Senior Client Service & Wealth Ops Manager
慨正橡扯
J.P. Morgan Advisors is seeking a Client Service Group Manager to oversee sales and administrative staff in Pennsylvania. The ideal candidate will manage training and performance reviews while supporting strategic initiatives for the branch. Qualifications include a degree in Business or Finance, licensing by FINRA, and experience in financial services management. The role offers a competitive compensation package with various employee benefits. #J-18808-Ljbffr 慨正橡扯
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service & Wealth Ops Manager in New York, NY vacancy
- A prominent real estate management firm in New York seeks a Regional Manager to oversee multiple sites and ensure financial performance. Candidates should have over 9 years of experience in property management and strong leadership skills. Responsibilities include supervising...Senior
- L+M Development Partners in New York, NY, seeks a Property Manager to oversee the financial performance and operations of residential properties. The ideal candidate will have over 6 years of experience in property management, strong leadership skills, and thorough knowledge...Senior
$80k - $89k
Women In Need, Inc. is seeking a Senior Property and Asset Manager to oversee the operations of WIN Supportive House Program apartments in New York. This role entails managing tenant transactions, preparing necessary reports, and ensuring timely collections. Candidates...Senior- ...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities: Manage a portfolio...SeniorLocal area
KPMG
New York, NY14 hours ago $85k - $105k
...you a self‑motivated, goal‑oriented salesperson with a client service mindset? Do you thrive in a fast‑paced,... ...At Cedar Brook Properties , we are seeking a skilled Senior Real Estate Acquisitions Manager to join our dynamic team. Looking for candidates in the...SeniorLocal areaImmediate startWork from homeHome officeAfternoon shift$122.54k - $208.72k
*RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE * WHAT IS THE OPPORTUNITY? This person... ...selling related bank products and services. This may be accomplished through identifying... ...and promoting solutions to fulfill client needs, obtaining referrals from existing...SeniorRemote workCity National Bank
New York, NY16 days ago$148.9k - $340.2k
...EY is the only professional services organization with a separate... ...The Capital Markets team helps clients to solve their most challenging... ...You’ll be responsible for managing client engagements, working with... ...cultivating mid- to senior-level relationships with clients...SeniorSummer holidayImmediate startFlexible hoursEY
New York, NY20 hours ago- Financial Services - Capital Markets - Digital Assets - Senior Manager Location: New York Other locations: Anywhere in Region Requisition ID: 1619207 Locations... .... The opportunity The Capital Markets team helps clients solve their most challenging strategic problems:...Senior
$30 per hour
...Commercial Real Estate - Senior Sales Support Coordinator As a CBRE... ..., tour books, surveys, client-specific property packages, and... ...professionalism, and the ability to manage competing priorities... ...Provide administrative, client service, sales support, and marketing...SeniorHourly payFull timeWork at officeLocal areaCBRE Group
New York, NY2 days ago- 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
$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior$180k - $250k
...Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with... ...in relationship management within financial services, preferably with a CFP or CTFA qualification. The...Senior$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$88.4k - $132.6k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Bronx, NY. This role involves identifying and deepening client relationships within the affluent and... ...has 5-8 years of experience in financial services. The position offers a competitive salary...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
- ...Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth... ...have over 7 years of experience in financial services, preferably in wealth management. Benefits include...SeniorFull timeWork at office
$80k - $100k
...complex deals with confidence. About the Role This is a senior-level, dual-focus role: 80% Transaction Management — managing residential transactions from contract to... ...with land, title, TC, acquisitions, or legal ops experience Have managed complex residential or land...SeniorFull timeContract workRemote workFlexible hoursZeres Group
New York, NY2 days ago- A cutting-edge payments platform is seeking a Customer Success Leader to onboard and grow key merchant accounts. This role involves defining processes, designing scalable systems, and collaborating with product teams to enhance customer satisfaction. The ideal candidate...SeniorRemote work
TITUS
New York, NY2 days ago - A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...Senior
$119.5k - $199.1k
...combined ratio on the portfolio of all programs managed. Meet or exceed required rate change and... ...outside of the Guidelines. Operational / Client Engagement: Establish and actively manage... ...of new programs and develop product or service enhancements for existing programs. You...SeniorFlexible hours$104k - $254.15k
PNC is looking for a Relationship Manager III to join its Commercial Real Estate team in New York, NY. In this role, you'll be responsible for developing client relationships, managing risk, and driving revenues. The ideal candidate will have at least 8 years of relevant...Senior- ...for retail and real estate law? If so, apply to join Gap Inc.\'s Legal Department as a Sr. Paralegal Manager, where you will perform a critical role and report to a Senior Counsel. In this role, you will enable the company\'s real estate portfolio and growth strategy,...Senior
- Vesta Home in New York is looking for a motivated sales professional to support growth by managing client accounts and generating new business. This role requires driving revenue through consultative sales and maintaining strong client relationships. The ideal candidate...Senior
$130k - $160k
A global commercial real estate firm is looking for an Assistant General Manager in New York City. The role includes providing facility management support, excellent customer service, and assisting with property management tasks. Ideal candidates will have a Bachelor’s...Senior$200k - $250k
...Relationship Manager (RM) At BBH, partnership is more than a form of ownershipit's our... ...personal goals is the best way to help our clients and advance our business. With a 200-year... ...component in addition to exceptional client service and portfolio management. You will manage...SeniorWork at officeLocal area$250k
...serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic... ...we serve. About Citi Wealth Citi Wealth is focused on serving... ...Bank brands . The Senior Wealth Management Relationship Manager is responsible...SeniorFull timeCiti
New York, NY20 hours ago- A leading finance recruitment firm is seeking a Senior Accounting Manager in New York City for a full-time, hybrid position. This role involves overseeing financial operations for corporate real estate assets and preparing detailed GAAP-compliant financial statements. Ideal...SeniorFull time
- ...high-quality tax, assurance, and advisory services and has been consistently recognized... ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...system. Position Overview: As a Senior Manager in Real Estate & Partnership Tax , you...SeniorLocal areaWorldwide
Berkowitz Pollack Brant
New York, NY3 days ago - ...director to join their busy Events and Real Estate Associations Management team. Candidates should have at least 4-8 years of event... ...developing event strategies, managing operations, and fostering client relationships. The role requires strong leadership, organizational...Senior
- ...A financial services firm is seeking an REO Asset Manager to oversee a portfolio of real estate-owned assets. Responsibilities include managing disposition, ensuring compliance, and driving timely sales. Candidates should have 2-4 years of relevant experience, strong analytical...SeniorWork at office
Remote Jobs
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service & Wealth Ops Manager. Be the first to apply!
Related searches
- client service manager New York, NY
- client operations manager New York, NY
- client engagement manager New York, NY
- senior engagement manager New York, NY
- client services coordinator New York, NY
- client strategy manager New York, NY
- associate client manager New York, NY
- customer engagement manager New York, NY
- client experience manager New York, NY
- client finance manager New York, NY