VP, Wealth Client Relationships
Lido Advisors, LLC
Lido Advisors, LLC in Bellevue, WA is seeking a Vice President, Client Relationship Manager to provide high-level wealth management services and support the Senior Wealth Manager with an existing client book. This role emphasizes client service, investment coordination, and strategic financial insights. The position is based in Bellevue with a hybrid work arrangement and requires strong analytical skills, dedication to client satisfaction, and a collaborative approach to wealth advisory services. #J-18808-Ljbffr Lido Advisors, LLC
$90k - $110k
The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client...SuggestedLocal areaFlexible hours- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role... ...about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities...SuggestedWork at office
$165k - $250k
...and Instagram. Business Unit The Private Wealth Public Funds Legal group supports... ...Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs,... ...sound judgment, strong communication and relationship-building skills, and experience managing...SuggestedLocal area$130k - $230k
Vice President, Wealth Business Development (West Coast) Full-time As part of the Wilshire... ...wealth channel by developing enterprise relationships with home offices, model gatekeepers,... ...deliver integrated solutions for intermediary clients Expand Wilshire’s footprint across key...SuggestedFull timeWorldwideHome office$130k - $150k
...Description Are you looking to advance your wealth management career at a firm that... ...planning and guidance to our high-net-worth clients - and you'll be on the path to become a... ...knowledge and client communications Client Relationships : Develop and manage relationships...SuggestedTemporary workWork at officeFlexible hours- ...partnered with a leading $29B+ national RIA in their search for an Associate Wealth Manager — a high-impact opportunity for an ambitious professional who’s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role. As...Full time
$130k - $170k
...financial institution is seeking a seasoned and relationship-focused Vice President Relationship... ...background, a consultative approach to client management, and the ability to cultivate... ..., and disciplined growth. The successful VP Relationship Manager will combine business...Local area$50k
...compensation of $75K+) plus comprehensive benefits Overview: Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue,...Full timeMonday to Friday$50k
Our client in Bellevue, WA is seeking an ambitious Associate Advisor (Relationship Manager) to join their wealth management team. This full-time role offers mentorship, exposure to a large, established book, and pathways to becoming a trusted Financial Advisor. You will...Full time$140k - $200k
...on the West Coast, providing exceptional client service and highly customized investment... ...be several generations removed from the wealth creators. Our corporate culture is one... ...Superior ability to identify and build relationships with qualified prospects and a proven outstanding...Work at office- EP Wealth Advisors in San Luis Obispo, CA 93401 is seeking an experienced Wealth Advisor. The VP role provides leadership and develops client relationships, leveraging referrals, COIs, and internal campaigns to grow business. The candidate will work with portfolio management...
$150k - $180k
ADW is seeking a strategic and results-driven Vice President of Client Development to lead enterprise-level client relationships and drive growth across our portfolio. This executive role is responsible for designing and executing client strategies, managing financial...Full timeContract workWork at officeLocal area- RockBridge Search & Recruitment represents a respected financial institution in Seattle seeking a seasoned VP Relationship Manager. This role focuses on managing a commercial banking portfolio, developing new opportunities, and delivering tailored financial solutions with...
$90k - $120k
...deliver a boutique bank experience for clients with interwoven personal and business financial... ...Summary Seattle Bank's Associate Relationship Manager (RM) position is responsible for... ...in private or commercial banking, or wealth management. ~ Understanding of...Full timeWork at office- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over... ...services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing... ...planning to further the client relationship Follow-up with clients, document...Temporary workWork at officeImmediate startFlexible hours
- ...heart of our firm's commitment to?helping clients own their financial futures. In this... ...financial guidance while forming lasting relationships?built on trust, respect, and reaching a... ...existing Schwab clients, providing them with wealth management and financial planning advice...
- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division.... ...operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the...
- Blackstone seeks a Private Wealth Funds Attorney to support registered funds, BDCs, and other vehicles within the Private Wealth Group. You will handle product development, governance, and day-to-day legal matters to launch and manage registered products for a diverse...
- ...a 10-15 person team focused on transit, resilience, and data-driven planning. You will guide project delivery, budgets, and client relationships, ensuring regulatory compliance and strategic growth across disciplines. The role emphasizes senior leadership, cross-disciplinary...
$178.55k - $239.26k
...alternative investment funds, while also offering clients a comprehensive suite of family office... ...long-term growth and generational wealth preservation. Our goal is to serve as a... ...Managing Director, Tax in overseeing relationships with external tax advisors, service providers...Work at officeLocal areaFlexible hours- Vaco, a growing wealth management firm partner in Seattle, seeks an experienced Executive Assistant to support the Chief Operating Officer in a high-visibility role. The role focuses on complex calendar management, travel planning, expense reporting, and polished executive...
$180k - $294k
...and vibrant voices who come together to do what’s right by our clients and each other. Our success is driven by curiosity, courage... ...Partner is responsible for developing and maintaining strong relationships with clients. This individual will serve as a strategic business...For contractorsShift work- JPMorgan Chase is seeking an experienced Relationship Manager, Executive Director in Commercial Real Estate for Seattle. You will originate... ...team, and grow a portfolio through active prospecting and client relationships. The role requires a strong track record in multi...Local area
- ...Vice President, Client Partner About the Company Ambitious provider of content marketing... ...a consultative approach to cultivate relationships with marketing executives and guide their... ..., and portfolio growth, and the VP will be responsible for the full client lifecycle...Freelance
- ...their expertise and ambitions. We prioritize building lasting relationships with our clients and candidates to ensure mutual growth and success. Role... ...being executed in an efficient and profitable manner. The VP must be tech and systems savvy, and highly skilled in financial...Remote work
$195.42k - $370.53k
...people are our number one priority. With a wealth of learning and career development... ...across critical IT domains for potential client acquisitions, witha focus on insurance technology... ...Acquisitions space, including client relationship managementand engagement in business...Full timeH1bLocal area$195.42k - $370.53k
...number one priority. With a wealth of learning and career development... ...for Private Equity clients, assessing platform and add-onacquisitions... ...roles(such as CIO, CTO, VP-Engineering) within a PE-... ...direct, adverse, and negative relationship with some of the material job...Full timeH1bLocal area$184.87k - $324.19k
...people are our number one priority. With a wealth of learning and career development... ...SAP modules, including SAP CRM (Customer Relationship Management) for front-office operations... ...as a trusted advisor to C-level utility clients, guiding them through complex business transformations...Full timeContract workH1bLocal area- ...initiatives, such as maintaining key accounts and relationships with distributors, as well as helping to... ...seasoned professionals, each bringing a wealth of experience and a personal touch to... ...lead negotiations, and close deals with clients, partners, and stakeholders to achieve...Contract work
- ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences... ...The Company is in search of a Director/VP of Client Services for Life Sciences... ...someone who excels at opening doors, building relationships, and serving as a trusted advisor to life...
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