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

Senior Investment Consultant & Client Relationship Manager

Morgan Stanley

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain and oversee client relationships, combining personal skills with the Firm's resources to help clients realize their financial goals. In collaboration with the Financial Advisor Team, you will assess each client’s circumstances and objectives to provide individualized, highly strategic investment consulting, with access to a full range of wealth-building, managing and preserving #J-18808-Ljbffr Morgan Stanley

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Consultant & Client Relationship Manager in Scottsdale, AZ vacancy
  •  ...in innovative wealth management, asset servicing, asset...  ...and to provide to our clients and the communities we...  ...statement addresses, investment guidelines, fees, etc....  ...all aspects of a client relationship or portfolio. Works...  ...is encouraged, senior leaders are accessible... 
    Senior
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Scottsdale, AZ
    1 day ago
  •  ...ensuring the effective execution of Customer Relations operations. This role provides hands-on supervision, coaching, and performance management for Customer Relations Associates, with a strong focus on accountability, service quality, and continuous improvement. Acting... 
    Senior
    Live in
    Work at office

    1000Memories

    Scottsdale, AZ
    1 day ago
  •  ...Senior Client Manager Position Overview The Senior Client Manager position is responsible for proactively managing client service, renewal...  ...to detail ~ Ability to build and maintain effective relationships with clients, carriers and peers ~ Ability to work... 
    Senior
    Work at office

    Mercer France

    Scottsdale, AZ
    2 days ago
  • Job DescriptionPOSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the... 
    Suggested

    Morgan Stanley

    Scottsdale, AZ
    1 day ago
  •  ...Associates in Scottsdale, AZ is seeking an Audit Senior to join our Assurance Services team....  ...planning, fieldwork, staff supervision, client communication, and financial reporting...  ...technical and leadership skills toward management. #J-18808-Ljbffr Wertz & Associates
    Senior

    Wertz & Associates

    Scottsdale, AZ
    1 day ago
  •  ...Senior Credit AnalystThe Senior Credit Analyst provides data-driven recommendations for new and existing customer accounts, including...  ...collaboratively, and thrives in a fast-paced environment while managing multiple priorities. Candidates will have the opportunity to learn... 
    Senior
    Full time
    Work at office
    Remote work
    Relocation

    Expeditors

    Scottsdale, AZ
    2 days ago
  • Senior Investment Analyst FAS Product & Portfolio Strategy, is a vital component of Vanguard...  ...offer to our financial intermediary clients and prospects.  FAS has been one of...  ...and refine client facing and relationship management skillsApply financial software and analytical... 
    Senior
    Full time

    Vanguard

    Scottsdale, AZ
    1 day ago
  • Bank of America seeks a senior investment portfolio professional to lead discretionary portfolio management for high-net-worth clients. You will design and oversee asset allocation, security selection, and risk controls while guiding client conversations and growth initiatives... 
    Senior

    Bank of America

    Scottsdale, AZ
    4 days ago
  • Old National Bank seeks a Senior Portfolio Manager to lead investment activities for high-net-worth clients within Wealth Management. You will develop client-centric portfolios and provide oversight for complex accounts. The role requires deep knowledge of investment strategies... 
    Senior

    Old National Bank

    Scottsdale, AZ
    3 days ago
  •  ...Description: How you will contribute to STORE’s mission: The Senior Portfolio Manager is an integral member of STORE Capital’s Portfolio...  ...5 years of experience working in a commercial real estate investment firm, with at least 3 years’ knowledge of corporate credit... 
    Senior

    STORE CAPITAL ADVISORS LLC

    Scottsdale, AZ
    15 days ago
  • Sunflower Bank, N.A. is seeking a Senior Credit Analyst to play a lead role in central underwriting for the Business Banking team in Scottsdale, AZ. You will manage complex credit analyses, assist with portfolio management, and support senior underwriting goals. The role... 
    Senior

    Sunflower Bank, N.A.

    Scottsdale, AZ
    3 days ago
  • Sunflower Bank, N.A. in Scottsdale, AZ is seeking a Senior Credit Analyst to support the Business Banking team with centralized underwriting and portfolio management. The role focuses on producing complex credit analyses, monitoring covenants, and collaborating across departments... 
    Senior

    Sunflower Bank

    Scottsdale, AZ
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 3 in Scottsdale, AZ. In this role, you will build relationships with clients through various channels, providing them with tailored banking advice and services. You will be integral in helping clients understand and... 
    Senior

    U.S. Bank

    Scottsdale, AZ
    1 day ago
  •  ...Business Banking Senior Credit Analyst Sunflower Bank, N.A. is looking for an energetic...  ...assist with line of business portfolio management and other complex credit functions....  ...metrics and conditions for tracking its client's operating/financial performance after... 
    Senior
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Sunflower Bank

