Senior Wealth Client Services Lead - Private Markets
Neuberger Berman
Neuberger Berman in New York is seeking a Senior Client Associate to provide operational support for a high-net-worth client base, delivering comprehensive services related to private market strategies. This position requires exceptional communication and organizational skills while focusing on enhancing the client experience. The ideal candidate will have over 5 years of experience in client service in financial services and be proficient in Salesforce and Microsoft Office. A proactive attitude and ability to mentor junior staff are essential for this role. #J-18808-Ljbffr Neuberger Berman
$210k - $280k
...at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the strategy and execution of targeted... ..., and enhancing advisor and client experience across the full... ...years of experience in financial services or asset management marketing, with...SeniorPrivate- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience... ...financial industry. The role involves leading a Client Service Team to ensure... ...experiences, collaborating with Wealth Managers, and addressing enterprise...Senior
$130k - $150k
...As one of the world’s leading independent global... ...possibilities for our clients. By delivering the combined... ...Job Description The Senior Associate will join Invesco’s Private Markets Product - US Wealth, Real Estate team,... ...in financial services with a focus on marketing...SeniorPrivateFull timeWork experience placementWork at officeFlexible hours$135k - $160k
...(NYSE: OWL) is a leading asset manager that... ...provide businesses with private capital solutions... ...global Private Wealth by providing... ...drive growth, enhance client experience, and support... ...Global Client Marketing to deliver clear,... ...Owl is seeking a Senior Associate, Marketing...SeniorPrivatePermanent employmentWork at officeMonday to Friday$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing... ...client relations. The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree....PrivateWork at office$90k - $110k
Neuberger, located in New York, NY, seeks a Senior Client Associate to provide operational support for their Wealth Advisor Team, managing over $2 billion in assets. Responsibilities include client service, investment assistance, and team leadership. Ideal candidates have...SeniorPrivate$250k
...Citi Citi, the leading global bank,... ...partner to our clients by responsibly... ...providing financial services that enable... ...About Citi Wealth Citi Wealth... ...Citigold, Citi Private Client, International... ...brands . The Senior Wealth... ...traditional and private markets. In addition,...SeniorPrivateFull time$115k - $125k
Neuberger is seeking an Operations Manager in New York to oversee daily operations and enhance client servicing. The ideal candidate will have over 10 years experience in private wealth management, strong organizational skills, and be proficient in improving operational...SeniorPrivate- ...Private Markets Esg & Impact Value Creation Consultant Drive... .... As Consultant or Senior Consultant, Private Markets... ...Impact Is You'll lead strategic advisory engagements that help clients: Develop and... ...pharmaceuticals, business services, or manufacturing ~ Proactive...SeniorPrivate
$24.9 - $37.5 per hour
...Northeast Regional Support Services Assistant & Event... ...Strategies is the 9th largest privately held U.S. brokerage... ...benefits, private client services, as well as... ...services and financial & wealth solutions. With more... ...to all major insurance markets. Risk Strategies has...SeniorPrivateHourly payWork at office- A private capital data platform is seeking an Account Manager to manage a portfolio of clients across North America. This role is responsible for driving strategic engagement, ensuring... ...with a strong understanding of private markets. Flexibility for remote work is offered...SeniorPrivateRemote work
$130k - $150k
Invesco is seeking a Senior Associate to join its Private Markets Product team in New York City. This role will focus... ...strategies targeted at the U.S. wealth channel. The ideal candidate will... ...years of experience in financial services, particularly in marketing and communications...SeniorPrivateWork at office- ...Associate or** **Consulting Senior Associate, Private Markets Value Creation,** role,... ...pharmaceuticals, business services, or manufacturing* Cross-Functional... ...and team performance.* Client Relationship Management:... ...works with the world’s leading organizations to help them...SeniorPrivateFixed term contractCasual workFlexible hours
- A global financial services firm in New York seeks a Wealth Management Associate to provide exceptional client service and support Financial Advisors. The ideal candidate will... ...relationships and administrative support for marketing strategies, with a focus on teamwork and...
- ...underwriting new and existing clients in partnership with a private bank credit team.... ...include leading the process, ensuring... ...requirements. The Senior Credit Underwriter... ...relationships with strategic wealth clients, driving... ...loan products (marketable securities,...SeniorPrivateBank staff
$115k - $125k
Client Service Operations Manager, Neuberger Wealth page is loaded## Client Service Operations... ...’s largest Private Wealth Management... ...preventative fixes* Lead cross-functional execution... ..., skills, seniority, geographic location... ...-based metrics, market benchmarking data,...PrivateLocal areaShift work$220k - $415k
...manage, and retain client relationships in... ...Mexican or Brazilian market. You will be... ...market, industry, and Wealth Management's capabilities... ...(products and services). You will be... ...at growing current Private Banking relationships... ...Bank. How You’ll Lead Review client...SeniorPrivateWork at office- ...financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client... ...least eight years of experience in financial services, strong communication skills, and relevant...SeniorPrivate
$120k - $160k
Juniper Square is seeking a Partner Relationship Manager to develop essential partner relationships in the New York market. The role involves managing senior relationships with audit, tax, and legal partners to drive business outcomes. Key qualifications include at least...SeniorPrivateRemote job$90k - $110k
Position Overview The Senior Associate - Private Wealth Digital Platforms & Client Experience role will play... ...teams, including Marketing, Legal & Compliance, Operations... ...in financial services, with a strong preference... ...projects forward and leading meetings to foster progress...SeniorPrivateLocal areaShift work$80k - $86k
Private Wealth Associate page is loaded## Private Wealth... ...-high-net-worth clients. As an industry... ...Associates are client service professionals who... ..., capital markets positioning, portfolio... ...and network with senior professionals throughout... ...Days AgoWe are a leading global investment...PrivateTemporary workFlexible hours$104.3k - $138k
...We are recognized by our clients as strategic partners... ...supporting the Firm’s client service principles of excellence... ...firm. The Senior Specialist: Business Development & Marketing is an established and productive... ...This role will support our Private Equity product area and...SeniorPrivateContract workWork at officeLocal areaFlexible hoursShift work$30 per hour
...Planning department as a Senior Family Wealth Strategist. The Senior... ...high-net-worth (UHNW) clients. Such a candidate may... ...of at least $ 30 M. Lead client engagements in... ...family partnerships, private foundations, and charitable... ...standards of client service. Guidance to...SeniorPrivateWork at officeRemote work$110k - $140k
...industry. Launching initially with CHAUS and private label lines and then expanding into a... ...business, we have been at the forefront of market trends and the changing retail... ...analyze sales by style, class and customer Lead market appointments and post‑market responsibilities...SeniorPrivateFull timeFlexible hours- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate
- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence...Private
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, New... ...and customers, and leading‑edge technology, data,... ...the full product and service offerings of Goldman Sachs... ...share key metrics to senior stakeholders....PrivateFull timeWork at office
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...SeniorPrivate- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in... ...The Private Banker will manage client relationships, generate new...SeniorPrivate
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