UHNW Wealth Client Services Lead | Operations & Strategy
Hightower Advisors
LCK Wealth is seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale client service and operational processes. You’ll support advisory teams, handle onboarding, data preparation, and client requests with precision, while maintaining compliance and delivering timely reports for meetings and engagements. #J-18808-Ljbffr Hightower Advisors
- Neuberger Berman in New York seeks a Client Service Operations Manager for Team Kaminsky, a premier Private Wealth Management group. This hands-on leader will initially operate alongside the team while building systems, controls, and cadence to improve speed, accuracy,...Operations
$120k - $172k
...Vice President to join our Wealth Management Operations Strategy team. This leader will... ...effective controls and develop client relationships. This is an... ...within the Client Service & Relationship Management,... ...headquarters and home to industry leading cybersecurity innovation...OperationsTemporary workLocal area$132.42k - $217.55k
...strategic, collaborative, and innovative leader to drive Service and Operational Strategy for Financial Protection and Retirement Solutions (FPRS).... ...and cost drivers to identify transformation opportunities.Lead the evaluation and prioritization of automation, digital containment...OperationsFull timeH1bVisa sponsorshipWork visaFlexible hoursShift work- TD Bank is seeking a Head of Wealth Business Management in New York. This executive... ...and Marketing Principal duties, strategy, and cross-functional leadership... ..., Compliance, and Legal. You will lead large teams in wealth management operations, data analytics, and regulatory...Operations
$163.6k - $245.4k
...Professional, ServicesCompany: CitiThe Services business provides global solutions that help clients optimize operations and drive their business forward. It... ...engagement, the Solution Sales Lead should fully understand the strategies executed by their clients and look to...OperationsFull time- ...is seeking a Global Head of Global Client Services (GCS) to define and execute worldwide strategy, drive business development, and expand the UHNW client base. The role demands autonomy... ...CPB management, product, legal, and operations teams to ensure seamless client...OperationsWorldwide
- ...are partnering with a leading global credit hedge fund... ..., and opportunistic strategies. The firm is known for... ...culture, institutional client base, and commitment... .... The Role The Client Services Associate will play a... ...investment, sales, and operations teams. Key Responsibilities...OperationsWork at office
$200k
...Private Bank - UHNW Private Banker -... ...develop and deepen client relationships in... ...tailored wealth management strategies. Private Bankers... ...(solutions and services) in an intensely... ...Prospecting – generate leads and develop... ...sales, service, operations, compliance, and...OperationsFull time- Macquarie Asset Management, a part of Macquarie Group, seeks a Business Manager for the Client Solutions Group within Wealth. You will drive strategic goals, manage budgets and revenue forecasts, and align with leaders across finance, HR, marketing, product, and distribution...Operations
- ...Associates Inc. is seeking an Office Services Supervisor to lead the Shared Services team in our New York... .... The role oversees daily facilities operations, coordinates with the landlord for... ...or equivalent experience, exceptional client service, and adaptability to changing...OperationsWork at office
- ...Mobility is seeking a Field Services Supervisor to oversee the deployment... ...state work zones. You will lead a hands-on team, achieve 99%... ...-focused leadership to drive operational success. Based in an office... ...with Field Service and Client Service teams, maintaining schedules...OperationsWork at office
$170k - $300k
...Premium Customer Experience & Wealth Integration to lead a high-impact team... ...you will own the end-to-end strategy for premium customer experience... ...risk, onboarding, customer service, fraud, and retention, and... ...experience improvements.Ability to operate effectively across multiple...OperationsFull timeWork at officeRemote work- Varian Medical Systems, a Siemens Healthineers company, is seeking a Manager, Service Operations and Strategy. The role leads service and installation programs, works with external providers to meet uptime, and partners with global teams to uphold standards across regions...OperationsRemote job
- Guardian Life is seeking a strategic leader to drive Service and Operational Strategy for Financial Protection and Retirement Solutions. You will shape roadmaps for new business and inforce service across operations and contact centers, focusing on customer experience,...Operations
- 24 Seven Talent is seeking an experienced Client Services Operations Manager to lead a luxury retail brand's client services team across phone, email, chat, and social channels. You will coach staff, drive service quality, and optimize operations to meet performance metrics...Operations
$189.2k - $372.9k
...Deloitte’s Global Business Services (GBS) team serves as a... ...and outsourced operations. We leverage Deloitte’... ...and insights to help clients modernize enterprise functions... ...this role, you will lead strategic... ...Work you’ll do As a GBS Strategy Senior Manager, you will...OperationsLocal areaVisa sponsorship- ...seeking an Advisory Associate to support lead and secondary advisors in delivering comprehensive financial services to UHNW clients and institutions. The role focuses on client... ...management, financial planning, and operational support. This in-person NYC-based position...OperationsWork at office
- ...position is responsible for leading the Food is Health strategy leading the development,... ...planning, program operations, cross-functional collaboration... ...impact, and benefit clients, patients, members, and the... ...program to ensure high-quality service delivery and positive...OperationsFull timePart timeWork experience placementWork from homeShift work
- JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening... ...level guidance and to market JPMorgan Chase wealth services. You will lead business development from bank referrals, existing...
