Senior Private Client Wealth Manager
JPMorgan Chase & Co.
A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads. This role requires at least five years of experience in financial services and strong relationship-building skills. Join a dynamic team that focuses on delivering tailored solutions and fostering client trust. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Wealth Manager in Boston, MA vacancy
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private client
$83k - $104k
Citizens Bank is seeking a candidate for a client-centric role in Brookline, Massachusetts to provide personalized financial planning and advice to affluent clients. Responsibilities include onboarding clients, growing investments, and enhancing client relationships through...Private client- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...SeniorPrivate clientFlexible hours
$83k - $104k
Citizens in Brookline, Massachusetts, is seeking professionals to onboard affluent clients into their investment services. Responsibilities include growing net deposits and fostering long-term relationships through exceptional client experiences. The ideal candidate will...Private client$110k - $135k
...Description As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with... ...roles and opportunities within Client Service Partner with Wealth Managers to understand their business and pipeline in order...Private clientWork at officeLocal areaMonday to FridayFlexible hoursCitizens
Boston, MA2 days ago- ...A leading financial institution in Boston is seeking a Client Service Manager with over 5 years of experience in the financial industry. The role... ...Service Team, optimizing support models in partnership with Wealth Managers, and addressing client issues with discretion....Senior
Citizens
Boston, MA3 days ago - CPS Inc. is seeking a Tax Senior Manager for their Private Client Services practice. This role can be based in either Boston or New York City. The ideal candidate will serve as the Engagement Manager, overseeing client accounts from planning to execution. Key responsibilities...SeniorPrivate clientPrivate practice
- ...role offers the opportunity to work on complex transactions for private equity investors, middle-market companies, and high-growth... ...initiatives across platform and add-on acquisitions Collaborate with clients, senior executives, and cross-functional teams throughout the deal...SeniorPrivate client
$132.1k - $301.6k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...our dynamic FSO team! Private Tax is a growing practice within... ...business acumen. As a Senior Manager in Private Tax, you...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hoursEY
Boston, MA1 day ago$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients... ...driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in...SeniorPrivate client- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...SeniorPrivate client
$112.68k - $169.02k
Baker Newman Noyes is seeking a Tax Manager in Boston, MA to oversee tax compliance for diverse clients. This role requires at least 5 years of experience in tax services, expertise in federal and state regulations, and management of team members. The firm offers a supportive...Private clientFlexible hours$195k - $240k
...Private Bank Sr Client Relations Manager (Business Banking) The Private Bank Sr Client Relations Manager (Business Banking) works directly with a Relationship... ...personal and commercial lending, digital banking, and wealth management. The Client Relations Manager (Business...SeniorPrivate clientWork at officeLocal areaFlexible hoursCitizens Financial Group, Inc.
Boston, MA1 day ago$181.5k - $246.8k
...pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that... .... Provide regular updates to senior leadership on client retention, new... ...management, investment consulting, wealth management, or related fields. Proven...SeniorPrivate clientWork at officeLocal areaWorldwide- ...trust administration matters. Candidates must be barred in Massachusetts or show a willingness to become admitted. The firm offers a collaborative, team-oriented culture and the opportunity to work with sophisticated clients. #J-18808-Ljbffr Marina Sirras & Associates LLCSeniorPrivate clientWork at office
$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The... ...experience and location. Successful candidates will possess strong management skills, attention to detail, and outstanding communication...SeniorPrivate client$120 - $150 per hour
Ernst & Young Advisory Services Sdn Bhd is seeking a US Seasonal Tax-Private Tax- Senior Manager. The role involves reviewing complex individual tax returns and planning for high-net-worth clients in a fully remote capacity. A valid CPA license or active state bar membership...SeniorPrivate clientRemote jobHourly paySeasonal work- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...SeniorPrivate client
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager to support their Private Client Services practice. This position entails reviewing complex individual tax returns, providing income tax planning for high-net-worth clients, and ensuring compliance for S Corporations...SeniorPrivate clientRemote jobHourly payPrivate practiceSeasonal work$125k - $190k
...Alvarez & Marsal Deutschland GmbH is hiring a Manager for Supply Chain - Distribution & Logistics in Boston. You will lead large... ..., drive supply chain improvements, and work directly with Private Equity clients to implement creative solutions. The role requires a solid...SeniorPrivate clientAlvarez & Marsal Deutschland GmbH
Boston, MA2 days ago- Citizens is seeking a Sr Client Relations Manager for their Private Bank in Boston, MA. This role focuses on ensuring a seamless client experience through collaboration with Relationship Managers while supporting client acquisition activities in commercial lending. The...Senior
- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s...SeniorPrivate clientWork at office
- ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities include but not limited to: Serving as the Engagement Manager...SeniorPrivate clientInterim rolePrivate practice
CPS
Boston, MA2 days ago - A leading financial services firm is seeking a PWM Group Director in Boston. This senior role involves cultivating client relationships, enhancing service delivery, and managing team operations. The ideal candidate has over 10 years of relevant experience and strong leadership...SeniorPrivate client
$52k - $94.12k
State Street in Quincy is seeking a Senior Associate to support Private Equity Clients within the Custody division. This role requires managing client processes and interactions while ensuring daily reporting. Candidates should have 3+ years of custody experience, a Bachelor...SeniorPrivate client$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid... ...work. High-net-worth clients. Clear path to partnership. A... ...0+ years) to join its growing private client practice in Boston. This... ...on complex estate planning and wealth preservation strategies. The...SeniorPrivate clientPrivate practice$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...Investment Services (IS), and Private Client Group (PCG), and will... ...close collaboration with the senior MDs on the Private Client Group... ..., is a leading fiduciary wealth and investment management firm...Private clientFull timeWork at officeLocal areaFocus Financial Partners Inc.
Boston, MA4 days ago$52k - $94.12k
State Street is seeking a Senior Associate in Quincy to service Private Equity clients within its Custody division. The role entails managing daily client processes, providing reporting, and ensuring efficient workflow. Candidates should have a Bachelor's degree, at least...SeniorPrivate client- EisnerAmper LLP is seeking a Tax Manager to join our Private Client Services (PCS) team in Boston. The role involves leading multiple engagements, managing client communications, and assisting with IRS audits. Qualified candidates will have a Bachelor's degree in Accounting...Private client
- A leading consultancy firm is seeking a Senior Director to join their Performance Improvement practice. In this role, you will advise private equity clients on human capital strategies and lead various HR transformation initiatives throughout the deal lifecycle. The ideal...SeniorPrivate client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Wealth Manager. Be the first to apply!
Related searches
- client service manager Boston, MA
- client operations manager Boston, MA
- client engagement manager Boston, MA
- senior engagement manager Boston, MA
- client services coordinator Boston, MA
- client strategy manager Boston, MA
- customer engagement manager Boston, MA
- client experience manager Boston, MA
- client finance manager Boston, MA
- senior client services manager Boston, MA