Private Client Relationship Manager Jobs in New York, NY

Join a team that's dedicated to managing multi-generational family wealth, overseeing financial reporting, budgeting, and investment coordination while leading a skilled team to deliver cohesive solut...

Drive the charge in managing multi-generational family relationships, overseeing financial reporting, budgeting, and investment coordination while leading a dedicated team to deliver cohesive wealth s...

Oversee comprehensive financial management for multi-generational families, leading a dedicated team to enhance wealth administration, reporting, and strategic planning while fostering relationships w...

Shape the future of client services in fund administration by managing strategic relationships, enhancing client integration, and driving service excellence for complex fund structures in the private...

Join a dynamic team as you forge lasting client relationships, delivering tailored wealth strategies. Enhance your practice with support from specialists and resources designed for success in high-net...

Join a team that's dedicated to managing onboarding cases end-to-end, ensuring quality and timely delivery while collaborating with global teams to enhance client experiences and operational efficienc...

Join a team that's dedicated to providing sophisticated legal solutions for high-net-worth clients. Collaborate with experienced partners to manage complex estate planning matters and develop lasting...

Unlock insights into portfolio risks by developing advanced analytics and monitoring frameworks. Collaborate across departments to enhance decision-making and optimize risk strategies in a dynamic fin...

Elevate your career by providing exceptional operational support to institutional clients. Collaborate cross-functionally to enhance client experiences and optimize workflows while managing complex se...

Empower business growth by managing key relationships in the construction and transportation sectors. Drive financing solutions, leverage industry insights, and collaborate with senior management to e...

Champion growth in Financial Services by managing key accounts, driving client satisfaction, and identifying strategic opportunities. Collaborate with cross-functional teams to enhance client relation...

Join a team that's dedicated to saving lives by managing customer accounts, driving RQI Portfolio adoption, and building lasting relationships. Utilize your consultative skills to achieve financial go...

Lead the charge in transforming customer relationships by driving RQI Portfolio adoption, ensuring account success, and achieving financial goals through consultative methodologies and strategic partn...

Lead enterprise accounts with 75+ locations, driving SaaS adoption and maximizing business value. Utilize industry expertise to resolve challenges, enhance client relationships, and support strategic...

Transform client engagement by driving adoption of banking solutions through relationship management, education, and operational support. Collaborate with Financial Consultants and Business Developmen...

Transform client relationships by leading strategic initiatives and enhancing service delivery. Drive revenue growth through tailored financial solutions while mentoring a high-performing team in a dy...

Explore a dynamic role in client servicing, managing onboarding and support for diverse clients. Leverage your organizational and communication skills to enhance processes and deliver exceptional clie...

Partner with us to enhance client financial strategies by building and amending comprehensive financial plans. Collaborate with a dedicated team to deliver exceptional service and support clients in a...

Drive the accounting and administration of multiple private equity funds, ensuring exceptional client service and team leadership while managing critical fund operations and financial reporting...

Manage and oversee accounting for multiple private equity funds, ensuring exceptional client service and team leadership. Leverage deep technical expertise to drive financial reporting, investor alloc...

Join a team that's dedicated to providing expert product support in trade confirmations and static data management, ensuring operational risk mitigation and compliance in the dynamic world of commodit...

Join a team that's dedicated to enhancing compliance for broker-dealers and RIAs. As a manager, you'll lead assessments, strengthen compliance programs, and build client relationships in a dynamic fin...

Advance your career by leading impactful GRC engagements in financial services. Drive internal audits, mentor teams, and build client relationships while applying your expertise in SOX and internal co...

Join a team that's dedicated to expanding client relationships in the RIA, Bank & Trust, and Family Office sectors. Leverage your consultative skills to position investment solutions and enhance asset...

Partner with us to lead complex M&A integrations, driving strategic outcomes and value realization across diverse teams. You'll enhance our integration capabilities while mentoring talent and fosterin...