Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Strategy Consultant & Client Relationships Lead

$68k - $135k

Morgan-Stanley

Morgan Stanley is seeking an Investment Consultant - Relationship Manager in San Francisco, CA. This role is pivotal in developing and maintaining client relationships while leveraging the firm's extensive resources. Ideal candidates will have a Bachelor's degree, Series 7 and 63 licenses, and a minimum of 5 years in the financial industry. The position offers a competitive salary range from $68,000 to $135,000 annually based on experience, along with extensive employee benefits and perks, reflecting Morgan Stanley's commitment to diversity and inclusion. #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Consultant & Client Relationships Lead in San Francisco, CA vacancy
  • $100k - $130k

    Vailcpas is looking for an Audit Manager to enhance our reputable public accounting firm. The role focuses on managing client relationships, ensuring high-quality audit services, and mentoring junior team members. With 5+ years of audit experience and a CPA license required... 
    Suggested

    Vailcpas

    San Francisco, CA
    4 days ago
  • $230k - $280k

    GHD in San Francisco is seeking a Client Relationship Manager (CRM)-Water to build and maintain strong relationships with municipal clients,...  ...including city governments and public agencies. This role involves leading a Client Engagement Team and pursuing new opportunities... 
    Suggested
    Work at office

    GHD

    San Francisco, CA
    3 days ago
  • Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate will have 7-15+ years of wealth management experience and proven ability to deliver comprehensive financial advice. This hybrid... 
    Suggested
    Work at office

    Claire Myers Consulting

    San Francisco, CA
    2 days ago
  • JPMorgan Chase & Co. is hiring a Relationship Banker in San Francisco, California. In this role, you will be responsible for delivering exceptional service and managing client relationships while using innovative banking technologies. Candidates should have retail banking... 
    Suggested
    Flexible hours

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  • Koitecc Solutions is looking for a Relationship Banker in San Francisco, California. In this role, you'll be responsible for acquiring and managing client relationships, ensuring their financial needs are met through expert service and banking solutions. The ideal candidate... 
    Suggested

    Koitecc Solutions

    San Francisco, CA
    2 days ago
  • $50.1k - $82.8k

    Koitecc Solutions is seeking a Retail Relationship Banker in San Francisco to support their DeNovo branch expansion. This role involves delivering exceptional customer service, engaging with clients to assess financial needs, and recommending tailored solutions. Ideal... 

    Koitecc Solutions

    San Francisco, CA
    21 hours ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in San Francisco, California. This role entails managing client relationships, providing excellent customer service, and using banking technology to enhance the client experience. Applicants should have at least 1 year... 

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  • $25 - $32.69 per hour

    A leading financial services provider in San Francisco seeks a dedicated individual for a client-facing banking role. This position requires sales experience in Retail Banking...  ...excellent communication skills to build client relationships and address their financial needs. The... 
    Hourly pay

    JPMorgan Chase

    San Francisco, CA
    4 days ago
  • $138k - $203k

     ...seeks a Business Development Manager in San Francisco to enhance client relationships and implement strategies for growth. Responsibilities include managing RFPs, developing client proposals, and leading the Business Development team. A Bachelor’s degree and 7 years of... 

    McDermott Will & Schulte

    San Francisco, CA
    4 days ago
  • $24.92 - $30.46 per hour

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Temporary work
    Local area

    Us Bank

    San Francisco, CA
    2 days ago
  • $24.92 - $30.46 per hour

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from 'Day One.' Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Temporary work
    Local area

    Us Bank

    San Francisco, CA
    2 days ago
  • $29.08 - $35.54 per hour

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Temporary work
    Local area

    Us Bank

    San Francisco, CA
    21 hours ago
  •  ...Bank of America in Wisconsin is seeking a motivated client engagement representative. This role involves assisting clients with transactions while building strong relationships to address their financial needs. The candidate should have a high work ethic, effective communication... 

    Bank of America

    Oakland, CA
    4 hours ago
  • $275k - $325k

     ...Matter is seeking a Principal to lead business development efforts and manage client engagements within the...  ...commercial analytics and client relationship management. The ideal candidate...  ...will be instrumental in driving strategy and innovation, contributing to... 

    Blue Matter

    San Francisco, CA
    3 days ago
  • $99k - $232k

    PRICE WATERHOUSE COOPERS is seeking a Manager in Finance Consulting based in San Francisco, California. In this role, you will lead teams in developing cash flow and working capital strategies, manage client service accounts, and solve complex financial issues. A Bachelor... 

