Senior Wealth & Client Relationship Leader
Chris Baily
Chris Baily in New York is looking for a skilled service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong background in wealth management with significant experience in coaching, managing teams, and ensuring compliance with industry regulations. A minimum of 5 years in a similar role with required licenses is essential. The position offers a dynamic work environment with potential for significant bonuses based on performance. #J-18808-Ljbffr Chris Baily
$225k - $275k
...About Apella Apella Wealth is an employee‑owned, wealth... ...develop world‑class, client‑relevant capabilities.... .... The Role This is a senior, experienced advisory... ...as an independent relationship manager. You will be charged... ...with being a senior leader within one of the...SeniorTemporary workWork at officeFlexible hours- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
$62.5k - $87.5k
...A prominent financial services firm in the United States is seeking a Wealth Client Relationship Manager to enhance client relationships and support Wealth Management Advisors. You will manage high-net-worth clients, ensuring efficient service delivery and financial planning...Suggested- ...A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...Senior
- ...Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services... ...a Bachelor's degree and 7+ years in wealth management, demonstrating a track...Senior
- ...Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...Senior
$112.5k - $137.5k
...EWS Group is seeking a Client Success Advocate - Relationship Manager II to oversee strategic client relationships. This remote position requires managing client satisfaction and facilitating communication between clients and the enterprise. The ideal candidate has over...SeniorRemote work$88.4k - $132.6k
...Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
- ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will... ...management and will be responsible for client communication and investment... ...outcomes and enhance client relationships in a collaborative high-touch...Senior
- ...Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...Senior
- Nbutexas, a dynamic RIA based in New York, is seeking a SR. CLIENT DEVELOPMENT MANAGER to drive new business for its private wealth group. The ideal candidate will possess extensive experience in client development within the RIA and Wealth Management sectors and thrive...Senior
- ...Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must...Senior
- A leading CPA and Advisory firm in New York is seeking a motivated Senior Tax Manager to join their tax team. The ideal candidate will manage client relationships, provide innovative tax planning, and lead team members. Candidates should have at least 8 years of experience...Senior
- ...Market Leader The Market Leader role is an essential... ...part of our Private Wealth sales team and tasked... ...solutions. The Senior Associate will partner... ...Market Team to cultivate relationships with financial advisors... ...territory for appropriate clients. Attend and...Senior
- ...professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The... ...to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies,...
$375k
Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - New York Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We...Full timeTemporary workPart timeWork experience placement- ...Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management in Woodside, NY. This role focuses on building and managing relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with relevant regulations. The ideal candidate...Senior
$70k
...A global financial services firm is seeking a Wealth Relationship Advisor in New York, NY. The role involves building and deepening client relationships through strategic financial planning and investment advice. Successful candidates will have 5-8 years of experience...Senior$88.4k - $132.6k
6AM City, LLC is seeking a Wealth Relationship Management Sr. Analyst for their New York office. This seasoned professional will leverage their analytical skills to foster relationships with affluent clients while ensuring compliance with financial regulations. The successful...SeniorWork at office$70k
...A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential...SeniorFull time$70k
...Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior- ...A major financial services corporation is seeking a Wealth Relationship Management Sr. Analyst in New York City. The role involves building and deepening relationships with affluent clients, anticipating complex financial needs, and providing holistic financial solutions...Senior
$88.4k - $132.6k
...A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates...SeniorFull time$88.4k - $132.6k
...Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience... ...abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and ensure...Senior$70k
...Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- ...Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
- Savvy Wealth is seeking a Senior Client Associate for day-to-day operational support for wealth managers in New York, NY. The ideal candidate will ensure exceptional client service, foster relationships, and execute client tasks promptly. The role requires 2+ years of...Senior
- ...Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- ...Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
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