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.
$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
$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is... ...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ..., time management, leadership, technical... ...Collaborates and builds new relationships with other new...SeniorHigh net worthPrivate practiceWork at office$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$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$85k - $110k
...Job Description Tax Senior A Top CPA firm in the area is looking to add... ...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...SeniorHigh net worth- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team... ...review sophisticated tax strategies for high-net-worth individuals, families, and business... ...staff, and communicate insights to clients and internal teams. #J-18808-Ljbffr...SeniorHigh net worth
- ...Pleasant Hill/Walnut Creek area seeks a tax professional to lead high net worth planning initiatives. You will review complex returns and advise clients among a collaborative team with partners and senior accountants. The role offers hybrid/remote options, real career growth...SeniorHigh net worthRemote work
- A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead... ...the financial planning function for high-net-worth clients. Responsibilities include overseeing financial... ...financial planning experience. This senior leadership role emphasizes strategic...SeniorHigh net worth
- ...and standards to formulate client related recommendations. Responsibilities... ...with partners, clients and senior accountants to identify,... ...to ensure that client relationships are fostered and grow.... ...of experience with complex High Net Worth Individual, Gift/Estate&Trust...SeniorHigh net worthRemote work
- ...services for a variety of large and mid-sized clients. Our clients include real estate... ...companies, professional service firms, and high-net-worth individuals. Qualified candidates will... ...fluctuate throughout the year. As a Tax Senior Associate you will be responsible for...SeniorHigh net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
$104k - $168k
...this role:Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in... ...moderately complex affluent and high net worth client relationship portfolio in lending, credit, and... ...consumer banking, mortgage banking, or private banking experience, or equivalent...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate start$79k - $153k
...Relationship Manager For you, client interactions aren't just transactions. They're relationships... ...and highest net worth client. Through frequent... ...clients seeking a personalized high-touch relationship... ...impacts the organization: Private Wealth Management brings...SeniorHigh net worthFull time$98k - $128.69k
...Corporate Tax Senior Associate Have you seen... ...services to middle market clients. As one of the... ...done and meaningful relationships with clients, teammates... ...the state and local, high net worth, international, research... ...in the areas of time management, communication, interpersonal...SeniorHigh net worthLocal area$98k - $128.69k
...to middle market corporate clients. Provide tax compliance and... ...on complex state, local, high‑net‑worth, international, research‑and... ...strong internal and client relationships. Support the growth and development... ...skills in time management, communication, interpersonal...SeniorHigh net worthWork at officeLocal area$170k - $210k
...planning, investment management, business... ...bound to act in our clients’ best interests —... ...formed to serve ultra-high-net-worth families ($25M+),... ...be the primary relationship manager and... ...a wide range of private investors, business... ....Job Summary:The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$125k - $145k
...opportunity to continue to add highly skilled and greatly valued... ...position working with high net worth clients and we would really like... ...communication strategies, including managing the open enrollment process... ...necessary carrier/vendor relationships to handle all...SeniorHigh net worthTemporary workWork at officeLocal areaRemote work3 days per week- ...you'll make an impact In this role, youll ensure our clients receive exceptional service by managing accounts, supporting complex projects, and mentoring... ...colleagues. Youll work closely with clie Manager, Client Service, Senior, Client Relations, Technology, Insurance...Senior
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing... ...Strategy team and support high-net-worth clients across the West Coast! As... ...the firm's most complex relationships. This is an opportunity to... ..., client-centered wealth management solutions that create...SeniorHigh net worthWork experience placementSummer workWork at officeWork visaFlexible hours- ...Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...June 30, 2026,serving predominately high net worth individuals. EPWA fosters an inclusive... ...in their professional careers. As a Senior Client Relationship Associate (CRA) will partner with...SeniorHigh net worthTemporary workWork at officeFlexible hours
- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence... ...a key role in building strong client relationships, managing accounts, and mentoring team... .../or claims management experience -OR- High School degree/GED with 10+ years...SeniorLocal area
- ...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
$179.85k - $340.97k
...transactions. We provide our clients with tax due diligence... ...: Engagement management with clients includes... ...Work alongside private equity firms, strategic... ...sourcing and managing client relationships, analysis and... ...supervision to Staff, Seniors and Managers Qualifications...Senior- ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms in the... ..., compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee...SeniorLocal area
- ...important people decisions. We help clients build better workplaces,... ..., and excellence. As a Senior Client Manager, you’ll play a key role in building strong client relationships, managing accounts, and mentoring... ...the anticipated low end and high end of the range for this...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$75k - $100k
...risk, workforce, wealth management and retirement... ...partnership with the Private Equity team, the Account... ...completeness of P&C-related client data, maintaining... ...in maintaining strong relationships with clients and carrier... ...Skills, and/or Abilities Highly organized with...SeniorWork at office$149.44k - $249.06k
...infrastructure solutions. As a Senior Project Manager, you will drive the... ...development, client engagement, and strategic... ..., and client relationship management. LocationPosition... ...with public and private sector clients. Lead... ...Design-Build, CMGC) is highly desirable. Construction...SeniorWork at officeLocal areaFlexible hours3 days per week$44k - $115k
...edge solutions to our clients. As a key player in... ...assess alignment with High Net Worth (HNW) and Ultra High... ...appropriate routing to Private Client or Personal... ...client risk profiles. Manages end-to-end new... ...carrier and underwriter relationships to negotiate favorable...High net worthWork at officeLocal area$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- ...marketing support, evaluating referrals for HNW/UHNW criteria, and routing to Private Client or Personal Lines as needed. You will develop renewal strategies, analyze markets and carrier options, manage end-to-end placements, negotiate favorable terms with carriers, and...High net worth
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