Wealth Client Relationship Manager - Growth & Planning
Nuveen
Nuveen in Cambridge, Massachusetts is looking for a Wealth Client Relationship Manager to partner with Wealth Management Advisors. This role entails supporting high-net-worth clients, operationally leading advisory teams, and managing client relationships to achieve financial goals. Preferred candidates have at least 2 years of financial services experience, strong knowledge of investment solutions, and an entrepreneurial mindset. A comprehensive benefits package is available including a retirement program and health benefits. #J-18808-Ljbffr Nuveen
$127k - $157k
Choate, Hall & Stewart LLP is seeking a Client Development Manager (CDM) responsible for driving new business initiatives and expanding client relationships in the wealth sector. You'll work closely with Practice Chairs to execute comprehensive marketing strategies, oversee...Suggested$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 while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...Suggested$83k - $125k
...do what's right by our clients and each other. Our... ...passion for building relationships and delivering value to... ...this individual pursues growth opportunities by engaging... .... The Senior Account Manager anticipates client... ...Sales Global Compensation plan. Individual and...SuggestedContract workFor contractors- ...professional responsible for expanding client relationships and advising clients on their... ...of experience in high-net-worth client management, possess strong interpersonal skills,... ...investments. Benefits include an incentive plan and industry-leading support resources...Suggested
- ...colleague? We’re looking for a Client Development Manager. how you will contribute... ...be a key player in driving growth and building lasting... ...opportunities and nurturing existing relationships to expand our partnerships.... ...execute strategic sales plans to meet and exceed revenue...Suggested
$125k - $145k
...insurance technology firm is seeking a Strategic Partner Success Manager to manage a portfolio of mid-size partners in a hybrid role... ...You will own partner onboarding and performance, drive revenue growth, and collaborate cross-functionally. The ideal candidate has 2–...$83k - $104k
...mission is to help clients, colleagues and... ...class financial planning and advice to help... ...ongoing practice management support. Primary... ...and retain client relationships through proactive... ...experiences. Engage Wealth Advisors and... ...Success include Growth in net new investment...Local areaFlexible hours$175k - $250k
...Catalant is seeking a Client Partner to enhance growth within their Consumer vertical, focusing on CPG. This role involves managing the sales cycle from lead generation to project execution, providing tailored solutions to clients. The ideal candidate will possess 5-10...- ...asset-management, project-management, Wealth Management, Change & Transformation Perm Hybrid We’re supporting a high-growth investment firm building out its Wealth platform in Boston. This is a genuine build role . Not a “keep the lights on” corporate position. Not a team...Permanent employment
- ...Aristocrat is seeking a Senior Partner Success Manager in Boston to develop relationships with key partner accounts and help them succeed. You will conduct market analyses, manage accounts, and collaborate on marketing strategies in the dynamic online gaming market. This...
- Fastr is looking for a Senior Customer Success Manager to oversee strategic e-commerce customers in Boston. This role involves managing renewals, expanding customer portfolios, and negotiating contracts. Candidates should have 5-8 years of experience in Customer Success...
$105k - $175k
A technology startup is seeking a Customer Success Manager to own customer relationships and ensure success from onboarding to renewal. You will define strategies that maximize value for customers using the LogRocket platform and actively manage retention and upsell opportunities...$150k
...maintaining high-net-worth client relationships across banking,... ...unique opportunity to manage and maintain... ...possibilities their wealth creates. You will be... ...contribute to the Bank\'s growth in a team environment... ...holistic goals-based planning approach Strictly adhere...Temporary workWork at officeLocal areaImmediate start- ...Lumafield in Boston is seeking a Customer Success Manager (CSM) to drive strategic growth in the aerospace and defense sectors. The role involves leading business reviews, developing success plans, and ensuring customer satisfaction throughout the entire lifecycle of...
$140k - $150k
...MA Gray Private Wealth (GPW) is an independent... ...-owned wealth management firm affiliated... ...practice. The Client Development & Portfolio... ...client and firm relationships, deepening... ...comprehensive financial planning, tax-efficient... ...for identifying growth opportunities. They...Work at office2 days per week- ...Cengage Group in Boston is looking for a Customer Engagement Director. This leadership role focuses on accelerating enterprise growth and enhancing executive engagement across North America Higher Education. The ideal candidate will drive high-value institutional engagement...
- A leading financial technology firm is seeking a Client Manager to support Wealth Management clients. You will be responsible for client satisfaction... ...through effective project delivery and strong relationships. The ideal candidate has 7 years of experience in Financial...
- ...Director - Client Growth Partner (IT Consulting / Manufacturing) We... ...through structured account planning, shaping CXO agenda, working... ...the top table for AI" in the managed account(s) in partnership with... ...heads and build warm relationships. AI fluency in an industry...
$83k - $104k
...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 have 3-5...- A leading consulting firm in Boston is seeking a Client Partner to drive growth within its Private Equity segment. You'll manage sales cycles, develop relationships with senior executives, and create tailored consulting solutions. The role requires over 8 years of experience...
- ...North in Boston is seeking a full-time CRM Manager to enhance our CRM system at TD Garden.... ...Analytics teams to leverage data for revenue growth. The ideal candidate has at least three... ...include medical insurance, a 401(k) plan, and performance bonuses. #J-18808-Ljbffr...Full time
- ...investment software company in Boston is seeking a Customer Success Manager to oversee client implementations and drive success. This role requires strong experience in customer success within a high-growth B2B SaaS environment. You will engage with sophisticated clients,...
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses... ...and investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant...
$65k - $85k
...Barracuda Networks Inc. is seeking a Partner Success Manager to drive post-sales relationships and product adoption with our Managed Service Providers... ...and exceptional communication skills. Barracuda supports growth opportunities and values diverse perspectives in a flexible...Flexible hours- ...marketing agency is seeking an experienced Account Director to manage client relationships at a strategic level. The role involves owning client... ...interactions, leading multi-disciplinary teams, and driving organic growth. Ideal candidates will have 7-10+ years in client service...
$205k - $235k
...executional capabilities, intimate client relationships with larger networks of... ...Execution - Corporate and Growth Strategy - Financial... ...banking, capital markets, asset management, wealth management, and insurance... ...coverage, pension and 401(k) plans, and a wide range of paid...Work experience placementSummer holidayWork at officeFlexible hours$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive... ..., including planning for retirement, education... ...and Wealth Management Client Associates help clients... ...through a personal relationship with their advisory team... ...to the sustainable growth of our business and...Hourly paySeasonal workShift workDay shift$175k - $240k
...Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring retention, business growth, and alignment with investment... ...Applicants should possess over 15 years of wealth management experience and...Remote job- Fundamental Group is seeking a SEM Manager in Boston, MA. This role involves leading search account strategies, optimizing performance... ...competitive compensation, comprehensive healthcare, and career growth opportunities. Join us in a dynamic and innovative environment...
$150k - $178k
...seeks a Business Development Manager to drive strategic growth initiatives within their... ...leadership on business development plans, managing marketing initiatives and client proposals. The ideal... ...and a proven ability to build relationships. The role offers a salary range...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Relationship Manager - Growth & Planning. Be the first to apply!
- wealth management advisor Cambridge, MA
- wealth manager Cambridge, MA
- wealth management consultant Cambridge, MA
- engagement manager Cambridge, MA
- client relationship manager Cambridge, MA
- client service manager Cambridge, MA
- client executive Cambridge, MA
- client engagement manager Cambridge, MA
- client services coordinator Cambridge, MA
- client services supervisor Cambridge, MA

