Private Wealth MD: Lead UHNW Growth & Ownership
Wiseman Family Office
Wiseman Family Office is conducting a confidential executive search for a Managing Director to join its leadership team in the New York metropolitan area. The role focuses on managing ultra-high-net-worth client relationships and driving growth, with a path toward ownership and partnership.
The position offers a bespoke compensation package, including guaranteed compensation, revenue participation, and potential equity ownership, with opportunities across major US wealth markets.
#J-18808-Ljbffr- ...Citi Private Bank in Miami, FL is seeking a Director/MD UHNW Private Banker to lead client relationships and develop tailored wealth management strategies. The role focuses on growing revenue, coordinating internal resources, and ensuring compliance across a competitive...Private
- ...Director) to oversee the trusts and estates function for UHNW clients within the Private Bank. You will lead a senior team, develop talent, and drive fiduciary... ...to deliver a differentiated client experience and strategic growth #J-18808-Ljbffr JPMorgan Chase & Co.Private
- ...Our client is a privately owned, SEC-... ...senior family wealth advisor. The... ...You will share lead responsibility... ..., take on more ownership over time, and... ...lead established UHNW family relationships... ...Practice growth Introduce... ...on the cusp of MD at a private bank...PrivateFull timeWork at officeRelocation
$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...Private- ...Wealth Management, Regional Trust Team Lead, Executive Director New York, NY, United States... ...Description The J.P. Morgan Private Bank offers individuals... ...growing and managing an UHNW client-focused business.... ...pursuing all appropriate growth opportunities.The...PrivateFull time
$250k
...The Investment Counselor Team Lead manages a team of Investment Counselors... ...of financial markets, wealth management practices, and... ...lead double-digit percentage growth in investment revenue and AUMs... ...themes, products and services Citi Private Bank offers to clients, including...PrivateFull time- ...Sign in to set job alerts for “Private Client Services” roles. 11,000+ Private Client Services Jobs in United States Private Wealth Management International Registered Client Service... ...Planning | RIA Operations Citi Private Bank | UHNW Investment Counselor Luxury Service...PrivateWork at office
- ...Norman Alex is seeking a Senior Private Banker – International Private Bank... ...) to develop and manage a book of UHNW clients and drive cross-border asset growth. The role focuses on LATAM and international... ...advise on investments, credit and wealth structuring solutions while...Private
- ...business case and drive net new money while leveraging your HNW/UHNW client relationships and market presence to generate opportunities... ...lending, and estate planning specialists to deliver integrated wealth solutions. A strong network and travel willingness are essential...Private
- ...Tax Partner – UHNW, Trusts & Estates Location... ...Tax Partner to help lead and expand its Private Client practice.... ...considerations span personal wealth, closely held... ...matters. Cross-border ownership and investment structures... ...& Practice Growth This is a Partner-...PrivateFull timeTemporary workFor contractorsPrivate practiceLocal areaFlexible hours
- Citi Wealth in New York is seeking an experienced Lending Generalist to drive origination and analysis for UHNW clients within Citi Private Bank partnerships. The role focuses on advising clients, structuring... ...communication, and a proactive, growth-oriented mindset to support Citi...Private
- ...Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage... ...product experts. This role emphasizes compliance, client service, and UHNW relationship growth. #J-18808-LjbffrPrivate
$175k - $250k
...Practice Lead, Wealth ManagementLocation: New York, North Carolina, Chicago, Texas, Florida,... ...Establish and track practice-level metrics, growth targets, and capability roadmaps.Client... ...or within premier wealth management, private banking organizations.Strong understanding...PrivateFull timeRemote workShift work- ...Ownwell has developed a leading end-to-end property tax solution... ...Customer Obsession Take Ownership Do The Right Thing Go Far... ...Accelerate Innovation Meet The Growth & Marketing Team Ownwell’s... ..., investment banking, private equity, venture capital, or a...PrivateLocal areaFlexible hours
- ...& Estates Partner with a portable book of business to join its Private Client Services group in New York. The ideal candidate will... ..., while collaborating with trusts, tax, and litigation attorneys to deliver sophisticated private wealth solutions. #J-18808-LjbffrPrivate
$170k - $190k
...Macquarie Asset Management's Global Wealth Marketing team in a newly... ...role focused on building and leading a global wealth education strategy... ...supporting infrastructure private funds and expanding into other... ...conversations, and support the continued growth of Macquarie Asset Management'...PrivateTemporary workWork from homeFlexible hours- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Private
- ...Coda Search is partnering with a leading global quantitative investment management firm to find a Wealth Channel Lead for its Investor... ...-facing role focused on the private bank, wealth management, and family... ...~ Experience covering UHNW, private bank, and/or family office...PrivateFull timeWork at office
- JPMorgan Chase in New York is seeking a seasoned Private Banker to deliver first-class client experiences and build trusted relationships across the private banking team. You will advise on wealth planning, credit and banking needs while coordinating with internal specialists...Private
- ...Citi Singapore is seeking a Senior Private Banker to lead UHNW client relationships and drive wealth strategies. You will build deep client networks, deliver strategic financial advice, and coordinate with Citi Private Bank specialists to create tailored solutions for...Private
- ...Financial Group in New York is seeking a wealth sales & service professional to provide support... ...development, and client servicing for private wealth advisors and relationship managers... ...prepare new business proposals, identify growth opportunities, coordinate onboarding, and...Private
- ...corporate clients, founders and institutional shareholders, and collaborate with advisory networks to access growth capital and liquidity in London. You will also lead business development, manage junior staff, and promote responsible AI use, with extensive travel and a...Private
$200k - $225k
...is more than a form of ownership—it’s our approach to business... ...Join us as a Wealth Planner Brown Brothers... ...Wealth Planner to join our Private Banking team in New York... ...Development: Contribute to the growth of the Private Banking... .... BBH works with leading asset managers,...PrivatePart timeLocal areaRemote workFlexible hours$200k
...businesses and sources of wealth generation.... ...connections to the Citi Private Bank. Effectively manage... ...activities to maximize revenue growth and client satisfaction... ...having covered the UHNW market / Extensive experience... ...in working with and/or leading client teams and...PrivateFull time- ...Citigroup Inc. seeks a Wealth Growth Program Manager to orchestrate recruiting strategies for Senior Wealth Advisor candidates across the Citi footprint. You will coordinate coverage for Regional Directors and WGEs, driving tailored approaches to attract top advisor...
$150k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports... ...-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through...PrivateFull timeLocal area$170k - $300k
...Citi Wealth is a leading provider of financial solutions for affluent, high... ...clients around the world. Our Private Bankers, Financial Advisors... ...the wider Citi Wealth lending growth aspirations. Ensuring... ...~10+ years' experience in UHNW lending origination and credit...PrivateFull timeFor contractorsLocal area$140k - $185k
...A private capital management firm in New York is seeking a Private Capital Business Development Manager to drive growth initiatives. The role involves identifying prospects and cultivating relationships with institutional investors. Ideal candidates will possess a degree...PrivateFull time- ...J.P. Morgan Asset & Wealth Management, with client assets... ...High Net Worth (H/UHNW) individuals and families... ...including J.P. Morgan Private Bank. As a Deposit Sales... ...be responsible for the growth of the Private Bank... ...Management delivers industry-leading investment management...Private
$90k - $100k
...About Darkroom Darkroom is the leading next-generation growth marketing firm engineering the brands... ...evolved into one of the fastest-growing private companies in America (Inc. 5000) and... ...for performance, creativity, and ownership - but we also support each other...PrivateWork at officeLocal areaRemote workFlexible hoursShift work
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