Senior Wealth & Client Relationship Leader
Chris Baily
Chris Baily in New York is looking for a skilled service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong background in wealth management with significant experience in coaching, managing teams, and ensuring compliance with industry regulations. A minimum of 5 years in a similar role with required licenses is essential. The position offers a dynamic work environment with potential for significant bonuses based on performance. #J-18808-Ljbffr
$225k - $275k
...About Apella Apella Wealth is an employee‑owned, wealth... ...develop world‑class, client‑relevant capabilities.... .... The Role This is a senior, experienced advisory... ...as an independent relationship manager. You will be charged... ...with being a senior leader within one of the...SeniorTemporary workWork at officeFlexible hours- ...financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth clients. The role involves advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have...SeniorVisa sponsorship
$110k - $215k
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The...Senior- ...Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services... ...a Bachelor's degree and 7+ years in wealth management, demonstrating a track...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$85k - $145k
...Mercer Advisors is looking for a Wealth Path Wealth Advisor in New York, NY. This role entails functioning as the primary advisor for a portfolio of clients while supporting business development. The ideal candidate will have significant experience in financial planning...Senior- ...A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
- ...Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York, NY, to support client-focused business development and service efforts. This role involves managing a book of 150-250 clients and onboarding new clients while acting as the primary trusted advisor. Ideal...Senior
$132.26k - $155.6k
...U.S. Bancorp is seeking a Corporate Trust Client Relationship Manager in New York. The role involves managing Corporate Trust client relationships, ensuring quality service, and identifying operational challenges. Successful candidates will have at least a Bachelor's degree...SeniorWork at office3 days per week$70k - $105k
...Kearny Bank in Rutherford, NJ is seeking a Client Relationship Manager to lead branch operations and team development while ensuring exceptional client experiences. This full-time position includes managing branch compliance, safety, and security efforts. The ideal candidate...SeniorFull timeWork at office- ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will... ...management and will be responsible for client communication and investment... ...outcomes and enhance client relationships in a collaborative high-touch...Senior
- ...Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...Senior
- ...Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must...Senior
- A leading CPA and Advisory firm in New York is seeking a motivated Senior Tax Manager to join their tax team. The ideal candidate will manage client relationships, provide innovative tax planning, and lead team members. Candidates should have at least 8 years of experience...Senior
- ...Kearny Bank is hiring a Senior Personal Banker to deliver exceptional service to clients in New Jersey. This full-time onsite position involves managing client relationships, executing transactions, and ensuring operational excellence. The ideal candidate will have at...SeniorFull timeWork at office
- ...exceptional interpersonal skills and interest in client services? We are looking for a... ...successfully retain and expand existing relationships by delivering superior client service. The... ...’s leading pension plans, sovereign wealth funds, central banks, insurance companies...Work experience placement
- ...professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The... ...to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies,...
- ...Market Leader The Market Leader role is an essential... ...part of our Private Wealth sales team and tasked... ...solutions. The Senior Associate will partner... ...Market Team to cultivate relationships with financial advisors... ...territory for appropriate clients. Attend and...Senior
$62.5k - $87.5k
...Teachers Insurance and Annuity Association of America is seeking a Wealth Client Relationship Manager in New York, NY. The role involves partnering with Wealth Management Advisors to service high-net worth clients, ensuring their financial goals are met. Candidates should...$75k - $125k
...Morgan Stanley is seeking a Wealth Management Associate in New York, NY. This role emphasizes exceptional client service, cultivating client relationships, and supporting Financial Advisors with various tasks. The ideal candidate will have over 5 years of relevant experience...Senior- ...Mourant in New Jersey seeks a Senior Manager to lead the Governance Services... ...'ll oversee trust and corporate client administration while ensuring... ...with the Head of Private Wealth to develop the team's expertise and client relationships. The ideal candidate will have managerial...Senior
$88.4k - $132.6k
...A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates...SeniorFull time- ...Capital Group is seeking a Private Client Relationship Manager in New York to manage the Private Wealth Advisor's practice, ensuring successful execution of sales and service goals. This role requires strong sales, service acumen and the management of Client Service Associates...Private practiceFlexible hours
- ...Northern Trust Corp in New York, NY is seeking a Sr. Wealth Strategist to lead client development and strengthen relationships with ultra-high net worth individuals and families. This key role involves a consultative approach to wealth management, focusing on developing...Senior
- ...Glocap Search is seeking a skilled Wealth Advisor in New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires...Senior
- ...Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
$88.4k - $132.6k
6AM City, LLC is seeking a Wealth Relationship Management Sr. Analyst for their New York office. This seasoned professional will leverage their analytical skills to foster relationships with affluent clients while ensuring compliance with financial regulations. The successful...SeniorWork at office- ...A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
$70k
...A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior$161k - $269k
...The Hispanic Alliance for Career Enhancement is looking for a junior VP to lead relationships and manage portfolios for key clients in the US-based entity of Globalino. This role encompasses significant P&L responsibility and requires effective leadership of cross-functional...Senior
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