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12+ years of recent experience with tax compliance, related research, and planning for high-net-worth individuals, flow-through entities, and trusts within a public accounting firm, family office, or wealth management tax department. Lead or participate in other cross-functional projects providing leadership toward additional value-added activities and supporting operational and departmental excellence, while fostering teamwork between all functions.

YEAR

Dalio Family Office

Senior Tax Manager , Trust

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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

Japanese Business Network - Private Tax Manager

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Senior Tax Manager, Trust

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Korean Business Network - Private Tax Manager

Skills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementRequired Qualifications:• 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.• The Healthcare, Education and Not-For-Profit Group ("HENFP") is unique in that our client teams are dedicated to providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).

Bank of America Corp

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)

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We currently have an opportunity for a Senior New Business Development to join our Personal Lines team in our New York (NY), Melville (NY), Berkeley Heights (NJ), Wall (NJ), Fairfield (CT), Blue Bell (PA) offices on a Hybrid work schedule. The expected salary range for this position is $90,000 to $100,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

Hub International

Senior New Business Development

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Partner with the Brand, Product and Channel Marketing, Sales, Product, Investment Strategy teams, and senior leadership to identify key themes, trends, and thought leadership opportunities, ensuring content remains relevant, differentiated, and aligned with business objectives, industry developments, and client interests. Own the end-to-end speaker journey across US events, including outreach, confirmation, content development, presentation reviews, rehearsals, briefing materials, production coordination, onsite support, post-event follow-up, and management of key communications and deadlines.

iCapital

Event Content Strategist - Vice President

Ivy Exec

Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

The Colony Group, LLC

SMA & ETF Trading Associate - Options Strategies

We currently have an opportunity for a Senior New Business Development to join our Personal Lines team in our New York (NY), Melville (NY), Berkeley Heights (NJ), Wall (NJ), Fairfield (CT), Blue Bell (PA) offices on a Hybrid work schedule. The expected salary range for this position is $90,000 to $100,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Hub International Insurance

Meet Mike, Managing Director: For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

The Wengzn District

Financial Representative - Training Provided

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Mike, Managing Director: For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact.

Financial Planner- Career Changer Opportunity

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Under the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire , our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

Greater Hartford Wealth Management

Financial Planner Career Changer Opportunity

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. In addition, Registered Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee’s regular hourly rate of pay by one-and-a-half.

Morgan Stanley

Registered Client Service Associate

As we prepare to open our new Greenwich, Connecticut Private Bank office in Q1, we're seeking accomplished professionals to join a team focused on serving high-net-worth individuals, families, and businesses with a highly personalized approach to banking and wealth management. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and delivering a seamless and high-touch experience when transitioning clients to the bank.

HOUR

Citizens Financial Group Inc

Private Banker, PBO

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Equitable Financial Life Insurance Company

Financial Services Professional - CT, Stamford (5261)

The team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Learning is the cornerstone of our culture and plays an active role in the internship experience — through daily collaboration and interaction with employees at all levels, in workshops and classes, and most significantly by working on projects that matter to the many clients we serve.

2027 Business Development Summer Analyst

The team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Learning is the cornerstone of our culture and plays an active role in the internship experience - through daily collaboration and interaction with employees at all levels, in workshops and classes, and most significantly by working on projects that matter to the many clients we serve.

Wealth Advisor Jobs in Connecticut

Senior Tax Manager , Trust Dalio Family Office

Japanese Business Network - Private Tax Manager PwC

Senior Tax Manager, Trust Dalio Family Office

Korean Business Network - Private Tax Manager PwC

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford) Bank of America Corp

Senior New Business Development Hub International

Event Content Strategist - Vice President iCapital

SMA & ETF Trading Associate - Options Strategies The Colony Group, LLC

Senior New Business Development Hub International Insurance

Financial Representative - Training Provided The Wengzn District

Financial Planner- Career Changer Opportunity The Wengzn District

Financial Planner Career Changer Opportunity Greater Hartford Wealth Management

Registered Client Service Associate Morgan Stanley

Private Banker, PBO Citizens Financial Group Inc

Financial Services Professional - CT, Stamford (5261) Equitable Financial Life Insurance Company

2027 Business Development Summer Analyst AQR

2027 Business Development Summer Analyst AQR Capital Management LLC

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