Director, Client Advisory — UHNW Wealth & Strategy
Pathstone
Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory in Boston to partner with Directors and Managing Directors to deliver comprehensive wealth solutions to ultra‑high‑net‑worth families and endowments. This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience. #J-18808-Ljbffr Pathstone
- ...Pathstone is a growing wealth management firm... ...clear purpose: to help clients pursue their Preferred... ...services include investment advisory, as well as integrated... ...key areas such as tax strategy, risk management... ...Overview: The Associate Director, Client Advisory is a...SuggestedWork at officeFlexible hours
- U.S. Bank seeks an Wealth Management Banker to oversee affluent client experiences, coordinating with mortgage, small business banking and trust services to deliver comprehensive financial solutions. The role focuses on developing, managing and retaining relationships through...Suggested
$137.4k - $240.4k
...world's most sophisticated clients using leading technology and... ..., fiduciary and other advisory solutions. Establishes a productive... ...the GFO Regional Managing Director with market strategy, competitor analysis and... ...Provides referrals to other wealth strategists in GFO and/or...SuggestedWork at officeLocal areaFlexible hours- ...monitor quality, and drive regional or functional initiatives. Responsibilities include managing teams, directing daily operations, and aligning with underwriting strategy while maintaining strong client relationships and mitigating risks. #J-18808-Ljbffr Highmark HealthSuggested
$139.5k - $157.5k
...harvesting insights and utilizing audience data, we work with our clients to develop scroll-stopping content and creative that... ...to be better. Who You Are Code3 is looking for a dynamic Director, Commerce Strategy & Client Partnerships to lead commerce and digital...SuggestedContract workFor contractorsFor subcontractorSeasonal workWork at officeRemote workFlexible hours- Optum is hiring an Associate Director of Clinical Consulting to oversee client relationships, identify clinical solutions, and manage resource allocation... ...satisfaction and retention while delivering proactive clinical strategies. The position offers remote work within the United...Remote work
- ...Advisors seeks a driven financial professional to engage clients, develop tailored financial strategies, and provide product guidance. The role emphasizes in-... ...progress, and a mentorship-backed career path in wealth management. You'll participate in comprehensive training...Work at office
- StackAdapt is seeking a Director, Client Analytics Partnerships to shape the future of strategic... ...a reporting function into a strategic advisory organization that helps clients make better... ...sits at the intersection of client strategy, analytics, product innovation, and organizational...
- ...global operations.As a Senior Director of Software Engineering in... ...Enterprise Technology in the Global Client Onboarding Engineering team,... ...Banking, and Asset & Wealth Management lines of business.... ...Leadership: Advise and lead the strategy and development of the client...Work at officeLocal area
- SixSpeed is seeking an Account Director in Minneapolis to lead high-profile client relationships, shape strategic direction, and drive growth across complex advertising projects. You will oversee senior client engagements, manage account teams, and deliver market-leading...
$45k - $65k
...planning firm, is proud to be recognized as a Top Advisory Firm in more than 40 local and national... ...a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma...Work at officeLocal areaMonday to Thursday$180.5k - $285k
...accelerate delivery across the enterprise. As a Product Director in Client onboarding and documents platform, you lead innovation through... ..., mind‑mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver...- ...conversation, shifts perception, and inspires action. The Role The Director, Client Services is an anchor of the client services team, ensuring... ...budgets and delivery plans, and proactively implement strategies to mitigate them. Manage communication with all project stakeholders...Work at officeFlexible hoursShift work3 days per week
$90k - $115k
...for an accommodation or an alternative application process. Director of Client Services Full Time Falcon Heights, MN, US 3 days ago... ...The ideal candidate thrives in a leadership role that blends strategy, execution, and coaching—bringing clarity to structure, accountability...Full timeLocal area- Learfield is seeking a Director, Implementation in Dallas, TX to lead the Client Implementation organization, guiding website redesigns, CMS transitions, and... ...with executives and athletic department clients, shaping the implementation strategy #J-18808-Ljbffr Learfield
$139.46k - $188.68k
...user in setting the product strategy and prioritizing product roadmaps... ...unwavering commitment to our clients. Shapes and/or supports a... ...Product, Design, and Engineering Directors (presentations). Product,... ...financial services, ideally wealth management. The applicable salary...Hourly payFull timeLocal areaFlexible hours- Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Manager to our growing CAS Advisory team. The CAS Manager will work closely... ...tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory...Work experience placementWork at officeImmediate start
- ...with a diverse portfolio of private-company clients? We are seeking an experienced Client... ...reporting efficiency. Client Management & Advisory Serve as a primary point of contact for... ...transaction advisory, outsourced accounting, wealth management, international tax, and...Immediate start
- ...Client And Account Data Product ManagerDriving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions.As a Client and Account Data Product Manager in JP Morgan's Wealth Management, you...
