Private Client Relationship Manager - Wealth Advisory (Atlanta)
Rockefeller Capital Management
A leading financial advisory firm is seeking a motivated Client Relationship Manager to join their team in Atlanta. This position involves working directly with high-net-worth clients, managing accounts, transferring assets, and ensuring top-quality client service. Ideal candidates should hold a BA/BS degree and have at least 5 years in the financial industry, along with Series 7 & 66 registrations. Excellent organizational and client-facing skills are essential for success in this role. #J-18808-Ljbffr Rockefeller Capital Management
- Mohr Talent is seeking an Associate Portfolio Manager in Atlanta to support private client investment relationships. This role focuses on portfolio strategy, asset allocation... ...ideal candidate will have over four years in wealth management and a Bachelor’s degree in Finance,...Suggested
$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage investment portfolios, develop strategies... ...candidate has over 12 years of experience in wealth management, strong analytical skills, and the...Suggested- ...nationally. Our Transaction Advisory Services (TAS) group supports clients in navigating complex... ...C-level stakeholders, private equity firms, and corporate... ...Development & Client Relationships Act as a key face of the... ...including the ability to manage complex data books and...SuggestedLocal area
$1,500 per month
...company with two divisions: HR Advisory (behavioral health and HHS... .... Headquartered in NC and Atlanta, Georgia, respectively. Three... ...serving behavioral health and HHS clients. About This Role The... ...warm founding-cohort relationships into recurring HR retainers,...SuggestedContract work- ...Rockefeller Capital Management Rockefeller... ...independent financial advisory services firm.... ...$198 billion in client assets as of December... ...2025. Position A Private Advisor team... ...team as a Client Relationship Manager. The Client... ...site position in Atlanta Skills Works effectively...SuggestedWork at officeLocal area
$85k - $105k
...and valuable offerings to our clients. We’ve continually refined,... ...estate. CoStar Real Estate Manager CoStar Real Estate Manager is... ...enterprise accounts to build strong relationships, drive product adoption, and... ...5 days in our New Jersey or Atlanta office. RESPONSIBILITIES...Full timeWork at office$109k - $224k
...law firms, banks and private equity firms on their... ...disputes, navigating crises, managing risk and optimizing... ...focuses on our clients’ strategic, operational... ...range of real estate advisory services including merger... ...build and manage client relationships Lead team of tax professionals...Full timeVisa sponsorshipWork visa- ...Law 100 firm seeking a talented and driven 3rd–4th year associate to join its Corporate Advisory (Finance) practice. The position is open in New York, Chicago, Los Angeles, Atlanta, Miami, or Dallas . This firm is nationally recognized for its authentic, inclusive...Work at office
- Private Wealth Director page is loaded## Private Wealth... ...: Atlanta, GAtime type: Full... ...most sophisticated clients using leading technology... ...cultivates client relationships across the Wealth Advisory and Private Client... ...aspects of Wealth Management, helping clients navigate...Temporary workFlexible hours
- Associate Director, Client Relationship Management & Accounting Location: Atlanta, GA Company Description: Pathstone is a growing wealth management firm serving... ...services include investment advisory, as well as integrated... ...in family office, private wealth, public...Work at officeFlexible hours
- ...with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of... ...the value of a Wealth Private Advisor’s relationship with both internal and... ...Wealth Relationship and Advisory Process (Wrap) to call... ...client relationship management (CRM) system. Proactively...Full timePart timeDay shift
- ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- A global packaging company in Atlanta is seeking a Sr. Analyst, Audit. In this role, you will execute assurance and advisory projects, conduct internal audits, and ensure compliance with company policies and Sarbanes-Oxley regulations. Successful candidates will hold a...
