Senior Wealth Advisory Services Director
Morgan Stanley
Morgan Stanley is seeking a Group Director in Connecticut to lead the client service model for Financial Advisor teams. You will shape team roles, oversee daily operations, and coordinate with partners to optimize business practices and client outcomes.
You will guide reporting, meetings, and staff development while ensuring alignment with firm initiatives. Strong leadership, industry knowledge, and licensing readiness are essential.
#J-18808-Ljbffr- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...solution built on trust, personalized service, and a fiduciary commitment to our clients... ...outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from...SeniorFull timeWork at office
- ...clients achieve what matters most.Schwab Wealth Advisory is a feebased, nondiscretionary... ...solution built on trust, personalized service, and a fiduciary commitment to our clients... ...term outcomes.Coachability:Demonstratesa senior learning mindset by seeking input from...SeniorWork at office
$110.7k - $218.3k
Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk &... ...operational governance and execution, including service management routines, escalation paths, control...SeniorWork at officeNight shift- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement... ...leading national CPA and advisory firm is looking for an... ...affairs span personal wealth, trusts, investments,... ...a strong platform toward Director and Partner-level leadership...SeniorPrivate practiceWork at office3 days per week
- ...Franklin Templeton is seeking a Senior Strategic Relationship Marketing Manager to lead the US wealth marketing strategy, partnering with distribution teams and client... .... A strong track record in financial services marketing is essential. The role is based in Boston...Senior
- ...Nuveen is seeking a Wealth Management Advisor in Stamford, CT, to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will serve as the primary financial contact, delivering...Senior
$153.7k - $284.1k
...entrepreneurs, and business owners preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth... ...owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning...SeniorWork experience placementWork at office- ...Maplewood Senior Living in Darien, CT seeks a Culinary Services Director to lead the daily operations of the dining services department, ensuring high quality dining experiences for residents and compliant with all policies. You will create and plan weekly menus, manage...SeniorFlexible hours
$95k - $145k
...Our Client is a nationally-branded CFO Advisory & Consulting firm with an impressive record... ...valued…. \n \n Job Description - Senior Associate / Associate Manager \n (Client... ...in US GAAP and Financial Accounting Services Board (FASB) rules and standards. \n...SeniorWork at office2 days per week3 days per week- ...our future, and what we stand for as a firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities:Provide tax provision, compliance, and advisory services to a variety of clients from Fortune 100 to emerging businesses...SeniorLocal area
$150k - $200k
...your expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll... ...of advisors primarily from traditional wealth management backgrounds. Senior Advisors are... ...experience in investment or financial advisory roles (financial advisor, wealth advisor,...Senior$99.75k - $262.5k
...StatesSchedule: Full timePosted: 2026-10-13Job Summary:A Tax Senior Manager, International Tax Services is responsible for advising clients of the tax... ...create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the...SeniorWork at officeLocal area- ...career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax... ...We currently have an exciting career opportunity for a Tax Senior Manager to join the team in one of our Connecticut offices...SeniorPrivate practiceLocal areaFlexible hours3 days per week
$77.2k - $110k
...their most significant risk, workforce, wealth management and retirement challenges through... ..., please visit: Job Summary The Senior Account Executive interacts with clients... ...of 1 Million) is required. Experience servicing construction-related clients , including...SeniorFull timeFor contractorsFor subcontractorWork at office$88.4k - $132.6k
...Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in New Canaan, Connecticut. The role focuses on building relationships within the affluent segment, offering tailored financial solutions, and maintaining compliance with regulations. Successful...Senior- Job Description A game-changing opportunity to create, build, and scale at a privately held global beverage company with iconic, category-leading brands and real runway ahead. Powerful ownership, a global strategic owner paired with a disciplined private equity investor...Senior
$205.9k - $427.8k
...maintenance operations through SAP S/4HANA. As a Senior Manager, you will lead large-scale... ...while growing your leadership, client advisory, and business development career at scale... ...leadership on maintenance, reliability, service execution, and asset management operating...Senior$100k - $135k
...-ranked accounting, tax, and advisory firm with offices across the... ...mission is to provide exceptional service while fostering long-term... ...Collaborate with partners and directors on client deliverables and... ...mentor, and develop staff and senior-level team members.Manage multiple...Full timeWork at officeLocal area3 days per week$110.7k - $226.13k
...Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations... ...operations, or stock administration advisory servicesExperience in a corporate stock... ...development From entry-level employees to senior leaders, we believe there’s always room...Local areaVisa sponsorship- ...Charter Communications, operating as Spectrum, seeks a Senior Customer Success Manager IV to own outcomes for a portfolio of enterprise customers. You’ll coordinate across Sales, Delivery, Operations, Consulting, Support, and Engineering to ensure value realization, retention...Senior
- ...Grassi is seeking a Client Accounting Services Senior to join their Nonprofit Practice. This role involves providing comprehensive accounting and advisory services to nonprofit clients, ensuring adherence to generally accepted accounting principles and nonprofit standards...Senior
- The KPMG Advisory practice is at the forefront of transformation, offering... ...our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate, UKG to join our Advisory Services practice.Responsibilities:Lead an...SeniorH1bLocal area
- A staffing solutions company in Connecticut is seeking a Lead Staffing Sales Executive to establish and cultivate client relationships. This role involves researching potential clients, delivering sales presentations, and negotiating deals. The ideal candidate will possess...Senior
- ...Senior Nursing DirectorThis position is a senior nursing director responsible for the oversight and management of a number of patient care areas including perioperative services in in-patient and out-patient settings. This position requires advanced progressive management...SeniorWork experience placement
$148.2k - $292.3k
...complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte’s industry experience,... ...business outcomes. Recruiting for this role ends 12/31/2026. As a Senior Manager, Solution Delivery in our Finance Operate practice, you...SeniorLocal area$134.5k - $265.1k
...Summary Enterprise Operations & Risk - Wealth Management and Trust Operations -... ...control inventories, key risk indicators, service-level and operating-level agreements, vendor... ...From entry-level employees to senior leaders, we believe there’s always room to...Work at officeNight shift- ...craft across ecosystems without direct reports, aligning with business outcomes. You will collaborate with researchers, influence senior stakeholders, and push the craft with high-fidelity prototypes, journey maps, and scalable design systems—driving market-leading UX...Senior
$135k - $165k
...out of the ordinary, please apply...Job DetailsJob Title: Senior Director, Client Service, Media Job Location: Hybrid- Atlanta, Boston, Chicago,... ...media effectiveness research expertise with senior client advisory and strong commercial acumen in partnership with client partners...SeniorFull timeWork experience placementLive inWork at officeFlexible hoursShift work- The KPMG Advisory practice is at the forefront of transformation, offering... ...number one priority. With a wealth of learning and career... ....KPMG is currently seeking a Senior Associate, Oracle HCM for our... ...standard work hours, and years of service, KPMG provides Personal Time...SeniorWork experience placementH1bLocal area
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