$174.5k - $348.5k
...functional teams or programs. Key Responsibilities Lead dedicated Client Data Center leadership team to ensure proper planning and... ...identifying risks and issues, and implementing effective mitigation strategies. Collaborate with business and functional executive leadership...Temporary workLocal area- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services (PCS). The role emphasizes overseeing tax planning and compliance for ultra-high-net-worth individuals, with a focus on hedge funds and related structures, while expanding client relationships...
$275k - $320k
...the Magnificent Seven and our enterprise clients with safe, scalable AI deployment. Our... ...in their respective markets. About Job Director, Client Partner - Meta Location: Seattle... ...contract structuring, pricing, and renewal strategy, in partnership with legal and finance....Contract work- ...complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders. Your advanced analytical reasoning and adaptability skills will enable you to break down business,...Shift work
$168k - $192k
...transformative change in healthcare. What We’re Looking For: The Director of Customer Service leads the strategy, operations, and performance of the Customer Service... ...Partner with Credit, Collections, Operations, Sales, Client Success, Product, and other cross‑functional teams to...Work at office- ...Defined Contribution Account Manager to support 401(k) plan administration, design, and compliance consulting. The role emphasizes client/advisor service and collaboration with our implementation and plan document teams. Remote work is offered with strong support and a...Remote job
$108k - $130k
...the trust to make a real impact for our clients, for each other, and for the world we are... ...team operations to deliver effective strategy towards client goals. Maintain a strong... ...clients business and goals forward. Assist Director, Client Partner in creation of any...Hourly payRemote workFlexible hours- ...Our client is an American-owned original patent holder and global leader in industrial... ...looking for a dedicated and experienced Director Customer Service Americas to join their... ...streamline supply chain sManage budgets, pricing strategies, and P&L performanc eDevelop targeted B2...Local area
- CBRE Group, Inc. in Oakland seeks an Alliance Director to manage strategic client accounts and lead cross-functional teams. You will supervise staff... ...revenue opportunities while aligning operations with CBRE strategies and client goals. #J-18808-Ljbffr CBRE Group, Inc.
$100k
...Job Category : Client Experience and Customer Service Full-Time Remote Locations Showing... .... as well as assisting department directors and leadership with projects and deliverables... ...and processes. Help develop and implement strategies to optimize team performance and achieve...Permanent employmentFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift- EY is seeking a Real Estate Tax Senior Manager to lead teams on strategic tax planning for a diverse client base. You will provide timely tax advice and collaborate with colleagues and clients to deliver high‑impact results. The role requires deep REIT and partnership...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Client Advisory — UHNW Wealth & Strategy. Be the first to apply!
- senior director of client services Brooklyn, NY
- director of client services Brooklyn, NY
- director client management Brooklyn, NY
- director client operations Brooklyn, NY
- director of customer service Brooklyn, NY
- customer care manager Brooklyn, NY
- contact centre manager Brooklyn, NY
- manager customer service Brooklyn, NY
- general manager customer service
- senior director of client services


