic Advisory: Counsel clients on the full spectrum of financial affairs, including high-level estate and income tax optimization, corporate restructuring, and the governance of family offices and private trust companies.
• Advanced Wealth Transfer: Design and implement complex vehicles such as GRATs, SLATs, ILITs, and DIGTs to maximize tax efficiency and mitigate future disputes.
• Fiduciary Administration: Lead all aspects of estate and trust administration, including sophisticated modification strategies like trust decanting, mergers, and nonjudicial settlement agreements.
• Philanthropic Impact: Facilitate complex charitable goals through the establishment of private foundations, donor-advised funds (DAFs), and major grant arrangements.
• Tax Compliance: Oversee the preparation of intricate federal filings (e.g., Forms 706 and 709), navigating specialized tax code provisions such as GST allocations and payment extensions under Sections 6161 and 6166.

Candidate Qualifications

• Education: JD or LLM from an accredited institution.
• Experience: A minimum of 3+ years of dedicated experience in premium estate planning and GST tax strategy.
• Technical Proficiency: Proven track record drafting comprehensive testamentary and lifetime planning documents within an intricate legal framework.
• Analytical Rigor: Ability to conduct deep-dive legal research into multi-jurisdictional and cross-border tax issues.
• Licensure: Must be a member in good standing of a U.S. State Bar (with the ability to waive into the local jurisdiction if necessary).

Work Environment & Compensation

• Model: Modern hybrid work structure (partial in-office presence required in a major metropolitan hub).
• Compensation: Competitive market-based salary ($235k–$325k range) with a comprehensive executive benefits package and performance-based bonus eligibility.

Apply Now or email Kevin at to discuss confidentially.

• 
  
• Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
  
• Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
  
• Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
  
• Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
  
• Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
  
• Ability to develop and nurture relationships with senior business leaders within cross divisional a team
  
• Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
  
• Flexible and able to work well under pressure in a team environment
  
• Bachelor's Degree
  

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Private Credit Paralegal

The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).

• Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
• Organize and proofread all documentation.
• Prepare, review and file UCC financing statements, releases, and amendments.
• Perform UCC and other lien searches.
• Perform duties/tasks associated with private credit transactional closings.
• Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
• Coordinate and assist with documentation for closing and post-closing requirements.
• Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
• Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills And Abilities

• Bachelor’s degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
• Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
• Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
• Dependable team player with the ability to act independently and make decisions within scope of the position’s responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.

For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

OBJECTIVE: Classic Home is a reputable furniture company specializing in private-label brands. With a focus on quality craftsmanship and innovative design, we strive to provide exceptional furniture solutions to our customers. As a Private Label Account Specialist, you will play a key role in expanding our private label business and strengthening our client partnerships.

ESSENTIAL JOB RESPONSIBILITIES

·        Manage a portfolio of furniture private label accounts, serving as the main point of contact and building strong relationships with clients.

·        Collaborate with cross-functional teams, including product development, design, manufacturing, and logistics, to ensure successful execution of private label projects.

·        Follow up customers supply chain process for direct container shipping from overseas direct to customers. 

·        Daily communication and follow up with overseas vendors/Suppliers. Able to direct design concepts and spec information, analyze required information/details before disseminating to the suppliers.

·        Coordinate production timeline requirements with sense of urgency, diligence, and attention to detail.

·        Assist with entering, auditing, and analyzing new and existing product data information including costing, pricing, dimensions, materials, parts, and supplier information in various internal systems.

·        Conduct regular meetings with clients to understand their furniture needs, provide product recommendations, and present new design concepts.

·        Work closely with clients to develop customized private label furniture collections, considering their brand identity, target market, and pricing requirements.

·        Monitor industry trends, competitor activities, and market demand to identify opportunities for new product development and differentiation.

·        Negotiate pricing, contracts, and terms with clients, ensuring profitability and customer satisfaction.

·        Track and analyze sales data, generate reports, and provide insights and recommendations to clients and internal stakeholders.

·        Navigate, monitor, and complete task requirements in account Portal and maintain customer vendor guidelines.

·        Stay updated on industry regulations, certifications, and compliance requirements related to furniture manufacturing, labeling and maintain customer vendor guidelines to ensure the company is compliant.  

·        Works closely with inventory management.

·        Works closely with QC team overseas to address quality issues with suppliers.

·        Attending trade shows, industry events, and client visits to represent the company and promote private label offerings if necessary.

·        Follows all CH Company policies, rules, and regulations, including Safety.

·        Perform other job-related duties as assigned by company and /or Supervisor.

