Senior Private Client Relationship Manager
Gallagher
Gallagher is seeking a Private Client Service Manager in New York to oversee high net worth client programs, ensuring tailored insurance solutions and strong relationships. Reporting to the Private Client Service Supervisor, you will drive renewals, cross-sell opportunities, and strategic service delivery. You will mentor a team of Client Service Managers and Associates, maintain data integrity in Gallagher systems, and stay abreast of market trends to secure optimal coverage. #J-18808-Ljbffr
$127.9k - $291.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...marketplace.EY's FSO EDGE Private practice provides... ...key responsibilitiesA Senior Services Manager in FSO... ...reportingSupport effective long-term relationships and manage workflow...SeniorPrivate practiceSummer holidayLocal areaFlexible hours$132.1k - $301.6k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real... ...our dynamic FSO team!Private Tax is a growing... ...business acumen.As a Senior Manager in Private Tax... ...building and managing client relationships, revenue generation,...SeniorWork experience placementSummer holidayLocal areaImmediate startFlexible hours$190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Director, implement a client relationship plan with the firms global client base...SeniorFull time- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent... ...New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar...Senior
$65 - $75 per hour
...Base pay range $65.00/hr - $75.00/hr Overview Our client, a growing Management Consulting firm with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation in high-net-worth...SeniorContract work- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...to lawyers, accountants, asset managers and management professionals with deep... ...establishing, growing, and managing investment relationships. They should be experienced in the...SeniorFull time$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... ...962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorFull timeFixed term contractLocal area- ...goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are... ...industryYou will have the flexibility to manage your days in support of our... ...laws and regulations.Build impactful relationships with new and existing clients and...SeniorFull timeTemporary workPrivate practiceLocal area
$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 development...SeniorWork at officeRemote work- 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...SeniorWork at office
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...For: Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$117k - $175k
...Growth and delivering for our clients, teammates, communities and... ...in partnership with a private bank credit team. Key responsibilities... ...include independently managing transactions or portfolios of... ...developing new custom lending relationships with strategic wealth...SeniorFull timeBank staffWork at officeWork from homeDay shift$110k
...Summary The Tax Senior will be responsible for... ...for financial services clients, including banks,... ...investment advisors, private funds, and insurance companies... ..., the ability to manage multiple engagements,... ...ability to build client relationships Compensation: $1...SeniorLocal area- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties... ...to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice...SeniorWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within... ...planning.A Tax Experienced Senior, Private Client Services (... ...their communication, time management, leadership, technical,... ...activities and trainingBuilds new relationships with other professionals...SeniorPrivate practiceWork at office
$180k - $210k
...35 people) and is looking for a hungry, commercially sharp Senior Consultant who wants to grow fast in a “start‑up within a scale... ...you can wear multiple hats and gives you real exposure to private equity clients from day one. What you’ll do: Work directly with PE funds and...SeniorFull time- ...and corporate governance is seeking a Senior Analyst to join its New York office. This... ...compensation analyses for public and private company clients.Conduct quantitative research,... ...issues, and peer practices.Assist in managing multiple workstreams, ensuring accuracy...SeniorWork at officeShift work
$135k - $230k
...tax, R&D Tax Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of one of our Los Angeles, CA... ...supervision/mentoring of staff and building/maintaining relationships with clients. Withum’s brand is a reflection of...SeniorFull timeLocal area$20 per hour
...apply now.We are currently seeking a Senior Client Executive to join our team in New York... ...diverse solution offerings as well as management of a diverse services portfolio, leveraging... ...to grow and improve client/customer relationships, implement change, and leverage...SeniorWork at officeRemote workFlexible hours$95.04k - $316.92k
...StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional,... ...harnessing Citi’s leading Investment Management, Markets, and specialist teams to... ...new clients, manage the overall Markets relationship, and deliver a best-in-class client experience...SeniorFull timeWork at office- ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...Responsible For: Supervise a team, foster strong client relationships, and collaborate closely with Partners in an...SeniorTemporary workPrivate practiceWork at officeLocal areaRemote work
$126.1k - $253k
...world of change, empowering our clients and people to realize their... ...clients’ goals. As a Tax Senior Manager, you will be responsible for... ...of business to build client relationships and support growthParticipate... ...with an emphasis on private client taxation including working...SeniorFull timeWork experience placementInternshipLocal area$150.97k - $294.4k
...assurance firm, providing clients with a genuine coast-... ...a State & Local Tax Manager (Income Tax &... ...work closely with our Private Wealth practice and other... ...advice, responsiveness, relationship management, and collaboration... ...coach associates and senior associates, providing...SeniorFull timePrivate practiceWork at officeLocal areaWorldwide$141k - $290k
...looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large... ...mentor and develop a team Strong relationship management and practice development...SeniorImmediate startFlexible hours- ...your career.About the teamStripe's Customer Success Managers (CSM) oversee the post-sales lifecycle for Stripe users... ....Minimum requirements• 6+ years of experience in a client-facing role in Enterprise relationship management, partnering with large, global, and complex...Senior
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...For: Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial...SeniorTemporary workPrivate practiceWork at officeLocal areaRemote work
$65k - $90k
...H&H is seeking a Senior Project Accountant to join our Accounting... ...from collaborating with Project Managers during project setup to... ...expertise with the agility of a privately owned firm. From planning and... ...contract modifications, and client invoicing requirements Mentor...SeniorContract work$112,000 - $181,000 per day
...description: JOB DESCRIPTIONThis is a Series A AI-native employee management platform that runs itself payroll, multi-state compliance,... ...OpenAI, and Cruise. Trusted by 1,000+ companies.This is the first Senior CX Manager role at the company the person who decides what...Senior$212k - $318k
...Region Market Development team and manage a portfolio of large/jumbo client accounts at Marsh People &... ...role in establishing trusted advisor relationships with our Tri-State clients, working... ...Experience in engaging with C-suite and senior-level executives across HR,...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
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