Senior Client Relationship Manager, HNW Clients
Cain Watters
Cain Watters is seeking a Client Relationship Manager in a high-touch, professional services environment. You will steward a portfolio of high-net-worth clients, coordinating across planning, tax, accounting, investment, and advisory teams to deliver proactive, discreet service. Role emphasizes building client trust, managing sensitive information, and maintaining accurate records while advancing client goals for successful business owners and families. #J-18808-Ljbffr Cain Watters
- ....The roleWe are seeking an experienced Senior Manager, Credit Operations to build and lead SoFi... ...jumbo and portfolio underwriting, HNW and UHNW borrower profiles, complex refinances... ...activities.Partner with Commercial relationship managers, the CRE Development team, portfolio...SeniorHigh net worthSelf employmentRemote work
- ...Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across Meta advertising, messaging, and testing. You’ll manage campaigns end-to-end, lead strategy calls, and drive appointment bookings with high-net-worth prospects. This hands...SeniorHigh net worthRemote work
$10k
...joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!The... ...-Day:Consult with High-Net-Worth (HNW) clients on end-to-end tax needsLead... ...tax preparation workSchedule and manage workload of Client Tax AccountantsReview...SeniorHigh net worthWork at officeLocal areaWork from home- Cain Watters & Associates seeks a Client Relationship Manager to act as the primary liaison for select high-net-worth clients, coordinating services across planning, tax, accounting, and investment teams. You will deliver a highly personalized, proactive service experience...High net worthRemote job
$62.5k - $87.5k
A financial services company in Frisco, Texas, is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deliver exceptional service to high-net worth clients. Responsibilities include managing client relationships, leading practice...SeniorHigh net worth- ...Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft materials, and...SeniorHigh net worth
$90k - $100k
...Summary/Objective Reporting to the Financial Planner, the Client Relationship Manager serves as the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients, delivering a highly personalized service experience through...High net worthFull timeTemporary workWork at officeImmediate startRemote workMonday to FridayFlexible hoursDay shift$62.5k - $87.5k
Overview The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net...High net worthWork experience placement- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across Meta campaigns, testing, and messaging. You will lead client... ...letters aimed at high-net-worth prospects. You’ll manage multiple accounts, optimize budgets, and build testing...SeniorHigh net worthRemote jobFlexible hours
- Wealth Management Client Relationship Manager page is loaded## Wealth Management Client Relationship Managerlocations: 3965 Dallas Parkway Frisco, TX 75034: Charlotte, NC, USAposted on: Posted Todaytime left to apply: End Date: June 29, 2026 (30+ days left to apply)job...High net worthWork experience placementWork at office
$115k
...About Clients Blackbox Clients Blackbox is a performance marketing... ...period, and we're looking for a Senior Paid Media Strategist / Paid... ...who can operate beyond Ads Manager. You’ll own a portfolio of client... ...for client performance, relationships, and retention. What You’ll Own...SeniorHigh net worthWork from homeFlexible hours- ...Job Description Job Description Senior Client Relationship Manager (Bilingual Spanish) We are seeking an experienced Senior Client Relationship Manager to oversee the operational success of a portfolio of strategic client accounts while leading a small team...SeniorWork at office
- ...Fisher Investments in Plano, TX seeks a Senior Client Tax Accountant to oversee tax work for Private Client Group (PCG) clients, delivering white-glove service through in-person and virtual consultations. You will lead tax return prep, planning, and compliance for high...SeniorHigh net worthWork at office
$78k - $103.94k
...Federal Tax Senior Associate Are you interested in joining... ...further become an expert for your clients? If yes, consider joining... ...work done and meaningful relationships with clients, teammates and... ...skills in the areas of time management, communication, interpersonal...SeniorHigh net worthLocal area$119.5k - $179.3k
...0 company and a leading AI platform for managing people, money, and agents, we’re shaping... ...ownership. Act as a trusted advisor to senior stakeholders across Legal, Procurement,... ...signals Establish strong, trusted relationships with customer executives and internal partners...SeniorFull timeContract workWork at officeRemote workHome officeFlexible hoursShift work- ...thinking team. Careington International is looking to add a Senior IT Project Manager with Client Facing and Consulting background to join our IT... ...Stakeholder & Governance Management Cultivate executive relationships, routinely presenting program status, risks, financial...SeniorSummer work3 days per week
$111.2k - $189.2k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued... ...you get your work done and meaningful relationships with clients, teammates and leadership...SeniorHigh net worthLocal areaWorldwide- ...Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media buying, strategy, messaging, and reporting. You... ...and drive testing to optimize funnel performance. You’ll manage a portfolio of accounts end-to-end, report on results,...SeniorHigh net worthRemote work
- Clients Blackbox, Inc. is seeking a senior performance marketer to own and optimize Meta campaigns for high-net-worth prospects. You will lead client conversations, manage campaigns end-to-end, and write direct-response copy and VSL scripts for financial services audiences...SeniorHigh net worthRemote job
- Paycom in Plano, TX seeks an Activities Director to develop and lead a comprehensive activity program for residents in an Assisted Living setting. The role emphasizes safety, dignity, and meaningful daily structure while supporting higher care needs. Strong communication...SeniorFlexible hoursWeekend workAfternoon shift
$90k - $135k
...Portfolio Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will report to the Portfolio Evaluation Group Manager and serve as the primary PMG coordinator and point of accountability for complex...SeniorHigh net worthWork at officeWork from home- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across Meta campaigns, strategy, and creative testing. You will lead client conversations, manage a portfolio of accounts, and drive qualified appointments with high-net-worth prospects...SeniorHigh net worthRemote job
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media buying, strategy, messaging, and reporting. You will... ...drive testing to optimize funnel performance. You’ll manage a portfolio of accounts end-to-end, report on results,...SeniorHigh net worthRemote job
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth...SeniorHigh net worth
- Bank of America is seeking a seasoned mortgage legal counsel to support residential origination activities, including conventional, government-insured, jumbo, and high net worth programs. The role provides trusted guidance to business, operations, compliance, risk, and ...SeniorHigh net worth
- T-Mobile is seeking an experienced Oracle EPM/ERP Financials Engineer in Frisco, TX to enhance, configure, and operate our Oracle EPM and ERP Financials landscape. You will partner with US-based and India-based teams to deliver reconciliations, consolidations, data governance...Senior
$95.31k - $118.3k
...will offer reliable connectivity for all. Sr CRM Capabilities Managers located in Frisco, TX will be responsible for the list generation... ...Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color,...SeniorFull timeTemporary workPart timeWork experience placementLocal areaRemote workFlexible hours3 days per week- ...Taidou LLC is a private management consulting firm with eight service lines, delivering... ...real, measurable results for clients across diverse sectors. The Senior Manager in Global Services owns large engagements and client relationships, helps shape the Transition & Migration...SeniorContract work
$10k
The Opportunity:The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range...SeniorHigh net worthWork at officeWork from home- ...experienced professionals who value meaningful client work, collaboration, and true work‑life... ...you. Responsibilities As a Tax Senior , you’ll work closely with a team of tax... ...regular project updates to the Tax Manager Collaborate positively within a team environment...SeniorHigh net worthRemote workFlexible hours
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