Senior Private Client Manager — Wealth & Relationship Lead
$110k - $215kBank of America ATM
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The role involves driving new business inflows and partnering with Private Client Managers on complex products. An annual salary range of $110,000 – $215,000 is offered, along with performance-based incentives and various benefits. #J-18808-Ljbffr Bank of America
- ...EPIC Insurance Brokers & Consultants in Jersey City, NJ, is looking for a Relationship Manager to provide exceptional service to private clients. This full-time, hybrid-position demands excellent problem-solving abilities and a commitment to client advocacy. The ideal...SeniorPrivate clientFull time
$120k - $150k
...Brothers Harriman is hiring a Client Manager for their Latin America Private Banking group. This role... ...with complex needs, leading operational functions, and managing client relationships. The ideal candidate should have over 7 years of wealth management experience and...Private clientWork at office$110k - $200k
...Private Client Manager II job at Bank of America Corporation. New York, NY.... ...responsible for expanding client relationships by identifying... ...existing book of business Leads complex credit opportunities... ...of investments, trust and wealth transfer Solutions oriented...SeniorPrivate clientShift workDay shift- ...CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple... ...serving as the Engagement Manager on client accounts, leading tax planning efforts, and advising on issues related to...SeniorPrivate clientPrivate practice
- ...Associates ("CA") is a leading global investment... ...-high net worth private clients implement and manage custom investment portfolios... ...expertise, and relationships with the top global... ...regular updates to senior leadership on... ...investment consulting, wealth management, or...SeniorPrivate clientWork at officeLocal areaWorldwide
- ...Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth... ...individuals. In this role, you will build relationships, counsel clients on insurance options, and lead a team to ensure exceptional service. You...SeniorPrivate client
- ...Mourant in New Jersey seeks a Senior Manager to lead the Governance Services team... ...oversee trust and corporate client administration while... ...collaborate with the Head of Private Wealth to develop the team's expertise and client relationships. The ideal candidate will have...SeniorPrivate client
- ...EPIC Insurance in Jersey City is seeking a Relationship Manager to provide exceptional service and advice to private clients. This full-time hybrid role requires strong communication skills and at least 5 years of client management experience. The ideal candidate thrives...Private clientFull time
$105k - $120k
...Private Client Account Manager A leading national insurance brokerage is seeking an experienced Account Manager... ..., and retention. Job Summary The Senior Account Executive will handle all... ...worth client management, carrier relationships, and customized coverage solutions...SeniorPrivate clientTemporary work- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...SeniorPrivate client
- ...Farther, located in Georgia, seeks a Client Relationship Manager to be the central point of contact for clients. You’ll ensure a seamless client experience, manage onboarding, and support the financial advisor. Candidates should possess significant client-facing experience...
$115k - $125k
...Position Overview The Client Service Operations Manager will support Team... ...’s largest Private Wealth Management teams. This... ...as well as own the relationship with the broader Operations... ...fixes. Lead cross‑functional execution... ...experience, skills, seniority, geographic location...Private clientLocal areaShift work- ...local offices to offer our clients a comprehensive portfolio of... ...way our clients approach risk management and benefits, so they can... ...customers and/or policies within Private Client Services. Supports... ...Foster and manage the overall relationship with clients, ensuring...SeniorPrivate clientWork experience placementWork at officeLocal areaImmediate start
- ...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will... ...vast financial possibilities their wealth affords, leveraging the formidable...Private clientTemporary workWork at officeImmediate start
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorPrivate clientFull timeWork at office$134.72k - $179.62k
...existing skills and learn new ones. As the Private Client Relationship Manager, you will be responsible for the day‑to‑day management of the Private Wealth Advisor's practice to ensure execution... ...ensure strong internal communication, lead routine business health and pipeline...Private clientTemporary workPrivate practiceLocal areaFlexible hours- ...Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on high-net-worth clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for...Senior
- ...A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role involves building relationships with clients and offering tailored advice to meet their diverse financial needs...Private client
- ...maintaining high-net-worth client relationships across banking, lending, and... ...is a unique opportunity to manage and maintain relationships with... ...possibilities their wealth creates. You will be responsible... ...generate banking and investment leads Develop strong internal...Private clientTemporary workWork at officeLocal area
- ...York is looking for an operational support professional to assist Wealth Management Advisors in delivering client service. Responsibilities include managing operational requests, building client relationships, and supporting compliance. This role requires a valid Series 7...Private client
- ...HSBC is seeking an AVP in Client Relationship Management to identify sales opportunities and maintain client relationships. The ideal candidate will have a background in finance and relevant experience in Prime brokerage or Equity Finance. Responsibilities include delivering...Senior
$132.1k - $301.6k
...with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and... ...dynamic FSO team! Private Tax is a growing... .... As a Senior Manager in... ...responsibilities include: Leading the delivery of... ...managing client relationships, revenue...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$85k - $115k
...market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly... ...Then consider joining our amazing team! JOB OVERVIEW The Relationship Manager in EPIC Private Client is responsible for providing exceptional service...Private clientHourly payFull timePrivate practiceLocal area$90k - $100k
...Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management... ...needs. Respond to any direct communications and lead renewal process Create proposals by reviewing...Private clientFor contractorsWork at office$190k - $220k
...excited to be supporting a leading Am law firm to hire an experienced... ...would be keen to move into client development role. The role... ...from those at BDM and Senior management level. Within the role you will... ...Director, implement a client relationship plan with the firms global client...SeniorFull time- ...Client: THE most reputable Water/Wastewater Infrastructure and Treatment... ...strengthening key client relationships and engaging in strategic... ...with Stormwater Client Service Leads company-wide to bolster local... ...-benefit urban stormwater management projects. Familiarity with standard...SeniorContract workWork at officeLocal areaRelocation package
$220k - $415k
...Relationship Manager, LatAm Location: New York, NY / Miami, FL Overview... ..., manage, and retain client relationships in the... ...market, industry, and Wealth Management's... ...aimed at growing current Private Banking relationships... ...the Bank. How You’ll Lead Review client holdings...SeniorPrivate clientWork at office- ...Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...Private client
- ...A leading professional services firm in New York is looking for a Private Client Services (PCS) Tax Partner. This role involves managing client relationships, providing tax compliance and advisory services to high-net-worth individuals. The ideal candidate will have over...Private client
- ...CuraLinc Healthcare is looking for a Client Relationship Manager to foster business relationships with small business EAP clients. In this full-time role based in the United States, you will manage over 150 client accounts, ensuring satisfaction and growth. The ideal candidate...SeniorFull time
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