Senior Hybrid Wealth Manager — Private Client Portfolios
Glenmede
A financial services firm located in New Jersey seeks a Relationship Manager in Portfolio Management to provide comprehensive investment advice and manage relationships with private clients. The ideal candidate will have at least 10 years of experience in Investment Management, a strong focus on Portfolio Management, and the ability to navigate complex investment needs. This role supports a hybrid work model, requiring in-office attendance three days a week.#J-18808-Ljbffr
- CBIZ in Morristown, NJ, is seeking a Seasonal Tax Senior for Private Client Services. The role is hybrid in Morristown, NJ, with duties spanning tax compliance, planning, and client interactions. You will assist in preparing complex returns and developing tax strategies...SeniorPrivate clientSeasonal work
$154.5k - $302k
...corporations, law firms, banks and private equity firms on their most... ...disputes, navigating crises, managing risk and optimizing... ...Restructuring practice focuses on our clients’ strategic, operational,... ...monthly accounting packages for portfolios consisting of residential mortgage...SeniorPrivate clientFull timeInterim roleWork at officeFlexible hours- Jacobs is seeking a Senior Engineer with a strong background in vapor intrusion (VI... ...site remediation for federal and global private sector clients. The role focuses on VI investigation,... ...scientists, engineers, and project managers on nationwide and global projects, with...SeniorPrivate clientRemote job
$110k - $215k
Bank of America is seeking an experienced professional to expand client relationships in Florham Park, New Jersey. The position focuses... ..., emphasizing investment products, and executing the Client Management Process. Ideal candidates will have over 7 years of experience...SeniorPrivate client- Hippo Insurance in Morristown, NJ is seeking a Reinsurance and Portfolio Underwriter. This role underwrites and monitors assumed... ...unfamiliar lines with minimal ramp-up while supporting portfolio management responsibilities. The ideal candidate has 10+ years of P&C underwriting...Senior
$225k - $275k
...Work Arrangement Hybrid Travel Required... ...MetLife Investment Management (MIM), the Private Fixed Income team offers... ...-term value for our clients. You will be part of... ...through senior-level relationships... ...with client mandates, portfolio construction objectives...SeniorPrivate clientFull timeTemporary workWork at officeLocal areaRelocation package3 days per week- CSL Seqirus is seeking a Sr. Director, Global Brand & Portfolio Management to define and execute global portfolio strategy across influenza brands... ...access, and evidence generation priorities. This is a hybrid role with onsite and remote work options. The position drives...SeniorRemote work
$125k - $275k
...Relationship Manager, Portfolio Management at Glenmede This position operates in a hybrid work environment. 3 days per week in the... ...management for Glenmede’s private clients and serves as Relationship... ...with an experienced team of wealth advisory and planning colleagues...Private clientWork at officeLocal area3 days per week- ...law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in... ...restructuring solutions. Manage complex international planning... ...cross-border interests. Benefits Hybrid work environment with remote work...SeniorPrivate clientRemote work
- BEM Systems is seeking a Senior Product Manager to lead the ITS SaaS and mobile portfolio, shaping vision, strategy, and execution for government and private sector clients in a scalable, compliant product line. You will champion AI-enabled features, drive modular architecture...SeniorPrivate client
$109k - $224k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ...Responsible for a portfolio of clients of... ...firm (principal, senior manager) Experience... ...client service #LI-Hybrid #LI-AH1FTI Consulting...Private clientFull time$145k - $185k
Overview This is a hybrid role, with the expectation that work... ..., business, commercial and wealth clients build financial strength... ...real estate and asset based senior debt for entertainment, gaming... ...The VP, Sr Portfolio Manager - TMT is responsible for the...SeniorWork at office$135k - $250k
..., R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager based out of our California, New Jersey, or New... ...applicants with arrest and conviction records. #Hybrid; #LI-MM1WithumSmith+Brown, PC is an equal...SeniorPrivate clientFull timeWork at officeLocal area- Corporation Service Company in Livingston, NJ seeks a Manager to lead client relationships within fund administration for private equity funds. You will oversee a client... ...and advanced Excel skills. This is a hybrid position with 3 days on-site weekly. #J-18808...Private client
