Senior Wealth Relationship Architect
JPMorganChase
A leading financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of financial solutions. Responsibilities include cultivating new business opportunities, collaborating with wealth advisors, and providing tailored wealth management counsel to clients. A competitive compensation package and diverse benefits are offered. #J-18808-Ljbffr JPMorganChase
- ...worth clients. This role requires the ability to generate new business from referrals and existing relationships. Candidates should have over 7 years of experience in wealth management, hold Series 7 and 63 licenses, and possess excellent communication skills. The...Senior
- Fiduciary Trust International in New York is seeking a Senior Relationship Manager to enhance client relations and ensure satisfaction. In this role, you will identify client goals, facilitate family meetings, and coordinate with portfolio managers on risk assessment. The...Senior
$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio... ...is pivotal for fostering complex client relationships and delivering bespoke investment strategies... ...should have over 12 years of experience in wealth advisory or client management,...Senior$90k - $150k
...driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities... .... The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills...SeniorFull time- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
$125k - $200k
Corient is seeking an experienced wealth planning advisor in New York to serve as a subject matter expert for High Net Worth (HNW) clients. The ideal candidate will have over 8 years of experience in advanced financial planning, focusing on complex strategies for families...Senior- TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary...Senior
- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience, strong analytical and financial skills, and effective communication abilities. You will build relationships with high-net-worth...Senior$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 will...SeniorFull time- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on... ...clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong...Senior
- A major financial services corporation is seeking a Wealth Relationship Management Sr. Analyst in New York City. The role involves building and deepening relationships with affluent clients, anticipating complex financial needs, and providing holistic financial solutions...Senior
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively...Senior
- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth... ...advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15 years...SeniorVisa sponsorship
- 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...SeniorFull timeWork at office
$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...SeniorFull timeWork at office$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior- 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...Senior
$180k - $250k
Franklin Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with portfolio managers and advisors. Candidates should have over 10 years of experience in relationship...Senior- A financial services company in Kentucky is seeking a Wealth Portfolio Manager to deliver investment advice and manage portfolios for high-net-worth clients. This role requires strong client relationship management skills, experience in portfolio construction, and a collaborative...
- ...Senior Architect A great place to work and grow, Naik Group is a dynamic, multi-discipline engineering company with offices in New York... ...while demonstrating the personal client and consultant relationship of a small firm. Naik Consulting Group is currently seeking...SeniorContract workTemporary workFor contractorsWork at officeLocal areaFlexible hours
$125k - $150k
...Gensler Project Architect At Gensler, we design for people. We leverage our global perspective and local presence to innovate at... ...into sketching new ideas, hacking a building or growing client relationships in global markets, there's something here for everyone. Our...SeniorFor contractorsLocal area- ...A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading... ...and responsibilities About the Role We are seeking a Senior AI Architect - Enterprise Integrations to join our growing AI practice....SeniorWorldwide
- ...candidate should have over 10 years of event management experience, strong problem-solving skills, and the ability to build productive relationships. This office-based position requires onsite presence 4 days a week and may involve up to 30% travel. #J-18808-Ljbffr BCD Travel...SeniorWork at office
- ...The role involves integrating quantitative techniques with macro views, contributing to portfolio construction, and maintaining relationships with ETF providers. Candidates should possess significant experience in macro investing and a strong research background. The company...Senior
$165k - $190k
Jobgether is seeking a Senior Channel Partnerships Manager based in the United States. This role involves developing and executing... ...paced environment and will be responsible for building strategic relationships, managing complex partnership cycles, and ensuring successful...Senior$227.5k - $245k
...tech solutions company is looking for an experienced candidate to lead complex AI deployments and manage customer relationships. You will also architect multi-agent solutions and mentor junior team members. The role requires strong system architecture expertise, excellent...SeniorRemote job- Yuzu is seeking an Operations Architect in New York City to manage client relationships and improve operational workflows. In this role, you will serve as the primary liaison for employer customers, ensuring smooth health plan operations as we scale. The ideal candidate...Senior
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