Strategic Wealth Relationship Manager
National Black MBA Association
Merrill Wealth Management is seeking a client service professional to support the Financial Advisor team in delivering superior client experiences. You will coordinate non-administrative requests, assist in meetings, and help implement the team’s client service model while adhering to SAFE Act requirements. This in-office role emphasizes relationship management, proactive communication, and collaboration with specialists to address client needs. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Relationship Manager in Brooklyn, NY vacancy
- Merrill Wealth Management in Los Angeles is seeking a Relationship Manager to support Financial Advisor teams, strengthen client relationships, and coordinate with specialists on investment strategy, product offerings, and market developments. The role may involve residential...Suggested
- Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships...Suggested
$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven... ...entrepreneurial professionals to drive strategic relationships and business development... ...on one or two specific Investment Management clients. The CRE will drive demand-generation...SuggestedShift work- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (17 days left to apply)job requisition id: R260800125**Wealth Client Relationship...SuggestedWork experience placement
Nuveen
Brooklyn, NY3 days ago - Citibank (Switzerland) AG in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management. You will identify, build and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and personalized solutions. With 5-8 years...Suggested
- InvestCloud seeks a Relationship Manager to foster senior-level client relationships and drive satisfaction... ...client objectives. You will engage in strategic account planning, needs assessment,... ...successful solution delivery across our wealth technology #J-18808-Ljbffr APL Wiki
$65k - $108k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...Work at officeWork from homeShift workDay shift$151.4k - $311k
...Services LP is seeking high-performing candidates to pursue strategic relationships at our largest and most sophisticated Health Care industry... ...spirit, relevant industry experience, strong relationship management skills and a proven track record in selling professional...- ...in Washington, DC is seeking a Client Executive, Commercial to manage a significant book of business, drive retention and growth, and... ...align insurance programs with client goals. This role combines strategic advisory with hands-on leadership across client service teams....
- Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships...
- Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled professional to coordinate complex fiduciary and custody accounts. The role requires strong communication and knowledge of trust-related services, with language skills in Spanish...
- Principal Asset Management is seeking a Supplier Relationship Manager to drive value from strategic suppliers across the organization. You will manage performance, align supplier capabilities with business objectives, and lead risk and spend analytics to optimize outcomes...
- Infosys Limited is seeking an Engagement Manager (Client Partner) for the Media &... ...scope. Responsibilities include managing relationships with CXOs, guiding delivery teams, expanding... ...while ensuring service excellence and strategic outcomes for major media clients in the...
- Otus seeks a Client Experience Partner to manage a portfolio of K-12 districts, driving onboarding, adoption, retention... ..., renewal, and expansion. You will build trusted relationships, protect revenue, and lead strategic client conversations with a focus on retention and...
- Owl's Brew is seeking a National Strategic Accounts Director on the East Coast to lead national and regional retail and on-premise partnerships. You will manage senior buyer relationships, drive shelf strategy, and coordinate with field teams and distributors to ensure...
- RFA, Inc. is seeking a strategic Client Relationship Manager with a focus on IT account leadership. You will translate client business requirements into actionable IT roadmaps and engage cross-functional teams to deliver value-driven solutions. In this role you will identify...
- Paychex is seeking an experienced Account Manager to develop and maintain strong relationships with top-tier clients in a fast-paced environment. You will... ...satisfaction. You will analyze data to identify trends, plan strategic client activities, and conduct visits to strengthen...
- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit...
$75.1k - $102.57k
Strategic Sales Relationship Manager Job ID: JR103196 Location: Remote, Texas Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout...Remote work$180k - $200k
...build technology that transforms how wealth management firms operate, scale, and serve their... ...count. Here’s What You’ll Do: Account & Relationship Leadership Own the client... ...and outcomes. Executive Partnership & Strategic Insight Develop trusted relationships...Contract workRemote workWork visaShift work- ...LaSalle Incorporated (JLL) invites applications for a Transaction Manager in Fort Worth, on-site. You will lead complex real estate... ...and forecasting to ensure client satisfaction and alignment with strategic goals. The role requires 3-5 years in transaction management or...
- Tavistock Development Company, based in Orlando, seeks an Asset Manager to optimize performance and long‑term value across commercial... ...familiarity with Yardi or MRI. This role emphasizes accuracy, teamwork, and strategic oversight. #J-18808-Ljbffr Tavistock Development Company
- National Center for Youth Law seeks a strategic Communications Manager to drive earned media and elevate the organization’s public voice. You will... ..., identify moments for public response, and build relationships with reporters and thought leaders to advance NCYL’s priorities...
$180.55k - $244.28k
Strategic Communications, Corporate Affairs Director - R&D & AI&DSkip to main content#Strategic Communications, Corporate Affairs Director - R&D & AI&D page is loaded## Strategic Communications, Corporate Affairs Director - R&D & AI&DApplyremote type: Remotelocations: United...Flexible hours- Abnormal AI is seeking a Senior Customer Success Manager to independently manage strategic relationships across mid-market and enterprise accounts, driving adoption, retention, and long‑term value realization. You will lead success planning, collaborate with Product, Engineering...
- FIS invites a Client Success Manager to drive client satisfaction, adoption, and measurable ROI in a fintech setting. You will partner... ...and expand value through product adoption. The role emphasizes strategic advisory work with senior stakeholders, using Tableau for insights...
- ...they do best: creative problem-solving, relationship building, and delivering exceptional... ...experiences. We’ve started by reimagining the Strategic customer experience with a support use... ...Overview: As a Customer Experience Manager (CXM) - Strategic , you’ll play a pivotal...Work at officeHome office
- ...the Media Relations team within the Office of University Communications. The role supports public relations, media relations, and strategic communications to elevate the university’s visibility and protect its reputation. The specialist writes and executes communications...Work at office
- ...SOFTSWISS is seeking a Business Account Manager to build and maintain strong, long-term relationships with clients and drive growth across the casino platform. You will develop strategic plans and deliver tailored solutions in collaboration with internal teams. You will...
Softswiss
Brooklyn, NY5 days ago - ...the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Relationship Manager. Be the first to apply!
Related searches
- data strategy manager Brooklyn, NY
- operations planning manager Brooklyn, NY
- senior manager strategic initiatives Brooklyn, NY
- sales excellence & strategy manager Brooklyn, NY
- strategic account manager Brooklyn, NY
- strategic business development manager Brooklyn, NY
- brand strategy manager Brooklyn, NY
- commercial planning manager Brooklyn, NY
- director strategic marketing Brooklyn, NY
- workforce planning manager Brooklyn, NY