Senior Private Client Relationship Manager
Next Frontier Capital
JPMorgan Private Client seeks an experienced Relationship Manager to cultivate trusted client relationships and deliver tailored financial solutions, connecting banking, lending, and wealth capabilities. You will prospect proactively, partner with internal teams, and grow a robust client book. Required licenses (SIE, Series 7, and Series 66 or 63/65) and a drive to guide clients through long-term financial planning. #J-18808-Ljbffr
- Andersen in Orange County, California, is seeking a Senior Manager for its Private Client Services practice. You will oversee multiple engagement... .... You will lead business development, maintain client relationships, review federal and state returns, draft technical memoranda...SeniorPrivate practice
$160k - $210k
Senior Enterprise Client ExecutiveFirst year potential total compensation is $160,000 to $210,000.Base... ...presence in direct sales channel. Manage and pursue complex accounts and prospective... ...selling success.Develop and manage relationships with prospects and new customers....SeniorFull time$200k - $300k
...Job Description Job Description The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will...SeniorFull timeLocal area$100k - $130k
...ordinary, working with extraordinary clients spanning every industry, regardless... ...!The RoleSenior Associates in our Private Client Services practice, manage and support their team on multiple... ...Fund Principals, Trusts and Estates.Senior Associates can expect to: Review...SeniorFull timePrivate practiceH1bLocal areaWork visa$171.6k - $338.3k
...Transactions team helps guide clients through their most critical... ...and divestiture services to Private Equity investors and their... ...Equity partner and apply to this Senior Manager role today! Recruiting for... ...and sustain professional relationships• Ability to lead projects or...SeniorLocal areaVisa sponsorship- ...compassionate, reliable, and enjoy helping seniors? We are urgently seeking helpers and caregivers for private, non-medical senior care in... ...helpers/ caregivers for clients on Herewith, a free online... ...(Helper: Jobs on Herewith) to manage your clients, hours, and payments...SeniorFull timeTemporary workPart timeFlexible hours
- ...The primary duties of the Senior Water/Wastewater Project Manager include planning,... .../wastewater projects and clients. #Li-JF1Keywords: Senior... ...degreePMP certificationExisting relationships with large water clients... ...statewide municipal and private clients.Excellent team player...SeniorLocal area
$121.65k - $194.3k
...California is seeking an experienced Senior Process Mechanical Design... ...deliver innovative solutions for our clients. Arcadis serves a variety of municipal and private sector clients in many market... ...play an active role in project management activities such as budget and schedule...SeniorFull timePart timeWork at officeLocal area$96.4k - $144.6k
...Senior Customer Success Manager Restaurant365 is a SaaS company disrupting the restaurant industry!... ...will manage the long-term customer relationship by becoming a trusted advisor to some... ...Ensure delightful experiences for clients in your portfolio during all stages...SeniorWork at office- ...consulting firm, partnering with clients to solve the world’s most... ...innovators, program and construction managers and other professionals... ...to clients in the public and private sectors, including documents... ...Capable of presenting before senior management Capable of working...SeniorContract workFor contractorsWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours
- ...University is seeking a strategic, innovative, and data-driven Senior CRM & Lifecycle Marketing Manager to lead the strategy, execution, and evolution of... ...recruitment, engagement, retention, and long-term relationship building. The ideal candidate is both a strategic leader...Senior
$130k - $170k
...application process. Senior Traffic Engineer... ...work plans to track and manage traffic design budget... ...others; can maintain relationships, works well independently... ...records; responsive to clients and deadline oriented;... ...assisting public and private clients in planning, developing...SeniorFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours- ...Water Resources Senior Project Engineer We are currently... ...broad range of public- and private-sector clients, with emphasis on large-scale... ...collaboration with Project Managers, contributing to hydrology... ...and maintain professional relationships with project stakeholders....SeniorTemporary workWork at officeLocal areaWorldwideFlexible hours
- ...Residential Real Estate Sr. Sales Associate in Southern California. The role requires monitoring loan portfolios for Private Bank/Merrill Lynch clients, with mortgage product knowledge from basic to highly customized arrangements. You will collaborate with Residential...Senior
$129.11k - $180.75k
