Senior Private Client Director: Wealth Growth & Relationships
$181.5k - $246.8kCambridge Associates LLC
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in client relationship management and investment consulting. The ideal candidate will possess strong communication skills and a proven track record of success in related fields. The compensation includes a base salary range of $181,500 to $246,800, along with performance-based bonuses. #J-18808-Ljbffr Cambridge Associates LLC
- Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance...SeniorPrivate client
$181.5k - $246.8k
...ultra‑high net worth private clients implement and... ...local expertise, and relationships with the top... ...Summary The Client Director will be an active... ...updates to senior leadership on client... ...aggregate net revenue growth. Qualifications... ...consulting, wealth management, or related...SeniorPrivate clientWork at officeLocal areaWorldwide- ...Associates seeks a dynamic Business Development Director to drive lead generation and pipeline growth across the US Southeast. This role expands the firm’s institutional and private client reach, building strategic relationships with COIs and prospects. You will lead cross...SeniorPrivate client
- We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high... ...strategies for our customers at every step of their growth journey. Learn more at BBrown.com. #J-18808-Ljbffr Risk...SeniorPrivate clientWork at office
- At JPMorgan Private Client, we are devoted to providing distinguished experiences... ...expertise. As a Relationship Manager in JPMorgan Private... ...financial possibilities their wealth affords, leveraging the formidable... ...contributing to the dynamic growth of our business. Job...Private clientTemporary workWork at officeImmediate start
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on... ...investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant...Private client
$83k - $104k
...Citizens, our mission is to help clients, colleagues and communities... .... Deepen and retain client relationships through proactive outbound engagements... ...client experiences. Engage Wealth Advisors and Certified... ...activity. Measures of Success Growth in net new investment assets...Private clientLocal areaFlexible hours- Pathstone is a growing wealth management firm serving ultra-high-net-worth... ..., and endowments with a client-first approach. The Associate Director, Client Advisory partners with Directors... ...management solutions and leads client relationships while mentoring junior teammates....Senior
- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...SeniorPrivate client
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ..., you maintain an entrepreneurial mindset in pursuit of growth. Takes tremendous pride in your knowledge of the...Work experience placementWork at office- TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward...Senior
- J.P. Morgan is seeking a Private Banker to provide first-class client service in its U.S. Private Bank. In this role... ...advise clients on managing their wealth, including investments, credit,... ...a proven ability to build client relationships while adhering to risk policies. We...Private client
- Goldman Sachs is seeking Wealth Management Professionals in Boston to support all aspects of client service, operational management, and risk management. The role involves managing client relationships, ensuring investment objectives are met, and providing tailored wealth...Private client
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...SeniorPrivate client
- TIAA's Wealth Management team seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals by delivering tailored financial solutions that align with clients' retirement and investment...
- Brown & Brown, Inc. in Boston is seeking a Senior Private Client Relationship Manager to join our Private Client team. You will serve as a trusted advisor to high-net-worth individuals and families, delivering tailored insurance solutions and proactive service. You will...SeniorPrivate client
- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households... ...across various strategies, maintaining client relationships without the need for... ...and the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
- McDermott Will & Schulte is seeking a Senior Marketing Manager for Tax & Private Client to drive strategic, data-informed campaigns that elevate the firm’s... ...business teams, and cross-functional groups to achieve growth. A strong background in multi-channel campaigns and...SeniorPrivate client
- Investor Group Services (IGS) seeks a Senior Associate in Boston to drive investment and growth analyses for private equity and corporate clients. You will participate in high-stakes engagements, lead workstreams, and present findings directly to senior stakeholders in...SeniorPrivate client
$185k
Trusts & Estates Senior Associate | Boston... ...work. High-net-worth clients. Clear path to... ...join its growing private client practice in... ...estate planning and wealth preservation strategies... ...role in client relationships and long-term... ...development and practice growth What They’re...SeniorPrivate clientPrivate practice- ...partnership with Nuveen, seeks a Wealth Management Advisor to manage... ...established high-net-worth client book and deliver tailored... ...retirement. You will expand relationships, collaborate with internal specialists... ...role emphasizes sales-driven growth, deep investment and planning...
- A leading Private Equity firm in Boston is seeking a Senior Accountant to join a specialized team within its finance structure... ..., ideally with Private Equity clients. The firm offers strong pay, bonuses, opportunities for growth, and a supportive company culture that...SeniorPrivate client
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If... ...protecting and preserving their wealth and to meet their financial... ...maintain superior client relationships in the PCS client nicheWhat... ...individuals, high-growth emerging companies, privately...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...desire to deliver impactful solutions to our clients and investing partners. As our global... ...remote days to be used as needed.The Senior Associate, Client Marketing will shape and... ...campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising...SeniorPrivate clientFull timeWork at officeLocal areaRemote workHome office1 day per week
- ...Senior Mid-Market Account Manager The Senior... ...market commercial clients. This position... ...renewals, retention, and growth. As a senior... ...client relationships, supporting revenue... ...is the 9th largest privately held U.S. brokerage... ...services and financial & wealth solutions. With...SeniorPrivate clientHourly pay3 days per week1 day per week
$146k - $200k
The Senior Tax Manager is responsible for providing... ...to business clients with pass through... ...and gift tax and wealth retention strategies... ...R Manages client relationships/expectations in... ...public accounting, private industry accounting... ...in our growth in value with our...SeniorPrivate clientWork at office- ...creating new pathways for growth. In this ever-... ...one priority. With a wealth of learning and career... ...currently seeking a Senior Associate - Infrastructure... ...public sector and private sector clients related to the development... ..., and negative relationship with some of the material...SeniorPrivate clientH1bLocal area
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...advice and building long-term relationships with clients. The role partners closely with high-... ...opportunity for enhanced lead flow and growth for our Advisors. Responsibilities...Senior
$140k - $227k
...every day, for our clients, our people, and... ...industry-focused wealth advisory, digital... ...to hire a Client Relationship Director for our growing... ...clients - public, private and nonprofits ranging... ...Audit Partners, Senior Audit Managers,... ...and career growth. We pay competitive...Work experience placementInterim roleFlexible hours$140k - $227k
CLA is seeking a Client Relationship Director for our CAAS practice in New England. You will maintain and expand existing client relationships, project-manage engagements, and build your network to generate business opportunities. The ideal candidate has 8+ years of experience...
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