Client Service Operations Manager — Scale Private Wealth
$115k - $125kNeuberger
Neuberger in New York is seeking a Client Service Operations Manager to lead operational excellence within Team Kaminsky, one of its largest Private Wealth Management teams. This role combines direct client servicing with managerial responsibilities, ensuring high-quality support during onboarding and account maintenance. Candidates should have over 10 years of relevant experience in financial services and a Bachelor’s degree. The position offers a salary range of $115,000–$125,000 and additional benefits including a discretionary bonus. #J-18808-Ljbffr Neuberger
$115k - $125k
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...PrivateLocal areaShift work- ...Trust Relationship Manager Aura by Hex Trust is the private wealth business of Hex... ...the industry. HNW clients want exposure but... ..., regulated, full-service partner. Aura fills... ...institutions use to operate in crypto. Custody... ...the market. We're scaling fast. If you want...PrivateWork at office
$120k - $150k
...best way to help our clients and advance our... ...join as a Client Manager, supporting our Latin America Private Banking group. The... ...administrative and operational functions, including... ...7+ years relevant wealth management... ...Excellent client service skills. Superior...PrivateWork at officeLocal area- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth... ...with an integrated client service team to provide clients with... ...clients and prospective clients at scale Educate the integrated team...PrivateWork at office
- Asset & Wealth Management, US Third Party Wealth Northeast... ...to help clients across the globe... ...investment and advisory services for pension plans... ...ETFs, public and private alternative... ...and other broad‑scale outreach activities... ...client base. 3. Operational Excellence & Compliance...PrivateFull timeWork at officeHome office2 days per week3 days per week
- U.S. Bank is looking for a Wealth Management Banker in West Chester, KY who will manage affluent client relationships. The role demands collaboration to deliver a full spectrum of banking products. The ideal candidate will have a Bachelor’s degree, over five years of experience...Private
- ...Driving the future of Wealth Management, the Client and Account Data Product Manager... ...will work closely with operations, advisors, and business stakeholders... ...capabilities and micro-services across Wealth Management... ...investment management and private banking solutions. Asset...Private
$200k - $275k
Fortress Investment is looking for a Director/MD of National Accounts within its Private Wealth Solutions. The role demands expertise in asset management and a proactive approach to building relationships with key private wealth platforms. The successful candidate will...Private$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations... .... The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree...PrivateWork at office- ...candidate to represent its real estate solutions within the Global Wealth Management Solutions (GWMS) platform. This role emphasizes driving... ...years of industry experience with a strong understanding of private real estate, alternative asset management, and have exceptional...Private
$70k - $76k
UBS is seeking a Client Associate in New York City to support our Private Wealth Management team. The ideal candidate will have a background in client service within finance, relevant licenses, and excellent communication skills. This full-time position offers a competitive...PrivateFull time$155k - $200k
...alternative asset manager. We seek to create... ...vehicles focused on private equity, real... ...Blackstone Private Wealth was established to... ...these firms and their clients and provides... ...leverage the global scale platforms across Private... ..., Sales, Investor Services, Product Strategy...PrivateLocal areaFlexible hours- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role... ...their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant experience...Private
- ...is seeking an Executive Director for its Private Credit Solutions Group Investment Specialist... ...assets through partnerships with various wealth channels. The successful candidate will... ...private credit solutions, educate clients on strategies, and develop comprehensive...Private
$126.5k - $166.3k
Dormont Manufacturing Co is seeking an experienced advisor to deliver tax and accounting services to private wealth clients. The ideal candidate will provide fiduciary responsibilities such as overseeing accounting, financial statement preparation, and ensuring compliance...Private$10k
...excess of businesses operating without Ramp. We... ...move and manage billions, Ramp is... ...activation and growth of clients leveraging Ramp's... ...Bill Pay users at scale. What You'll Do... ...accounting partners, Private Equity, or Venture... ...Experience in financial services sales....PrivateFull timeWork at officeHome officeRelocation packageFlexible hours$70k - $115k
Dormont Manufacturing Co is hiring a PWM Client Service and Operations (CSO) Field Engagement Associate. In this role, support key engagement programs for Private Wealth Management clients while collaborating with stakeholders. Ideal candidates will have a Bachelor's degree...Private- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers... ...involves building a team, managing client relationships, and... ...in Wealth Management operations, a proven leadership track...Private
- 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...PrivateFull time
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...Private$145k - $160k
CFP Wealth Advisor - Suffolk County, NY | $145K-$16... ...planning-focused wealth management firm on Long Island is... ...with established clients, leading planning conversations... ...advisory and client service teams to deliver a... ...Advisor, Financial Advisor, Private Wealth Advisor,...PrivateLocal area$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions... ...a variety of clients, including private wealth mandates and institutional clients... ..., and provide exceptional client service. This role demands a detail‑...PrivateFull timeTemporary workPart time- Brown Brothers Harriman is seeking a Wealth Planner in New York to support the Senior Wealth... ...and collaborate with Relationship Management to provide integrated trust, estate, and tax guidance for our Private Banking clients. The role offers the opportunity to engage...PrivatePart timeLocal areaRemote workFlexible hours
$90k - $110k
...Berman in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. This role enhances the digital client experience... .... Candidates must have at least 3 years in financial services and a Bachelor's degree. The position offers a salary...Private$135k - $155k
...partner with and scale innovative... ...patient capital, operational expertise, and global... ...General Atlantic manages approximately $12... ...institutional and private wealth investors worldwide... ...all aspects of client coverage and the... ...sales and client service support to drive...PrivateFull timeLocal areaWorldwide- ...has been in continuous operation since 1889. Northern... ...innovative financial services and guidance to the... ...s most sophisticated clients using leading technology... ...service. The Private Wealth Director leads and cultivates... ...aspects of Wealth Management, helping clients navigate...PrivateTemporary workWork at office
$120k - $175k
Executive Account Manager - Senior Manager,... ...implementation and operations improvement firm.... ...manager in the human services field, with a... ...Manager for a large-scale human services technology... ..., federal and private service agencies.... ...manager or client engagement manager...PrivateContract workFor contractorsH1bWork at officeLocal areaRemote work- ...Wealth Advisor | Path to Partnership... ...developed strong client relationship... ...Whether you are managing relationships within... ...combines the scale, resources, and... ...management, private wealth, or financial advisory services Experience working... ...rather than operating under immediate...PrivateWork at officeImmediate start
- ...individuals, firms, and clients alike. That’s why... ...of building and scaling successful... ...expertise, experience managing multiple client relationships... ...both public and private company reporting... ...Financial services industry experience... ...improvements and operational efficiencies Compensation...PrivateTemporary workWork at officeRemote work
- ...technically proficient Private Credit Product... ...growth of our private wealth distribution platform.... ...teams and private wealth client teams, partnering with... ...relations, or portfolio management role.* Deep understanding... ...with regulatory and operational nuances of private wealth...PrivateLocal area
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