...the better? Geosyntec is seeking a Senior Construction Manager - Water Infrastructure Projects to join... ...to completion, ensuring superior client satisfaction, quality standards, and... ...engineering and consulting firm serving private and public‑sector clients to address...SeniorContract workFor contractorsFor subcontractorWork at office$140k - $230k
Jobot is seeking a Family Law Attorney in Costa Mesa, California, offering a salary range between $140,000 and $230,000 per year. The ideal candidate has a Juris Doctorate and at least 3 years of experience in family law matters such as high net worth divorces, annulments...Senior$250k - $300k
...and irrevocable trusts. Qualifications: Experience: Minimum of 10 years in Trusts & Estates, with a focus on high-net-worth clients. Technical Skills: Comprehensive knowledge of trust administration and advanced estate planning techniques. Document Drafting...Senior$23 - $26 per hour
...Client Relationship ManagerThis role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA. We are on the lookout for highly... ...service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility...Hourly payWork at officeLocal areaMonday to Friday$23 - $26 per hour
...provider. We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar... ..., coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate...Hourly payWork at officeLocal areaRelocationMonday to FridayShift work- ...About the Role: We are seeking a Senior Tax Associate to support tax planning and compliance... ...tax professionals to deliver exceptional client service. This position is ideal for... ...verbal communication skills. Ability to manage multiple priorities, meet deadlines, and...SeniorLocal area
$115k - $165k
...platforms fuel our expertise. We value deep relationships, dedication to serving others and... ...Acquisition Team requires: The Senior Engagement Manager (SEM) is a delivery leadership position... ...service delivery and a high level of client satisfaction that aligns with client...SeniorPermanent employmentFull timeTemporary workRemote work- M&T Bank in Costa Mesa, CA is seeking a client services professional to assist with Global Capital Markets trust administration... ...servicing for high net-worth clients. You will support account relationship managers and act as the daily contact for client requests and...Senior
$93.8k - $140.8k
...that’s critical to our clients and the communities... ...California and elsewhere. As a Senior-level Biologist with... ...the contribution and management of multi-disciplinary... ...for other public and private sector clients. As a... ...acumen with established relationships with clients and...SeniorFull timeTemporary workPart timeCasual workWork at officeLocal areaFlexible hoursNight shift- ...A leading banking institution in California seeks a Relationship Manager for Business Banking to develop and manage client relationships, driving sales and delivering tailored financial solutions. Candidates must have extensive banking and lending experience, strong interpersonal...Senior
$105k - $115k
...crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee... ..., and Risk Mitigation strategies to clients wherever their passions and businesses... ...assists in the coordination of carrier relationships on behalf of the company by leading the...SeniorFull timeContract work- Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines customer relationship management, retail store leadership, administrative support...Work at officeHome office
- We are seeking a Senior Product Manager / Product Owner with deep wealth management domain expertise... ...has experience supporting HNW/UHNW or private wealth businesses and understands the... ...wealth management lifecycle, including client and advisor experience, CRM, financial...Senior
$95k - $110k
...expertise helps support our clients' regional and global needs.... ...insurance solutions through program management, risk assessment, and... ..., leveraging strong insurer relationships and deep industry expertise.... ...course industries. As a Senior Client Manager, you will...SeniorHourly payWork at officeLocal area3 days per week$100k - $150k
...Wealth Management Accountant Are you someone with impeccable attention... ...services for multiple clients - this includes direct contact... ...maintaining superior client relationships Interaction with other... ...comprehensive tax advisory services to private equity executives on carried...SeniorLocal areaFlexible hours$28 - $31 per hour
A luxury watch brand is seeking a Senior Client Advisor in Costa Mesa, CA. The successful candidate will achieve sales goals while providing exceptional customer experiences, particularly for ultra-high-net-worth individuals. This role requires a Bachelor's degree, fluency...SeniorHourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Relationship Manager. Be the first to apply!
- client services supervisor Irvine, CA
- client engagement manager Irvine, CA
- client service manager Irvine, CA
- client experience manager Irvine, CA
- client services coordinator Irvine, CA
- client relationship manager Irvine, CA
- client solutions executive Irvine, CA
- engagement director Irvine, CA
- client manager Irvine, CA
- client executive Irvine, CA



