Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior UHNW Private Wealth Client Experience Lead

UBS

UBS in Washington, DC is seeking a Senior Registered Client Associate to support a Private Wealth Management team serving UHNW families. The role emphasizes accuracy in client information, due diligence, and a high-touch, white-glove service mindset. You will work with a DC-based team on complex wealth structures, account openings/transfers, and coordinating meetings while maintaining confidentiality and professionalism in a fast-paced environment. #J-18808-Ljbffr UBS

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Private Wealth Client Experience Lead in Washington DC vacancy
  •  ...Citi Private Bank in Washington, DC seeks a senior banker with 15+ years in private banking to manage UHNW client relationships and lead multi‑person teams. You will coordinate with product experts to craft tailored wealth strategies and ensure regulatory compliance while... 
    Suggested

    Jobleads-US

    Washington DC
    12 hours ago
  • $175k - $180k

     ...Senior RHEL Satellite Engineer / Team Lead - Vancouver, WA About Trilogy Innovations...  ...partner across public and private sectors to modernize enterprise...  ...decisions, and client engagement throughout the...  ...enterprise Linux engineering experience with deep, hands-on expertise... 
    Senior
    Private client
    Full time
    Contract work
    Local area
    Remote work

    Trilogy Innovations

    Washington DC
    2 days ago
  • George Mason University seeks a Senior Event and Client Experience Manager to lead executive, academic, governmental, and industry conferences at Mason Square. Reporting to the Director of Administration and Operations, you will oversee the event management pipeline, client... 
    Senior

    George Mason University

    Arlington, VA
    12 hours ago
  •  ...include welcoming guests, managing room bookings, and coordinating transport. The ideal candidate will have 5-7 years of relevant experience, excellent communication skills, and the ability to multitask in a busy environment. A focus on customer service and integrity is... 
    Senior

    RR Donnelley

    Washington DC
    2 days ago
  • $100k - $125k

    NFP Corp is seeking a seasoned wealth management professional in Potomac, Maryland. This role demands a minimum of 5 years of experience in wealth management, and proficient use of Microsoft Office and financial software. The firm provides a competitive salary range between... 
    Senior
    Work at office

    NFP Corp

    Potomac, MD
    3 days ago
  • $116.25k - $159.64k

     ...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and...  ...talented staff, utilizing your experience to help develop their technical...  ...to expand your career in Private Wealth tax and accounting, becoming an... 
    Private client
    Work at office
    Local area
    Worldwide

    Baker Tilly US

    Washington DC
    1 day ago
  •  ...Citigroup's Citi Private Bank in Washington, DC seeks an accomplished...  ...manage relationships with UHNW clients, delivering strategic...  ...solutions. You will lead client engagements, collaborate...  ...compliance standards. Experience in cross-border wealth management and UHNW client... 
    Relocation

    Jobleads-US

    Washington DC
    1 day ago
  • CAPTRUST Advisors, LLC is seeking a Wealth Client Management Consultant to support selected financial advisors in servicing and retaining wealth client relationships. The role emphasizes proactive service, documentation, and collaboration with internal partners to resolve... 

    CapTrust Advisors, LLC

    Alexandria, VA
    3 days ago
  • CAPTRUST seeks a Wealth Client Management Consultant to support one or more financial advisors in servicing wealth client relationships in Alexandria, VA. You will provide proactive service, coordinate requests, and help with account movements and reviews. The role is on... 

    CAPTRUST

    Alexandria, VA
    3 days ago
  •  ...firm, partnering with clients to solve the world’s most...  ...and highly talented Senior Mechanical Engineer...  ...but are not limited to:Leading or assisting with the...  ...Engineering Program6+ years of experience in mechanical design...  ...with public- and private-sector clients to create... 
    Senior
    Private client
    Contract work
    For contractors
    Work at office
    Local area
    Immediate start
    Remote work
    Worldwide
    Flexible hours

    AECOM

    Arlington, VA
    3 days ago
  • $124.5k - $216.5k

    Who We AreFTI Consulting is the leading global expert firm for organizations facing crisis...  ...corporations, law firms, banks and private equity firms on their most important issues...  ...the RoleThe Americas Head of Workplace Experience is a leadership role (Snr Director) responsible... 
    Senior
    Full time
    Work experience placement
    Work at office
    Visa sponsorship
    Work visa

    FTI Consulting

    Washington DC
    12 hours ago
  • Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in College Park, MD. In this role, you will provide comprehensive financial...  ...technology, and ensuring an exceptional investor experience. The ideal candidate will have a valid Series 7 and... 
    Private client

    Fairygodboss

    College Park, MD
    3 days ago
  • $94k - $141k

     ...StatesSalary: $94,000.00 - $141,000.00Category: Private Client Coverage, WealthCompany: CitiThis is a...  ...ensure a seamless and differentiated experience in partnership with sales teams and...  ...a preference for prior experience in wealth management or other financial services... 
    Private client
    Full time

    Citigroup

    Washington DC
    3 days ago
  • $120k - $140k

     ...Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a...  ...The role requires a Bachelor's degree, a minimum of ten years' experience, and a proven ability in trust administration. The salary range... 
    Senior
    Private client