$140.3k - $233.8k
Senior Manager, Medicaid & Marketplace Client StrategyHelp Shape Strategy in a Changing Healthcare LandscapeAre you passionate about helping clients navigate complexity and drive meaningful results? As the Senior Manager, Medicaid & Marketplace Client Strategy, you will...SeniorFull timeLocal areaWork from home- ...underwriting experience in high-net-worth personal lines, with strong analytical and communication skills. We offer a competitive compensation plan, a hybrid work schedule, and a supportive, innovative culture focused on excellence. #J-18808-Ljbffr W. R. Berkley CorporationSenior
$124k - $335k
Industry/SectorAsset and Wealth... ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their... ...and in the future.As a Senior Manager, you'll work as... ...Montpelier; TN-Nashville; US-Hybrid; OK-Oklahoma City; PA-Philadelphia...SeniorFull timeH1bLocal areaOverseas- ...diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Manager/Senior Manager to join our Business... .... Responsibilities:Manage a portfolio of clients of varying size... ...industry specifically funds/private equity and real estateBachelor...SeniorLocal area
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte... ...team helps guide clients through their most... ...as a Senior Manager in M&A Strategy & Diligence... ...evaluate their portfolio and engage in buy-side... ...include asset, wealth, and investment advisers...SeniorPrivate clientOdd jobWork experience placementLocal area$80k - $100k
...Company, P.C. is seeking an experienced Audit Senior in Parsippany, NJ. In this role, you'll... ...junior staff, and work directly with clients across varied industries. We offer a competitive... ...salary range of $80,000-$100,000, a hybrid work schedule, company-sponsored health...Senior$43 - $68 per hour
Seasonal Tax Senior | Private Client Services Morristown, NJ, United States (Hybrid) Job Info Job Identification 6174 Posting Date 08/07/2026, 07:58 PM Locations... ...seamless service delivery. Provide support to tax managers and directors as needed. Foster a...SeniorPrivate clientSeasonal work- Wiss in Florham Park, NJ seeks a CAAS Senior Associate to lead client engagements in accounting advisory,... ...financial reporting. You will guide private company controllers, mentor staff, and... ...advance within a dynamic advisory team. Hybrid work, competitive benefits, and CPA...Senior
$139.2k - $293.5k
...tax, estate, gift, and wealth planning matters. We are seeking a Senior Tax Manager with significant ultra-... ...advising sophisticated clients and their advisors, leading... ...within the UHNW, private client, and family office... ...year. This role follows a hybrid work model for...SeniorPrivate clientWork at officeLocal areaRemote workWorldwide- Summary The CAAS Senior Associate is one of the most important parts... ..., providing the firm's clients with guidance and leadership.... ...take on the responsibility of private company controllers, helping clients... ...policy. 401k plan + match. Hybrid work arrangement. EEO & Diversity...SeniorPrivate clientInterim roleFlexible hours
- ...Perrigo Company plc in Morristown, NJ, seeks a Senior Brand Manager for U.S. Women’s Health to lead the portfolio, drive access and consumer outcomes, and shape annual... ...with finance, sales, and external partners. Hybrid work options are available with travel as needed....Senior
- ...end close, partnering across Finance to drive excellence. Requires a Bachelor's in Accounting and 5+ years of experience with GAAP, financial reporting, and strong Excel skills. Hybrid role based in Florham Park, NJ, with relocation not provided. #J-18808-Ljbffr Barnes-SeniorRelocation
- ...to handle a mix of employment litigation and counseling for private sector clients in NJ and NY. The ideal candidate has 3-6 years of substantive... ...-time role offers competitive compensation with bonuses and hybrid work arrangements. #J-18808-Ljbffr Nukk-Freeman & Cerra, PC...Private clientFull time
$88.4k - $132.6k
...8 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... ...referral opportunities to grow portfolio.Proactively source, acquire and... ...Business Partners, Relationship Manager, etc.)Organize client events to...Private clientFull timeWork at office$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax... ...-Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; PA-...SeniorFull timeH1bLocal area$90k - $200k
Kroll is seeking an experienced professional for their Portfolio Valuation practice in Morristown, NJ, providing leading valuation advisory services to the alternative investment industry. The role involves designing financial models and performing valuation analyses on...Senior
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