Senior Private Wealth Client Relationship Lead
Mariner Wealth Advisors
Mariner Wealth Advisors in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients, coordinating with advisors, CPAs, attorneys, and staff to ensure seamless execution and exceptional service. The role requires strong financial proficiency, organizational skills, and the ability to manage day-to-day financial and administrative complexities of a client’s world. 5+ years of relevant experience is expected. #J-18808-Ljbffr
- EP Wealth Advisors, LLC is seeking a Senior Client Relationship Associate to partner with our wealth advisory, planning, and internal support teams. You will focus on client satisfaction, retention, and growth, serving high net worth individuals. The role emphasizes proactive...Senior
$185.11k - $314.68k
...believe that belonging leads to better outcomes... ...day: Integrity, Client Focus, Diverse Perspectives... ...new ones National Senior Manager, Client Relationship Team (CRT)“I can... ...Oversees the execution of Private Client Services (PCS... ..., ex - Private Wealth Advisors (PWAs).“I am...SeniorPrivate clientFull timeTemporary workLocal areaFlexible hours- ...Citi in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management to deepen high-net-worth client relationships through comprehensive financial planning and advisory services. The role focuses on identifying client needs, offering tailored solutions...Senior
- JPMorgan Chase & Co. in Los Angeles seeks a Relationship Manager in Consumer and Community Banking. You will manage high-net-worth client relationships across banking, lending, and investments, delivering targeted advice and an exceptional client experience. You will collaborate...Private client
$70k - $200k
...$200,000.00Category: Private Client Coverage, Professional... ...WealthCompany: CitiCiti Global Wealth brings together the... ...Wealth at Work. The Senior Wealth Advisor will... ...have access to Wealth’s leading investment solutions... ...clients, including a Wealth Relationship Manager and field...SeniorPrivate clientFull timeWork at office- ...Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with... ...teams, and actively engage in client relationships and business development. The ideal...SeniorPrivate client
$83.92k - $125.88k
...Posted: 2026-08-21Location: Burbank, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary...Private clientFull timeWork at office- M&T Bank Corporation is seeking a Wealth Advisor in Los Angeles, California, responsible for managing client relationships and growing business revenue through strategic wealth management solutions. The ideal candidate should possess a Bachelor's degree with at least 9...
$83.92k - $125.88k
...2026-10-08Location: Los Angeles, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge...Private clientFull timeWork at office- Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment... ...drive revenue through new acquisitions and robust relationship management, delivering tailored wealth solutions...Senior
- ...Chase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and provide holistic solutions that expand access...Senior
- JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments. The ideal candidate will have a minimum of five years in financial services and a solid referral network. This role focuses on developing...Private client
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...SeniorPrivate client
- Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional client service and daily support to Financial... ...transactions. Responsibilities include supporting client relationships, processing money movements, onboarding accounts, educating...SeniorPrivate client
$141k - $290k
...Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...SeniorPrivate clientFlexible hours- JPMorganChase in California seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage their complete banking relationships. You will proactively grow balances and solicit referrals while delivering education and advice...Private client
- JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team. You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs...Private clientAfternoon shift
- ...City National Bank in Beverly Hills is seeking a Senior Relationship Manager to acquire small business and personal clients, deepen existing relationships, and align client needs with CNB products. You will drive a disciplined sales and service practice, expand portfolios...Senior
- Citigroup Inc. is seeking a Private Banker Sr. Principal in Beverly... ...identify prospects, build relationships, and serve as a trusted financial... ...to understand complex client needs, ensuring tailored financial... ...solutions to manage and create wealth effectively. Competitive...Senior
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...income, estate and gift tax and wealth retention strategies, as well as... ...we show up matters. We build strong relationships by supporting one another, our clients...SeniorPrivate clientWork at office
- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically addressing... ...new and deepening existing wealth relationships with high net worth and ultra-high net... ...partnership with wealth advisors and private client bankers, you will uncover...Private client
$265k - $320k
...Private Client Services AssociateDirect Counsel is seeking a Private Client Services Associate... ...in sophisticated estate planning, wealth transfer planning, tax strategy, trust... ...develop long-term, multi-generational relationships with clients and their trusted advisors...SeniorPrivate clientTemporary workPrivate practiceWork at officeFlexible hours- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- Wells Fargo is seeking a Senior Branch Premier Banker to grow... ...a defined book of affluent clients. You will lead discovery conversations, tailor... .... You’ll collaborate with Wealth, Home Lending and Business... ..., and a strong focus on relationship development within #J-1880...Senior
$126.1k - $253k
We are the leading provider of professional... ...change, empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Senior Manager to join... ...rooted in strong relationships based on a deep understanding... ...planning, wealth transfer planning,...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceLocal area$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning... ...in business development and relationship management activities to... ...and Financial Planning team.Lead region as the subject matter...Private clientBank staffRemote workShift work$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for... ...building, protecting and preserving their wealth and to meet their financial goals.... ...and maintain superior client relationships in the PCS client nicheWhat We Seek:Years...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$100k
.... We believe that belonging leads to better outcomes and a stronger... ...every day: Integrity, Client Focus, Diverse Perspectives,... ...new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As... ...clients to cultivate and foster relationships within Capital Group. You...Private clientFull timeTemporary workLocal areaFlexible hours$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources,... ...of solutions for a comprehensive wealth management strategy for individuals,... ...or families. Primary Responsibilities:Leads the client relationship team and has overall responsibility for...SeniorFull timeTemporary workWork experience placement$100k
...join the Citi Global Wealth Summer Analyst Program... ...platform that serves clients across the wealth continuum... ...offices through Citi Private Bank, operates in the... ...at Work. We also have leading investment solutions... ...Strong interpersonal and relationship-building skills...Private clientFull timeSummer workInternshipWork at office
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