Senior Client Associate, Private Wealth Operations
$80k - $100kNeuberger
Neuberger in San Francisco is seeking a Client Associate/Senior Client Associate to provide operational support for high-net-worth clients. The successful candidate will assist with client transactions, maintain client accounts, and ensure compliance with regulations. This role requires exceptional communication skills, a robust understanding of wealth management, and the ability to manage multiple tasks simultaneously. The position offers a salary range of $80,000-$100,000 plus bonuses and comprehensive benefits. #J-18808-Ljbffr Neuberger
$80k - $100k
Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing... ...in the industry. The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource...OperationsSeniorPrivateWork at officeLocal areaShift work$70k - $200k
...and counsel related to the technology or operations of the business. Work impacts an entire... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...OperationsSeniorPrivateFull time- Job Overview Merrill Wealth Management is a leading provider of comprehensive... ...Provide excellent client service to the bank’s clients... ...and support the other Client Associates in following up on all client... ...and procedures to support operational excellence, protect clients,...PrivateSeasonal workShift workDay shift
- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...SeniorPrivate
- ...seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all... ...insights. Candidates should bring extensive experience in wealth management and team leadership, with proficiency in Sage Intacct...OperationsSeniorWork at office
$160k - $235k
...Senior Machine Learning Engineer, AI Platform Affinity... ...shape the future of private capital's leading CRM... ...processing and ML Operations. Qualifications... ...for our colleagues and clients. Health Benefits:... ...Intelligence platform uses the wealth of data exhaust from...OperationsSeniorPrivateWork at officeRemote workWorldwideFlexible hours2 days per week3 days per week- ...Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days... ...experience within alternative investments, private equity, hedge funds, or asset... ...manage high volumes of requests and operational workflows without sacrificing accuracy...OperationsPrivateRemote work
- ...Clerk: Senior Software program Engineer, Progress As our Senior Software program Engineer... ...firm—from engineering to development to operations. Trusting tradition : Lean autonomous... ...your well‑being. Work Gear – Arrange your private home workplace with the gear of your...OperationsSeniorPrivate
- ...assigned activities which may include: Daily operations of Zscaler Internet Access and Zscaler Private Access Proxy consultation request intake processing... ...access proxy Demonstrate proficiency with client's Zscaler training prior to getting access to production...OperationsSeniorPrivateFull timeRemote work
- ...Senior Vice President, Workers' Compensation & Motor Vehicle Accidents... ...& Health Care Type Privately Held About the Role The... ...the strategic vision, operating model, and growth roadmap for... ...ensure that revenue targets, client outcomes, and efficiency goals...OperationsSeniorPrivate
- ...Vice President and Senior Vice President, Real Estate and Construction About the Company... ...Hospital & Health Care Type Privately Held, Private Equity-backed About the... ...seamlessly blend strategic vision with hands-on operational execution, taking ownership of market...OperationsSeniorPrivate
$150k - $170k
...faster. And because Tines is secure and private by design, it’s popular with security, IT... ...that must be based in EST or CST. The Senior Customer Success Manager role will play... ...such as: IT, HR, Product/Engineering & Operations ) - helping to identify these opportunities...OperationsSeniorPrivateRemote workWork visa- ...compliance groups. This supports the Private Wealth Management Business.... ...Compliance is seeking an Associate to join our team and be based... ...suitability relating to a range of clients, ensuring strict compliance... ...Compliance, Legal and Operations teams on a daily basis Reviewing...OperationsPrivateWork at office
- ...that sustain that growth - and they need a Senior Recruiter to own Finance and Marketing... ..., this isn't it. If you're a high-agency operator who builds systems, not just fills seats... ...conversations at publicly traded and late-stage private companies Comfortable with the fact...OperationsSeniorPrivateWork at officeRemote work2 days per week
$80k - $100k
...The Analyst will research prospective clients and their industries, assist in the creation... ...in-depth exposure to the financials and operations of companies across many industries and... ...including mergers and acquisitions and private placements. Analysts actively participate...OperationsSeniorPrivateWork at office- ...The Role: We are looking for a Senior Cloud Infrastructure Engineer to architect... ...infrastructure from architecture through operations. What You'll Do: • Design and implement... .... Build secure VPC peering and private connectivity solutions for customer-managed...OperationsSeniorPrivate
