Elite Private Client Relationship Manager
Next Frontier Capital
JPMorgan Chase & Co. seeks a seasoned Relationship Manager for JPMorgan Private Client in New York. You will nurture high-net-worth client relationships, understand their unique goals, and deliver bespoke financial advice leveraging cross-line collaboration. You will actively acquire new clients, deepen existing relationships, and present the full value proposition with a focus on personalized planning, wealth management integration, and superior client service. #J-18808-Ljbffr Next Frontier Capital
- True Care is seeking a Private Client Outreach Specialist in New York to cultivate high-value referral relationships with elder law attorneys, financial advisors, and other affluent networks. You will expand private pay referrals, promote our premium home healthcare services...Suggested
$90k - $100k
...Private Client Relationship ManagerCorporate Office, NY, NYPosition: Private Client Relationship ManagerEmployment Status: Full-Time, ExemptOffice... ...Location: Corporate Office, NYJob SummaryPersonal Risk Management Solutions is looking for a Private Client Relationship...SuggestedFull timeWork at office- ...Alliant Insurance Services seeks an experienced Private Client Services professional to manage broker-assigned accounts and serve a high net-worth clientele. You will oversee servicing activities, pursue new business leads, renewals, and cross-sell opportunities while...Suggested
- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...SuggestedTemporary workWork at officeImmediate start
- Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support... ...emphasizes compliance, client service, and UHNW relationship growth. #J-18808-Ljbffr Bank of AmericaSuggested
$110k - $130k
...New York, NY — Madison Avenue On Site Private Client Manager A global high-jewelry house is seeking a Private Client Manager to build and grow relationships with HNW and UHNW clients. This is a hands-on individual contributor role for an accomplished luxury seller...Full time- ...and advisory firm is looking to add a Private Client Tax Partner to its New York Metro... ...specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to... ...Experience managing senior client relationships Comfortable leading and developing...Full timeFor contractorsPrivate practice
- ...Managing a portfolio of high-net-worth clients, the full-time Licensed Private Client Executive will service and solicit accounts, develop new business leads, and oversee a service team while working remotely. Key responsibilities Develop and manage new business leads...Full timeWork at officeRemote work
- ...York to lead engagements with high-net-worth clients and broker premium homes, villas, and... ...marketing strategies for exclusive listings, host private tours, and negotiate high-value transactions while fostering strong relationships with brokers, developers and industry #J-...
- Taylor Hodson Staffing seeks an Executive/Personal Assistant for a private high-net-worth individual in New York City. This high-... ...discretion, proactive planning, and meticulous attention to detail to manage personal, household, and staff oversight with precision....
- ...native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic... ...services. Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among...Full timeWork at office3 days per week
$65k - $75k
...Four Hundred LLC is seeking a Lifestyle Consultant in New York to provide exceptional service to high-net-worth clients. This role involves assisting with various member requests, including booking dining reservations and planning events. Strong communication, organizational...$75k - $100k
...Sales & Client Relations Manager Luxury Goods | Private Client Sales | Relationship Development New York, NY (Chelsea) | Hybrid $75,000-$100,000 Base + Commission + Full Benefits Join an Award-Winning Luxury Brand at the Ground Floor Eittem is an emerging...Full time$90k - $165k
...Tax Credit, as well as International and Private Client services. This Private Client Services... ...of staff and building/maintaining relationships with clients. Withum’s brand is a reflection... ...client relationships Ability to manage multiple engagements and competing projects...Full timeWork at officeLocal area- WithumSmith+Brown PC is seeking a Private Client Services Tax Supervisor based in the Columbia, MD or Tysons Corner, VA offices. You will... ...of tax engagements, supervise staff, and build client relationships. The role focuses on complex tax returns for high-net-worth...
- Weaver is seeking a Tax Senior Manager to deliver federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The role requires CPA with 7+ years of public accounting experience and strong leadership skills. The candidate will...
$130k - $165k
...native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic... ...services. Our customers are leaders across the private client ecosystem - top wealth managers, national tax advisory practices, and law firms among...Work at office3 days per week$130k
...women nationwide. We work with clients across the country, with... ...and New York. We are hiring a Private Client Director to join our leadership... ...years building deep, trusted relationships with UHNW women through... ...Stylist, or Client Relations Manager at a retailer such as...- Levelociti is seeking a Remote Ultra High-Net-Worth Tax Manager based in the United States to join a top-tier, Top 60 independent CPA firm. You will work with HNW/UHNW clients, handling 1040s, fiduciary taxes, and 990s while pursuing a clear Partner track in a fully remote...Remote job
- Acrisure seeks a Personal Lines High Net Worth Account Manager in New York to oversee annual client reviews, update risk profiles, and negotiate with... ...of clients. This role emphasizes maintaining strong relationships, coordinating with producers, and ensuring timely service...
$127.9k - $291.9k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...the marketplace.EY's FSO EDGE Private practice provides comprehensive... ...effective long-term relationships and manage workflow effectively...Private practiceSummer holidayLocal areaFlexible hours$103.1k - $188.9k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...The opportunityEY's FSO EDGE Private practice provides comprehensive... ...complex tax and client relationship matters to senior management...Private practiceSummer holidayLocal areaFlexible hours- ...is an agentic wealth manager built on this foundation... ...with precision. The Client Director helps that vision... ...you own the customer relationship, you grow our base,... ...clients at a leading private bank, registered investment... ...’re building a small, elite team. If you’re...Work at office
- ...ZR Per Diem Services is a legal services company and industry leader in its space. We are seeking a Client Relationship Manager to serve as a key connection point between our clients, Sales, and Operations teams. This is a relationship-focused role for someone who...Daily paidRemote workFlexible hours
- ...Job Description Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service,... ...service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert...
$106.5k - $195.1k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice... ...deliverablesBuilding effective long-term relationships with our clients,...Work experience placementSummer holidayImmediate startFlexible hours- Broadreach Staffing is assisting our client, a premier peer membership organization for high-net-worth entrepreneurs, investors, and... ..., engaging, and enrolling qualified prospects. You will build relationships with accomplished individuals, represent the organization at...Work at office
$120k - $220k
...natural environments. Our work helps clients manage risk, protect people and communities,... ...deep technical expertise with strong private-sector client leadership and business... ...with established private-sector client relationships and the ability to attract and develop...Full timeWork experience placementPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...in New York is seeking a High-Net Worth Producer to grow our client base among high-net-worth individuals and families. You will prospect... ...the ability to obtain state licensing within 90 days of hire. Strong relationship skills are essential. #J-18808-Ljbffr The Misch GroupLocal area
$110k - $200k
...and how we deliver for our clients, teammates, communities and... ...responsible for expanding client relationships by identifying opportunities... ...needs and the full array of Private Bank's capabilities,... ...include executing the Client Management Process and partnering across...Shift workDay shift
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