Senior Private Client Growth & Relationship Director
Alliant Insurance Services, Inc.
Alliant Insurance Services, Inc. is seeking a dedicated professional to manage customer service and overall service for assigned clients. Responsibilities include fostering client relationships, developing new business opportunities, and mentoring staff. Candidates must have a Bachelor’s degree and five years of relevant experience. The role involves high levels of communication and problem-solving skills, making it suitable for those who excel in teamwork and client service. #J-18808-Ljbffr
- ...Ceridian HCM, Inc. seeks a customer service professional to manage client relationships within Private Client Services. Responsibilities include initiating the renewal process, analyzing exposure, and preparing coverage proposals. The ideal candidate will have a Bachelor...SeniorWork at office
$134.72k - $179.62k
Capital Group is hiring a Private Client Relationship Manager in New York to manage day-to-day operations and ensure service goals are met. This role requires strong sales and service skills to enhance client experiences while collaborating with advisors and marketing....Senior- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...Senior
- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple tax engagements, implementing tax strategies while mentoring the team. Responsibilities include serving as the Engagement...SeniorPrivate practice
$85k - $95k
...A leading digital agency is seeking a Senior Account Director to oversee a portfolio of clients and ensure their success through strategic guidance and team leadership. This role involves managing B2B and B2C accounts, mentoring junior staff, and collaborating with cross...SeniorRemote work$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where... ...Credit, as well as International and Private Client services. As a Tech & Emerging Growth... .../mentor staff, and build/maintain relationships with clients. Withum's brand is a...SeniorWork at officeLocal area- ...ultra-high net worth private clients implement and manage... ...local expertise, and relationships with the top global investment... ...capacity of a Client Director. The Client Director... ...significant organic growth through client... ...Provide regular updates to senior leadership on client...SeniorWork at officeLocal areaWorldwide
- ...InMobi is seeking a Manager, Client Growth to join their performance team, responsible for managing client relationships and maximizing campaign ROI. This role requires 8+ years of experience, including 2-3 years in programmatic advertising, with a strong focus on revenue...Senior
$110k - $200k
Private Client Manager II job at Bank of America Corporation. New York, NY. At Bank of America... ...power of every connection. Responsible Growth is how we run our company and how we... ...job is responsible for expanding client relationships by identifying opportunities to deepen...SeniorShift workDay shift$160k - $170k
INTEGRATION APPLIANCE, INC. is seeking a highly consultative Senior Client Development Director to drive new client acquisition focused on investment banks. The ideal candidate will have over 10 years of experience in consultative selling and strong communication skills...SeniorFlexible hours$65k - $250k
A leading financial institution is seeking a Mid-Senior level professional for Deposit sales in New York. This role involves driving revenue through client relationships, conducting due diligence, and collaborating with management to achieve commercial lending success....Senior$70k - $100k
...Circana is looking for a Senior Manager to drive client success and revenue growth in the General Merchandise sector. This role requires a blend of strategic... ...sales, and data fluency to enhance client relationships and achieve measurable business outcomes. The ideal...SeniorRemote work$132.1k - $301.6k
...side with a range of clients from our most venerable... ...dynamic FSO team! Private Tax is a growing practice... ..., and you’ll see that growth reflected in your... ...business acumen. As a Senior Manager in Private Tax... ...and managing client relationships, revenue generation,...SeniorWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote... ...position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal...SeniorRemote work
- ...institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance with banking...Senior
- ...Tax Senior Manager, Private Client Group A well-established accounting and advisory firm is seeking... ...highly experienced Senior Tax Manager or Director to join its Private Client Group.... ...for clients. Maintain strong relationships with high-net-worth clients and their...Senior
- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over... ...actively acquiring new prospects to drive business growth. This position requires licenses, including the...Senior
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside... ...Texas. Vaco is working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax Associate to help...SeniorRemote work$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorFull time- BDO is seeking a Tax Experienced Senior for its Private Client Services in New York. This role will involve participating in tax and consulting engagements while working closely with high-net-worth individuals and their advisors. Applicants should have a minimum of three...SeniorWork at office
$250k
...accounting, finance, or a related field, along with CPA certification and over 10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with tax laws. A competitive annual salary ranging from $25...Senior- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk... ...with various advisors. Strong communication and relationship-building skills are essential. The firm offers competitive compensation...SeniorWork at office
- ...MEDDICC is seeking a Senior Growth Product Manager to drive the success of product initiatives. This fully remote position requires working within UK business hours and involves managing the product roadmap and collaborating closely with Sales and customers. The ideal...SeniorRemote work
- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the wealthiest families in the US, Family Offices, Owner Operated Business Entities, Alternative...SeniorWork experience placementInternshipPrivate practice
- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...Senior
- ...Zicasso is looking for a Senior Product Manager to lead the Trip Request conversion flow, focusing on conversion rate optimization and teamwork across squads. This remote role requires extensive product management experience and expertise in A/B testing. Ideal candidates...SeniorRemote workFlexible hours
- ...A leading rewards and gaming platform is seeking a Senior Lifecycle Marketing Manager to lead data-driven lifecycle programs. This remote position requires 5+ years in lifecycle marketing, particularly in mobile-first environments. Responsibilities include managing user...SeniorRemote workFlexible hours
$175k - $250k
A global consulting firm is seeking a Senior Director: Operations & Manufacturing to lead performance improvement initiatives for private equity clients. This role demands a proven track record in manufacturing, as well as communication and analytical skills essential...Senior- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...Senior
- ...A fast-growing performance marketing firm is seeking an experienced Account Director to lead growth strategies for consumer brands across Amazon platforms. This fully remote position requires a strategic mind capable of maximizing sales and profitability while influencing...SeniorRemote work
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