Senior Wealth Advisor & Client Relationship Leader
$200kSimon Quick Advisors
Simon Quick Advisors in Morristown, NJ seeks an experienced Financial Advisor to own client engagement and deliver holistic wealth management solutions. You will integrate investment management, tax efficiency, and estate planning while collaborating with internal teams to ensure seamless service. The role includes expanding into people management, mentoring junior advisors, and leading client relationships with integrity and client-centered excellence. CFP required and base starting at $200,000. #J-18808-Ljbffr
- ...Investment Management (MIM) seeks an exceptional Director / Senior Relationship Manager to join the Agricultural Investments group. Based in... ...broader Midwest. You will leverage strong credit skills, lead client development, and structure large financings for...SeniorWork at office
$135k - $149k
...LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Client Engagement Lead Senior Manager you will lead client-focused work within our... ...success management and product innovation to strengthen relationships and support outcomes across software-driven services. As...SeniorFull timeWork experience placementH1b- Bank of America in the United States seeks an engaging Client Associate to educate and assist clients with self-service banking channels... ...clients to suitable solutions. This role emphasizes building relationships, delivering accurate service, and adhering to laws and...Suggested
- You will handle transactions, provide exceptional service, and assist in branch operations. The role requires strong customer service skills, a flexible schedule, and the potential to obtain Life and Health licensing. #J-18808-LjbffrSeniorFlexible hours
- ...EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for our Private Client practice. You will provide expert advice, advocate for clients, and work with a team of associates and leaders to deliver tailored insurance solutions. The role requires a college...SeniorPrivate practiceWork at office
- TWM Executive Search is assisting a leading Northern New Jersey RIA with a Senior Relationship Manager opportunity. This role serves as the primary advisor to high-net-worth clients, leading meetings and deepening complex relationships without sales or new business requirements...Senior
- JPMorgan Chase's Parsippany branch is seeking a Private Client Banker to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to their financial needs. You will work with specialists to connect clients to experts...Weekend workAfternoon shift
- ...in New Jersey is hiring a customer service associate to engage clients in the lobby and assist with transactions via self-service... ...ATM. You will process cash transactions accurately and build relationships to meet financial goals. Responsibilities include following processes...
- TD Bank, N.A. in Montville, NJ seeks a banking professional to deliver personalized financial solutions and deepen client relationships. You will engage customers with a consultative approach, explain product options clearly, and drive growth while complying with risk...
- Chase is seeking a Relationship Banker in a Chase Branch in Basking Ridge, NJ to represent our brand with hospitality, acquire, manage, and retain client relationships using financial knowledge and technology. You will educate clients on Chase Mobile App, Chase.com, and...
- Bank of America Summit, NJ is looking for a client service professional to educate clients on self-service options and accurately process cash transactions in the lobby. You will build relationships, identify solutions that fit client needs, and connect clients to products...Weekend work
$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation drives improvements... ...Strategy and Transformation Senior Consultant supporting... ...decommissioningCollaborative and relationship-oriented, with the ability to... ...-level employees to senior leaders, we believe there’s always...SeniorWork at officeLocal areaVisa sponsorship$77k - $214k
...opportunity to help our clients solve their business... ...led and values-driven leader at every level. To help... ...in the future.As a Senior Associate, you'll work... ...behavior to build quality relationships.Uphold the firm's code... ...-enabled tax advisors who provide significance...SeniorFull timeH1bLocal area- True Environmental is seeking a Client Development Leader to drive the business development of projects... ...manage key accounts, foster client relationships, and lead strategic initiatives to... ...consulting services. Reporting to the Senior VP of Environmental Services, you will...
