Senior Private Client Relationship Manager
Gallagher
Gallagher is hiring a Private Client Service Manager to serve as a trusted advisor to High-Net-Worth individuals, delivering tailored insurance solutions and proactive risk guidance. You will work with clients, Producers, and carriers to secure value and exceptional service, while mentoring teammates and maintaining strong relationships.
Join a collaborative, integrity-driven culture that emphasizes professional growth, continuous learning, and the Gallagher Way across a global footprint with
#J-18808-Ljbffr- Citigroup Inc. is seeking a Senior Wealth Advisor to service Citi Private Bank, Citigold, and Citigold Private Client clients from Greenwich, CT. You will offer comprehensive... ...HNW clients. You will build new client relationships, guide referrals, provide investment advice...Senior
$385k
...posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY... ...~ Detail-oriented with the ability to work independently and manage client contact. ~ Supervisory skills to direct paralegals in...SeniorPrivate practiceWork at office$70k
...entire continuum of wealth clients.The unified business... ...offices through Citi Private Bank, operates in the... ...and captures wealth management in the workplace through... ...Wealth at Work. The Senior Wealth Advisor will offer... ..., including a Wealth Relationship Manager and field...SeniorFull timeWork at office- A leading private equity firm is seeking a Senior Fund Accountant to join its growing team. This is an excellent... ..., valuations, cash monitoring, and management fee calculations. The role offers... ...public accounting with private equity clients. Key Responsibilities:Oversee fund...Senior
- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week in... ...interests. You'll take ownership of significant client relationships, lead complex tax engagements and work directly with Partners...SeniorPrivate practiceWork at office3 days per week
- ...Private Client Service Manager At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you'll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most...Local area
$140k - $200k
...WHITMAN Legal Resources has a great opportunity for a Senior Family Law Attorney in White Plains, NY (Hybrid with one day home and four... ...efficient workflows, and strong internal collaboration; Conduct client consultations and contribute to business development efforts aimed...Senior- Citizens Private Bank seeks a Senior Private Banker to provide a high-touch client experience for high-net-worth individuals and businesses in Greenwich, CT. You... ...act as the deposit expert, partner with Relationship Managers, and drive cross-sell opportunities while ensuring...Senior
- ...Senior Tax Manager - Private Client Services Location: Greenwich, CT A global tax and advisory firm is seeking a Senior Tax Manager for its private client services practice in Greenwich, Connecticut. You will oversee multiple engagement teams serving sophisticated...SeniorPrivate practice
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placementWork at office- ...Senior Wealth Advisor | Western Connecticut Citi... ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ...and captures wealth management in the workplace through... ..., including a Wealth Relationship Manager and field...SeniorWork at office
$153.7k - $284.1k
...footprint, with responsibility for supporting clients and partners throughout the Metro New... ...a collaborative team of wealth management specialists. What You'll Do Advise ultra... ...advisor programs. Manage ongoing planning relationships for a select group of approximately 50...SeniorWork experience placementWork at office- ...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our... ...as their communication, time management, leadership, technical, business... ...activities and training Builds new relationships with other professionals both...SeniorPrivate practiceWork at office
$385k
...posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY... ...~ Detail-oriented with the ability to work independently and manage client contact. ~ Supervisory skills to direct paralegals in...SeniorPrivate practiceWork at office- ...Description Job Description Title: Senior Civil Engineer-Project Manager | Environmental and industrial plants Client : Based in Westchester County, our client... ..., and operations services to public and private sector clients. Their multidisciplinary expertise...SeniorHourly payPermanent employmentImmediate start
- National Mortgage Staffing is seeking a Senior Mortgage Loan Processor for an in-office role in Greenwich/Fairfield County, CT. This position... ...cases, from application to closing. The ideal candidate will manage a substantial pipeline, coordinate with borrowers and third...SeniorWork at office
$90k - $125k
...Senior Tax Staff AccountantGelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant... ..., ideally with entertainment business management experience, to join our team of... ...various reports in support of servicing clients, preparation of simple to moderately complex...SeniorWork experience placementWork at officeLocal area$72k - $184.44k
...Senior Associate - Assurance At PwC, our people in... ...assessing governance and risk management processes and related... ...opinion. Focused on relationships, you are building meaningful client connections, and learning... ...As part of the PwC Private Generalist team you are...Senior$105.4k - $207.8k
...Senior Consultant, M&A Team Our Deloitte Strategy... ...team helps guide clients through their most critical... ...for corporate and private equity clients Analyzing... ...-functional teams to manage deliverables, track... ...sustain professional relationships Ability to lead projects...SeniorVisa sponsorship$75k - $85k
Senior Non-QM Mortgage Processor- In Office Position: Senior Mortgage... ...Mortgage Loan Processor to manage mortgage files from application... ...mortgage brokerage, community bank, private lender, or credit union... ...County, CT area NMS Disclaimer Client requirements and hiring decisions...SeniorSelf employmentWork at office$146k - $200k
...2026-09-21Job Summary:The Senior Tax Manager is responsible for providing... ...consulting services to business clients with pass through entities... ...of A/RManages client relationships/expectations in accordance... ...and/or public accounting, private industry accounting or consulting...SeniorWork at office$161k - $215k
...diversity, equity, and inclusion among all IMA associates Client Management Leads both long- and short-term strategic consultation... ...resolution, and plan analysis/reporting Carrier and Vendor Relationships Develops strong carrier and vendor relationships and...SeniorTemporary workInternshipLocal areaFlexible hours- ...Senior Administrator Join our team in a full-time, onsite capacity... ..., and portfolio risk management across three core lending verticals... ..., and partners with Relationship Managers (RMs), Credit Admin... ...include the following. HNW/Private Client Lending Underwrite unsecured...SeniorFull timeInterim roleWork at office
$140k - $155k
...Senior Accountant Our client is a well-established international financial services organization operating... ...diverse portfolio of corporate and private clients. The business continues to... ...Prepare and review monthly management accounts and supporting reconciliations...SeniorLocal areaFlexible hours$98.4k - $147.5k
...Tax Advisory - EDGE - Senior Analyst Location: New... ...side with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and Real Estate... ...to corporate and private equity clients across... ...maintain effective working relationships with clients and internal...SeniorSummer holidayFlexible hours- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
- ...Private Equity M&A Strategy & Diligence Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives... ...to build and sustain professional relationships Ability to lead projects or workstreams...SeniorOdd jobWork experience placementVisa sponsorship
- ...organizations optimize performance, manage risk, and maximize value... ...industry knowledge and relationships, solutions to address clients’ unique business goals... ...opportunity for a Tax Senior Associate to join the... ...position is rooted within the Private Client Services practice...SeniorPrivate practiceLocal areaFlexible hours3 days per week
- Arc, the lead shopper and retail agency within Publicis Groupe, is seeking a Senior Account Executive to drive day-to-day management of client programs in a fast-paced environment. The ideal candidate has experience in shopper/retail marketing or an agency setting, with...Senior
- ...Senior Manager, Operations - Private Credit What You'll Be Doing Lead operational readiness and ongoing oversight for complex private credit funds and investment vehicles Manage cash forecasting, capital activity, distributions, subscriptions, redemptions, credit...Senior
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