·        Provide training for new employees as needed.

REQUIRED SKILLS AND COMPETENCIES

·        Bachelor's degree in business, marketing, interior design, or a related field.

·        Proven experience in account management or sales within the furniture industry.

·        Strong knowledge of furniture design, materials, and manufacturing processes.

·        Have a clear understanding of the supply chain process for direct container shipping from overseas direct to customers. 

·        Excellent interpersonal and communication skills, with the ability to effectively engage with clients and internal teams.

·        Ability to manage multiple accounts and projects simultaneously while maintaining attention to detail.

·        Ability to understand client needs and translate them into successful private label furniture collections.

·        Strong negotiation and problem-solving abilities, with a focus on driving sales and revenue growth.

·        Proficient in using e-commerce platforms, order management systems, and Microsoft Office Suite. (Excel pivots, v-look up, Word, PowerPoint, Outlook); strong data entry skills

·        Basic knowledge of project management within the home décor industry a plus.

·        Excellent attention to detail and organizational skills and critical thinking abilities

·        Strong communication skills in both verbal and written.

·        Ability to multi-task several priorities and possess solid time management skills.

·        Prepare purchasing documents and other tasks if necessary.

WORKING CONDITIONS

• Normal office environment
• Ability to work sitting down with some walking up and down the stairs.

Compensation:

$50k-$65k/year open to negotiation.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Private Wealth Paralegal

The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Client billable hour requirement: 1,550 hours annually

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee all aspects of trusts and estates in probate.
• Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate.
• Collect and distribute estate/decedent's assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts.
• Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files.
• Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding.
• Prepare for federal audit or state gift/estate tax audits.
• Research and investigate any requests, problems or issues, and resolve with appropriate parties.
• Prepare initial drafts of client correspondence and memos.
• Responsible for client contact and communication to clients.
• Perform file organization and maintenance.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm's policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills And Abilities

• Bachelor's degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus.
• Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West's Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties.
• Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‐mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position's responsibilities.
• Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours to perform the essential duties of the position.
• Ability and availability to travel to other firm locations when required.

For our Los Angeles and Washington D.C. Offices, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About Groundfloor

Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible — which also makes them a strong fit for the right kinds of private rentals and events.

Overview

We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.

You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.

What You'll Do

Private Events & Rentals

• Own and grow private event and rental revenue for the LA location
• Proactively source leads through outreach, partnerships, referrals, and creative prospecting
• Manage the full booking process from first inquiry through signed agreement
• Qualify clients and clearly communicate space constraints and expectations
• Maintain a simple pipeline and forecast bookings
• Coordinate with the Groundfloor team to ensure smooth execution of rentals
• Be on-site for select private rentals to support setup, hosting, and handoff

Who This Is For

• Experience in event sales, venue rentals, hospitality, or a related field
• Entrepreneurial mindset and comfort owning revenue outcomes
• Highly self-directed with strong follow-through
• Confident representing the brand in person and setting boundaries with clients
• Motivated by commission, independence, and performance-based growth

Compensation

This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.

Private Events

• 30% commission on all private event and rental bookings you close
• Example:
• $10,000 in bookings = $3,000 commission
• $20,000 in bookings = $6,000 commission
• $30,000 in bookings = $9,000 commission

Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.

Schedule & Structure

• Part-time, commission-based
• Flexible, self-directed hours
• On-site for private rentals as needed
• Fully remote outside of on-site responsibilities
• Los Angeles–based

Perks

• Free Groundfloor membership
• Full ownership over a revenue channel
• Flexible schedule with real autonomy
• High-upside commission structure
• Opportunity to help shape how private events scale across future Groundfloor locations

Private Wealth Advisor – Seattle, WA

Represented by Addison Group | Wealth Management Firm

Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Excellent opportunity to get your foot in the door in wealth management and advisory.

Responsibilities:

• Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
• Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
• Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
• Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
• Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
• Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
• Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
• Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
• Prepare and present financial plans, investment proposals, and performance reviews.
• Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.

Qualifications:

• Minimum 3 years of experience
• CPA license highly preferred, or CFP (or in progress).
• Stable experience in public accounting, tax, or advisory.
• Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
• Professional and excellent interpersonal skills, analytical, and have a client-first mindset.
• Bachelor’s degree in Accounting, Finance, or a related field.

Our client offers:

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.

• Hybrid in-office schedule. Downtown Seattle.

