Senior HNW Client Acquisition & Relationship Lead
Argonautica Private Wealth Management, Inc.
Argonautica Private Wealth Management, Inc. is seeking a seasoned Client Relationship Officer to source, cultivate, and close relationships with high-net-worth individuals ($5MM+ net worth). This senior, autonomous role focuses on business development across MetroWest Boston, Cape Cod, Southern NH, and Coastal Maine, with hybrid field and office presence and substantial upside tied to results. The successful candidate will manage the client lifecycle from outreach to onboarding and ongoing #J-18808-Ljbffr Argonautica Private Wealth Management, Inc.
- ...Advisor to serve high-net-worth clients with sophisticated investment... ...comprehensive planning. You will lead client engagements, help manage... ...peers. The role emphasizes relationship-building, business growth through client acquisition, and thought leadership within...SeniorHigh net worthWork at office
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- JPMorgan Chase’s Private Client division seeks a Vice President Relationship Manager to build trusted relationships with affluent clients by carefully discovering needs and delivering tailored banking, lending, and wealth solutions. You will expand the client base through...Senior
$83k - $104k
...Job Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through... ...management support. As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and...High net worthLocal areaFlexible hours$150k - $220k
...spot for you! We serve clients of all sizes across... ...emphasis on Investing in Relationships to Make a Difference... .... Job Summary: As a HNW Tax Senior Manager , you work... ...investments, mergers and acquisitions, reorganizations, and... ..., and conclusions Lead tax engagements from...SeniorHigh net worthWork at officeLocal area- ...Company, Inc. in Massachusetts is seeking an experienced Senior Project Manager to lead multiple construction projects from preconstruction through... ...requires a track record in large commercial projects, strong client relations, and the ability to deliver safely, on schedule,...Senior
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- ...currently seeking experienced Senior Wealth Advisors to join... ...advice and building long-term relationships with clients. The role partners closely... ...leverage an industry-leading strategic platform of one of... ...Proven track record of client acquisition and asset growth ~ Background...SeniorHigh net worth
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...and local authoritiesDevelop and maintain superior client relationships in the PCS client nicheWhat We Seek:Years of experience...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- JPMorgan Chase & Co. in Needham, MA seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customer relationships with an advice-based approach. You will guide clients to the best products and services, and collaborate with specialists to...
- ...investment management, thoughtful planning, and long-term client relationships built on trust and discretion. We are intentionally... ...seeking a seasoned Client Relationship Officer to lead new client acquisition. This senior, highly autonomous, and entrepreneurial role focuses...High net worthWork at office
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Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver personalized financial planning, coaching, and ongoing practice management support. You will onboard new clients, expand assets and lending, and collaborate with Wealth Advisors...$175k - $240k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...visit CIBC.comWhat you'll be doingAs a Senior Relationship Manager, you’ll focus on growing...SeniorHigh net worthFull timeRemote work$132.1k - $301.6k
...side by side with a range of clients from our most venerable institutions... ...and business acumen. As a Senior Manager in Private Tax, you... ...include: Leading the delivery of tailored tax... ...building and managing client relationships, revenue generation, and/or managing...SeniorHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...advisor to CPAs and their… Senior Tax Manager - Private Client Services - Boston/... ...Manager, you’ll take the lead on complex tax matters for... ...leadership. This is a visible, relationship-driven role with the... ...Franchise - Director Mergers and Acquisition Tax, Senior Manager...SeniorHigh net worthFull timeWork at officeLocal areaRemote workRelocation packageFlexible hours
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...For: Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
$150k
...Vice President Relationship Manager At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager...High net worthTemporary workWork at officeImmediate start- JPMorgan Chase in Massachusetts seeks a Senior Business Relationship Manager to manage a portfolio of profitable business clients, delivering tailored banking solutions and financial advice. The role emphasizes high-touch client experience, cross-team collaboration, and...Senior
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...RoleThe position of Commercial Banking Sr. Relationship Manager is responsible for the acquisition of new commercial banking clients and the expansion/retention of existing relationships... ...of capital structures and experience in senior debt structures.Extensive knowledge of...SeniorWork experience placementLocal area- World Insurance Associates in Massachusetts is seeking a client service-focused professional specializing in Personal Property and Casualty to manage renewals and quotes. With 3+ years of P&C experience and a Property & Casualty license, you will evaluate exposures, assist...Senior
- ...Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver personalized financial planning. You will work with Wealth Advisors and CFPs to manage a book of business and help clients reach long-term goals. You will onboard new clients, grow...
$110k - $150k
...About the Opportunity: Our client is a boutique wealth... ...are looking for an experienced Senior Wealth Advisor to step into an... ...established group of client relationships and serve as a trusted advisor... ...relationships that naturally lead to referrals. The firm takes...SeniorHigh net worth$170k - $220k
...seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate,... ..., building long-term client relationships, mentoring staff, and contributing... ...capital, robust talent acquisition and training, leading quality...SeniorHigh net worth- Citizens Bank is seeking a Private Client Relationship Manager to engage directly with affluent clients, delivering personalized financial planning and relations management. You will partner with Wealth Advisors and CFPs to develop strategic plans for high-net-worth clients...High net worth
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services team. You will oversee multiple client engagements, lead tax planning and compliance for ultra-high-net-worth individuals, and drive firm growth through business development. The role offers...SeniorHigh net worthRemote jobWork at officeFlexible hours
$150k - $190k
We’re building a relationship-oriented bank for the modern... ...what’s right for our clients.At CIBC, we embrace your... ....Market Development: Lead and organize... ...acquiring and maintaining HNW relationships. You have... ...Research, New Business Acquisition, People Management, Promotional...High net worthFull timeRemote work
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