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

Senior Private Wealth Advisor

United States Digital Space LLC

United States Digital Space LLC is seeking a senior Private Banking Client Manager in Cleveland, OH to acquire and deepen client relationships, delivering a Branded Client Experience and integrated wealth solutions. You will lead cross-functional teams, understand clients' wealth needs, and drive business development within the bank's risk framework. Strong licensing readiness and fiduciary care are essential. #J-18808-Ljbffr United States Digital Space LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor in Cleveland, OH vacancy
  • PNC invites applications for an Investment Advisor III in its Private Bank based in Cleveland, OH. You will manage client accounts, deliver investment guidance, and implement complex asset strategies while driving growth in assets under management. Role emphasizes risk... 
    Senior
    Private
    Full time

    PNC

    Cleveland, OH
    1 day ago
  • $105.4k - $207.8k

     ...Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for…...  ...diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data... 
    Senior
    Private
    Local area
    Visa sponsorship

    Deloitte

    Cleveland, OH
    2 days ago
  • $116k - $216k

    KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The ...
    Senior
    Private

    Key Bank

    Pepper Pike, OH
    1 day ago
  • Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies. You will leverage your decade of wealth management experience... 
    Senior
    Private

    Huntington Bank

    Beachwood, OH
    3 days ago
  • TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses... 
    Senior
    Private

    Aumni

    Cleveland, OH
    4 days ago
  • HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor Senior - Branchremote type: Officelocations: Cleveland, OHtime...  ...with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their... 
    Senior
    Private
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Cleveland, OH
    4 days ago
  • Overview Represent lenders and borrowers in varied and complex financial transactions for private equity funds, family offices, and long-term care investors and providers. Work involves structuring, negotiating, documenting, and closing complex M&A transactions, real estate... 
    Senior
    Private
    Permanent employment

    Ice Miller

    Cleveland, OH
    2 days ago
  • $205k - $235k

    Ice Miller seeks a senior level associate to join our real estate finance practice in Cleveland, OH. Ideal candidates will have five...  ...financial transactions with a particular focus on representing private equity funds, family offices, and long-term care investors and... 
    Senior
    Private
    Permanent employment
    Work at office

    Socket.dev

    Cleveland, OH
    2 days ago
  •  ...Fifth Third Bank in Cleveland, Ohio is seeking a Wealth Management Advisor II to coordinate a Private Bank client team and deliver comprehensive wealth planning, investments, and trust services. You will lead a coordinated advisory effort, ensuring superior client experience... 
    Senior
    Bank staff

    Fifth Third

    Cleveland, OH
    1 day ago
  •  ...PNC, an in-office company, seeks a Sr Fiduciary Advisor in its Private Bank to serve clients across Cleveland, OH; Cincinnati, OH; or Philadelphia...  ...accounts, communicating with clients, and presenting analysis and planning concepts to senior management. #J-18808-Ljbffr... 
    Senior
    Work at office

    PNC

    Cleveland, OH
    5 days ago
  • $110k - $210k

    What You'll DoReady to take your tax expertise to the next level? At Cohen & Co, we’re looking for a tax Senior Manager to lead the charge for our privately held businesses, including many private equity and joint venture ownership. In this dynamic role, you’ll be at the... 
    Senior
    Private
    Full time
    Contract work

    Cohen & Company

    Cleveland, OH
    4 days ago
  •  ...Accountant to join our Client Delivery & Fund Operations team in Cleveland. You will provide outsourced fund accounting services to private equity funds and registered funds, maintaining books, calculating NAV, and allocating investor charges with precision. Your work... 
    Senior
    Private

    Cohen & Co

    Cleveland, OH
    2 days ago
  • $116k - $216k

     ...Chagrin Blvd, Pepper Pike OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our...  ...promise, acting as the primary client advisor, developing and implementing strategies based...  ...an in-depth knowledge of financial wealth management services and products as well... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Pepper Pike, OH
    1 day ago
  •  ...focused on the global middle market. We advise private and public corporations and debt and equity sponsors...  .... On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and... 
    Senior
    Private
    Bank staff
    Work at office

    Brown Gibbons Lang

    Cleveland, OH
    5 days ago
  •  ...A leading financial services company is seeking a Wealth Management Advisor in Cleveland, OH. The role involves building client relationships, developing financial strategies, and providing tailored financial product consultations. Ideal candidates will have a Bachelor... 
    Private

    Equitable Advisors LLC

    Cleveland, OH
    5 days ago
  •  ...Cohen & Co is seeking a Tax Senior Accountant for our Private Funds group in the Cleveland area. The role focuses on hedge fund tax compliance and advisory services, with exposure to private equity and fund-of-funds structures, requiring strong technical knowledge and... 
    Senior
    Private

