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
$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- Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of comprehensive... ...-based financial planning for high-net-worth clients in Palo Alto. You will partner... ...with collaboration across wealth management teams to deliver integrated solutions...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
- ...executive search firm in the San Francisco Bay Area, seeks a senior tax professional. The role focuses on planning for high-net-worth individuals, trusts and estates, with collaboration across partners and clients. Hybrid work is available, and opportunities span across...SeniorHigh net worth
- ...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
$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- Tax Senior or Supervisor - Walnut Creek,... ...team player who manages the tax team to greater... ...staff to meet client expectations.... ...client contacts and relationships beneficial to the... ...companies, investment/private equity,... ...Exposure to ultra-high-net-worth clientele. Complex...SeniorHigh net worthFull timeFlexible hoursWeekend work
$350k - $400k
...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- 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
$170k - $225k
...planning, investment management, business management,... ...bound to act in our clients’ best interests — always... ...group of assigned high net worth clients Represent... ...to build and manage relationships with regional offices... ...~ Familiarity with private market investments, alternative...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$140k - $170k
...1 Position Title Senior Financial Planner (CFP®) - Private Banking Location... ...planning advice to clients on a wide range of... ...wealth structuring for high-net-worth and ultra-high-net... ...broader wealth management strategies. With a... ...trusted client relationships and proactively identify...SeniorHigh net worthWork at officeLocal areaDay shift- ...Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team... ...the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader...High net worth
$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$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$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- ...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
- ...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
$8k
...partner in your accounts.Developing deep relationships with your customers while getting to... ..., or a combination of both. Engage your clients with Verizon's Velocity Selling methodology... ...on Verizon products and services, Fios, high-speed home internet solutions to accessories...SeniorFull timeTemporary workPart timeWork experience placementShift work$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 business... ...and underwriter relationships to negotiate favorable...High net worthWork at officeLocal area- A dynamic home care agency in Walnut Creek is seeking a Client Care Manager to work with senior clients and their families. Responsibilities include managing care plans, developing new business, and ensuring high client satisfaction. Ideal candidates have a Bachelor's...SeniorFull time
- ...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
- Wealth Enhancement Group in Walnut Creek, CA seeks a Sr. Client Service Manager to bridge clients and Financial Advisor Teams, managing client... ..., and review prep. You will coordinate onboarding, relationship management, and fee/transaction processing within a collaborative...Senior
$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- ...Tax Director to join our Private Client advisory practice, specializing... ...and compliance for high net worth individuals, families, trusts... ...technical review, engagement management, and team development... ...positions. Develop trusted client relationships and identify opportunities...High net worthPrivate practiceLocal area
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