Private Wealth Client Services Director
$100k - $130kCresset
Cresset is seeking an Associate Director for Private Wealth Client Services in New York, NY. The role requires 5+ years of experience managing high net worth clientele, emphasizing relationship management and superior client experience. The successful candidate will lead client onboarding, investment strategies, and collaborate with portfolio managers. Cresset offers a competitive starting salary of $100,000 - $130,000 and comprehensive benefits. #J-18808-Ljbffr Cresset
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...Suggested
- Baker Tilly Advisory Group, LP in New York is seeking a Tax Manager to deliver tax and advisory services to private wealth clients, including ultra high net worth families and closely held businesses. You will work alongside firm leadership to guide engagement teams and...Suggested
$175k - $225k
Position Overview The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands‑on operator who will initially execute alongside the team while building the systems...SuggestedLocal areaShift work- City National Bank is seeking a Private Wealth Analyst to support Private Banking client teams with investment analysis and financial planning for high-net-worth... ...have at least 3 years of experience in financial services, proficiency in Microsoft Excel and PowerPoint, and...Suggested
- Cresset Capital is seeking a Regional Managing Director, Private Wealth Client Services with experience managing the administrative and operational needs of Advisor and Client Associate teams. The candidate will serve as a primary point of contact within a region to manage...Suggested
- Page Executive in New York seeks an attorney specializing in private client matters, estates, and wealth management. The role offers a competitive six-figure salary and a clear path for career advancement within a global law firm. You will draft and review documents, advise...Work at office
$145k - $160k
CFP Wealth Advisor - Suffolk County, NY | $145K-$160K Base + Incentive... ...closely with established clients, leading planning... ...with the advisory and client service teams to deliver a high-touch... ...Advisor, Financial Advisor, Private Wealth Advisor, Financial Consultant...Local area$200k - $300k
...Investment counselors joining Citi Private Bank will be distinguished and... ...relationships with ultra-high net worth clients. They should be experienced in the... ...and alternative investments with wealth planning and private banking services to optimize client service and...Full timeLocal area$275k - $375k
...Counsel experienced in international estate planning and cross-border wealth structuring. The ideal candidate will have over 7 years of... ...salary range is between $275,000 and $375,000, offering significant client contact and opportunities for professional growth. #J-18808-...- Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage administrative and operational needs of Advisor and Client Associate teams. Serve as primary regional contact to support ultra-high-net-worth clients and client service associates...
- ...leading global law firm in New York. The role focuses on complex wealth planning, estate administration, and succession matters for... ...tax, corporate, and real estate teams to deliver comprehensive private client solutions across domestic and international assets, with...
- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...
$30 - $39.5 per hour
...to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree... ..., and exhibit strong attention to detail while managing client expectations effectively. In this role, you'll be responsible...Hourly payPrivate practice- ...Relationship Manager Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-... ...most underserved segments in the industry. HNW clients want exposure but lack a trusted, regulated, full-service partner. Aura fills that gap, combining the...Work at office
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The... ...this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan...Work at office
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen... ...partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Operates under...Work experience placement- ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management... ...partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate...Work experience placementWork at office
- ...Member J.P. Morgan Asset & Wealth Management, is a global... ...investment and wealth management. Its clients include institutions, high-... ...retirement products and services, brokerage and banking services... ...and deposits. J.P. Morgan Private Bank advises the world's wealthiest...Work at office
- Vistra is seeking an Associate Director, Private Wealth to lead client relationships, oversee service delivery, and manage contractual obligations. The role focuses on ensuring SLAs and KPIs are met, with extensive involvement in budgeting, reporting, and coordination...
$90k - $120k
Business Overview The Private Wealth Product Management team serves as the backbone for operational... ...across Private Wealth products and service offerings. The team is responsible for... ...programs offered to private wealth clients - partnering closely with Product Development...Work at office$88.4k - $132.6k
## Citi Wealth - Wealth Relationship Manager SAFE Act - BronxApplylocations... ...counsel and/or facilitating services to others in area of... ...complex financial needs of the client and offer solutions through a... ...--------**Job Family Group:**Private Client Coverage--------------...Full timeWork at office- ...is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ...new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth...Bank staff
- A leading financial services firm in New Jersey seeks an Accounting Manager to lead their accounting function for private wealth clients. The successful candidate will oversee a skilled team, manage client relationships, and ensure the delivery of comprehensive financial...
- JPMorgan Chase in New York, NY is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build and manage a book of business, provide exceptional investor...
$80k - $86k
...Overview Position Overview Bernstein Private Wealth Management is a premier investment management... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...Temporary workFlexible hours- Citigold Client Advisor (North Asia) Apply (opens in new window) Job Req Id: 25928155 Location... ...individuals delivering comprehensive wealth management guidance and bespoke financial... ...---------------------- Job Family Group: Private Client Coverage -------------------------...Full time
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes... ...their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...
- ...NB Private Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while liaising with Wealth Advisors, Portfolio Managers, and clients. The role requires...
- ...First Citizens in Georgia is seeking a Private Banker to join its Wealth Management division. The role... ...managing relationships with High Net Worth clients, providing tailored banking... ...have relevant experience in Financial Services Relationship Management, with preference...
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service... ...a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals,...Full timeWork at office
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