Senior Private Client Relationship Manager - High-Net-Worth
JPMorgan Chase & Co.
JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering bespoke financial solutions and guidance. You will work closely with clients to understand their goals and leverage JPMorgan Chase resources for tailored planning. The role emphasizes proactive business development, in-person consultations, and collaboration across business lines while maintaining stringent risk and compliance standards for high-net-worth clients. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA. You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively...SeniorHigh net worth
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their...High net worthTemporary workWork at officeImmediate start- JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships and deliver... ...across teams, and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 63/65)...Senior
$150k
Job Description At JPMorgan Private Client, we are devoted to... ...Cultivate meaningful and enduring relationships with clients, ensuring... ...the introduction of wealth management services. This includes regularly... ...business. Maintain a high-net-worth referral network to...High net worthTemporary workWork at officeImmediate start$67.88k - $128.69k
...assurance firm, providing clients with a genuine... ...(BT) as a Tax Senior Associate in Private Wealth/Private Client... ...done and meaningful relationships with clients, teammates... ...state and local, high net worth, international,... ...the areas of time management, communication, interpersonal...SeniorHigh net worthLocal areaWorldwide- ...advisory services. This role focuses on handling high-net-worth individuals and their pass-through entities, estates and trusts, with senior oversight. The candidate will lead... ...while delivering practical business solutions to clients. #J-18808-Ljbffr Armanino Advisory LLCSeniorHigh net worth
- ...leading advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to support HNW clients across NorCal. You... ...autonomous schedule, professional development, and meaningful client relationships. #J-18808-Ljbffr Baker Tilly USSeniorHigh net worthFlexible hours
$135k - $230k
...Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of one of... ...staff and building/maintaining relationships with clients. Withum’s brand... ...: Leading the review of complex high-net-worth individual, fiduciary, gift and...SeniorHigh net worthFull timeLocal area- U.S. Bank is seeking a seasoned wealth management professional responsible for retaining and growing medium to large high-net-worth client relationships. You will build a team around the client to meet and exceed needs, offering expert wealth guidance and complex advisory...SeniorHigh net worth
- U.S. Bank is seeking a Private Wealth Advisor to retain and grow high net worth client relationships in Walnut Creek and San Jose. This senior role expects extensive wealth management expertise, NMLS licensing, and a track record of driving client growth. The advisor will...SeniorHigh net worth
- ...LP seeks a State & Local Tax Manager (Income Tax & Residency) to join our SALT practice. This client-facing role focuses on residency... ...tax matters, and audits for high-net-worth clients, business owners, and... ..., with collaboration across Private Wealth and other tax groups....SeniorHigh net worthLocal area
- ...and standards to formulate client related recommendations.... ...collaborating with partners clients and senior accountants to identify... ...to ensure that client relationships are fostered and grow. Qualifications... ...of experience with complex High Net Worth Individual Gift/Estate&Trust...SeniorHigh net worthFull timeRemote work
$85k - $110k
...Tax Senior A Top CPA firm in the area is looking to add a Tax Senior to their team.... ...This stable and growing firm offers their clients valuable knowledge and expertise in tax.... ...of experience in public accounting ~ High Net Worth Individual experience required Tax...SeniorHigh net worth- ...Francisco Bay Area specializing in senior and executive level placements... ...stable and rapidly growing clients nationally. We have established deep relationships, some lasting over 20 years, with... ...of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax...SeniorHigh net worthRemote work
- Senior Audit Associate - HybridPosition OverviewThe Senior Audit Associate... ...in conducting audits for our clients, ensuring compliance with... ....Key ResponsibilitiesLead and manage audit engagements from... ...deliverables for SEC-registered and private clients, with an emphasis on PCAOB...Senior
- ...Law Group, Inc. is seeking a Senior Trust & Estate Paralegal to join... .... The ideal candidate will manage complex trust and estate... ...accurate, timely service to clients. Strong organizational skills... ...to sophisticated matters for high-net-worth clients in a collaborative environment...SeniorHigh net worth
$172k - $227k
...Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /... ...as a strategic advisor to high-net-worth individuals, multi-... ...entities and industries.Able to manage multiple complex projects and... ...client.Develop and motivate tax seniors and associates by reviewing...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$128k - $168k
.../ San Jose, CATax - Private Client Services (PCS) /Full-... ...innovation. As a Tax Manager within BPM's Private... ...a trusted advisor to high-net-worth individuals, families... ...'ll build meaningful relationships with clients and their... ...Develop and motivate tax seniors and associates by...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours- ...is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive... ...in expanding long-term client relationships, leading high-performing Client Service Teams (... ...environmental solutions for municipalities, private industry, and government agencies...SeniorFull timeTemporary workShift work
- ...Senior Civil Engineer Job Address: Concord, CA 94520 Work Location Type: Onsite... ...teams supporting public- and private-sector clients nationwide. The role may be performed... ...engineering review, and quality control. Manage project scope, budgets, schedules, and...SeniorPermanent employmentFor contractorsRemote work
- ...assurance firm, providing clients with a genuine coast-to-coast... ...Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal... ...work done and meaningful relationships with clients, teammates... ...and consulting services to high-net-worth individuals, multi-generational...High net worthLocal areaWorldwide
$62.5k - $78k
...Annually GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides... ...assigned clients' daily financial activities, managing requests, follow-ups, and routine... ...business management, and/or working with high-net-worth individuals 1 plus years of experience...SeniorHigh net worthFull time$100k - $145k
...plan, design, and manage projects that move... ...required to assist senior engineers in... ...programs.Assist with client coordination including... ...agencies and private clients.Working with... ...experience on California High Speed Rail... ...creativity, and client relationships to advance...SeniorFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaFlexible hours- Senior Director of Customer Success Location... ...the Company Our client is a construction... ...Contractors - a growing management layer, and... ...accountable for gross and net revenue retention... ...a healthy, high-performing team with... ...layer. Enterprise relationships. Direct ownership...SeniorFor contractorsDay shift
- ...industry experts through a highly collaborative approach,... ...coast, Stratus® serves clients nationwide while... ...team. Serving public- and private-sector clients, the firm... ...The Role The Senior Architect (RA) is responsible... ...Work closely with project managers to ensure that project...SeniorTemporary workFor contractorsLocal areaFlexible hours
- ...professional to join our growing California team in a senior role. The successful candidate will independently lead complex CEQA reviews, manage multidisciplinary teams, and advise public- and private-sector clients on environmental planning matters. You will prepare and...Senior
- ...experienced Tax Director to join our Private Client advisory practice, serving high net worth individuals, families, trusts,... ...advisory services, engagement management, and team development while... ...and growing client relationships. Responsibilities: Perform...High net worthPrivate practiceWork at officeLocal area
- ...Tax Director to join our Private Client advisory practice, specializing... ...and compliance for high net worth individuals, families, trusts... ...review, engagement management, and team development while... ...Develop trusted client relationships and identify opportunities...High net worthPrivate practiceLocal area
- A prestigious boutique law firm is seeking a skilled Sr. Litigation Paralegal to provide exceptional litigation support in a team-oriented environment. The ideal candidate will have over 5 years of California litigation experience, a relevant degree, and expertise in eDiscovery...Senior
- ...knowledgeable and detail-oriented Tax Manager to oversee tax compliance... ...for a diverse range of clients. The ideal candidate will... ...and consulting services to high net worth individuals and closely held... ...savingsBuild and maintain client relationships to understand their needs...High net worth
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