Senior Wealth & Fiduciary Relationship Leader
Northern Trust Corp.
Northern Trust in Newport Beach, CA seeks a senior Relationship Manager to oversee a sophisticated wealth management client base. You will work with clients, their advisors, and service teams to understand goals and provide customized fiduciary and investment guidance. Candidates bring 12–15 years of experience, JD or equivalent, and strong leadership and communication skills. The role emphasizes risk management, regulatory familiarity, and proactive client engagement. #J-18808-Ljbffr Northern Trust Corp.
- Northern Trust in Newport Beach, CA, seeks an experienced Wealth Management Relationship Manager to drive comprehensive goals-based advice for... ..., and accountants to understand client needs and deliver fiduciary solutions. Ideal candidates have 12+ years in trust/estate...Senior
- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have...Senior
- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
$189.29k - $331.2k
...Northern TrustAs a global leader in innovative wealth management, asset servicing... .... Exhibits mastery of fiduciary duties, applicable laws and... ...identify opportunities for relationship enhancement4. Focused client... ...is encouraged, senior leaders are accessible, and...SeniorWork experience placementH1bWorldwideFlexible hours- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning... ...to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while...Senior
$100k - $150k
...LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid... ...preparing and reviewing personal and fiduciary income tax returns, strategic... ...services, and maintaining strong relationships with clients. The ideal candidate...Senior- ...provide advisory services, and coordinate with Investment Banking, Foreign Exchange and Wealth Management to deliver cross‑selling financial solutions. You will lead client relationships, assess cash flow, and mentor peers while adapting to changing market conditions. #J...Senior
- Bank of America is seeking a Senior Credit Underwriter to assess risk, perform detailed... ...family offices, trusts, and specialized wealth entities, ensuring adherence to underwriting... ...will partner with Credit Advisors and Relationship Management to structure loans, monitor...Senior
- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts... ...close accounts, and maintain accurate records to support relationship management and wealth services. The role requires 3-5 years of related experience...SeniorWork at office
$140k - $235k
Bank of America is seeking a professional for a role focused on providing financial solutions to complex Global Commercial Banking clients. The candidate will manage a portfolio of clients with annual revenues ranging from $50 million to $2 billion and will work closely...Senior$74.93k - $153k
Position Summary Are you a leader and strategic thinker with... ...Deloitte’s growing Private Wealth practice! Recruiting for this... ...027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...tax research of individual, fiduciary, partnership, closely-held...SeniorPrivate practiceWork at officeLocal area$117k - $175k
...recommendations, and monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan...SeniorFull timeWork at officeDay shift- ...our communities through industry-focused wealth advisory, digital, audit, tax,... ...the role:CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southern... ...to gain the confidence and respect of senior executives and team members.Our Perks:Flexible...Full timeWork experience placementInterim roleLocal areaFlexible hours
- Western Alliance Bancorporation is looking for a Senior Vice President- Commercial Banking in Costa Mesa, CA. This pivotal role involves... ...target markets, negotiating loans, and developing banking relationships. The position requires advanced banking knowledge and...Senior
- ...company in Costa Mesa, CA, is seeking a highly motivated Staff Buyer for the Procurement team. In this role, you will manage supplier relationships, handle purchase orders, and ensure timely delivery of materials. Ideal candidates have a Bachelor's degree and over 12 years of...Senior
- ...years of experience. The successful candidate will oversee complex accounts and manage a skilled tax team while enhancing client relationships. Candidates should be proficient in tax compliance, possess strong analytical abilities, and preferably hold an advanced degree...Senior
$140k - $235k
...of America's Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative... ...bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...what matters most.Schwab Wealth Advisory is a fee‑... ...personalized service, and a fiduciary commitment to our... ...manage ongoing client relationships, deliver holistic financial... ...: Demonstrates a senior learning mindset by seeking... ...input from peers and leaders, integrating feedback...SeniorFull timeWork at office
$140k - $185k
...advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...SeniorFull timeWork at officeLocal areaDay shift$72k - $90k
Mercer Advisors is seeking a Relationship Manager in Newport Beach, CA, to elevate client service and support the Wealth Management team. The role partners with Wealth Advisors to ensure precise delivery of service commitments and strategic client engagement. Responsibilities...- ...Financial Group in the United States is seeking an experienced Relationship Manager to drive growth through strategic client relationships... .... You will lead cross-functional teams and coordinate with senior leadership to align solutions with client needs. The role emphasizes...
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region-wide business development and client service. The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients...Senior
- BOK Financial Corporation is seeking a Commercial Relationship Manager IV - CRE to originate and service a broad mix of commercial real estate investors and developers with complex needs. The role emphasizes autonomy, long-term client relationships, and cross-team collaboration...Senior
- BMO Financial Group is seeking a seasoned Relationship Manager in Newport Beach, CA to lead... ...optimal structuring of complex deals. In this senior role, you will manage high-value... ...objectives. Expect collaboration with senior leaders and cross-functional teams to deliver...Senior
$115k - $145k
...Trust Litigation Attorney in Newport Beach, California. This role requires managing both contested and non-contested cases, handling fiduciary disputes, and collaborating with the firm's Estate Trust teams. The ideal candidate will have at least 3 years of litigation...Senior- UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role... ...of complex transactions. The candidate will engage with senior client staff, review legal documents, and collaborate across internal...Senior
- Bank of America in Southern California seeks a Senior Relationship Manager to serve Global Commercial Banking clients in the Transformative Healthcare group. You will manage a portfolio of healthcare clients, deepen relationships, and coordinate with product specialists...Senior
- Jobtailor in Newport Beach, CA is seeking an experienced Relationship Manager to grow a commercial client portfolio with ties to Pacific Rim markets. You will identify opportunities, structure lending solutions and deliver standout client experiences. Role requires a strong...Senior
- Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow...Senior
$140k - $235k
...advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...SeniorFull timeWork experience placementWork at officeLocal areaDay shift
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