Wealth Strategy Director, UHNW Client Specialist
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing ones by holistically addressing clients' needs. You will collaborate with Wealth Management colleagues to provide high level guidance and to market JPMorgan Chase wealth services. You will lead business development from bank referrals, existing clients, and your own initiatives, partner with wealth advisors, and ensure the client’s #J-18808-Ljbffr JPMorgan Chase & Co.
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically... ...development effortsKeep abreast of trends and strategies in wealth managementRequired qualifications, capabilities...Suggested
$170k - $300k
..., ExecutiveCompany: CitiCiti Wealth is one of the world’s leading... ...management businesses, serving clients across the full wealth... ...seeking a senior Wealth Content Strategy leader to help define and drive... ...global content ambition. This Director-level role (C15) reports to...SuggestedFull time$170k - $300k
...to serve as Global Head of Digital Strategy & Execution for Citi Wealth. This individual will define and lead... ...digital experience for both clients and advisors across the full wealth... ...and manage a small team of digital specialists; oversee agency partners and digital...SuggestedFull time$135k - $155k
As a Senior Director, Client Strategy, you are the senior strategic lead and business owner across a portfolio of complex, enterprise client relationships. You serve as a primary lead for the client, bridging the gap between their bottom-line business objectives and our...SuggestedTemporary workWork at officeLocal areaRemote workFlexible hoursShift work- ...Manager in New York to lead tax compliance and consulting for high-net-worth clients. You will oversee diverse engagements, foster long-term client relationships, and implement tax planning strategies in a collaborative environment. Ideal candidates will have a Bachelor’s...SuggestedFlexible hours
$150k - $175k
...future of curated commerce at the intersection of technology, culture, and taste, we’d love to meet you.About the role…As Director of Client Strategy, SMB at ShopMy, you will build and lead a brand-new pod from the ground up - designing and running a one-to-many service...Work experience placementWork at officeImmediate startRemote workFlexible hours- ...the growth and execution strategy for J.P. Morgan Wealth Management, Banking & Liquidity... ...Advisors engage their clients with clarity, confidence,... ...outcomes.As an Executive Director, Strategy and Execution Lead... ...with business leaders, sales specialists, and marketing teams to...Temporary work
$108.1k - $132.1k
...that is out of the ordinary, please apply...Job DetailsTitle: Director of Client & Commercial StrategyLocation: REMOTE (New York OR... ...Consulting, Creative, Brand, Client Partners, and more for proposal strategies and client expectations.Business Development Support:· Work...Full timeWork experience placementLive inWork at officeRemote workWork from homeFlexible hoursShift work- Engagement Director, Strategic ClientsLocation: New York office (Hybrid, in office no less... ...firm’s most complex and high-profile client engagements. Working directly with executive... ...best practices, operating models, and strategies that maximize the value of their Intapp...Full timeFor subcontractorWork at officeLocal areaRemote workFlexible hours3 days per week
- ...of financial planning technology at J.P. Morgan Wealth Management. Leverage your expertise to empower advisors... ...the opportunity to make a lasting impact on client outcomes. As a Head of Financial Planning Tools & Strategy for J.P. Morgan Wealth Management, you will define...Home officeShift work
$225k - $250k
...in 2008, Hightower is a wealth management firm that... ...businesses and help their clients achieve their financial... ...intersection of legal strategy, wealth planning, and relationship... ....As Executive Director, you will serve as a... ...advisors working with HNW and UHNW clients. You will lead...Permanent employmentPrivate practiceWork at officeLocal areaWork from homeMonday to Thursday- ...securities, investment management and wealth management services. The Firm's employees serve clients worldwide including... ...manage client portfolios for OCIO’s UHNW and Single Family Office clientsIncluding... ...planning and tax management strategies.Knowledge and experience in...Temporary workWork at officeWorldwide
$275k - $330k
...services, advisory and technology for our clients. We are committed to hiring the best,... ...job involves:The Global Head of Client Strategy & Growth, Property Management, is responsible... ...directly to the Executive Managing Director and is responsible for executing the global...Full timeContract workLocal areaImmediate startWorldwide- Citigroup, Inc. 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 and a proven ability to originate and deepen UHNW relationships across...Worldwide
- UnitedMasters, Inc. in New York is seeking a seasoned Program Director to lead delivery across Translation’s major accounts. You will design... ...staffing and scope decisions while partnering with senior client leaders. You will co-lead large-scale programs with senior leadership...
