Regional Director, Private Wealth Client Services
Cresset
Cresset, a leading independent multi-family office, seeks a Regional Managing Director, Private Wealth Client Services to oversee Advisor and Client Associate teams serving ultra-high-net-worth clients. The role can be based in Reston, VA or Atlanta, GA, with travel required to support regional operations. You will drive client service operations, mentor a high-performing team, and partner with regional leaders to enhance client experience, scalability, and risk controls. #J-18808-Ljbffr Cresset
$100k - $130k
...Cresset is a firm built by clients, for clients. As an... ...winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience...Private clientFull timeTemporary workWork at officeLocal area$175k - $250k
...Cresset is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...Cresset is seeking a Regional Managing Director, Private Wealth Client Services with experience managing...Private clientFull timeTemporary workWork at officeLocal area$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...Private clientTemporary workFlexible hours$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service... ...a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals,...Private clientFull timeWork at office- J.P. Morgan Wealth Management in Queens, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals... ...ethical standards. The role emphasizes client-centric service, ongoing education for clients on digital tools,...Private client
- Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors. You will serve as the primary contact for client service needs, ensuring accuracy of materials and timely responses, and promoting the bank’s comprehensive...Private client
$116.25k - $159.64k
...valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership... ...looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the...Private clientWork at officeLocal area- Head of Client Advisory, Asia South Wealth Discover your future at Citi Working at Citi is far more than just... ...) and High Net Worth (Citigold Private Client) franchise in Singapore, covering... ...segment-specific growth strategies, service and engagement models, and market...Private clientFull time
- ...Trusts & Estates Partner | Private Client Services | Portable Book of Business Location: New York A nationally recognized AmLaw firm with... ...entrepreneurial partner looking to grow a sophisticated private wealth practice within a collaborative platform serving high-net-...Private clientFull timeFor contractorsPrivate practiceWork at office
- Goldman Sachs Wealth Management seeks a Private Wealth Management professional to support PWAs in portfolio construction, asset allocation, and client service for high-net-worth clients in New York. You will collaborate closely with PWAs to deliver tailored investment...
- J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and... ...skills, and provide advised solutions through Chase Wealth Management. You will integrate with partners to deepen client...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships to deliver advised solutions and leverage Chase partner referrals to...Private client
- Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients. You will support client relationships, onboard accounts...Private client
- ...New York seeks a senior Business Development Executive for Private Client Services to originate new HNW and UHNW client relationships across the... .... You will build deep strategic relationships with wealth managers, private banks, RIAs, family offices and law firms...Private clientWork at office
- ...Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City or Stamford - this is an ongoing brief, as our client continues...Private clientFull timePrivate practice
- Chemistry Wealth Management seeks an experienced Private Wealth Advisor to serve as the primary advisor for high-net-worth clients. You will act as each client's Personal CFO, coordinating investments... ...proactive advice, and exceptional service, leading client relationships and...Private client
$117k - $156k
...Registered Investment Adviser that advises clients on fine art investment products. Through... ...of advisors primarily from traditional wealth management backgrounds. Licensing... ...roles (financial advisor, wealth advisor, private client advisor), wealth management, or a...Private clientFull time$211.28k - $316.92k
...-08-21Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...Private clientFull time$30 - $39.5 per hour
...to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree... ..., and exhibit strong attention to detail while managing client expectations effectively. In this role, you'll be responsible...Private clientHourly payPrivate practice- ...with a premier fee-only portfolio management and fiduciary firm to recruit a Regional Vice President of Sales. You will work remotely from home, covering a local territory to present wealth management solutions to high-net-worth prospects with qualified lead flow and...Private clientRemote jobWork at officeLocal areaWork from home
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...wealth management space.Collaboration & Service Excellence: Establish and maintain...Private clientFull timeRemote work$170k - $300k
...StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions... ...drive a culture of excellence in execution in the region.Act as the subject matter expert and first line...Private clientFull timeFor contractorsLocal area$235k - $420k
Private Wealth Services AssociateDirect Counsel represents a leading Am Law 100 firm seeking a talented Mid-Level Private Wealth Services Associate... ...sophisticated estate and tax planning strategies.Counsel clients on gift, estate, and generation-skipping transfer tax...Temporary workWork at officeFlexible hours- ...Ready to do more than oversee compliance As a Private Client Services Tax Director youll lead relationships with high-net-worth and ultra-high-net-worth individuals and families shape complex tax and wealth planning and help grow the practice. Your work will span closely...Private clientFull timePrivate practice
- ...communication, leadership, and analytical skills About Our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team... ...Closely Held, Private Business Services, and Personal Wealth Advisory services. About EisnerAmper EisnerAmper is one...Private clientTemporary workSummer workInternshipSummer internshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- ...Ready to be the advisor your clients call before the big decisions not just at tax... ...accounting and advisory firm is growing its Private Client Services practice and looking for a Tax Manager... ...Advise clients on income tax planning wealth transfer gifting trusts estate...Private clientFull timePrivate practice
- ...AI-native fintech just closed a $25M Series A changing how wealth management, tax, and estate planning teams work. Hiring... ...The Company Building AI-native infrastructure for the private client services market, helping wealth managers, private banks, trust companies...Private clientFull time
- Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support. You will profile client objectives, determine risk tolerance and timelines, and deliver suitable recommendations...Private client
$128k - $220k
...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...with an integrated client service team to provide clients with a... ...among offices and branches in the region Preferred qualifications,...Private clientWork at office$100k - $225k
...& Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing... ...choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high-... ...firms nationwide, from boutique to large regional/national firms, and can help you...Private clientImmediate startRemote workFlexible hours
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