Senior Private Client Relationship Architect
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a Private Client Relationship Manager to nurture high-net-worth client relationships, offering bespoke wealth guidance and integrated solutions across banking, lending, and investments. You will build a book of business, collaborate with partners, and ensure rigorous risk and regulatory adherence. Ideal candidates have extensive financial services experience, required licenses, and an entrepreneurial mindset to drive growth in a competitive private client #J-18808-Ljbffr JPMorgan Chase & Co.
- Citi in Brooklyn, NY is seeking a Private Client Financial Planner to identify and deepen relationships with affluent and high-net-worth clients, delivering tailored wealth management solutions. With product specialists, you will conduct regular high-touch engagements,...Private client
- Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework. Identify opportunities, coordinate with product specialists, and deliver...SeniorPrivate client
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate...SeniorPrivate client
- Citi's Wealth Relationship Management team in New York is seeking a Sr. Analyst SAFE Act to develop and deepen client relationships among affluent and HNW clients, delivering holistic financial planning solutions. The role requires strong analytical skills, FINRA registrations...Senior
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and... ...thorough discovery, and proactive engagement within a private client framework. You will collaborate with product...SeniorPrivate client
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorPrivate clientFull timeWork at office$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York. This role requires strong analytical and financial skills to support affluent clients and deepen relationships through tailored financial solutions. The candidate should possess...Senior$83.92k - $125.88k
Wealth Relationship Manager SAFE ACT Burbank Apply (opens in new window) Job Req Id: 26962837... ...Anticipate the complex financial needs of the client and offer solutions through a wide range... ...--------------------- Job Family Group: Private Client Coverage ------------------------...SeniorPrivate clientFull timeWork at office$146k - $255k
...Position Overview Employer: DWS Group Title: Private Credit Senior Relationship Manager (Fundraising/Capital Raising) – US & Canadian... ...and shape the future of investing. You can support our clients, local communities, and the environment. We’re looking...SeniorPrivate clientWork at officeLocal areaImmediate startWork from homeFlexible hours- Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You... ...development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs. The role requires 2-3 years' experience in...Senior
- ...diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Manager to join our Business... ...a key role in growing KPMG's private client tax practice, which focuses... ...internal and external client relationships and help build new...SeniorPrivate clientFull timePrivate practiceWork at officeLocal area
- ...law, wealth management, and trusts and estates to join our Private Client Services practice. The successful candidate will counsel high... ...tax controversy matters, and perform legal research while maintaining client relationships and clear communication. #J-18808-Ljbffr...SeniorPrivate clientPrivate practice
- ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new... ...InteractionBuild and maintain positive relationships with high-net-worth clients.Respond to... ...and potential issues.Present findings to senior team members and clients.Collaboration and...SeniorPrivate client
$211.28k - $316.92k
...York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti... ...accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight...SeniorPrivate clientFull time- About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time... ...INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of... ...community Maintaining existing business relationships and cultivating new ones Maintaining relationships...SeniorPrivate clientFull time
$90k - $110k
...advisory firm is seeking to hire a Senior Accountant to support complex client engagements and tackle technical... ...financial statements for both public and private clients, including disclosures for... ...developing and maintaining client relationships. • Addressing accounting and...SeniorPrivate clientRemote work- ...Nbutexas is seeking a highly driven Senior Sales & Partnerships Manager to accelerate expansion across the U.S. market, focusing on building relationships with top-tier consulting firms and private equity clients. You will lead business development, manage senior stakeholder...SeniorPrivate client
$85k - $170k
Our client is a public accounting firm. They seek a Tax Senior/Manager to join their Manhattan, NY office.ResponsibilitiesReview... ...charity classification, and private foundation mattersGuide clients... ...expectationsCultivate client relationships and support business...SeniorPrivate clientWork at officeRemote work- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...applicable tax laws and regulations.Build impactful relationships with new and existing clients and maintain...SeniorPrivate clientFull timeTemporary workPrivate practiceLocal area
$279.6k - $350k
...A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating...Senior- ...International in the New York area seeks a Senior New Business Development professional... ...and target strategies, work with private client advisors, and pursue new business with... ...Casualty license, and strong sales and relationship-building skills. #J-18808-Ljbffr HUB InternationalSeniorPrivate client
$117k - $175k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...existing clients in partnership with a private bank credit team. Key responsibilities... ...their goal of developing new custom lending relationships with strategic wealth clients, driving...SeniorPrivate clientFull timeBank staffWork at officeDay shift- Citigroup Inc. — Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Flushing, NY — a senior advisory role focusing on affluent/HNW clients, financial planning, and cross-functional collaboration within Citi's Private Client Coverage. The position requires FINRA...Private client
- ...Accounting Manager , you will lead a client-facing accounting function for a client in the Private Wealth space that we've partnered with... ...a team while building strong client relationships. You will serve as a key member of our senior leadership team, helping guide a growing...SeniorPrivate client
$98k - $140k
...Design is seeking an experienced, licensed Senior Architect to join our Science, Technology &... ...and distribution of products for our clients. Our deep understanding of industry insights... .... Establish & maintain positive relationships with co-workers and support and build...SeniorTemporary work$149.67k - $171.05k
STV is seeking a Senior Project Architect for our Buildings group in NYC,The Senior Project Architect (SPA) is the day-to-day delivery lead... ...through Construction Documents. Contract, fee, or client-relationship issues that fall outside project scope are escalated to...SeniorFull timeContract workFlexible hours- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...$200,000At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our...SeniorPrivate clientWork at office
$220k - $415k
Deutsche Bank is seeking a Private Banker to cultivate client relationships within Wealth Management. Responsibilities include generating substantial annual revenue and ensuring compliance standards are met. The ideal candidate will have relevant experience, strong sales...SeniorPrivate client- ...Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...Senior
- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job... ...to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice...SeniorPrivate clientWork at office
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