- Dow Jones & Company, Inc. is seeking a strategic leader in Client Success to oversee and enhance client engagements. You will manage top-tier client relationships, ensure program delivery, and contribute to operational improvements. The ideal candidate will have 12+ years...
- Kantar Group Limited is seeking a Director of Client & Commercial Strategy to lead the RFP and proposal development, coordinating inputs across BD, Consulting, Creative, Brand, and Client Partners. You will translate client needs into compelling qualitative solutions and...Remote job
- ShopMy seeks a Director of Client Strategy, SMB to architect a new one-to-many service pod serving 150-200+ brands with webinars, lifecycle campaigns, and self-serve resources. You’ll drive retention, adoption and upsell while coaching a growing team in a fast-paced, remote...Remote work
- Accuity is seeking a Director, Client Success to shape strategy for key client accounts in a fully remote role. The position focuses on client satisfaction, retention, renewal, and growth, acting as a trusted advisor to client executives and coordinating across Accuity...Remote job
$180k - $200k
PlayOn is looking for a highly creative, growth-minded Director of Client Strategy to lead development and execution of sponsorship and brand partnership strategy for the company’s National Ad Sales division. With a focus on strengthening the MaxPreps brand inmarket, this...Full timeTemporary workPart timeFlexible hoursNight shift- Initiative in New York seeks a Director of Client Advice and Management to support the Group Director in delivering best-in-class solutions for clients. You will partner with the integrated team to ensure flawless execution, strong KPIs, and timely delivery. You will manage...
- Initiative seeks a Director, Client Advice and Management to partner with the Group Director and drive best-in-class solutions for Initiative clients. You will oversee strategy, execution, and delivery on KPIs across Mediabrands SBUs. You will lead the Client Advice and...
- Veeva Systems in New York seeks a senior client-facing analytics leader to manage a significant book of business in life sciences marketing. You will leverage the Crossix Data Platform to inform decisions and drive client adoption while coordinating with the account team...
- Rakuten Advertising is seeking a Director to lead the Client Services team and drive growth across key client segments. You will act as the strategic advisor, manage executive relationships, and guide a team to surpass client expectations while expanding contracts and renewals...Local area
$150k - $175k
...future of curated commerce at the intersection of technology, culture, and taste, we’d love to meet you. About The Role… As Director of Client Strategy, SMB at ShopMy, you will build and lead a brand-new pod from the ground up - designing and running a one-to-many service...Work experience placementWork at officeImmediate startRemote workFlexible hours- ...and emotion, built across 70,000+ brain recordings and a client roster that includes some of the most sophisticated marketing... ...of what applied neuroscience and AI can do together. The Director of Client Strategy is the nerve center of how Neuro-Insight delivers work....Work at officeImmediate startFlexible hours
$125k - $140k
...for our approach to our people, our clients and our industry. We hire the finest... ...represent our business. The Role The Director, Client Strategy is the client lead across a set of accounts... ...of Talon’s philosophy and specialist business unit’s offerings and their benefits...Work at office- A leading facilities management company in New York seeks a Director of Business Development to oversee the Client Services Department. Key responsibilities include developing business strategies, leading client acquisition efforts, and ensuring strong client relationships...
- ...personalized experiences to improve our clients’ business performance. Recognized for delivering... ...and execution of data-driven marketing strategies for retail clients, with a primary focus... ..., retention, and revenue growth. The Director of Client Strategy serves as a trusted...Work at officeLocal areaRemote work
- 610 UHY Advisors National Specialty Services, Inc. seeks a Business Development Director to identify and pursue new business opportunities, foster client relationships, and drive growth across the practice. You will lead client acquisition, manage relationships, collaborate...
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