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Traffic rank#237,206 Site Rank
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Traffic rank
#237,206
#237,206
Site age
5 yrs
5 yrs
Location
United States
United States
Newest job postings for networthlist
via LinkedIn
posted_at: 1 day agoschedule_type: Full-timework_from_home: 1
Francis King is working with a c $2bln aum Real Estate Investment Manager, looking to grow their high net worth individual LP base
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals
Francis King is working with a c $2bln aum Real Estate Investment Manager, looking to grow their high net worth individual LP base
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals with a strong network of fundraising either from a private equity real estate fund or brokerage, and can be based anywhere across the US
Base salary will be variable (likely up to $150k base for the first year), with 3% commission for assets raised
Candidates will need to be fully licensed (Series 7/ SIE Show more details...
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals with a strong network of fundraising either from a private equity real estate fund or brokerage, and can be based anywhere across the US
Base salary will be variable (likely up to $150k base for the first year), with 3% commission for assets raised
Candidates will need to be fully licensed (Series 7/ SIE Show more details...
via LinkedIn
posted_at: 4 days agoschedule_type: Full-time
The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors
The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
Special Working Conditions:
• Fast paced, multi-tasking environment.
• Travel is required.
Important Notice:
• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
Click here for some insight into our culture Show more details...
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
Special Working Conditions:
• Fast paced, multi-tasking environment.
• Travel is required.
Important Notice:
• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
Click here for some insight into our culture Show more details...
via LinkedIn
posted_at: 3 days agoschedule_type: Full-time
High Net Worth Mobility Tax Manager
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll
High Net Worth Mobility Tax Manager
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll do
• Manage client relationships and providing consultative services while exceeding expectations.
• Identify engagement opportunities and coordinate with engagement leadership to deliver the breadth of Global Employer Services to the client.
• Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services.
• Sign individual income tax returns for executives and high net worth clients
• Collaborate with client engagement leaders to address budgeting, billing, management, and engagement team deployment.
• Be responsible for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Global Employer Services mobility tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services.
Qualifications
Required
• 5+ years of experience in global mobility compliance or personal income tax and compliance
• Experience in Managing people, Client Interactions and Sales
• Experience with individual income tax returns compliance and consulting for high profile executives or high net worth clients
• Experience with Excel, Microsoft PowerPoint, QlikView, and Tableau
• Bachelor's degree
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible, one of the other designations listed below based on role requirements and business approval:
• Licensed Attorney
• Enrolled Agent
• Global Professional in Human Resources (GPHR)
• Certified Equity Professional (CEP)
• Certified Employee Benefits Specialist (CEBS)
• Certified Pension Consultant (CPC)
• Certified Payroll Professional (CPP)
• Project Management Professional (PMP)
• Workday Certification
Preferred
• Master's degree or equivalent in a related field
• Global experience (foreign language skills, lived/studied abroad, strong cultural awareness)
• Strong analytical, consultative, quantitative, and project management skills
• Strong communication (verbal & written) and presentation skills
• Attention to detail with a focus on quality; and deadline and results-driven
• Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency
• Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,600 to $227,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
gestax Show more details...
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll do
• Manage client relationships and providing consultative services while exceeding expectations.
• Identify engagement opportunities and coordinate with engagement leadership to deliver the breadth of Global Employer Services to the client.
• Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services.
• Sign individual income tax returns for executives and high net worth clients
• Collaborate with client engagement leaders to address budgeting, billing, management, and engagement team deployment.
• Be responsible for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Global Employer Services mobility tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services.
Qualifications
Required
• 5+ years of experience in global mobility compliance or personal income tax and compliance
• Experience in Managing people, Client Interactions and Sales
• Experience with individual income tax returns compliance and consulting for high profile executives or high net worth clients
• Experience with Excel, Microsoft PowerPoint, QlikView, and Tableau
• Bachelor's degree
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible, one of the other designations listed below based on role requirements and business approval:
• Licensed Attorney
• Enrolled Agent
• Global Professional in Human Resources (GPHR)
• Certified Equity Professional (CEP)
• Certified Employee Benefits Specialist (CEBS)
• Certified Pension Consultant (CPC)
• Certified Payroll Professional (CPP)
• Project Management Professional (PMP)
• Workday Certification
Preferred
• Master's degree or equivalent in a related field
• Global experience (foreign language skills, lived/studied abroad, strong cultural awareness)
• Strong analytical, consultative, quantitative, and project management skills
• Strong communication (verbal & written) and presentation skills
• Attention to detail with a focus on quality; and deadline and results-driven
• Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency
• Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,600 to $227,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
gestax Show more details...
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