    Cohen & Company

    Cleveland, OH
    1 day ago
  • $88.58k - $147.6k

     ...Job Overview: The AVP, Senior Trustee Consultant will be an...  ...wholly owned subsidiary The Private Trust Company. Our innovative...  ...performing team helps independent advisors and RIAs by providing trustee...  ...is among the fastest growing wealth management firms in the U.S.... 
    Senior
    Private
    Full time
    Work at office
    Work from home

    LPL Financial

    Cleveland, OH
    2 days ago
  • $150.5k - $200k

     ...you!The Opportunity: Our Vice President, Senior Pharmacy Benefits Consultant performs in...  ...builds influential rapport as a trusted advisor with clients and colleagues on both a...  ...and its Total Rewards Program:Segal is a privately owned, leading North American employee benefit... 
    Senior
    Private
    Contract work

    Segal Benz

    Cleveland, OH
    2 days ago
  • $128k - $252.5k

     ...navigate complex transactions and workforce transformations with clarity and impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity clients on human capital matters across the deal lifecycle, with a focus on organization... 
    Senior
    Private
    Work experience placement
    Local area
    Visa sponsorship

    Deloitte

    Cleveland, OH
    6 hours ago
  • $189.2k - $372.9k

    Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions...  ...customers. Our clients include asset, wealth, and investment advisers and...  ...M&A S&D Team serves as strategic advisors to PE firms as they find ways to enhance... 
    Senior
    Private
    Odd job
    Work experience placement
    Local area

    Deloitte

    Cleveland, OH
    6 hours ago
  •  ...new ERP system evaluation & implementation and expansion into new geographies. Creates new tools and processes to improve company private and public resources. Becomes a subject matter expert on carbon accounting within aviation. Provides oversight on vendor and customer... 
    Senior
    Private
    Work at office

    4AIR

    Cleveland, OH
    18 hours ago
  •  ...Senior Vice President of Operations About the Company Private equity-backed mechanical services platform delivering HVAC, plumbing, electrical, and piping solutions. Industry Construction Type Privately Held, Private Equity-backed About the Role... 
    Senior
    Private

    Confidential

    Cleveland, OH
    5 days ago
  •  ...position offers opportunities for career growth, flexible working arrangements, and a chance to work in a diverse team. Candidates should meet CPA education requirements and have experience with clients in Banking, Private Equity, and related sectors. #J-18808-Ljbffr Crowe
    Senior
    Private
    Flexible hours

    Crowe

    Cleveland, OH
    4 days ago
  • A leading private equity firm in Cleveland is seeking a Senior Associate to join its investment team. The ideal candidate will have 3-6 years of experience in investment banking or private equity and will be responsible for sourcing and evaluating investment opportunities... 
    Senior
    Private

    Prime Recruitment Partners

    Cleveland, OH
    2 days ago
  • $70k - $125k

     ...fostering a culture where communication, teamwork, and growth come together to deliver exceptional results. As a Tax Senior Accountant in our Private Funds group, you’ll focus on serving hedge fund clients — while also gaining exposure to private equity, fund of funds... 
    Senior
    Private
    Contract work

    Cohen & Co

    Cleveland, OH
    2 days ago
  • Job Summary:A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge...  ...of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience... 
    Senior
    Private
    Work at office

    BDO International

    Cleveland, OH
    1 day ago
  •  ...or VE Facilitator) on VE workshops for major infrastructure projects.Maintained client relationships with public agencies or other private entities and have a track record of success in this arena.Minimum of five (5) years in leading cost and schedule risk analysis (CSRA... 
    Senior
    Private
    Work at office

    HDR

    Cleveland, OH
    4 days ago
  • $110k - $190k

     ...meaningful, high-impact engagements.As a Senior Manager on our Renewable Energy Technical...  ...financial statements and disclosures for private and, where applicable, SEC reporting entities...  ...a primary technical contact and trusted advisor to client finance leadership and private... 
    Senior
    Private
    Full time
    Contract work

    Cohen & Company

    Cleveland, OH
    2 days ago
  • KeyBank seeks an experienced underwriting professional to lead affordable housing loan underwriting for Fannie Mae, Freddie Mac and Private Placement programs. This on-site role emphasizes risk-conscious, well-underwritten real estate transactions and collaboration with... 
    Senior
    Private

    KeyBank

    Cleveland, OH
    1 day ago
  • $110k - $190k

     ...relationships with CFOs, Controllers, Chief Accounting Officers, Private Equity sponsors, and executive leadership.Identify...  ...staffing, and timelines.Team LeadershipLead and mentor managers, senior associates, and staff.Review deliverables and ensure technical... 
    Senior
    Private
    Full time
    Contract work

    Cohen & Company

    Cleveland, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Advisor. Be the first to apply!