$58k - $64k
...Guest Relations Manager - Crowne Plaza Atlanta Perimeter at Ravinia Hotel Brand: Crowne Plaza Hotels & Resorts Location: United States, Georgia... ...appropriately to guest complaints, solicit feedback and build relationships to drive continuous improvement in guest satisfaction....Local areaImmediate start$116.2k - $212.9k
..., Pittsburgh, St. Louis, Atlanta, Charlotte, Cincinnati, Miami... ...Corporate Tax Advisory – Manager The opportunity The International... ...advising corporate and private equity clients on all aspects of their capital... ...Building long-lasting relationships with our clients,...Work experience placementSummer holidayFlexible hours- Senior Associate, Client Relationship Management & Accounting Atlanta, GA Company Description: Pathstone is a growing wealth management firm serving ultra-... ...services include investment advisory, integrated planning and... ...in family office, private wealth, public accounting...Work at officeFlexible hours
- A global insurance leader is seeking a Client Director in Atlanta. This role is pivotal in managing key client and broker relationships. You'll build relationships with C-suite executives and form strategic action plans to enhance partnerships. The ideal candidate will...Full time
- Client Delivery Executive - Applications and Software - Atlanta, GA Location: Atlanta, GA, US Company: NTT... ..., escalation management, automation, and continuous... ...to develop customer relationships, grow and expand the... ...Development, Public/Private Cloud, and Consulting...Temporary workLocal areaFlexible hours2 days per week3 days per week
- ...positioned for growth in Wealth Management from U.S. Bank and U.... ...Meet with affluent clients to collect financial... ..., investment advisory, and insurance Deliver... ...services Knowledge of private banking products and... ...presentation abilities Strong relationship management, sales,...Temporary workWork experience placement
- ...Location Atlanta, GA 30377, United States Position Transactional Associate – Full Time (4–8 years experience) Posted 2 months ago Primary... ...Lending, Bonds, Securitization, Real Estate, Energy, Corporate Advisory, Strategy About the Opportunity A nationally recognized law...Full time
- ...pharmacy services. NOTICE: SpecialtyRx is seeking a Client Services Manager located in the surrounding areas of South Atlanta, Georgia. The Client Services Manager will be servicing and overseeing the relationship with our long term care facilities and assisted living...Local areaLong distance
$141.9k - $260.1k
...Angeles, New York, Chicago, Atlanta, Charlotte, Miami At... ...working world. Tax Manager - International Tax... ...Transaction Services - Private Companies As an... ...most successful private clients/businesses, and in return... ...Building long-lasting relationships with our clients, developing...Work experience placementSummer holidayFlexible hours- ...the SaaS or tech industry, and knowledge of private-equity reporting. Responsibilities include preparing financial statements, managing cash flow, and ensuring compliance with U.... ...GAAP. This is a hybrid position based in Atlanta, offering a competitive salary,...
$147.4k - $336.8k
...Pittsburgh, St. Louis, Atlanta, Charlotte, Cincinnati,... ...International Corporate Tax Advisory - Senior Manager The opportunity The... ...advising corporate and private equity clients on all aspects of their... ...Building long-lasting relationships with our clients, developing...Work experience placementSummer holidayFlexible hours- Location: GA-Atlanta Job Title: Client Performance Manager - Atlanta Radio Position Overview Cox Media Group Atlanta Radio is searching for a Client Performance Manager who will be responsible for managing our most strategic accounts. The Client Performance Manager...Local areaShift work
- Client Advisory Partner - Electric & Gas Utilities (Central Region) Location: US Job Type:... ...Enterprise Evolution on strategic account management, clarity on playbook and client... ...with CAMS & Client Segment Leads Build relationships with regional leaders and segment leaders...Full timeContract workWork experience placementWork at officeRelocationVisa sponsorship
$15 per hour
...will be joining Doxel's Construction Client Manager team working directly with and learning... .... Most of all, you will build strong relationships to help customers win - from the users... ...This role will be Remotely-based in Atlanta, Georgia. This role requires regular,...For contractorsRemote workHome officeFlexible hours$150k - $200k
...join the Transaction Opinions & Board Advisory team within the Valuations & Opinions Group... ...advisory engagements for public and private clients, including private equity firms. Prepare... ...organizational skills and aptitude to manage people and work products. Strong...- Client Performance Manager - Atlanta Radio Location: GA-Atlanta Job Title: Client Performance Manager - Atlanta Radio Position Overview Cox Media Group Atlanta Radio is searching for a Client Performance Manager who will be responsible for managing our most strategic...Local areaShift work
- J.P. Morgan Wealth Management - Annuities & LOA Advisor - Atlanta, GA Atlanta, GA, United States Job Information Job... ...financial planning and advice to clients by helping to identify... ...is to create engaged, lifelong relationships and put our customers at the heart...Full timeRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Relationship Manager - Wealth Advisory (Atlanta). Be the first to apply!
- strategic engagement manager Atlanta, GA
- client manager Atlanta, GA
- client services coordinator Atlanta, GA
- client account executive Atlanta, GA
- client development director Atlanta, GA
- client services supervisor Atlanta, GA
- client development manager Atlanta, GA
- client finance manager Atlanta, GA
- client relationship manager Atlanta, GA
- pursuit client manager Atlanta, GA

