Private Client Relationship Manager Jobs in New York, NY

Lead client service initiatives for high-profile private assets clients, enhancing relationships and service delivery. Drive team performance and ensure compliance while managing complex client needs...

Elevate your career by driving strategic growth and client relationships in the Middle Market sector. This role empowers you to lead initiatives, develop new business, and enhance existing partnership...

Shape the future of asset management by leading analytics and portfolio strategies, optimizing capital and liquidity, and enhancing origination practices to drive profitability and performance in the...

Advance private equity strategies through sourcing, diligence, and investment decision-making. Build relationships and mentor junior professionals, while collaborating globally to enhance portfolio pe...

Lead the charge in tax compliance for banking and capital markets clients. Manage teams, analyze financial data, and develop innovative solutions while ensuring adherence to complex tax regulations an...

Contribute to the growth of commercial banking by developing client relationships, managing complex loan portfolios, and driving business through targeted marketing and networking efforts...

Unlock potential by developing financial models, creating client materials, and analyzing market trends. Collaborate with teams on live deals while gaining hands-on experience in investment banking ac...

Champion tailored tax strategies for ultra-high net worth families, managing intricate estate, gift, and compliance needs. Elevate team performance and client relations by delivering specialized guida...

Join a dynamic team dedicated to tax strategy for ultra-high net worth clients, providing comprehensive tax planning and compliance solutions while fostering collaboration and mentorship among team me...

Elevate business outcomes by leading field engagement strategies that connect leadership priorities with effective communication and execution across the Personal Advisors organization, fostering coll...

Champion client success by delivering tailored financial solutions and fostering relationships. Leverage your expertise to support diverse clients, ensuring a holistic approach to their financial need...

Join a team that's dedicated to managing commercial banking relationships, focusing on Mortgage Servicing Rights and Warehouse Lending. Drive revenue growth while ensuring compliance and fostering str...

Elevate brand partnerships by managing marketing initiatives and executing strategic campaigns. Collaborate with global teams to foster relationships and drive measurable success within the luxury ind...

Champion client relationships by delivering exceptional service and support. Drive business development initiatives within the Private Client Group, collaborating with teams to meet client needs and e...

Transform fund accounting processes by ensuring accurate NAV calculations and financial reporting. Collaborate with teams to enhance client relationships and drive operational excellence in a fast-pac...

Manage key private equity fund relationships, overseeing comprehensive fund accounting and financial reporting. Develop junior talent and ensure high-quality delivery in a fast-paced, collaborative en...

Join a team that's driving growth in the Private Markets vertical by building strong client relationships and achieving ambitious sales targets. This role involves overseeing the sales cycle and lever...

Champion client investment strategies by assessing needs, developing tailored solutions, and collaborating with Relationship Managers to enhance client relationships and profitability while ensuring c...

Unlock the potential of client loyalty through strategic project management and innovative gifting initiatives. Collaborate with HQ and regional teams to enhance client experiences and drive retention...

Join a team that's driving revenue growth by delivering innovative quantitative investment strategies to institutional clients across North America, fostering relationships, and translating complex co...

Join us to lead strategic client relationships at the C-suite level, driving revenue growth and solution expansion in the financial services sector. Your expertise will shape client satisfaction and r...

Transform client relationships at the C-suite level, driving revenue growth and solution expansion across major financial services accounts while ensuring client satisfaction and retention through str...

Elevate your career by managing comprehensive onboarding processes, ensuring compliance and risk assessment for new clients. Collaborate with diverse teams to enhance efficiency and maintain high stan...

Join a team that's dedicated to building strong client relationships while leading strategic initiatives in the retirement industry. Leverage your expertise to educate clients, resolve issues, and dri...

Lead the billing and collections strategy for assigned partners, ensuring timely invoicing and compliance with client guidelines. Collaborate with finance teams to enhance processes and provide except...