Senior Client Advisory Director, SF Wealth Management
Pathstone
Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and coordinate wealth planning while mentoring junior team members. You will collaborate with internal specialists, generate client reports, and help drive business development and operational excellence in a fast-growing advisory #J-18808-Ljbffr Pathstone
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Advisory Director, SF Wealth Management in Brooklyn, NY vacancy
- Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory in Boston to partner with Directors and Managing Directors to deliver comprehensive wealth solutions to ultra‑high‑net‑worth families and endowments. This role combines client relationship...Suggested
- Northern Trust Corp is seeking a Digital Client Experience (CX) Lead for Wealth Management in Chicago. The role directs the design, execution, and ongoing... ...VoC, lead cross‑functional teams, and drive digital, advisory, and regulatory programs to elevate client trust and...Senior
- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted... ...supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their...SuggestedWork experience placement
Nuveen
Brooklyn, NY3 days ago - ...experienced accounting manager specializing in post-acquisition... ...of private-company clients? We are seeking an... .... Client Management & Advisory Serve as a primary point... ...and develop staff and senior accountants supporting... ...outsourced accounting, wealth management, international...SuggestedImmediate start
- Citibank (Switzerland) AG in Rockville, MD seeks a Wealth Relationship Manager under the SAFE Act. You will deepen affluent client relationships, deliver holistic financial planning, and drive wallet share with tailored solutions at client meetings. With product specialist...Suggested
- Baker Tilly International is seeking a Senior Manager for CFO Accounting Advisory to lead and mentor teams, oversee engagements, and drive client solutions in finance and accounting processes. You will collaborate with partners and managers across groups to review work...Senior
- ...Implementation Product Owner for Managed Investments, you will act... ..., operations, and our clients to drive strategic platform... ...us in shaping the future of wealth management advisory solutions business and making... ...program with strong senior leadership support and team...SeniorWork at office
- All Jobs > Senior Vice President, Wealth Advisor The Senior Vice President, Wealth... ...planning guidance to clients and serving as a valuable... ...colleagues across the Wealth Management team. This individual manages... ...development of the advisory platform by sharing knowledge...SeniorWork at officeLocal area
- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team. The position emphasizes growth in AUM, proactive prospecting, and ensuring compliance with banking...Senior
$65k - $75k
...for? CAPTRUST is seeking a Wealth Operations Senior Associate whowill provide support... ...onboarding of new CAPTRUST client accounts. This position... ...paperwork and investment advisory contracts Technical proficiency... ...skills; ability to manage time-sensitive tasks simultaneously...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- ...Trust Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating... ...relationships and supporting service delivery with strong client communication. The position emphasizes knowledge of trust...Senior
- Citibank (Switzerland) AG is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Brooklyn, NY. The role focuses on deepening relationships with affluent and high-net-worth clients, delivering holistic financial planning and investment guidance, and coordinating...Senior
- ...informed decisions to improve their risk management outcomes, modernize their benefits... ...employee and executive benefits, investment advisory and retirement plan services, and payroll... .... Position Summary Independently leads client service including ALL primary activities...SeniorContract workTemporary workWork experience placement
- Citibank (Switzerland) AG in Palm Springs is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act. You will identify and deepen client relationships within the affluent and HNW segments, offering holistic financial planning and a broad suite of banking...Senior
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...Senior
- ...Switzerland) AG in San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline to develop new techniques and improve processes within private client coverage. Responsibilities include proactive client...Senior
$110k - $175k
A leading healthcare service provider is seeking a Client Success Director to provide strategic leadership and mentor a team of Account Managers. The role focuses on driving client success through collaboration and advocacy at the enterprise level, while managing relationships...Senior- Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial plans for high net worth clients and UHNW individuals, acting as a trusted advisor and planning expert. The...Senior
- Keysight Technologies Inc. is seeking a Partner Success Manager to drive stakeholder engagement, platform adoption, and scalable communications... ...decisions, cross-functional collaboration, and strategic advisory work across R&D, Sales, Support, and Finance. #J-18808-Ljbffr...SeniorRemote job
- Huntington Wealth Planning is seeking a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients. The role partners with Wealth Advisors to translate client goals into tailored wealth strategies, delivering clear, actionable plans. You will conduct...SeniorWork at officeWork from home
$90k - $120k
Job DetailsJob Category: Administrative Exemption The Senior Client Success Director (Sr. CSD) serves as the primary client contact within the Wiland... ..., services, and strategies. This position independently manages complex, high-value client relationships and builds...SeniorTemporary workWork experience placementRemote workFlexible hours$65k - $108k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients... ...personal relationship with their advisory team committed to their... ...product specialists and/or team Senior Wealth Planner and Investment...Work at officeWork from homeShift workDay shiftNational Black MBA Association
Brooklyn, NY2 days ago- ...global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape... ...experience as a Relationship Manager, Account Manager, or Consultant... ...migration (Golden Visa), real estate, wealth management, or legal services...SeniorWorldwideFlexible hours
Henley & Partners - The Firm of Global Citizens®
Brooklyn, NY1 day ago - Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused on advancing data products and operational excellence... ...The team partners across business, technology, operations, and client-facing organizations to deliver innovative solutions that...SeniorWork at office
$130k - $190k
...provider of digital identity management, helping innovative FinTech companies... ...AML, and other components of client onboarding. Our single API... .... This role is for a Senior Technical Success Manager focused... ...Enablement & Technical Advisory - Serve as the primary technical...SeniorWork at officeLocal areaImmediate startWork from homeHome officeMonday to FridayFlexible hours3 days per week- ...Kforce, Inc. in King of Prussia, PA is seeking a Sr Account Executive to deliver creative, cost-effective solutions for our clients and to develop lasting in-person relationships within technology, finance, and accounting sectors. This role requires 5-8 years of sales-...SeniorWork at office
Kforce
Brooklyn, NY5 days ago - Cherry Bekaert LLP in Boston, MA is seeking a Senior Tax Manager on a hybrid schedule (average 2-3 days in office). You will manage the client’s tax compliance needs, anticipate tax and business issues, and serve as the main point of contact with the client while guiding...SeniorWork at office
$138.82k - $163.32k
...answer any questions you have.We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client Relations Manager, you will own the vault's relationship with its most valuable customers — the...SeniorFull timeWork at officeRemote workWorldwideFlexible hoursShift work- Job SummaryAs a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-powered solutions... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands....SeniorWork at office
$125k - $150k
...and industry expertise helps support our clients' regional and global needs. We have grown... ...OVERVIEW: We are seeking a highly experienced Senior Client Executive to join our Northeast... ...contributor will be responsible for managing complex Property & Casualty insurance programs...SeniorHourly payContract workFor contractorsWork at officeLocal areaEPIC Insurance Brokers & Consultants
Jersey City, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisory Director, SF Wealth Management. Be the first to apply!
Related searches
- client relationship manager Brooklyn, NY
- senior engagement manager Brooklyn, NY
- engagement manager Brooklyn, NY
- member engagement manager Brooklyn, NY
- client executive Brooklyn, NY
- engagement director Brooklyn, NY
- client experience manager Brooklyn, NY
- client services supervisor Brooklyn, NY
- client strategy manager Brooklyn, NY
- client services coordinator Brooklyn, NY