Private Client Relationship Manager
First Horizon
Description Location: On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service. Essential Duties and Responsibilities Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions. Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs. Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists. Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions. Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience. Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals. Maintain a strong presence in the community to generate referrals and build new client relationships. Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients. Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure. Ensure compliance with regulatory requirements and internal policies, completing required training on time. Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking. Proven record managing affluent and high-net-worth client relationships Advanced credit knowledge and experience structuring complex lending solutions Strong understanding of deposit, credit, and investment products Demonstrated success in a goal-oriented, performance-driven environment Excellent interpersonal, presentation, and relationship management skills Proficiency in Microsoft Office and CRM tools Must comply with SAFE Act requirements within 30 days of employment Certificates, Licenses, and Registrations FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More – FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
$110k - $215k
...Growth and delivering for our clients, teammates, communities and... ...for expanding client relationships by identifying opportunities... ...needs and the full array of Private Bank's capabilities, establishing... ...include executing the Client Management Process and partnering across...SuggestedWork at officeFlexible hoursShift workDay shift$60k - $100k
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...The firm operates a hybrid schedule of 3 days in office and 2 days at home. The attorney will support the ultra‑high net worth private client practice group, requiring a solid background in Subchapters K and S of the Code and familiarity with Subchapter J and QSBS. Candidates...SuggestedPrivate practiceWork at office- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...SuggestedFull time
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$141k - $290k
...is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance... ...to manage, mentor, and develop staff Strong relationship management and practice development skills Ability...Flexible hours- ...partner level compliance review and tax return signoff Handle client consultations on planning opportunities and changes in tax law... ...developing new business Meet prospective clients and develop relationships with new and existing clients Expand services to existing clients...Local area
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...and existing clients to foster and maintain relationships. Applicants for this role should be fluent in English...
- ...experienced Tax Director to join our Private Client advisory practice, specializing in tax... ..., technical review, engagement management, and team development while partnering... ...positions. Develop trusted client relationships and identify opportunities to expand tax...Private practiceLocal area
$200k - $300k
...at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance... ...in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management and practice development skills Ability...Flexible hours- ...autonomy to reach your goals. We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The ideal candidate will... ...Responsible For Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable...Temporary workPrivate practiceWork at officeLocal area
- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Work experience placementPrivate practiceLocal area
- ...services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...develop financial strategies with the Private Bankers. Conduct sophisticated... ...methods of solicitation. Develop relationships and generate ideas with the Bankers...
$200k - $250k
...sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob Wolf Are you a fit?... ...Salary: $200,000 - $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an...Local area$235k
...Seeking 2nd-8th year associates to join the Investment Funds & Private Capital team. This position may reside in New York or Los Angeles... ...must have experience in private equity funds, advising clients on all aspects of fund formation, fund structuring and capital...- ...to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...tax laws and regulations. ~ Build impactful relationships withclients andmaintainrelationshipswith firmleadership...Temporary workPrivate practiceWork at officeLocal area
- ...Our client, a rapidly growing and well-established multi-family... ...passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a... .... Responsibilities: • Manage UHNW client relationships with...Work at officeLocal area
- ...reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...applicable tax laws and regulations. ~ Build impactful relationships with clients and maintain relationships with firm...Temporary workPrivate practiceWork at officeLocal area
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$300k
...confidential investigations for both public and private sector clients across California. The successful... ...legal judgment, and the ability to manage sensitive matters from initial intake... ...while developing long-term strategic relationships Oversee matters independently and...Visa sponsorship$70k - $80k
...serve as the HUB’s primary contact to the client. Provides professional, courteous... ...HUB computer systems and automated agency management systems; ensures the accuracy of data. Prepares... ...combination of education & experience. Private Client/High Net-Worth experience...Work at officeLocal area$205.8k - $298.4k
...outcomes at scale. Your Impact Strategic Client Leadership Serve as a trusted advisor... ...measurable outcomes. Build long‑term executive relationships that foster customer trust, adoption,... ..., presentation, and stakeholder management skills. Strong analytical thinking, problem...Worldwide- ...insurance solutions that put our clients in control. Our growing team... ...an experienced Account Manager to join our Personal Lines team... ...facilitator of positive and effective relationships with our and other general,... ..., Chubb/ACE and Nationwide Private Client) * currently licensed...Work at officeLocal areaFlexible hours
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$100k - $140k
...provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital,... ...at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement...Work at office$120k - $300k
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