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
- ...in Scottsdale, AZ seeks a proactive Wealth Management Assistant to support the Senior Wealth Manager and deliver exceptional client service. You will act as a primary contact... ...and proposals. You'll coordinate investment deployments, assist with trade execution,...Senior
$102k - $125k
...assigned to specific customers through the relevant Customer Success Manager's (CSM's) book of business and partner closely with the CSM to... ...Airline customers realize measurable value. The role takes a consultative, adoption-led approach, looks for responsible ways to apply AI...SeniorImmediate startRemote work$103.2k - $174.6k
...GitLab. An overview of this role As a Senior Customer Success Manager on our Public Sector team, you’ll... ...platform. We own the post-sales relationship, driving adoption, retention, and growth... ..., improving customer return on investment, and simplifying engagement with the...SeniorPermanent employmentFull timeRemote workHome officeFlexible hours$103.2k - $174.6k
...GitLab. An overview of this role As a Senior Customer Success Manager on our Public Sector team, you’ll... ...platform. We own the post-sales relationship, driving adoption, retention, and growth... ..., improving customer return on investment, and simplifying engagement with the...SeniorPermanent employmentFull timeRemote workHome officeFlexible hours- ...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...SeniorWork at office
- 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...
- ...asset based organization, we have considerable flexibility when managing our customers’ supply chains. Our industry professionals,... ...worldwide ~ Fortune 500 ~ Globally unified systems The Senior Credit Analyst provides data-driven recommendations for new and...SeniorFull timeWork at officeRemote workWorldwideRelocation
$118.45k - $260.59k
...family and one community at a time. The Senior Actuary - Network position within the... ...to establish strong cross-functional relationships with key business partners, including network... ...of new negotiations beyond current consultant benchmarking. Emerging Trend...SeniorHourly payFull timeContract workTemporary workLocal area- ...higher education. As a Senior Customer Success Manager, Strategic Accounts... ...management, and consultative growth strategies,... ...high-value customer relationships we want to hear... ...you! What you ’ll do: Client Relationship Management... ...We prioritize and invest in initiatives that...SeniorContract workWork at officeLocal areaImmediate startRemote workWork from home
- ...CVS Health is seeking a Senior Actuary - Network to deliver financial tools and analytics that support network strategy and cross-functional partnerships with network, MEU and commercial actuarial teams. You will drive quarterly discount reviews, emerging trend analytics...Senior
- 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
- 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
- Description The Senior Portfolio Manager is an integral member of STORE Capital’s Portfolio Management team, focused on maintaining and maximizing... ...5 years of experience working in a commercial real estate investment firm, with at least 3 years’ knowledge of corporate credit...Senior
- ...institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives.... ...'s what we do every day for clients and associates. Learn more about... ...full-time Business Banking Senior Credit Analyst ....SeniorFull timeWork at officeWeekend workAfternoon shift
- ...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...SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- 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
$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...SeniorFull timeWork experience placementLocal area3 days per week- ...Senior Treasury Analyst The Christian Wyatt Group is partnering with a long-term client of the firm on a key Senior Treasury Analyst within... ...organization, the Capital Management team is part of the Balance... ...Liquidity Management, ALM, the Investments teams as well as Internal...Senior
- 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...
- A cybersecurity firm in Scottsdale, Arizona, is seeking a Senior Security Analyst (L2) for the night shift. The role involves triaging... ...development opportunities, and work-life balance initiatives like self-managed time off. #J-18808-Ljbffr Lumifi Cyber, Inc.SeniorNight shift
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our... ...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 placementLive inWork at officeLocal area- Osaic is seeking a Senior Business Systems Analyst specializing in advisor compensation to optimize financial systems and broker-dealer operations. You will analyze complex compensation structures, data models, and regulatory considerations, delivering strategic, scalable...Senior
- Western Alliance Bank is seeking a Senior Credit Risk Review Director in Scottsdale to lead a second-line function responsible for credit... ...focused coverage. Ideal candidates will have 12+ years in risk management, advanced degrees preferred, and proven leadership in banking...Senior
- Lumifi is looking for a dedicated Senior Security Analyst (L2) to join our Cyber SOC team in Scottsdale, Arizona. This full-time position... ...junior analysts while ensuring effective communication with clients. Successful candidates will have at least 3 years of experience...SeniorFull time
- ...Wealth is seeking a highly motivated, client-focused Client Relationship Manager to join our growing Retirement... ...and participate in client meetings, investment reviews, fiduciary review meetings... ...a retirement plan advisory, consulting, TPA, recordkeeping, or wealth management...Full timeWork at office
- Fartherfinance is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households, focusing on delivering a comprehensive wealth management experience. This role requires 10+ years of financial planning experience and CFP® certification, emphasizing...Senior
- Western Alliance Bank in Scottsdale, AZ seeks a Senior Credit Risk Review Director to plan and execute credit risk assurance, advisory,... ...function. Lead quarterly credit reviews, develop policies, and manage a team, driving effective risk management and regulatory compliance...Senior
- ...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
- 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
- ...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
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