Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Client Relationship Leader in New York, NY vacancy
  • $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... 
    Senior
    Temporary work
    Work at office
    Flexible hours

    Independent Educational Consultants Association

    New York, NY
    4 days ago
  •  ...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... 
    Senior
    Visa sponsorship

    LGBT Great

    New York, NY
    5 days ago
  • $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

    Bank of America

    New York, NY
    4 days ago
  •  ...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

    Avior Executive Search, Inc

    New York, NY
    3 days ago
  • $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... 
    Senior
    Full time
    Work at office

    Citigroup Inc.

    New York, NY
    3 days ago
  • $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

    Mercer Advisors

    New York, NY
    3 days ago
  •  ...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

    Longwave Financial, LLC

    New York, NY
    4 days ago
  •  ...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

    Jobr

    New York, NY
    3 days ago
  • $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... 
    Senior
    Work at office
    3 days per week

    U.S. Bancorp

    New York, NY
    1 day ago
  • $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... 
    Senior
    Full time
    Work at office

    Kearny Bank

    Rutherford, NJ
    3 days ago
  •  ...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

    Titan

    New York, NY
    3 days ago
  •  ...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

    Charles Schwab

    New York, NY
    4 days ago
  •  ...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

    Mariner

    New York, NY
    4 days ago
  • 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

    Regal Executive Search

    New York, NY
    1 day ago
  •  ...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... 
    Senior
    Full time
    Work at office

    Kearny Bank

    New York, NY
    22 hours ago
  •  ...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

    Goldman Sachs

    New York, NY
    3 days ago
  •  ...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,... 

    The Goldman Sachs Group

    New York, NY
    3 days ago
  •  ...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

    Blue Owl

    New York, NY
    1 day ago
  • $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... 

    Teachers Insurance and Annuity Association of America

    New York, NY
    1 day ago
  • $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

    Morgan Stanley

    New York, NY
    1 day ago
  •  ...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

    Mourant

    New York, NY
    4 days ago
  • $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... 
    Senior
    Full time

    PowerToFly

    New York, NY
    4 days ago
  •  ...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 practice
    Flexible hours

    Capital Group

    New York, NY
    3 days ago
  •  ...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

    Northern Trust

    New York, NY
    1 day ago
  •  ...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

    Glocap

    New York, NY
    3 days ago
  •  ...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... 
    Senior
    Full time
    Work at office

    Glenmede Trust Company

    New York, NY
    4 days ago
  • $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... 
    Senior
    Work at office

    6AM City

    New York, NY
    3 days ago
  •  ...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... 
    Senior
    Full time

    Valley Bank

    New York, NY
    3 days ago
  • $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

    Citibank (Switzerland) AG

    New York, NY
    3 days ago
  • $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

    Hispanic Alliance for Career Enhancement

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth & Client Relationship Leader. Be the first to apply!