Private Client Relationship Manager Jobs in New York, NY

Drive strategic engagement with institutional investors by managing RFPs, conducting market analysis, and fostering cross-functional collaboration to enhance business development and client relationsh...

Join us to drive the billing and collection lifecycle, ensuring accuracy and timeliness while building strategic relationships with partners. Be the trusted advisor who enhances cash flow and operatio...

Join a team that's dedicated to delivering exceptional investment management services. This role involves collaborating with Wealth Advisors to strategize and implement portfolio solutions, ensuring a...

Transform the audit landscape by leading risk-based assessments and managing a dynamic team. Collaborate with senior management to enhance processes and ensure compliance across diverse financial serv...

Advance your career by leading a collaborative team that provides tailored tax services to ultra-high net worth families, ensuring exceptional client satisfaction while driving growth and enhancing yo...

Lead the charge in financial reporting for a global investment platform, ensuring accuracy and compliance with US GAAP. Collaborate with auditors and stakeholders while managing multiple projects and...

Champion exceptional client service by leading a dynamic team, enhancing performance, and driving innovative solutions in personal lines insurance. Foster growth through mentorship, strategic feedback...

Lead the charge in enhancing client service by mentoring a dedicated team, resolving escalated issues, and driving performance improvements in the Personal Lines department. Collaborate closely with l...

Transform client service excellence by leading a dynamic team, mentoring staff, and driving performance improvements in personal lines insurance. Collaborate with leadership to enhance client satisfac...

Support high-net-worth clients by preparing and reviewing complex tax returns, conducting tax research, and delivering exceptional service while managing multiple priorities in a fast-paced environmen...

Optimize partnerships with third-party recruiting firms to enhance advisor connections. Lead a team in managing strategic relationships, driving program growth, and ensuring accountability for recruit...

Advance your sales career by building relationships with Financial Advisors and driving investment product sales within a dynamic regional market, collaborating closely with Client Relationship Manage...

Join a dynamic team to cultivate strategic relationships within the Private Equity ecosystem, driving enterprise value through consultative sales. Leverage your expertise to navigate complex procureme...

Join a dynamic team to build strategic relationships within the Private Equity ecosystem, leveraging a consultative sales approach to drive enterprise value and expand RRD's footprint across portfolio...

Join us to deliver exceptional client experiences in Alternative strategies, coordinating onboarding and servicing for investors across various channels. Collaborate with stakeholders to ensure timely...

Join a team that's dedicated to delivering exceptional client experiences in Alternative strategies. You'll coordinate onboarding and servicing for investors, ensuring high-quality support while drivi...

Shape the future of compliance in the financial services sector by supporting regulatory programs, collaborating with cross-functional teams, and ensuring adherence to fiduciary standards while managi...

Accelerate excellence in investor relations through collaborative content stewardship, ensuring consistent marketing, compliance, and onboarding processes across real estate and credit platforms, whil...

Lead the charge in enhancing client success by strategically advising high-impact clients, fostering executive relationships, and driving solution adoption while mitigating risks and ensuring measurab...

Shape the future of client solutions by leading impactful projects in Securities Services. Collaborate with diverse stakeholders to ensure operational excellence and high client satisfaction while man...

Join a team that crafts innovative debt solutions, analyzing credit, modeling finances, and executing transactions. Collaborate closely with seasoned bankers to deliver excellence in leveraged finance...

Join a dynamic team as a Senior Vice President, driving client engagement and strategic positioning in asset management. Leverage your expertise in equities to enhance product offerings and foster rel...

Champion the transformation of hedge funds by leading a new sales team focused on integrating advanced AI solutions. Drive strategy, build relationships, and ensure successful adoption across diverse...

Analyze and assess investment strategies for high-net-worth clients, collaborating with teams to conduct due diligence, monitor macroeconomic trends, and support client interactions, ensuring informed...

Shape client relationships by driving business development efforts, enhancing portfolios, and ensuring profitable lending practices. Utilize strong communication and analytical skills to expand client...