Senior Private Wealth Client Services Lead
Jobleads-US
A leading financial services firm is seeking a PWM Group Director in Boston. This senior role involves cultivating client relationships, enhancing service delivery, and managing team operations. The ideal candidate has over 10 years of relevant experience and strong leadership skills. Responsibilities include developing client service strategies, overseeing business operations, and supporting financial advisors in meeting client needs. Competitive salary and potential for bonuses are included in the compensation package. #J-18808-Ljbffr
- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree,...SeniorPrivate clientWork at office
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...SeniorPrivate client
- ...A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing...Senior
$80k - $90k
...CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SeniorFull timeWork at office$181.5k - $246.8k
...Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...SeniorPrivate client- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....SeniorPrivate client
- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...SeniorPrivate client
$125k - $150k
...Job Overview – Senior Client Service Associate (Private Wealth) Compensation: $125,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...SeniorWork at officeMonday to Friday- ...the best way to help our clients and advance our... ...career. Join us as a Sr. Wealth Planner Brown Brothers... ...Planner to join our Private Banking team in Boston.... ...collaborate with an existing Senior Wealth Planner in... ...highest level of client service and satisfaction....SeniorPrivate clientLocal area
$155k - $210k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...success! The Role Senior Managers in our Private Client Services (PCS)... ...changes, and lead change effectively;... ...legislative changes, wealth transfer techniques,...SeniorPrivate clientWork experience placementInternshipPrivate practiceLocal area$181.5k - $246.8k
...Associates (CA) is a leading global investment firm... ...ultra‑high net worth private clients implement and manage custom... ...delivers a range of services, including outsourced... ...Provide regular updates to senior leadership on client... ...consulting, wealth management, or related...SeniorPrivate clientWork at officeLocal areaWorldwide$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated... ...income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business... ..., estate and gift tax and wealth retention strategies, as well... ...and/or public accounting, private industry accounting or...SeniorPrivate clientWork at office$120 - $150 per hour
US Seasonal Tax-Private Tax- Senior Manager At EY, we’re all in to shape your future with confidence... ...Tax Senior Manager - Private Client Services Private Client Services (PCS) is a growing... ...thorough understanding of estate and wealth planning Experience researching tax...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$68k - $120k
...Morgan-Stanley in Boston is seeking a Group Director to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This senior-level position involves shaping client service strategies, managing a team, and enhancing client relationships....Senior- Goldman Sachs is seeking Wealth Management Professionals in Boston to support all aspects of client service, operational management, and risk management. The role involves managing client relationships, ensuring investment objectives are met, and providing tailored wealth...Private client
$132.1k - $301.6k
...global financial services marketplace and the... ...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...dynamic FSO team! Private Tax is a growing... ...acumen. As a Senior Manager in Private... ...include: Leading the delivery of tailored...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...self-starter with a passion for client service, the desire to work closely with... ...and to think outside the box? Our Wealth Management Professionals support... ...our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM)...SeniorLocal area
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is... ...teaming focusing on service delivery for our... ...handling hedge fund and Private equity K-1s Researching... ...understanding of estate and wealth planning Experience... ...confidence to challenge senior colleagues and stakeholders...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...Private client
$120k - $127k
BDO USA, Llp is looking for a Tax Manager in Boston to manage tax compliance and consulting services for high net-worth clients. This role requires supervisory abilities to mentor associates while reviewing complex tax returns and maintaining client relationships. The ideal...Private client$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...Private client$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...SeniorPrivate client- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...SeniorPrivate clientFlexible hours
$89k - $133k
...an equal opportunity employer. The Senior Associate, Client Marketing will shape and deliver coordinated... ...campaigns for HarbourVest’s Global Private Wealth business. This role translates... ...management, alternatives, or financial services. Salary Range: $89,000.00 - $133,000...SeniorPrivate clientWork at officeLocal areaRemote workHome office1 day per week$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager to support their Private Client Services practice. This position entails reviewing complex individual tax returns, providing income tax planning for high-net-worth clients, and ensuring compliance for S Corporations...SeniorPrivate clientRemote jobHourly payPrivate practiceSeasonal work- ...EisnerAmper LLP is seeking a Tax Manager for Private Client Services based in Boston, Massachusetts. The role involves leading multiple tax engagements, managing IRS audits, and guiding clients through complex tax regulations. The ideal candidate will have a Bachelor’s...Private client
- ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston.... ...development, and billing and collections. Leading and managing multiple tax engagements...SeniorPrivate clientInterim rolePrivate practice
$175k - $240k
...Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring retention, business... ...objectives. Applicants should possess over 15 years of wealth management experience and demonstrate...SeniorRemote work- CPS Inc. is seeking a Tax Senior Manager for their Private Client Services practice. This role can be based in either Boston or New York City. The ideal candidate will serve as the Engagement Manager, overseeing client accounts from planning to execution. Key responsibilities...SeniorPrivate clientPrivate practice
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