- ...Role Overview Reporting to the Senior Vice President - Environmental Services, the Client Development Leader is responsible to lead the... ...of key accounts, client relationships, and strategic initiatives... ...advance relationships to ‘trusted advisor’ status and to develop key...Work at office
- ...A leading Registered Investment Advisor firm in Madison, NJ, is seeking a Relationship Manager to maintain and enhance client relationships. In this client-facing role, you will ensure exceptional service delivery and support various business functions, including marketing...Work at office
$124k - $280k
...Consultant you will lead client-facing consulting... ...transformation. As a Senior Manager you will lead... ...serve as a strategic advisor through complex situations... ...oversight- Advising client leaders on operational,... ...adverse, and negative relationship to responsibilities such...SeniorFull timeH1b- Kroll’s North American Investigations, Diligence and Compliance practice seeks a Senior Manager based in the United States to lead investigations and consulting cases, manage client relationships, proposals and projects, and ensure high quality, timely completion and...Senior
- ...and global business services leaders recognize the opportunity to... ...doAs a Finance Analytics & AI Senior Consultant, you’ll work with... ...business to solve the toughest client problems. From learning to... ...build and sustain professional relationships§ Ability to lead projects or...SeniorLocal areaVisa sponsorship
- ...Overview Reporting to the Senior Vice President – Environmental Services, the Client Development Leader is responsible to lead the... ...management of key accounts, client relationships, and strategic initiatives.... ...relationships to ‘trusted advisor’ status and to develop key...Work at office
$77k - $202k
...and strategy. These individuals analyse client needs, develop financial solutions, and... ...achieve strategic objectives.Focused on relationships, you are building meaningful client connections... ...finance solutions using OneStream. As a Senior Associate, you will analyze complex...SeniorFull timeH1b$124k - $280k
...Transformation - Working Capital Consultant, Senior Manager, you will specialize in... ...commodities. You will work closely with clients to analyze financial needs, develop strategies... ...have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive...SeniorFull timeH1b- ...is seeking a SAP GTS Sr Manager to lead SAP compliance and security consulting engagements in the United States. You will analyze client needs, design and implement SAP security solutions, and guide teams to deliver measurable risk reduction and regulatory alignment....Senior
- Mercer is hiring a Senior Health & Benefits Consultant to lead complex client engagements across medical, dental, life, and disability plans. You will guide... ...researching benefit designs, build trusted client relationships, and provide high-level financial and contractual...Senior
- A staffing solutions firm is seeking a senior Business Development professional to drive new client acquisition for staffing and consulting services. The role... ...with a proven ability to build client relationships. This position offers flexibility in engagement,...SeniorRemote jobFull timePart time
$145.4k - $259.1k
...StatesPosted: 2026-06-25Lead Client Growth Across the NY/NJ... ...strategy, grow key client relationships, and influence the future direction... ...expanding practice.As a Senior Project Manager / Client Service Leader, you will serve as a trusted advisor to municipal utilities,...SeniorContract workLocal areaFlexible hours$212k - $318k
...AmericaEmployment type: RegularCategory: Client Management & SalesIndustry:... ...in establishing trusted advisor relationships with our Tri-State clients,... ...consultants and thought leaders to design strategic growth... ...engaging with C-suite and senior-level executives across HR,...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$105.4k - $207.8k
...deliver powerful solutions to help our clients navigate the ever-changing threat... ...AnalystsAbility to build and sustain professional relationships across client and internal stakeholder... ...From entry-level employees to senior leaders, we believe there’s always room to learn...SeniorLocal areaVisa sponsorshipShift workRotating shift- The Physician Advisor Lead at HURC provides clinical leadership, mentorship, and quality oversight across... ...maintaining an active production workload. In this senior role, you will partner with HURC leadership and clients to improve medical necessity determinations, P2P...SeniorRemote job
- Provident Bank is seeking a Personal Banker to build relationships, assess financial needs, and deliver excellent customer service. The role... ..., including opening accounts, cross-selling, and servicing clients. You will support branch operations and be involved in end-of-...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Client Relationship Leader. Be the first to apply!
- associate corporate finance Convent Station, NJ
- estate planning consultant Convent Station, NJ
- financial counselor Convent Station, NJ
- financial advisor associate Convent Station, NJ
- financial planning assistant Convent Station, NJ
- financial advisor Convent Station, NJ
- financial planner Convent Station, NJ
- jde finance consultant Convent Station, NJ
- finance associate Convent Station, NJ
- financial planning associate Convent Station, NJ



