Elite Private Client Relationship Manager
Citizens Bank
Citizens Bank in New York seeks a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long-term financial planning, and collaborate with Wealth Advisors and CFPs to help clients achieve their goals. Responsibilities include acquiring new clients, growing deposits and investments, coordinating with Retail, Mortgage and Wealth teams, and using Salesforce CRM to track activity. A Bachelor's degree is preferred; 3–5 years in banking or wealth management and required #J-18808-Ljbffr Citizens Bank
$400k
Building and maintaining a relationship with a billionaire—and earning... ...applications" or "managing a pipeline," this position isn... ...remains focused on families. Private Client Relationship Manager Key Responsibilities... ...combines Alpha School\'s elite academics, real-world...SuggestedFull timeImmediate startRelocation- Valley National Bank is seeking a senior Servicing Manager to lead the Corporate and Middle Market Commercial Servicing team in New York... ...Corporate industries, Healthcare, and International Tech to uphold elite service standards. You will train and manage specialists, drive...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
- ...coordination with on-site Western-trained clinicians. Expect full clinical autonomy, access to high-fidelity diagnostics, global travel readiness, and a comprehensive package including luxury accommodation, travel coverage, elite private #J-18808-Ljbffr Medical Staff TalentSuggested
- 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
- Bank of America Merrill Wealth Management is seeking a Financial Solutions... ...to work with high-net-worth clients, identifying needs and developing investment relationships within a branch. You will review... ...opportunities to grow into an Elite Growth Practice and leadership...
- 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...Temporary workWork at officeImmediate start
$83k - $104k
...AtCitizens, our mission is to help clients, colleagues and communities... ...enhancing our capabilities. Citizens Private Client provides personalized,... ..., and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM) , you will engage...Local areaFlexible 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...Hourly 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 Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific...For contractorsWork at office$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...- ...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
- Citizens is seeking a Private Client Market Leader to lead and coach a team of over 30 licensed PCRMs across a broad geography. You will... ...execution, and cross-functional collaboration to deepen relationships with affluent clients. You'll recruit, develop and supervise...
$190k - $215k
...plans for ultra-high-net-worth families. The role involves drafting wills and trusts, advising on tax strategies, and benefiting from private wealth summits to enhance your professional profile. With a hybrid work model and strong career advancement opportunities, this...$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- ...Market Director in New York City to lead a team dedicated to high-net-worth clients. This role involves strategic growth, exceptional client service, and managing the performance of Relationship Managers. You'll be instrumental in driving business in a dynamic...
- ...Ulster County). The role requires coordinating complex schedules, managing confidential communications, and handling travel (including private flights) with discretion and poise. You will support an UHNW client, pivot quickly to last-minute changes, and develop systems to...Remote work2 days per week
- A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate...Private practice
- Insite US is seeking a Tax Partner to lead and expand its Private Client practice, focusing on ultra-high-net-worth individuals, families... ..., and mentor a growing team while building lasting client relationships across generations and jurisdictions. Hybrid work flexibility...Private practice
- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...
$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- Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory... ...This role will be responsible for client relationship management, technical leadership, practice...Local area
- ...currently working with a well-regarded fund manager, who has a focus on the tax efficient... ...for managing and expanding existing relationships, as well as expanding their investor footprint... .... Work closely with the internal client and investment team to ensure the product...
$80k - $120k
...support together, we connect clients with customized solutions across... ...SummaryThe Personal Lines Private Client Account Executive would... ...for maintaining strong relationships with their clients keeping them... ...claims resources appropriately.Manage the renewal process to ensure...Full timeWork at officeImmediate startFlexible hours- Armanino is seeking a Senior Tax Manager in New York to lead tax compliance and consulting for high-net-worth clients. You will oversee diverse engagements, foster long-term client relationships, and implement tax planning strategies in a collaborative environment. Ideal...Flexible hours
$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- JPMorganChase seeks a Market Director for New York City to lead a team of Relationship Managers delivering high-touch banking, lending, and investment solutions to affluent clients. You will drive strategic growth, foster a client-centric culture, and oversee performance...
- ...class firm. You will handle high‑net‑worth divorces and complex financial matters, collaborating with a top team to deliver strategic, client‑focused representation. The role requires J.D. from an accredited law school, NY admission or ability to obtain it, and 5+ years in...
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