Senior Private Client Relationship Manager
National Black MBA Association
Bank of America seeks a seasoned Private Bank client manager to expand relationships, advise on financial needs, and coordinate Branded Client Experience across internal and external partners. The role requires extensive WF knowledge, ability to lead cross-functional teams, and proficiency in structuring loans and managing risk. NY location, 40 hours/week, in-office with role-based flexibility. #J-18808-Ljbffr National Black MBA Association
- ArentFox Schiff's Private Clients, Trusts & Estates group seeks an attorney to support two partners in a sophisticated, rapidly growing practice in New York. You will second-chair large matters, supervise team members, and advise family offices and closely-held businesses...Senior
$127.9k - $291.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...marketplace.EY's FSO EDGE Private practice provides... ...key responsibilitiesA Senior Services Manager in FSO... ...reportingSupport effective long-term relationships and manage workflow...SeniorPrivate practiceSummer holidayLocal areaFlexible hours$132.1k - $301.6k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real... ...our dynamic FSO team!Private Tax is a growing... ...business acumen.As a Senior Manager in Private Tax... ...building and managing client relationships, revenue generation,...SeniorWork experience placementSummer holidayLocal areaImmediate startFlexible hours- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent... ...New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar...Senior
$190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Director, implement a client relationship plan with the firms global client base...SeniorFull time- ...with 4+ years of experience in tax law, wealth management, and trusts and estates to join our Private Client Services practice. The successful candidate will... ...and perform legal research while maintaining client relationships and clear communication. #J-18808-Ljbffr...SeniorPrivate practice
- ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time Senior... ...INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of... ...community Maintaining existing business relationships and cultivating new ones Maintaining...SeniorFull time
- ...actionable insights to help clients anticipate what is next and discover... ...preferredAbility to manage deadlines, work on multiple assignments... ...and maintain positive relationships with high-net-worth clients.Respond... ...issues.Present findings to senior team members and clients....Senior
$65 - $75 per hour
...Base pay range $65.00/hr - $75.00/hr Overview Our client, a growing Management Consulting firm with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation in high-net-worth...SeniorContract work- ...delivers actionable insights to help clients anticipate what is next and... ...certificationAbility to manage all aspects of client engagementsAbility... ...based on business needsThe Private Client Services (PCS) Tax... ...Functions and Primary DutiesThe Tax Senior Manager is responsible for...SeniorWork at office
- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...to lawyers, accountants, asset managers and management professionals with deep... ...establishing, growing, and managing investment relationships. They should be experienced in the...SeniorFull time$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... ...962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorFull timeFixed term contractLocal area$90k - $110k
...advisory firm is seeking to hire a Senior Accountant to support complex client engagements and tackle technical... ...financial statements for both public and private clients, including disclosures for... ...developing and maintaining client relationships. • Addressing accounting and...SeniorRemote work- ...Home Care serves the Greater Boston and Metro West area and seeks experienced live-in caregivers to provide high-quality private-duty care in clients' homes. A minimum of one year of verifiable direct-care experience is required; CNA or HHA certification is preferred....SeniorWeekly payLive in
$85k - $170k
Our client is a public accounting firm. They seek a Tax Senior/Manager to join their Manhattan, NY office.ResponsibilitiesReview... ...charity classification, and private foundation mattersGuide clients... ...expectationsCultivate client relationships and support business development...SeniorWork at officeRemote work- ...goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are... ...industryYou will have the flexibility to manage your days in support of our... ...laws and regulations.Build impactful relationships with new and existing clients and...SeniorFull timeTemporary workPrivate practiceLocal area
- ...FTI Consulting is seeking a Senior Director of Transactions Tax to lead tax due diligence, analysis, and planning for... ...side and sell-side transactions. The role partners with private equity and corporate clients, providing expert guidance on Subchapter C, K, and S structures...Senior
- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...Senior
$117k - $175k
...Growth and delivering for our clients, teammates, communities and... ...in partnership with a private bank credit team. Key responsibilities... ...include independently managing transactions or portfolios of... ...developing new custom lending relationships with strategic wealth...SeniorFull timeBank staffWork at officeDay shift- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...$200,000At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our...SeniorWork at office
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...For: Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties... ...to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice...SeniorWork at office
- ...investment advisory and asset management services.Job DescriptionThe firm is seeking a Senior Branch Operations Manager to join... ..., offshore, and institutional clients. This role with have a dual reporting... ...York, NY Type of Hire: Experienced Hires Division: Private ClientSeniorWork at officeLocal area
$135k - $230k
...tax, R&D Tax Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of one of our Los Angeles, CA... ...supervision/mentoring of staff and building/maintaining relationships with clients. Withum’s brand is a reflection of...SeniorFull timeLocal area- ...and corporate governance is seeking a Senior Analyst to join its New York office. This... ...compensation analyses for public and private company clients.Conduct quantitative research,... ...issues, and peer practices.Assist in managing multiple workstreams, ensuring accuracy...SeniorWork at officeShift work
- ...diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Manager to join our Business Tax... ...key role in growing KPMG's private client tax practice, which focuses... ...and external client relationships and help build new relationships...SeniorPrivate practiceWork at officeLocal area
$95.04k - $316.92k
...StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional,... ...harnessing Citi’s leading Investment Management, Markets, and specialist teams to... ...new clients, manage the overall Markets relationship, and deliver a best-in-class client experience...SeniorFull timeWork at office- ...Atlassian is rapidly growing our Trust Engagement team and we need experienced and motivated people to help us meet our goals. As a Senior Manager, you will drive the growth and expansion of how we earn and maintain customer trust. Responsibilities What you'll doYou...SeniorWork at officeLocal area
$20 per hour
...apply now.We are currently seeking a Senior Client Executive to join our team in New York... ...diverse solution offerings as well as management of a diverse services portfolio, leveraging... ...to grow and improve client/customer relationships, implement change, and leverage...SeniorWork at officeRemote workFlexible hours
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