Private Client Relationship Manager Jobs in New York, NY

Inspire growth by building lasting client relationships and designing tailored financial strategies. Collaborate with experts to empower clients in achieving their financial goals while expanding your...

Unlock your potential as you build lasting client relationships and design personalized financial strategies. Collaborate with experts to empower clients and grow your practice in a supportive, entrep...

Elevate client engagement by managing state ABLE programs, ensuring operational excellence, and enhancing service quality. Lead project management efforts while fostering relationships with state clie...

Join our dynamic Private Capital Markets team to drive private equity capital raises, manage transactions, and collaborate with M&A and debt advisory teams. Leverage your expertise in a fast-paced env...

Advance compliance oversight by assessing risks, ensuring adherence to regulations, and collaborating across teams. Drive strategic improvements and mitigate financial crime in a dynamic, fast-paced e...

Join a team that's dedicated to delivering exceptional tax services for ultra-high net worth clients. Leverage your expertise in tax management, client relations, and business development to enhance c...

Drive the future of royalty advisory by executing financial analyses, building models, and supporting business development efforts. Collaborate with clients and team members to deliver insights and en...

Drive the client experience by managing complex tax needs for ultra-high net worth clients. Oversee integrated service delivery, foster team collaboration, and leverage your expertise to enhance busin...

Champion the development and oversight of accounting processes for a diverse portfolio, partnering with operator-CEOs to drive financial performance while building and leading a team of Portfolio Acco...

Champion associate development by managing staffing, integration, and performance. Collaborate with leadership to enhance productivity and support professional growth, ensuring equitable work allocati...

Lead the charge in enhancing client service experiences by managing and mentoring a team of support professionals while executing strategic priorities and fostering a culture of excellence and complia...

Lead a dynamic team in driving sales and education of alternative investments, collaborating with financial advisors to enhance client experiences and expand market presence across multiple territorie...

Join a team that's dedicated to expanding commercial banking relationships. This role involves managing complex client portfolios, driving new business development, and ensuring compliance with lendin...

Champion the delivery of complex technology projects, driving alignment with business goals through effective resource management, stakeholder engagement, and innovative solutions in a dynamic environ...

Empower our compliance team by overseeing daily operations, training staff, and ensuring adherence to regulatory standards. Collaborate with leadership to enhance policies and procedures in the invest...

Advance client relationships and drive sales growth in the Financial Services sector. Focus on identifying new business opportunities, enhancing subscription revenue, and managing commercial risks thr...

Optimize your career by collaborating with top private equity firms, managing financial reporting, and enhancing operational efficiency. Join a dynamic team dedicated to delivering exceptional client...

Join us to drive exceptional customer service and relationship management for advisors and employers, enhancing client retention and business growth through proactive communication and tailored plan s...

Grow your career with a dynamic leadership role where you'll build and lead a high-performing team in financial services, driving results and fostering talent while maintaining your own production and...

Shape the future of global merchant relationships by driving growth and engagement with major retail partners. Lead strategic initiatives, optimize contracts, and enhance profitability while collabora...

Join a dynamic compliance team to ensure regulatory adherence, manage filings, and support investment operations. Collaborate with stakeholders to enhance compliance policies and navigate the evolving...

Shape client retention strategies by enhancing relationships, improving satisfaction, and driving long-term loyalty. Collaborate with teams to analyze feedback, address challenges, and implement proac...

Lead the management of accounting and financial reporting for multiple entities, ensuring compliance and accuracy. Collaborate with stakeholders to streamline processes and enhance financial controls...

Champion the development of Prime brokerage applications, leading engineering teams to deliver scalable, secure solutions while aligning with business needs and fostering a culture of technical excell...

Champion seamless transitions for newly recruited advisors, managing data migration, training, and operational integration. Collaborate with stakeholders to ensure a smooth onboarding experience while...