- Netflix seeks a Client Services Manager to lead Studio Operations and Services for Netflix Studios Brooklyn. Based in Brooklyn, NY, the role oversees day-to-day production support, onboarding/off-boarding, and cross-functional collaboration to ensure seamless operations...Operations
- ZIMMERMANN, a global luxury fashion brand, seeks a Client Services Operations Manager, US, to lead the New York-based US Client Services team, drive service quality, and ensure a seamless omnichannel shopping experience. You will handle rostering, coaching, reporting, and...Operations
$99k - $232k
...SummaryAt PwC, our people in operations consulting specialise in providing consulting services on optimising operational... ...individuals analyse client needs, develop operational strategies, and offer guidance and support... .... You are expected to lead with integrity and...OperationsFull timeH1b$100k - $300k
...Join Madison Partners as a Wealth Management Advisor role.... ...marketing tactics, and a client-first service model that helps advisors... ...relationships with strong operational and lead‑generation support. Base Pay... ...investments, retirement, tax strategy, insurance, and long‑term...OperationsFull timeRemote work$176.72k - $265.08k
Client Servicing Solutions Lead - Senior Vice President Job Req Id: 26973637 Location(s): Jersey City, New Jersey, United States; Tampa, Florida... ...platform for client onboarding, lifecycle management, operational workflow orchestration, and real‑time business activity...OperationsContract work$110k - $190k
...someone to join our Strategy & Initiatives team... ...Vice President in Wealth Management Finance... ...team, you will lead and execute projects... ...and advisory services of the Firm's financial... ...better serve our clients and our communities... ..., Technology, Operations and business leaders...OperationsTemporary work1 day per week$163.6k - $245.4k
...Professional, ServicesCompany: CitiCiti Services provides global solutions that... ..., public sector and commercial clients optimize operations and drive their business forward.... ...for a Senior Digital Product Lead to own the vision, strategy, and delivery of CitiManager — a...OperationsFull timeWork at officeLocal areaRemote workShift work- JPMorganChase & Co. is seeking a Vice President for Asset Servicing Operations in Brooklyn to lead end-to-end asset servicing events and drive performance with product, client service, technology, and global ops teams. You will build a high-performing team, foster accountability...Operations
- ...skills and interest in client services? We are looking for a... ...one of the world’s leading investment managers and... ...solutions, with strategies spanning asset classes... ...pension plans, sovereign wealth funds, central banks,... ...client service, operational support, and risk management...OperationsWork experience placement
$20.38 - $28.85 per hour
...Office Services Associate Lead RRD provides marketing, packaging, print, and... ...decision-making from strategy through execution, delivering... ...exceptional customer service for our clients. Responsibilities include... .... ~*Immediately escalate operational problems or issues to...OperationsHourly payWork at officeImmediate startRelocation packageShift work$136k - $185k
...Description:Merkle is a leading data-driven,... ...people-based marketing strategies. Its combined... ...our people, for our clients, for the industry... ...an Insurance/Wealth Management client... ...and must cross any service that is necessary... ...account management, operations, creative, analytics...OperationsFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week
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