Private Client Relationship Manager - Wealth & Lending
JPMorgan Chase
A leading financial institution in Boston is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide exceptional service and targeted advice across banking, lending, and investments. Ideal candidates should have a strong financial services background, proven relationship-building skills, and the ability to collaborate across teams. Competitive compensation offered. #J-18808-Ljbffr JPMorgan Chase
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing... ...through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant...Suggested
$83k - $104k
...affluent and high-net-worth clients into a Book of... ...deposits, investments, and lending balances by executing... ...and retain client relationships through proactive outbound... ...experiences. Engage Wealth Advisors and Certified... ...years of banking, wealth management or other relevant...SuggestedLocal areaFlexible hours- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients... ...the full financial possibilities their wealth creates. You will be responsible for fostering...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston... ...have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable...Suggested
- A leading financial services company in Boston seeks a Relationship Manager to build and maintain high-net-worth client relationships. This role involves managing client expectations through exceptional service, understanding their financial needs, and collaborating with...Suggested
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...
- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...
- Citizens Bank is seeking a dedicated professional to join as a Wealth Management Advisor in Somerville, Massachusetts. The role involves acquiring and onboarding affluent clients, growing deposits, and providing exceptional client experiences. Candidates should have 3-5...
$80k - $120.3k
We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate...Hourly payWork at office- ...Lending Transaction Manager – Lending and Banking Services, Full... ...at MassMutual Wealth Management (MMWM) from... ...intersection of advisors, clients, lenders, and... ...building deep advisor relationships and owning the execution... ...experience at a private bank or wealth management...Full time
- ...Description At JPMorgan Private Client, we are devoted to providing... ...expertise. As a Relationship Manager in JPMorgan Private Client,... ...financial possibilities their wealth affords, leveraging the formidable... ...-term primary banking and lending relationships as well as...Temporary workWork at officeImmediate start
- ...with 3-5 years of experience representing banks, private credit funds, and financial institutions in commercial lending. The role includes drafting and negotiating... ...candidate should thrive in a fast-paced environment, manage multiple transactions, and contribute to a #J-1...
$260k - $390k
...transactional finance role focused on secured lending, advising banks, institutional lenders,... ...with an emphasis on high quality client service, professional development, and long... ...lending, sponsor finance, acquisition finance, private credit, credit agreement, loan agreement,...Work at office$165k - $200k
...reputable financial institution in Boston is seeking a Non-Profit Lending Specialist II to evaluate the creditworthiness of commercial... ...participating in special projects related to credit and risk management. Candidates should have extensive experience in commercial...$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...- EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration...
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...Flexible hours
$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that... ...OCIO, is a leading fiduciary wealth and investment management firm...Full timeWork at office- CBIZ in Boston is seeking a leader for its high net worth tax practice. You will serve as the primary contact for affluent clients, crafting tax strategies and overseeing a team to ensure compliant, timely delivery of tax services. The role requires CPA or equivalent certification...
- Insite US is seeking a Director, Private Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise...
- 2026 Global Private Bank Full-time Advisor Program Launch your... ...banking, supporting client relationships in our advisor training program... ...business with customized wealth management solutions. You’ll work with... ..., wealth advisors, and lending specialists. Throughout the...Full timeWork experience placementVisa sponsorship
$123.6k - $206k
Overview The Asset Based Lending Relationship Manager (“ABL RM”) is responsible for originating, structuring... ..., large corporate and sponsor-backed client segments. This role focuses on... ...calling. Develop referral networks with private equity sponsors, investment bankers,...- Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Franklin, MA. This role involves engaging directly with affluent clients... ...will have 3-5 years of experience in banking and wealth management, possess essential licenses, and be skilled in...Full time
$165k - $200k
...position provides essential analytical and management skills to independently and objectively... ...and presentation tools. The Non-Profit Lending Specialist II must have strong writing... ...the financial position of not or profit clients to support the Bank's credit decisions on...Work at office- ...Associate Attorney to join a highly regarded Am Law 200 firm with a national and international platform. You will work on secured lending transactions from structuring through closing, drafting and negotiating loan agreements, security documents, intercreditor arrangements...
- ...Finance Associate in Boston to join its prestigious Finance Practice. The role involves representing banks and borrowers in secured lending transactions while advising on leveraged financing matters. Candidates should have 3-6 years of finance or commercial lending...
$86k - $150k
A growing consulting firm in Boston is seeking a Client Partner to manage relationships in the Private Equity sector. The role involves expanding consulting engagements, managing sales cycles, and acting as a strategic advisor to clients. Candidates should possess a Bachelor...Flexible hours$240k
...Hollister Group is looking for a Commercial Relationship Manager in Boston, MA. This role requires a... .... The successful candidate will manage client relationships, engage in community... ...applicant will possess expertise in nonprofit lending and relevant credit training, with an...- ...Senior Vice President, Commercial Relationship Manager, Asset Based Lending About the Company Large multi-state commercial bank & diversified financial... ...the middle market, large corporate, and sponsor-backed client segments. This role requires a focus on delivering...
- ...provide strategic advisory services. The role involves mentoring team members, collaborating with leadership, and ensuring exceptional client satisfaction. Candidates who thrive in supportive, team-oriented environments with a focus on work-life balance are encouraged to...
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