    PRICE WATERHOUSE COOPERS

    San Francisco, CA
    21 hours ago
  • $130k - $180k

     ...Bonus: 10–25% based on client retention, engagement,...  ..., team-oriented wealth management firm with a...  ...record of long-term client relationships and internal collaboration...  ...They are seeking a Lead Financial Advisor who...  ...contributing to overall client strategy Metrics:... 
    Work at office
    Immediate start
    3 days per week

    CMC Recruiting

    San Francisco, CA
    21 hours ago
  •  ...seeking a Transaction Manager for their San Francisco office. This position involves managing lease transactions, fostering client relationships, and supporting business growth. The ideal candidate should have experience in commercial real estate and strong interpersonal... 
    Work at office

    Jones Lang LaSalle Incorporated

    San Francisco, CA
    3 days ago
  • A leading law firm is seeking a Senior Client Development Manager to establish and grow client relationships. This US-based position can be located in any of the firm's offices. The candidate will collaborate with partners on strategic growth initiatives, apply a proactive... 

    Orrick, Herrington & Sutcliffe LLP

    San Francisco, CA
    2 days ago
  • Chase is looking for a Relationship Manager to lead the client experience for the Merchant Services team. This role focuses on managing a portfolio of global corporate clients, developing strategies that drive revenue, and enhancing client satisfaction. The ideal candidate... 

    Chase

    San Francisco, CA
    3 days ago
  • WSP in the U.S. is looking for an Environmental Client Service Leader to spearhead business strategy and growth in Northern California. The role focuses...  ...of experience in environmental services and strong relationships within the region. A Bachelor's degree in environmental... 

    WSP in the U.S.

    San Francisco, CA
    1 day ago
  • Agile- is looking for a Senior Program Manager in San Francisco to lead our client services team and manage program deliverables across various clients. This role involves establishing strong relationships with clients, ensuring service level metrics are met, and... 

    Agile-

    San Francisco, CA
    21 hours ago
  •  ...community support together under one roof. Leading health systems—including NewYork-...  ...region. You'll build and maintain strong relationships with community stakeholders and champion...  ...on time What You'll Have 3+ years of client or customer-facing experience with defined... 
    Full time

    Tensec

    San Francisco, CA
    21 hours ago
  • Regional Client Success Lead - Remote Work Join to apply for the Regional...  ...team and support client relationship management for our regional...  ...Your focus on client success strategies will help drive growth,...  ...services background with consultative approach and business development... 
    Remote job
    Full time
    Worldwide

    BairesDev

    San Francisco, CA
    3 days ago
  • A leading technology solutions provider is seeking a Regional Managing Director for a remote position to lead a high-performing team and build relationships with top-tier clients in the United States. The ideal candidate has over 9 years of experience in client services... 
    Remote job

    BairesDev

    San Francisco, CA
    2 days ago
  • Join Intellectus — Head of Client Experience & Platform Engagement...  ...firm looks like—where wealth management, AI, and human judgment...  ...Platform Engagement & Adoption Lead deployment and integration of...  ...programs that deepen relationships Drive referrals, retention,... 

    Intellectus Partners, LLC

    San Francisco, CA
    1 day ago
  • $150k - $250k

     ...expert network that connects leading organizations with trusted...  ...institutional investment firms, consulting firms and AI Labs. We are...  ...are looking for a Director, Client Solutions ****to lead and scale...  ...strong delivery and trusted relationships. This role requires a leader... 
    Full time
    Work at office
    Remote work

    Office Hours

    San Francisco, CA
    4 days ago
  • Anchorage Digital is seeking a Client Experience Team Lead for Strategic Partnerships and Integrations in San Francisco, California. This role focuses on operational relationship management with integration partners while leading cross-functional teams. The successful candidate... 

    Crypto Pro Network

    San Francisco, CA
    4 days ago
  • A leading marketing technology firm is seeking a skilled Client Services Manager in San Francisco to drive client relationship management and foster partnerships. The ideal candidate will have...  ...with a strong background in CRM strategies and revenue generation. The role... 

    Zeta Global

    San Francisco, CA
    3 days ago
  • A technology services company is seeking a Regional Client Success Lead to manage client relationships and drive revenue growth. This mid-senior level role involves guiding account managers and collaborating with teams to ensure client satisfaction. Ideal candidates should... 
    Remote job

    BairesDev

    San Francisco, CA
    3 days ago
  • $115k - $140k

     ...make more informed investment decisions, leading to better financial outcomes. We are a...  ...dynamic team of 120+, serving over 400 clients, including several of America’s largest...  ...delivery. Champion the client's voice. Build relationships with key stakeholders and provide... 
    Full time
    Work at office
    Relocation

    Menlo Ventures

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Strategy Consultant & Client Relationships Lead. Be the first to apply!