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Clearstead

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3 jobs
Clearstead
5 days ago

Senior Client Manager

New North AmericaSenior
United States

The Senior Client Manager serves as a primary point of contact for complex, high-touch client relationships and is accountable for the end-to-end execution of client service and account administration. Operating with a…

Athena CRM Risk Assessment Salesforce
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Clearstead
3 weeks ago

Director of Tax

Open 15d North America
United States

Clearstead is seeking an experienced Tax Manager to lead and support comprehensive tax planning, compliance, research, and advisory services for high-net-worth individuals, families, trusts, estates, partnerships,…
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Clearstead
4 weeks ago

Managing Director, Wealth Advisor

Open 25d North America
United States

The Managing Director, Wealth Advisor will serve as a senior relationship manager within the firm's Private Client Services business and support the continued growth of the Seattle market. This individual will work…

Business Development
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