Senior Wealth Relationship Manager for HNW Clients
$180k - $250kDormont Manufacturing Co
Fiduciary Trust International is seeking a Senior Relationship Manager for their New York team. The role entails serving as a primary client contact responsible for ensuring satisfaction by developing tailored strategies for wealth management. Candidates should possess over 10 years of experience in Relationship Management within financial services and a strong background in client-facing roles. The position offers a competitive salary, ranging from $180,000 to $250,000, along with a robust benefits package. #J-18808-Ljbffr Dormont Manufacturing Co
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Sr. Relationship Manager in New York, NY to oversee high-net-worth clients with at least $25 million in investable assets. This role emphasizes relationship management and business development alongside exceptional client service...SeniorHigh net worth$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience,... ...abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and ensure...SeniorHigh net worth- Citigroup Inc. is seeking a Client Executive to join its Investor Services team in New York. This senior role entails managing a key Asset Manager relationship, influencing client outcomes, and driving revenue growth within a global network. The ideal candidate will have...Senior
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...High net worthWork experience placement$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...High net worthWork experience placement- ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to...High net worthWork experience placementWork at office
- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...High net worth
- ...a Sr. Director of Investments to oversee client investment engagements and lead a team servicing... ...net-worth clients. This role involves managing investment functions, developing... ...investments is crucial for success in this position. #J-18808-Ljbffr Waldron Private WealthSeniorHigh net worth
- Dormont Manufacturing Co in New York is looking for a HNW Tax Senior Manager to oversee complex tax engagements for high net worth clients. You will manage teams, providing expert advice on tax and wealth planning, while ensuring adherence to tax regulations. The ideal...SeniorHigh net worth
$200k - $250k
...Overview Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In... ...role you will serve as the point person for high-net-worth clients with at least $25 million of investable assets. This role includes...SeniorHigh net worthWork at officeLocal area$140k - $220k
Dormont Manufacturing Co is looking for a Senior Manager in Business Management Tax Services in New York City. This hybrid role requires... ...and consulting, along with a strong ability to manage client relationships and projects effectively. The ideal candidate will have a...SeniorHigh net worth- LEVELOCITI is seeking experienced Senior HNW Tax Managers and HNW Tax Managers to join its Private Client Services. Both roles emphasize serving high-net-worth individuals and families with responsibilities for tax planning, compliance engagements, and mentorship. The positions...SeniorHigh net worthRemote job
$180k - $250k
Franklin Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with portfolio managers and advisors. Candidates should have over 10 years of experience in relationship...Senior- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services... ...a Bachelor's degree and 7+ years in wealth management, demonstrating a track...SeniorHigh net worth
- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
- Acrisure, LLC is seeking a Personal Lines Private Client Account Executive for a hybrid role in New York. The role focuses on client stewardship, including exposure reviews and personalized insurance coverage recommendations. The ideal candidate will have 5-7 years of...High net worth
- ...working with a well-regarded fund manager, who has a focus on the tax... ...managing and expanding existing relationships, as well as expanding their investor... ...Identify and target relevant HNW & Family offices. Work closely with the internal client and investment team to ensure...High net worth
$250k - $300k
...to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment. Qualified candidates should have a minimum of 10 years of experience...SeniorHigh net worth$220k - $380k
...Brazilian or Mexican Clients · New York base · performance... ...New York On-site Seniority Director / ED Senior... ...desk with a senior relationship manager who has built a... ...maintained US‑booked wealth for decades. The bank... ...Personal ownership of HNW and UHNW client relationships...SeniorHigh net worthFull time- Aon is seeking a Private Client Account Executive to manage complex personal insurance for affluent clients. This role is responsible for account... ...management, broking solutions, and maintaining strong client relationships. As a virtual position based on the East Coast, you...High net worthRemote job
$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience advising high-net-worth clients and a proven ability to transition a book of business. This position involves building long-term relationships...High net worth- Alliant Insurance Services is seeking a dynamic professional to join our team in the United States. This role involves managing client relationships, ensuring high satisfaction, and developing new business opportunities. Applicants should have a Bachelor's degree and Private...Senior
- ...High-Net Worth Account Manager/Private Client Account Manager We are... ...the foundation of our client relationships. We earn their trust each and... ...for a High-Net Worth Senior Account Executive to join our... ...Responsibilities Supervision of HNW Account Manager(s)...High net worth
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech... ...for maintaining strong relationships with their clients keeping them... ...resources appropriately. Manage the renewal process to ensure... ...experience; preferably working with HNW/Private clientele. ~...High net worthWork at officeImmediate startFlexible hours- Dormont Manufacturing Co is seeking a Tax Manager to join their Private Client Tax team in New York City. This role will focus on managing a team... ...consulting, and be capable of fostering strong client relationships. Join a firm that values professional growth and offers...SeniorFlexible hours
- ...Wealth Relationship Manager Location: New York, NY, US, 10177 Brand: HSBC Area of Interest: Branch and Retail Banking Closing Date... ...service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the...High net worthWork at officeLocal area
- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple tax engagements, implementing tax strategies while mentoring the team. Responsibilities include serving as the Engagement...SeniorPrivate practice
- ...Associates, LLC. in New York seeks a qualified professional to lead client strategy and service for complex clients. The role requires... ...placement strategies. Join a dynamic team dedicated to risk management and financial success. #J-18808-Ljbffr World Insurance Associates...Senior
$120k - $200k
...EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are... ...to clients, including wealth transfer strategies, charitable... ...clients. Cultivate and nurture relationships with clients, staff members,...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
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