- ...functionality. Our goal is to help our clients enjoy every facet of life by empowering... ...roughly 200 clients As the client’s private longevity precision medicine physician,... ...Group, focusing on day-to-day clinical operations and development, as well as personalized...OperationsSeniorPrivate
$200k - $240k
...goals. You'll serve as the trusted partner to leadership, Revenue Operations, and Finance to deliver compensation programs to drive high... ...Programs. Experience with Incentive Plans in the US (or Private company equity preparing for IPO) preferred Substantial command...OperationsSeniorPrivateWork experience placementWork at office3 days per week- ...Senior Product Designer MaintainX is the world's leading AI-powered maintenance and... ..., the definitive ranking of the top 100 private cloud companies in the world. We're growing... ...one platform for maintenance, repair & operations teams to keep the physical world running...OperationsSeniorPrivateImmediate start
- ...improve network performance from initial deployment through ongoing operations. This position focuses on developing scalable processes,... ....To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...OperationsSeniorPrivate
$200k
...hardest problems in venture capital and private markets. You'll work with a team that values... ...the most efficient platform for operating funds and investing in startups. Our Infrastructure... ...to every product we build. As a Senior Infrastructure Engineer, you will shape...OperationsSeniorPrivateWork at office2 days per week$200k - $250k
...Senior Software Engineer, Networking San Francisco, CA Backed by leading Silicon... ...and governments, federal agencies, and private-sector institutions address society's challenges... ...turns siloed and disconnected data into operational intelligence — instantly surfacing...OperationsSeniorPrivateWork at officeLocal area$144.5k - $230k
...Senior AI Engineer We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE... ...technology, and AI, we help clients drive value—supporting the office... ...companies run finance and operations. In this role, you will design...OperationsSeniorPrivateWork at officeLocal areaRemote work2 days per week- ...Senior Software Engineer About Titan: Titan is an AI holding company transforming... ...MSPs) and embed AI at the core of their operations, empowering technicians to work faster,... ...Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and...OperationsSeniorPrivate
- ...Infrastructure Senior Associate Plural is hiring an Infrastructure Senior Associate to support... ...data centers, transportation, public-private partnerships, and other critical... ...works projects. You'll help establish operational processes, conduct project diligence,...OperationsSeniorPrivate
- ...Senior Consultant / DevOps Engineer BayOne Solutions where we... ...leading retail/e-commerce and IT clients. Job Description Job... ...bridge communication gaps between operations, development, and QA by... ...technologies such as public & private Clouds, Docker containers, and...OperationsSeniorPrivateWork experience placement
- ...Description As a member of a client service team, the Wealth Management Associate is responsible for... ...in-person) alongside senior advisors; assist with meeting... ...(personal, trust, privately held companies, family... ...for computer keyboard operation. Use near visual acuity...OperationsSeniorWork at office
- ...Front Customer Operations Platform Designer Front is the customer operations platform built for B2B complexity, keeping every team,... ...post-series D & backed by some of the best VCs in the US) ~ Private health insurance, including plan options at no cost to employees...OperationsSeniorPrivateWork at officeImmediate startRemote workWork from homeMonday to FridayFlexible hours
- ...deployments for enterprise customers who require on-premises or private cloud installations. This role is for engineers with deep... ...expertise in distributed systems, infrastructure-as-code, production operations, and customer-facing infrastructure support who want to shape...OperationsSeniorPrivate
- ...best in the industry. The SVP, Delivery& Operations,will bringexpertiseand discipline to... ...This leader will be a key member of the Private Cloud Executive Leadership Team (PVC ELT... ...delivery with enhanced user experience to clients Proven success indriving operational initiatives...OperationsSeniorPrivateRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate, Private Wealth Operations. Be the first to apply!
- client account associate San Francisco, CA
- client solutions associate San Francisco, CA
- registered client associate San Francisco, CA
- client services associate San Francisco, CA
- client relationship associate San Francisco, CA
- client engagement associate San Francisco, CA
- client success associate San Francisco, CA
- senior development executive San Francisco, CA
- senior technical manager San Francisco, CA
- senior procurement specialist San Francisco, CA


