VP, Client Relationship Leader - Wealth Management
Lido Advisors, LLC
Lido Advisors, LLC in Scottsdale, AZ is seeking a Vice President, Client Relationship Manager to provide the highest level of wealth management services. You will work closely with the Senior Wealth Manager to support an existing client book and deliver a differentiated advisory experience. The role requires strong client service, analytical skills, and a commitment to fiduciary standards. The ideal candidate will have deep wealth management experience and a proven track record in client #J-18808-Ljbffr Lido Advisors, LLC
- Lido Advisors in Scottsdale seeks a Vice President, Client Relationship Manager to deliver premier wealth management services and support the Senior Wealth Manager with a high‑touch client book. You will cultivate deep client relationships, prepare analyses and materials...Suggested
- ...efforts. The role focuses on advisor engagement, promoting adoption of the Wealth Management Platform (WMP), expanding advisory assets, and aligning field with home office sales strategy. The VP will oversee regional consultants, collaborate with internal partners, and...SuggestedHome office
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up Prepare information and presentations...Suggested
- Vice President, Client Relationship Manager Scottsdale, AZ (Hybrid) Description The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth...SuggestedLocal areaFlexible hours
- .... Within the firm’s Private Client Group (PCG)—the division dedicated... ...the firm’s ecosystem. The leader who steps into this seat... ...highly specialized team of Relationship Managers and Executives managing multi... ...significant, multi-faceted wealth management needs.• Coach and...SuggestedFull timeShift work
- Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and consulting efforts, promoting WMP adoption and growing advisory assets. You will oversee regional consultants, collaborate with internal partners, and align field and home office...Home office
- Vanguard is seeking a leader for their Private Client Group to oversee Relationship Managers for ultra-high-net-worth clients based in Scottsdale, Arizona. This pivotal... ...will have over 10 years of experience in wealth management, strong leadership skills, and the ability...
$250k - $300k
...execution-oriented VP of Tax Services to... ...a motivated client base that is actively... ...establishing client relationships, and delivering measurable... ...generational wealth and need expert... ...expert and thought leader on all matters... ...Team Building & Management Recruit, develop,...Work at officeLocal areaShift work$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship... ...partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...Work at office- Responsibilities Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive... ...investment and wealth strategies tailored to each client’s goals and objectives. Manage Client Relationships: Anticipate client needs, resolve inquiries, and...
$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship... ...partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...Work experience placementWork at office- Dew Wealth Management seeks a Client Experience Director in Phoenix, AZ to be the human infrastructure behind client retention for roughly 215 families... ...to the Senior Wealth Strategist, this role combines relationship leadership, events, and a curated lifestyle network to...
- Gusto, Inc. in Scottsdale seeks a transformational Head of Client Experience to design and execute a vision for agentic, AI-native client experience. You will lead a cross-functional CX team, partner with CEO and Product/Engineering to drive the AI transformation, and...
$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. This remote role is based out of the Phoenix, AZ metro area with a flexible schedule including onsite meetings. The position...Remote jobFlexible hours- A leading management consulting firm in Scottsdale, Arizona is seeking a Business Development Manager who will play a crucial role in acquiring new clients and building transformative relationships. This role demands exceptional interpersonal skills and a strategic mindset...
- Gallagher in Scottsdale, AZ is seeking a sales professional to develop and acquire new business revenue with emphasis on small to mid-size clients. You’ll provide service to clients according to their needs and retain them as clients. You will participate in team sales...
$225.75k - $376.25k
...evolving insurance industry? The VP, Product Management Underwriting Performance -... ...Technology, and Operations leaders to translate strategic... ...operational effectiveness.Reporting Relationships: Reports to SVP,... ...without a signed Nationwide Client Services Agreement on file...Full timeTemporary workPart timeCasual workWork at officeRemote work$140k - $175k
...HereOsaic CareersWealth Management Sales Opportunity... ...adoption of the Wealth Management... ...across the firm. The VP oversees regional... ...Presidents, OSJ/Enterprise Leaders, and other key... ...GrowthDeepen relationships with high value advisors... ...with using a client relationship management...Full timeFor contractorsWork at officeRemote workWork from homeHome officeShift work- ...s no stopping you! Job Title: VP, Treasury Management Job Description: Summary:... ...provide support to bank prospects and clients. Make calls with RM's and business banking... ...groups and networking. Work with Relationship Managers to bring in new business through...Full timeLocal area
- ...to oversee diligence materials and transactional documents for real estate acquisitions and dispositions. The role also involves managing external counsel, title and escrow companies, and other service providers in connection with such transactions. The position requires...
- ...Region) to oversee diligence and transactional documents for acquisitions and dispositions in the Western U.S. The role involves managing external counsel, title and escrow firms, and other service providers, and supporting the Legal and operations teams across transaction...
- Kind Lending is seeking a Client Acquisition Specialist to grow our broker partner network... ...will solicit new and existing clients, manage CRM data, and execute targeted outreach... ...-up, accurate reporting, and proactive relationship management from a remote or field-based...Remote job
$150k - $175k
...HereOsaic CareersRelationship Leader Opportunity in... ...Engagement team. The VP, Advisor Engagement role... ...maintain meaningful relationships with financial professionals... ...through change management initiatives, including... ...financial planning and wealth management support.Assist...Full timeFor contractorsWork at officeRemote work$160k - $170k
This client is looking for a strong Sr. Accounting Manager, Director or Controller. Not a CFO. They want... ...experience is required. VP of Accounting — Build... ...'re a senior accounting leader ready to stop optimizing... ...financial planning, lender relationships, and the systems that...Full timeRemote workRelocation$100k - $130k
A leading recruitment agency is seeking a Tax Manager in Scottsdale, Arizona. This role involves preparing and reviewing tax returns, managing workflows during tax season, and building client relationships. Candidates should have 4+ years in public accounting and strong...Flexible hours- Neiman Marcus in Scottsdale is seeking a Store Manager for the Fendi boutique. You will own the business... ...and ensure stock levels, CRM development, and VIP client relationships are strong. The role demands a strategic leader with luxury retail credibility. #J-18808-Ljbffr...
- ...and develop a team of approximately 15 client representatives, creating a culture of accountability... ...standards are consistently achieved.Manage and resolve complex or escalated client... ...interpersonal, communication, and relationship-building skills.Proficiency with...Full timeWork at office
- ...Managing Director | WealthBridge Financial Group WealthBridge Financial Group is... ...high-performing teams, fostering strong client relationships, and executing strategic initiatives to... ...experience in financial services or wealth management with a successful personal...Visa sponsorship
- ...Business Unit. Based in Scottsdale, AZ or remote within the United States, you will identify opportunities, build long‑term client relationships, and lead negotiations to deliver superior value. You will advance growth in O&M, repowering and restoration for solar and BESS...Remote job
- Cardone Ventures seeks a visionary VP of Tax Services to build and lead a new tax practice from the ground up at our Scottsdale... ...service offerings, hire and develop the team, and establish client relationships to deliver measurable tax outcomes. This leadership role...Work at office
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