    Scottsdale, AZ
    5 days ago
  • Northern Trust in the United States seeks a Personal Banker to support client accounts, wires, transfers, and day-to-day servicing. You will work with relationship teams, handle deposits, and maintain accurate records while upholding regulatory requirements. The role requires... 
    Senior

    Northern Trust

    Scottsdale, AZ
    18 hours ago
  • First Western Trust in Scottsdale seeks a VP, Relationship Banker II to grow and retain client relationships, support Profit Center revenue goals, and deliver a full range of financial solutions. You’ll help generate loans, deposits, and referrals while coordinating with... 
    Senior

    First Western

    Scottsdale, AZ
    18 hours ago
  •  ...seeking Wealth Advisors and Senior Wealth Advisors to...  ...'s Advice and Wealth Management division, you will...  ...Ultra High Net Worth clients achieve their unique financial...  ...of $5-15M in investable assets using Vanguard...  ...business management and relationship management.Experience... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    1 day ago
  • Job Description The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan... 

    Morgan Stanley

    Scottsdale, AZ
    4 days ago
  •  ...AZ, is seeking a Portfolio Analyst and Senior Trading professional for a full-time, on...  ...You will conduct market research, analyze investments, prepare financial models, and assist in portfolio management to deliver value to clients. Responsibilities include monitoring... 
    Senior
    Full time

    One Wealth

    Scottsdale, AZ
    18 hours ago
  • $152.37k - $186.23k

     ...growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds...  ...of handling complex wealth and relationship management issues, providing counsel and expert advice in... 
    Senior
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Scottsdale, AZ
    1 day ago
  • $70.35k - $205.8k

     ...Accenture Consulting Being part of Accenture...  ...the heart of our clients' organizations so...  ...and ecosystem relationships in the industry,...  ...happen by chance. We invest in training and...  ...Investment Banking Management Consulting...  ...collaborate with senior leaders to execute... 
    Work experience placement
    Work at office
    Local area

    Arizona Staffing

    Scottsdale, AZ
    5 days ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon...  ...providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely...  ...access to institutional quality investments, life and legacy planning, and... 
    Senior

    Beacon Pointe Advisors

    Scottsdale, AZ
    4 days ago
  •  ...financial planning and wealth management solutions for entrepreneurs,...  ...the team at One Wealth helps clients build, protect, and enjoy their...  ...-site Portfolio Analyst and Senior Trading role based in...  ...conducting market research, analyzing investments, preparing financial models,... 
    Senior
    Full time

    One Wealth

    Scottsdale, AZ
    18 hours ago
  •  ...financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment strategies for clients. Responsibilities include identifying sales opportunities and expanding Heffernan... 
    Senior

    Heffernan Insurance Brokers

    Scottsdale, AZ
    4 days ago
  • FineMark Bank & Trust, a division of Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while... 
    Senior

    FineMark National Bank & Trust

    Scottsdale, AZ
    2 days ago
  •  ...financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate will have a Bachelor’s degree in finance, 5+ years of industry experience, and the necessary... 
    Senior

    Prudential Advisors

    Scottsdale, AZ
    3 days ago
  •  ...comprehensive analysis of borrowers and projects. Key responsibilities include preparing credit memorandums, conducting market analyses, and managing multiple tasks. A Bachelor’s degree and 7+ years in commercial real estate banking are required. The role necessitates strong... 
    Senior

    Genesis Capital LLC

    Scottsdale, AZ
    4 days ago
  •  ...seeks a Wealth Advisor III in Scottsdale to lead relationships with high net worth clients, coordinating planning, investments and private banking solutions. You will...  ...families. The role requires 7+ years in wealth management, a strong referral network, and solid market... 
    Senior

    Old National Bank

    Scottsdale, AZ
    18 hours ago
  •  ...incentives, and access to an existing network of institutional clients. The ideal candidate has 5+ years of proven success, holds...  ...applicable), and can work independently with portable client relationships. This is a remote (work from home) position. #J-18808-Ljbffr... 
    Senior
    Remote job
    Work from home

    San Blas Securities

    Scottsdale, AZ
    18 hours ago
  • Early Warning Services LLC in Scottsdale offers a Senior Lead Product Manager role to shape product strategy and lead cross-functional teams delivering customer value. The position emphasizes translating customer pain points into innovative, revenue-driving solutions and... 
    Senior

    Early Warning Services LLC

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment Consultant & Client Relationship Manager. Be the first to apply!