SVP, Enterprise Wealth Client Solutions
iCapital
iCapital is seeking a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team, focusing on existing Wires & Private Banks relationships. The role quarterbacks delivery of iCapital's solutions, deepens partnerships, and drives enterprise adoption of our wealth tech platform. You will lead cross-functional collaboration, uncover expansion opportunities, and maintain high-touch client engagement, serving as the primary touchpoint for strategic clients with 10+ #J-18808-Ljbffr iCapital
$60k - $67.5k
...between brands and their consumers. We do this by acting as clients’ agency of record, as their in-house team, or some hybrid of... ...in the industry and have a blast doing it. The Role As an SVP, Client Solutions at Kepler, you are the senior-most guardian of our most critical...Suggested- About Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...superpowers, enabling them to serve clients they historically never could. Backed by... ..., portfolio strategy, and tailored solutions that align with their goals. Identify growth...SuggestedWork at office
$210k - $280k
...investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business... ...most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner...SuggestedFlexible hours- ...Guardian Life in New York seeks an Assistant General Counsel for the Client Solutions & Wealth Management practice. Hybrid role with in‑office three days per week, you will provide legal advice to business partners on distribution of individual insurance products and wealth...SuggestedWork at office3 days per week
- ...The Guardian Life Insurance Company of America in New York seeks an Assistant General Counsel to support Guardian’s Client Solutions & Wealth Management practice within the Law Department. You will provide legal advice to business partners regarding individual markets,...Suggested
- ...is seeking a seasoned Project Manager to own end-to-end campaigns and complex projects for enterprise clients in New York. You will spot challenges early and implement solutions to keep delivery on track, guiding cross-functional teams and integrating Vidsy’s solution...
- ...Courier Health is seeking a Director of Client Solutions in New York City to own a portfolio of enterprise accounts and lead a growing Client Solutions team. You will partner with executives to shape patient services and field access strategies, while driving long-term...
- JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families, helping them grow and protect wealth. You will foster strong client...
$178.69k - $293.56k
## Assistant General Counsel, Client Solutions & Wealth ManagementApplyremote type: Hybrid - In office 3 days per weeklocations: New Yorktime type: Full timeposted on: Posted Todayjob requisition id: R000109926Guided by our company Purpose of “Inspiring well-being for our...Full timeH1bWork at officeFlexible hours- Our client is a global technology consulting and digital transformation company helping enterprise organizations modernize their IT environments through AI, cloud, infrastructure... ...and delivery teams to create customer solutions. Build executive relationships through to...
- BNY Investments is seeking a Senior Vice President, Client Executive to join our team in the United States. This role focuses on managing large institutional client relationships, driving revenue growth through cross-selling, and acting as a strategic advisor to client...
- AT&T is seeking a senior Lead Client Solutions Executive to drive revenue by strategically managing client relationships and delivering AT&T products and solutions across multiple major accounts. The role emphasizes consultative selling, market insight, and cross-functional...
- ...Solution Sales Lead Specialist, SVP Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining... ...management, commercial cards and trade solutions to corporate clients around the world. With a global network spanning 96...Work experience placementWork at officeLocal area
- FactSet Research Systems Inc. in New York City seeks a Lead Solution Specialist for Real-Time Client Engagement. You will be the primary technical contact, guiding deployments, migrations, and architectural changes to maximize value from real-time data platforms. Ideal...
- Cadent is seeking a Senior Vice President of Client Success to lead our client-facing organization encompassing both managed and self-serve models. This role will drive exceptional client value across the entire client journey, focusing on retention, renewal, and satisfaction...
- ...like this by email Talentify emails you Wealth Management Client Associate jobs in Clearwater. Job... ...responsibilities include supporting enterprise strategic objectives, operational excellence... ...the FA's business, while customizing solutions based on their specific needs. Job...Seasonal workWork at officeWork from home
$207k - $323k
...market positioning, pricing, client engagement, and strategic investment... .... The role acts as an enterprise leader for the portfolio, connecting... ...pre‑sales, including RFPs, solution design, proposal development,... ...Learning: Access a wealth of resources to grow your career...Live inRemote workWorldwideFlexible hours$229k - $299.8k
...NYC based customer. What You’ll Do Our Global Enterprise Team desires to bring onboard a Solutions Engineer (SE), that will be working as a trusted advisor... ...experience in technical sales, pre-sales, or client-facing consulting roles. ~ Cisco product experience...Full timeTemporary workLocal areaImmediate startFlexible hours$169.5k - $305.8k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our... ...unlock your true potential. As a Client Partner, Enterprise Sales, you will be responsible for creating... ..., software, or telecom strategic solution sales (Preferred) Knowledge,...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours- A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and advice to... ...client relationships and delivering personalized investment solutions. Ideal candidates will possess significant financial advising experience...
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...their needs, delivering complex solutions, and providing an excellent client experience...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients... ...responsibilities include supporting enterprise strategic objectives,... ...business, while customizing solutions based on their specific needs...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$100k - $170k
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate New York, NY, United States Job Description Team Overview Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 70,000+ customized...Full timeTemporary workPart timeWork experience placementWork at office- JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach. You will also help acquire new clients...Weekend workAfternoon shift
$180k - $225k
...relationships we build with our life sciences clients are how that happens. Our clients are... ...support programs, and our Client Solutions team is the partner those clients rely on... ...partner for a set of our most important enterprise accounts. This is a role for someone who...Work at officeFlexible hours$140k - $190k
...Enterprise Solution Architect We are seeking a dynamic and technically adept Enterprise Solution Architect to join our Solutions team at... ...business needs and technical reality, ensuring that potential clients understand how our solution integrates into their unique...Contract workLocal area- ...week immersive global training program and work with bankers, investment specialists, wealth advisors, and lending specialists to develop client relationships and tailored wealth solutions. After the program, many Analysts are promoted to Associates. Ongoing training and...Traineeship
$120k - $150k
...impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration... ...of TPG’s fundraising efforts in the Wealth channel, TPG seeks to recruit an... ...marketing, accounting, operations, legal, client reporting, client services and other teams...Ongoing contractLocal area- Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain...
- Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and inquiries to enhance the client experience. You will liaise with Wealth Advisors, Portfolio Managers, and Operations, assist...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to SVP, Enterprise Wealth Client Solutions. Be the first to apply!