    Brown Advisory Incorporated

    Washington DC
    4 days ago
  • Capital One in McLean, VA is seeking a Communications Manager to lead internal and external messaging for the Premium Products & Experiences portfolio. You will partner with HR, chiefs of staff, Public Relations and other stakeholders to drive leadership narratives and... 
    Senior

    Capital One

    Mc Lean, VA
    1 day ago
  • $400k

     ...Senior Engagement Lead, Learning & Evaluation (CWP) Posted on January 09, 20...  ...approaches? About Community Wealth Partners Community Wealth Partners...  ...magnitude they exist. Our clients, who are our partners, are...  ...efforts. Desired Experience Minimum of 12 years of professional... 
    Senior
    Flexible hours

    Community Wealth Partners -Washington, DC

    Washington DC
    1 day ago
  • Range in McLean, VA is seeking a strategic Senior Product Marketing Manager to lead product positioning and launches in the market. This role requires...  ..., and sales to drive growth and enhance member experience. The ideal candidate will have over 6 years of product... 
    Senior

    Range

    Mc Lean, VA
    4 days ago
  • $160k - $190k

    A leading wealth management firm is seeking a ServiceNow Application Development Technical Lead in Washington, DC. In this role, you will...  ...CMDB. Ideal candidates will have over 7 years of ServiceNow experience and strong leadership skills. The position offers a competitive... 
    Senior

    The Value Maximizer

    Washington DC
    3 days ago
  • Capital One is hiring a Senior Manager, In-person Experience Strategy in McLean, VA. You will lead a team focused on customer experience measurement, in-store improvements for cafes and branches, and strategic project intent. Responsibilities include developing growth-... 
    Senior

    Socket.dev

    Mc Lean, VA
    3 days ago
  • $130k - $150k

    ProShares Trust II is seeking a Senior Manager for Talent & Employee Experience in Bethesda, MD. This role involves developing, retaining, and engaging talent within the firm. Responsibilities include shaping employee experiences, managing performance, and enhancing talent... 
    Senior

    ProShares Trust II, ProShare Advisors LLC

    Bethesda, MD
    12 hours ago
  • Brown Advisory is seeking a Fiduciary & Private Client Tax Manager to provide technical tax guidance across trusts, private foundations,...  ...role requires CPA certification and 5-7 years of relevant tax experience, with strong attention to detail and the ability to work onsite... 
    Senior
    Private client

    Brown Advisory

    Washington DC
    4 days ago
  •  ...Senior Project Manager PC is seeking a motivated self-starter to direct exciting...  ...management with at least ten years experience as a Construction Project Manager on...  ...management and design-build services to private and public clients across the country. The company... 
    Senior
    Private client
    For contractors

    PC Construction

    Arlington, VA
    5 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...  ...management and new lead generationAssist in managing...  ...based on the role, experience, skill set and location... 
    Private client

    JP Morgan Chase

    Bethesda, MD
    3 days ago
  • $23.5 - $30.54 per hour

     ...A Sr. Events Lead, VIP & Guest Experiences job in Woodinville, WA is available at Chateau Ste. Michelle. This role requires a highly experienced...  ...in executing premium events, managing high-profile clients, supporting VIP guests, and delivering polished, high-touch... 
    Senior
    Hourly pay
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Ste. Michelle Wine Estates

    Washington DC
    4 days ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...  ...You provide an exceptional investor experience by offering advised solutions and Chase... 
    Private client

    JPMorgan Chase & Co.

    Bethesda, MD
    4 days ago
  •  ...driven to develop staff and client relationships? Are you...  ...US Division as our new Senior Program Manager and...  ...master planning, you will lead and support complex...  ...projects for public and private water utilities, regional...  ...with 15+ years experience. Advanced degree highly... 
    Senior
    Private client

    Ramboll Management Consulting

    Arlington, VA
    2 days ago
  • DescriptionThe Senior Structural Engineer will lead structural design project teams to...  ...constraints, design factors or client needs.Lead structural...  ....Applies knowledge and experience to complex projects, find...  ...calculations for public and private clients.Prepare and... 
    Senior
    Private client
    For contractors

    Burns & McDonnell

    Arlington, VA
    12 hours ago
  • Black & Veatch is seeking a Lead Estimator for water and wastewater projects. The role...  ...cost estimates for municipal and private clients, coordinating with design and procurement...  ...background in estimating, bidding, and project experience is essential. The position offers... 
    Senior
    Private client

    Black & Veatch

    Arlington, VA
    3 days ago
  •  ...interiors, and planning for a diverse group of public and private sector clients. We believe great design grows from a supportive, energized...  ...Aviation Architect or Designers with 10+ years of related experience, including aviation facilities, who is interested in contributing... 
    Senior
    Private client
    For contractors
    Flexible hours

    Pierce Goodwin Alexander & Linville

    Alexandria, VA
    4 days ago
  • $130k - $145k

     ...of helping government, research, and private sector clients implement their programs and missions to achieve success. We are seeking a Senior Program Engineer - Key Personnel to join...  ...Range: $130K-$145K depending on experience, with opportunities to contribute to program... 
    Senior
    Private client
    Work at office

    BCS ALLEGIENT

    Arlington, VA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior UHNW Private Wealth Client Experience Lead. Be the first to apply!