Senior Relationship Manager Private Wealth Strategy
Neuberger Berman
Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship 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 skills and financial planning expertise are essential for success in this position, which offers a comprehensive compensation package and benefits. #J-18808-Ljbffr
$200k - $250k
...our approach to business and relationships. We know that supporting... ...currently recruiting a Relationship Manager (RM) to join our multi‑... ...implement long‑term new business strategy in coordination with other... ...and comfort engaging with private business owners Strong team...SeniorPrivateWork at officeLocal area$110k - $215k
...America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The role...SeniorPrivate$150k - $225k
...Neuberger in New York is seeking a Senior Relationship Manager to lead the overall relationship management strategy for high-net-worth clients. This role involves advising clients on investment strategies, enhancing client experiences, and growing relationships through...SeniorPrivateFlexible hours$125k - $275k
...Relationship Manager, Wealth Advisory Full Time Exempt Professional New York, NY, US 4 days ago Requisition... ...have made us a trusted partner for private wealth, endowment & foundation, and... ...benefits and limitations of various strategies. Account Administration. Provide daily...PrivateFull timeWork at office3 days per week$220k - $415k
...Relationship Manager, LatAm Location: New York, NY / Miami, FL Overview As the Relationship... ...of the market, industry, and Wealth Management's capabilities (products... ...Design and implement a marketing strategy aimed at growing current Private Banking relationships as well as...SeniorPrivateWork at office- ...EisnerAmper LLP seeks a tax consultant in New York focused on real estate private equity. You will manage tax structuring for real estate assets, consult on tax implications, and oversee tax return processes. The successful candidate needs over 10 years of tax consulting...SeniorPrivate
$150k - $180k
...banking activities. Source new customer relationship opportunities, including; New loans... ...(e.g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products. Analyze... ..., Credit Administration and senior lending personnel to effect efficient...SeniorPrivateBank staffWork at office$90k - $180k
...About Us Wellington Management offers comprehensive investment... ...healthy debate. As a private partnership, we believe... ...seeking a dynamic Associate Relationship Manager to join our US Wealth Management Team within... ...of the investment strategies in which their clients have...PrivateWork at officeRemote workFlexible hours1 day per week$125k - $200k
...Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorPrivateFull time$150k - $200k
...Communications efforts as our Senior Public Relations Manager. This professional will be... ...Such plans should include strategy, goals, and tactics... ...able to manage the firm’s relationship with the team and distill... ...public relations experience (private or agency) Previous experience...SeniorPrivateWork at officeLocal area- ...Tetra Tech is adding a Senior Client Manager to support our New York team... ...Serve in a key management, relationship, technical, and delivery role... ...advertisement and developing a strategy to win. Manage project... ...including municipalities, private firms, and public utilities...SeniorPrivateFor contractorsWork at officeRemote workWorldwide
- ...InforCapital, partnership is seeking a Managing Director to join its Global... ...team in New York. This senior leadership role requires a... ...trade ideas, maintaining relationships with issuers and sponsors, and... ...to the overall investment strategy. Ares Management offers a respected...SeniorPrivate
- ...Mourant in New Jersey seeks a Senior Manager to lead the Governance Services team. In this role, you'll... ...team members and collaborate with the Head of Private Wealth to develop the team's expertise and client relationships. The ideal candidate will have managerial experience...SeniorPrivate
$150k - $180k
...We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s... ...Perform data analysis and support data conversion strategy, identifying gaps, discrepancies, and remediation...SeniorPrivateWork at officeLocal area2 days per week- ...Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree... ...8 years of tax experience in either private or public accounting. Responsibilities include...SeniorPrivate
$120k - $135k
...worldwide, including global banks, asset managers, private equity firms, law firms, and advisors.... ...at the forefront of building client relationships and driving revenue through enhancing... ...other teams to execute the usage growth strategy; enhance our high quality, high...SeniorPrivateSummer workLocal areaWorldwideFlexible hours$180k - $275k
...Brookfield Asset Management LLC is looking for a Senior Associate/Vice President to join the Credit Portfolio... ...portfolio construction, investment strategy coverage, and client engagement. The... ...in investment banking or private equity, proven financial modeling skills...SeniorPrivate- ...Senior Customer Success Manager Actifai is seeking a Senior Customer Success Manager... ...is backed by leading private equity and venture... ...maintain strong, long-lasting relationships with Actifai's clients.... ...support overall corporate strategy and company growth....SeniorPrivateWork at officeImmediate startRemote work
$104k - $115k
...Senior Customer Success Manager New York, New York, United States About AlphaSense The world's... ...can trust. Our universe of public and private content includes equity research,... ...across the organization through account strategy, leadership and innovation. What...SeniorPrivateLocal area$132.1k - $301.6k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...FSO team! Private Tax is a growing practice... ...business acumen. As a Senior Manager in Private... ..., and governance strategies. Navigating the... ...and managing client relationships, revenue generation,...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$124k - $155k
...in New York is looking for a Portfolio Manager, Private Asset Management to oversee investment... ...and implementation of asset allocation strategies informed by market conditions. The ideal... ...have at least 5 years of experience in wealth management, strong financial acumen, and...SeniorPrivate$144k - $196k
...excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for water reuse... ...expanding long‑term client relationships, leading high‑performing Client... ...solutions for municipalities, private industry, and government...SeniorPrivateTemporary workRemote workShift work- ...Senior Analyst, Strategy and Portfolio Management The Senior Analyst role at Carlyle AlpInvest offers a unique opportunity to dive deep into private equity portfolio management. You’ll be working with complex datasets to support strategic decisions and enhance portfolio...SeniorPrivateWork experience placementWorldwide
$175k - $200k
...Top Am100 Law Firm seeks to add a Senior Public Relations Manager to their team! Candidates for this role... ...of Public Relations experience (private or agency Must have Am200 Law Firm... ...budgets and driving cost-effective strategies Experience with media tracking systems...SeniorPrivateTemporary workLocal area$112k - $210k
...KeyBank is looking for a Technology Senior Manager to oversee the delivery and production of their Wealth Investment & Portfolio Management Platforms. In this role,... ...technical delivery, governance, and enhancing the private investments technology stack. The position offers...SeniorPrivate- Join a forward-thinking company as a Senior Data Architect, where you will shape the data strategy for Private Alternatives. This role involves designing robust data... ...possess strong technical skills in SQL and database management, along with the ability to communicate complex...SeniorPrivate
$150k - $190k
...Franklin Templeton Investments is seeking a Relationship Manager in New York. The successful candidate will manage a large book of UHNW clients, providing coordinated services while understanding their financial goals. Requirements include a Bachelor's degree, 4-6 years...Private- A private capital consulting platform is seeking experienced Deal Strategy Coaches to provide high-level deal guidance as independent contractors. This role involves coaching fund managers and analysts through transaction strategy, risk assessment, and execution planning...SeniorPrivateHourly payFor contractors
$140k - $190k
...Position Summary Private Wealth Management Relationship Manager – Capital Partners, NewYork. This role serves... ...complex accounts independently or with senior RMs. Ensure continued client... ...portfolio‑related questions (investment strategy, asset allocation, performance)....Private- A global consulting firm seeks a Senior Manager for their Data Strategy segment. This role is responsible for leading complex transformation programs in private markets. The ideal candidate will have over 9 years of experience in consulting and extensive knowledge of data...SeniorPrivateFlexible hours
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