Company Description

At Reno-Tahoe Therapy Group, our focus is speech therapy, and we take pride in delivering personalized care to every patient. We believe in treating each individual like family and creating tailored action plans that address their unique needs. Our goal is to help clients make meaningful progress in an effective, enjoyable, and rewarding way. To serve our community better, we provide services at our locations in Carson City and Reno, Nevada.

Role Description

This is a full-time, on-site role for a Private Practice Speech Language Pathologist located in Carson City, NV. In this position, you will assess, diagnose, and provide therapy for individuals with speech, language, and communication disorders. Key responsibilities include developing and implementing treatment plans, engaging clients in therapeutic exercises, and maintaining detailed progress reports. Collaboration with families, caregivers, and other professionals will play a vital role in ensuring clients meet their communication and swallowing goals.

Qualifications

• Proficient in Speech Therapy practices, including evaluation and treatment techniques
• Experience addressing Speech and Language Disorders
• Expertise in assessing and treating Dysphagia
• Knowledge of Communication and Language Disorders
• Strong interpersonal and communication skills with clients, families, and team members
• Current state licensure as a Speech-Language Pathologist in Nevada
• Master’s degree in Speech-Language Pathology or equivalent
• Experience in a private practice setting is a plus

Lateral Link is assisting a repeat client and top-ranked Am Law 25 firm in seeking a private investment funds associate with approximately 2–6 years of experience.

The ideal candidate will have experience advising sponsors on the formation, structuring, and operation of private investment funds, including buyout, growth equity, venture capital, real estate, and credit funds. Relevant experience includes drafting and negotiating fund formation documents such as LPAs, LLC agreements, PPMs, subscription agreements, and side letters, as well as advising on sponsor and investor matters, regulatory considerations, and ongoing fund operations.

This is a sophisticated private funds practice with meaningful cross-office collaboration and regular interaction with leading private equity sponsors, asset managers, and institutional investors. Associates receive substantive responsibility, direct client exposure, and hands-on experience across the full fund lifecycle, along with strong long-term partnership and in-house exit opportunities.

If you are interested and qualified, please submit your resume here or email

About the Position:

Our client, a global private markets investment manager, is actively seeking an attorney with 8-15 years of fund formation experience to join its Legal team in Chicago as Principal, Legal Counsel (Fund Formation). This established, employee-owned firm boasts a positive culture of collaboration and a commitment to professional development, with clients including leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.

Local/Illinois attorneys please; no relocates.

Highlights:

· Excellent compensation and benefits

· 100% employee-owned company

· Named a best place to work for money management

· Future opportunity for equity/ownership

· Hybrid position (3 days in office)

Responsibilities:

· Assist with the coordination, structuring, formation and negotiation of private equity/credit investment funds and separate accounts (primarily closed-end funds, but also registered funds)

· Assist with management of corporate documentation, corporate contracting and other general legal matters

· Oversee closing documentation and ensure compliance with company guidelines

· Work closely with business units to identify and address legal and regulatory issues

· Assist with and coordinate offerings, including overseeing documentation and regulatory filings associated with such offerings

· Update policies and procedures as needed and prepare required documentation

· Maintain internal records, checklists, spreadsheets, and other tracking devices

· Perform other ad hoc projects as assigned

Required Qualifications:

· 8-15 years of sophisticated fund formation experience in a law firm and/or in-house legal department

· Experience with private investment fund formation and structuring

· Experience advising general partners/management companies on matters related to fund formation and day-to-day operations transactions in fund formation

· Private credit experience is a plus

Location:

Chicago, IL (Hybrid); Local candidates only

Compensation:

The anticipated base compensation for this position is $300,000 - $325,000.

About Us:

McCormack Schreiber Legal Search is Chicago’s leading legal search firm. We leverage our more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.

Location: Dallas

A highly regarded, strategically focused, mid-sized global law firm (700 lawyers) is actively seeking established Private M&A and Private Equity partners to support targeted growth in Dallas and New York.

The firm operates at the intersection of financial services, private capital, and investment management, and is executing a disciplined five-year growth plan centered on expanding its strongest practices in its existing offices.

This is not a merger-driven growth story. The firm is intentionally scaling from a position of strength and profitability.

The Opportunity

The platform is particularly well-suited to partners with a meaningful sponsor-side or private company M&A practice who are looking for:

• A more collaborative, entrepreneurial culture
• Meaningful cross-selling opportunities across funds, private credit, investment management, tax, regulatory, and private wealth
• Strong specialist support embedded directly within Corporate

Unlike many peer firms, the Corporate group includes embedded specialists (e.g., tax, employment, benefits) who work exclusively on transactional matters, ensuring responsiveness and market-informed negotiation support. This structure has proven to be a competitive advantage in deal execution and client service.

