Wealth Management Admin Lead for HNW Team
UBS
UBS is seeking an Administrative Officer to lead High Net Worth Client Associates and to supervise, train, and mentor a team delivering premium service for clients with significant assets. You will manage the high-touch service, and workflow, while acting as a senior escalation point for complex account issues. You will oversee branch administration, facilities, HR matters, P&L, and recruitment, onboarding, and performance reviews. Based in Purchase/Westport, part of Wealth Management Americas. #J-18808-Ljbffr UBS
$60k - $80k
...Stamford, CT. Opening is for EXPERIENCED project managers/assistants. Our Company We are a wealth management fiduciary boutique located in N. Stamford... ...organize follow up activities. You will work closely with team members to ensure the CEO's schedule runs smoothly....High net worth$22.25 - $34.75 per hour
...Merchandising Team Leader As the full-time Merchandising Team Leader, you are the Store... ...your store stays in tip-top shape by leading day-to-day merchandising, sell-through adjustments... ...! You've led teams in a retail management role previously - #practicemakesperfect!...SuggestedFull timeTemporary workPart timeSeasonal workLocal areaFlexible hoursShift work- Portfolio Strategy Group in White Plains seeks a Senior Financial Planner with deep eMoney expertise to advance complex wealth management for high-net-worth clients. You will support senior advisors, build comprehensive plans, and contribute to strategic client discussions...High net worth
- ...communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with... ...we serve through an industry-leading volunteerism policy, a generous matching...High net worthLocal area
$85k - $110k
Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester... ...add a Client Services/Operations Associate to their growing team. This person will play a key role in supporting high-net-worth...High net worth- ...around the world. Primary ResponsibilitiesThe Trenchless Geotechnical Team Lead will report to the Trenchless Services Engineering Lead, having primary responsibilities revolving around the planning, managing and orchestrating of geologic and geotechnical initiatives...For contractorsLocal areaRemote work
- KeyBank is looking for a Private Client Banker in White Plains, NY, focused on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate...High net worthHourly pay
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen... ...worth clients. Operates under moderate supervision, leading advisory teams to help high-net worth clients achieve financial goals...High net worthWork experience placement$43 - $48 per hour
...an extremely motivated and passionate Residential HVAC install Lead who would like to be a part of an exciting new company looking to... ...installing heat pump systems, and collaborating with engineering teams on how the product can be improved and the install process...Hourly payPermanent employmentFull time- ...Team Leader Opportunity At CAVA At CAVA, we love what we do, and we try and make every... ...: Generosity First, Always: We lead with kindness. Our best work happens when... ...in partnership with our Assistant General Managers and General Managers by leading the team...Local areaShift work
$150k - $190k
...NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic... ...wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum...High net worth- ...Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...effectively with clients and team members while maintaining professionalism... ...not available in all states.Chase is a leading financial services firm, helping nearly...
$19 - $21 per hour
Princesspolly, a leading fashion brand, is seeking a Retail Store Keyleader for its location... ...store operations, leading the sales team, and ensuring an exceptional customer experience... ...experience, with at least 1 year in management, and possess strong leadership and problem...Hourly payFlexible hoursNight shift- ...financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking... ...Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions....High net worth
- ...White Plains, NY is seeking an experienced Yardi Manager to be the central point of contact for our... ...Yardi, implement new functionalities, and help teams work more efficiently across the organization. You will lead Yardi projects from design to rollout, tailor configurations...
$17 - $21.75 per hour
Dormont Manufacturing Co is looking for a Manager in Training in White Plains, NY. This role emphasizes team leadership in a dynamic environment, overseeing all aspects of bakery-cafe operations. Candidates should have past experience in a Panera location, showcasing an...Hourly pay- USALLIANCE Federal Credit Union is seeking a Payment Solutions Team Leader II to oversee accurate, timely payment operations across... ...wires, checks, and cards. The role emphasizes coaching, workload management, process improvement, and ensuring service quality with strong...Work at office
- A restaurant chain is seeking a Restaurant General Manager for their Chester location. This role involves overseeing daily operations... ...food and service. The position offers the opportunity to lead a dynamic team in a fun environment that's focused on delivering quality...
- A leading advisory firm is seeking an experienced consultant for municipal water and wastewater asset management. The role involves client leadership, program delivery, and data-driven decision... ...You will be responsible for mentoring teams and developing strategic methodologies...Work at officeRemote workFlexible hours
- ...Group in White Plains, NY is seeking a Registry Supervisor to lead the store registry team, ensuring exceptional customer service and achieving sales goals. This role involves coaching associates and managing daily operations of the registry department, focusing on...
- ...Security Field Inspector to oversee security operations across Westchester, Orange, Dutchess and Sullivan County, NY. You will lead site teams, conduct inspections, and ensure safety and service excellence across multiple client sites. The role requires 4+ years in security...Full timeNight shift
$22 - $26 per hour
FP Movement is seeking an Assistant Store Manager in White Plains, New York. Responsibilities include supporting store operations and enhancing... ...experiences in a fitness-focused environment. The role involves team management, ensuring brand representation, and coordinating...Hourly payLocal area- TIAA is seeking a Wealth Client Relationship Manager in White Plains, New York. This role focuses on partnering with Wealth Management Advisors to enhance client relationships and deliver financial solutions. A strong emphasis is placed on meeting the needs of high-net...High net worth
$70k
...excellent communication and teamwork skills. The position emphasizes teamwork, collaboration, and a commitment to operational excellence, with a focus on building a cohesive, high-performing administrative team. #J-18808-Ljbffr Sutton Park Center for Nursing and RehabFull time- A major national law firm is seeking a Sr Talent Acquisition Manager to lead its immigration practice group. This role involves managing a team of immigration paralegals, ensuring compliance, improving operational efficiency, and maintaining high-quality client service...
- ..., and ensure safety and service standards across multiple client sites. Responsibilities include leading teams, conducting inspections, coordinating with branch management and clients, delivering training, and stepping in to handle incidents to ensure continuous coverage...Full time
- ...Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality... ...along the way.TIAA offers an industry-leading benefits package including a top-tier retirement... ...in-office environment where teams work across organizational boundaries with...High net worthFull timeWork at officeFlexible hours
- ...Complex Products Risk (CPR) team provides centralized... ...exception-based risk management—partnering closely with... ...support High Net Worth (HNW) and Ultra High Net... ...with stakeholders across Wealth Management (Risk, Compliance... ...doing the right thing, leading with exceptional ideas,...High net worthFull timeTemporary workLocal areaFlexible hours
$90k - $120k
...Your role Do you know how to manage people? Do you have a knack for implementing... ...for an Administrative Officer to: lead High Net Worth (HNW) Client Associates team leadership and development:... ...issues bridge gap between the private wealth advisors and the associates,...High net worthFull timeWork at officeFlexible hours- .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...all states. About Us Chase is a leading financial services firm, helping nearly... ...Employer/Disability/Veterans About the Team Consumer & Community Banking...
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