Senior Family Office Manager: Client Growth & Wealth Strategy
Jobtailor
Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business opportunities, maintaining client communications, and strengthening client relationships. Responsibilities include coordinating multi‑jurisdictional planning with SALT and international tax teams, supervising staff, and onboarding clients with senior leadership. #J-18808-Ljbffr Jobtailor
$120k - $128k
...for a digitally native client set. To do so, we’ve taken... ...We are looking for a Senior Manager of Client Retention and Growth Strategyto spearhead client... ...campaigns to develop strategies promoting long term platform... ...based out of our NYC office Ownership and growth opportunities...SeniorWork at officeLocal areaFlexible hours- ...is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial... ...We offer a supportive culture, ongoing career growth, and a comprehensive benefits package,...Senior
- About Savvy Wealth: Wealth management is a $545 billion industry... ...running the back office themselves.... ...tech platform and client portal, an in-house... ...% year-over-year growth, backed by $105M... ...scale! The Role: A family office does more... ...and the partner strategy; the data and engine...SeniorLive inWork at office
$85k - $115k
...skilled at developing wealth management strategies? Does financial data... ...We're looking for a Senior Wealth Strategy Associate... ...advisors in client conversations, providing... ...financial advisors in the growth of the business •... ...worth individuals and families meet their financial...SeniorFull timeWork experience placementFlexible hours$120k - $240k
...marketing and communications strategy to business leaders by... ...be pivotal in creating new client growth and directly influencing how... ...thought leadership. Risk & Crisis Management Communications: Participate... ...including research analysts, senior leaders, and client partners...SeniorFlexible hours- ...seeking experienced Senior Wealth Advisors to... ...wealth management advice and building... ...with clients. The role partners... ...individuals and families to develop personalized... ...financial strategies and help... ...centralized back-office services, resources... ...lead flow and growth for our...Senior
$140k - $190k
...financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on... ...with ultra-high net worth clients and requires at least 8 years of relevant... ...new client relationships and revenue growth. Salary is competitive, with a range...SeniorWork at office$170.5k - $284.1k
Dormont Manufacturing Co is seeking a Wealth Advisor to focus on client growth and retention. This role involves leading client relationships and managing financial service strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree with at...Senior- ...financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years... ...collaborative team environment. Competitive salary and growth opportunities are available within a company that...Senior
- ...financial integrity and operational infrastructure of a private family office. This role requires a skilled professional with over 7 years... ...in finance or investment roles. The successful candidate will manage investment tracking, coordinate taxes, and build financial processes...SeniorWork at office
- ...Neuberger Berman as a Senior Relationship Manager in New York. In this role... ...management strategies, focusing on high-net-worth clients. You will partner with... ...portfolio managers, develop wealth strategies, and facilitate... ...asset transitions for families. Strong communication...Senior
- ...Parthenon’s Interactive Media and Gaming practice seeks a Senior Director to lead end-to-end engagements, shape client conversations at the C-suite, and drive new... ...gaming landscape. You will mentor teams, develop strategy, and contribute to thought leadership across studios...Senior
- ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior... ...a thought leader in wealth strategy, possessing deep technical expertise... ...ultra-high-net-worth (UHNW) clients. Such a candidate may be... ...team works across multiple offices to help preserve and transfer...SeniorWork at officeRemote work
$70k - $80k
...Assistants are client service professionals... ...Advisors and Management, they help propel the growth of our Private Wealth Management... ...and partner with senior investment... ...coordination for the office, including attending strategy calls, attendee... ...your and your family’s health and...SeniorTemporary workWork at officeFlexible hours- Latham & Watkins is seeking a Business Development Manager - Litigation in New York to support the market's growth strategy and enhance client relationships. Key responsibilities include providing research for client development, collaborating on visibility initiatives,...
$100k
...of relationships, wealth, and purpose —... ...impact fractional family office practice operating... ...cash flow, entity strategy, tax planning,... ...and help build a client base of 40+ families... ...strategies, risk management analysis,... ...long‑term net worth growth. Lead monthly Family...For contractorsWork at officeImmediate startRemote work$95.4k - $180.4k
RSM US LLP is seeking a Family Office Advisory Manager in New York to provide strategic guidance and advisory services to affluent families and their family offices. This role includes supporting client engagements, developing strategic recommendations, and managing practice...SeniorWork at office- GlossGenius is seeking a Senior Strategy & Operations Manager to spearhead customer growth strategies. The role emphasizes cross-functional collaboration, data analysis... ...to long-term vision while working in office 3-4 days a week. Ideal candidates have over 7 years...SeniorWork at officeFlexible hours3 days per week
$100k - $195k
...Actuarial - Annuities Manager/Senior Manager - Life... ...Wyman advises clients across a broad spectrum... ...practice with offices across the globe.... ..., pricing strategies, regulatory compliance... ...initiatives and driving growth in our annuities... ..., women, family life, introverts...SeniorMinimum wageFull timeRemote work- ...Business Partner responsible for designing and managing talent strategies that align with business objectives. You will work closely with senior leaders to foster a positive employee... ...talent management to support the growth of the organization. #J-18808-Ljbffr Altice...Senior
- ...seeking a Social Supervisor in New York to lead social media strategy and manage client campaigns. The ideal candidate has 4-6 years of experience... ...of independent decision-making and driving agency-wide growth through innovative processes. This role emphasizes strong management...Senior
- Somi AI is seeking a Senior Technical Recruiter to drive strategic hiring and build engineering... ...with leadership on senior-level hiring strategies and foster the development of the... ...technical background and thrive in high-growth environments. Competence with modern recruiting...Senior
- Starz is seeking a Senior VP of Distribution Strategy & Revenue Planning in New York. This role involves developing and executing business plans to enhance subscriber and revenue growth across all platforms. The ideal candidate will have more than 15 years of experience...Senior
- ...services firm in New York, NY seeks a Senior Associate in Client Strategy. This role involves developing and... ...supporting full-funnel media strategies, managing client communications, and... ...focused on innovation, professional growth, and competitive benefits, including...Senior
- Knipper is seeking a Senior Manager, Client Solutions in Idaho to oversee business growth within the Custom Pharmacy Solutions Business Unit. This role requires expertise in managing client relationships, ensuring program integrity, and collaborating across teams to meet...SeniorRemote job
$100k - $130k
KnippeRx is seeking a Senior Manager for Client Solutions within their Custom Pharmacy Solutions Business Unit. The ideal candidate will be responsible for business growth with existing manufacturers and ensure the integrity of the CPS program. They will act as a key resource...SeniorRemote job- Sweetgreen is seeking a Senior Director of Real Estate to lead acquisition activities and achieve the company’s 3-year growth plan. The role reports to the Chief Development Officer and drives market strategy, lease structures, and partner collaboration across internal...Senior
- Two Circles Ltd. is seeking a Client Success Director to oversee a major... ..., drive retention and revenue growth, and lead a small team of Client Success Managers. You will partner with product,... ...marketing to maximize value and align strategies with client objectives. The role...Senior
- Capital One is looking for a Senior Business Manager, Sales Analytics in New York, NY. This leadership role involves developing business strategies, managing a team of analysts, and implementing... ...and marketing strategies to drive growth. The candidate should have a...Senior
$83k - $122k
About the Team The Fleet Growth team is responsible... ...acquisition and incentive strategies to close gaps before... ..., and performance management across markets. You will... ...e.g. Colorado Healthy Families and Workplaces Act). DoorDash... ...a foothold in our office. Whether blatant or...SeniorHourly payWork at officeFlexible hours
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