The firm also provides proprietary market data and financial services survey insights that partners actively use as business development tools to open doors with sponsors and portfolio companies.

Ideal Candidate Profile

• $3M+ portable book of business (day-one portability expected)
• Strong private equity or private company M&A focus
• Sponsor relationships highly valued
• Demonstrated business development track record
• Collaborative, team-oriented mindset

Group acquisitions are also considered.

Why This Firm

• 700-lawyer global firm with strong brand in financial services and funds
• Targeted growth strategy
• Deep private capital ecosystem
• Embedded deal-specialist model
• Entrepreneurial but highly collaborative culture
• Strong Dallas momentum
• Competitive economics at partner level

Interested? In which case, please apply and we will reach out to discuss this in more detail.

Company Overview:

Our New York / San Francisco-based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 130 investments totaling in excess of $14.5 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.

Key Responsibilities:

• Screening potential real estate investment opportunities across the capital stack
• Assisting acquisitions team in the evaluation of investment opportunities consistent with the fund’s investment criteria
• Underwriting / preparing detailed financial models on potential asset, portfolio, and corporate level transactions
• Drafting Screening and Investment Committee Memorandums detailing deal merits, financial metrics, risks and mitigants and market data
• Performing asset management / portfolio monitoring tasks, including putting together internal updates (memorandums, model updates, etc.), executing business plans, including working directly with Sponsors, and other third parties
• Conducting in-depth market research, preparing sale / lease comparables analyses
• Interfacing with brokers, legal counsel, market participants and third-party vendors
• Manage financial models utilizing both ARGUS and Excel to project cash flows, investment returns, asset valuations and analyze risk
• Review and evaluate investment offerings from investment sale brokers, developers, and owners
• Coordinate research in the assembly of market information, data gathering and relevant forecasts

Requirements:

• Bachelor’s degree with major in Finance, Economics, or Business Administration
• Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling and Argus
• 2+ years of experience in finance roles in investment banking, and/or real estate private equity
• Must have excellent analytical, organizational, and writing skills
• Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive
• Ability to work in a team environment
• Strong attention to detail
• Fluency in Microsoft suite, specifically Excel and PowerPoint

• 
  
• Bachelor's degree required
  
• A minimum of 2-5 years of work experience in a professional corporate environment
  
• Strong written and verbal communication skills
  
• Proficiency in Word, Excel, PowerPoint, and Outlook required
  
• Ability to work in a fast-paced environment and think clearly under pressure
  
• Excellent communication skills; team focused
  
• Extremely organized and detail-oriented
  
• Experience in financial services is preferred but not required
  

Liebert Cassidy Whitmore (LCW), a premier labor and employment law firm with over 120 attorneys and 5 California offices, is seeking a dedicated attorney for its San Diego office to join our labor and employment practice, focusing on private educational institutions. The ideal candidate should be passionate about this area of law and have proven experience working with private educational schools in California.

For 45 years, LCW attorneys have been trusted advisors to public agencies, educational institutions, and nonprofits, clients whose work strengthens communities across the state.

This role offers a flexible hybrid working schedule, allowing for a balance of remote work and in-office presence, which supports both professional growth and work-life balance.

Key Responsibilities

• In this role, you will provide legal services to private and independent schools on various matters, including, drafting and reviewing enrollment agreements and employment contracts
• Preparing waivers, and creating employee and student/parent policies and handbooks
• Conducting employee and student investigations and advising on disciplinary matters
• Handling tuition disputes, terminations, and severance agreements
• Advising on wage and hour compliance, leave policies, privacy issues, and mandated reporting requirements

Qualifications

• Active license to practice law in the State of California
• A minimum of 3 years of experience in employment law
• Experience working with private educational institutions or nonprofits in areas such as employment, student matters, governance, or business and facilities issues is highly desirable

For more information about our firm and the exciting career opportunities we offer, please visit our website at .

Equal Employment Opportunity (EEO) Statement

Liebert Cassidy Whitmore is an equal opportunity employer. Employment decisions are based on merit and business needs, and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, veteran status, or any other protected status.

Fair Chance Act Compliance

Liebert Cassidy Whitmore will consider qualified applicants with criminal histories in a manner consistent with the California Fair Chance Act and the Los Angeles Fair Chance Initiative for Hiring Ordinance.

Work Environment and Physical Requirements

This position operates in an office environment, requiring the ability to sit for extended periods and work on a computer. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.