Private Client Relationship Manager Jobs in New York, NY

Lead transformative insurance program initiatives, overseeing technology enhancements and operational workflows. Collaborate across teams to drive project management and ensure compliance, while optim...

Elevate your career by partnering with senior sales professionals to drive client relationships, manage business activities, and support capital raising efforts across a dynamic investment platform, f...

Champion customer success by leading the migration of SMB accounts to CoCounsel, driving engagement and adoption through consultative selling and strategic outreach. Collaborate with teams to ensure s...

Drive business growth by managing complex client relationships and mentoring sales teams. Leverage expertise in treasury management to acquire new clients and enhance portfolio revenues while ensuring...

Empower our finance team by overseeing accounting operations, ensuring compliance, and enhancing financial reporting. Lead month-end close activities and mentor team members in a dynamic, multi-entity...

Join a team that's pivotal in bridging business and technology, leading project delivery, and enhancing credit risk processes through effective analysis and stakeholder collaboration...

Join a dynamic investment banking team to execute diverse equity financings, including IPOs and structured deals. Collaborate with clients and colleagues to drive successful outcomes in the healthcare...

Join a dynamic team to drive debt advisory and restructuring initiatives, collaborating with senior leaders to evaluate strategic alternatives and execute transactions while mentoring junior members a...

Unlock client potential by structuring 10b5-1 plans and navigating SEC regulations. Collaborate with advisors and internal teams to deliver tailored solutions, ensuring compliance and enhancing client...

Shape the future of investment accounting by leading a transformative program that enhances processes and systems. Collaborate with stakeholders to define accounting needs and deliver high-quality dec...

Oversee and enhance wealth management services for high-net-worth clients, guiding personalized financial strategies and ensuring exceptional client experience while driving asset growth and retention...

Elevate product strategy and delivery by leading requirement definition and solution design for the Investment Accounting platform, ensuring alignment with stakeholders and driving enhancements throug...

Help us expand our commercial lending portfolio by building client relationships and delivering tailored financing solutions. You'll play a key role in driving business growth while ensuring an except...

Unlock potential by driving investment analysis and portfolio management. Collaborate on financial modeling, due diligence, and investment memos while monitoring property performance and supporting fi...

Join a dynamic team to develop financial models and market insights, supporting debt transactions and risk management. Gain hands-on experience in a fast-paced environment while collaborating with sea...

Champion non-financial risk and regulatory adherence in the Investment Bank, leading a team to enforce controls, manage assessments, and drive compliance initiatives while collaborating with senior st...

Lead the charge in product development for Small Dollar Lending, driving growth through user research and cross-functional collaboration. Optimize customer experiences and enhance acquisition strategi...

Accelerate progress at the forefront of capital markets by advising clients on financing strategies, mergers, and acquisitions. Lead transaction execution and business development while collaborating...

Bring your expertise to a dynamic team, analyzing client financial needs and developing strategic solutions to enhance performance in the Financial Markets & Real Estate sector. Foster client relation...

Join a team that's dedicated to monitoring investments and conducting due diligence for alternative asset managers. Leverage your financial accounting expertise to analyze data, ensure compliance, and...

Strategize enterprise-wide transformation programs by leveraging AI, data, and automation. Lead teams, engage with C-suite stakeholders, and drive innovative solutions to modernize banking practices w...

Lead the charge in capital formation by raising equity from high-net-worth investors, ensuring timely funding for real estate deals. Build and coach a high-performing team while architecting a vibrant...

Optimize financial reporting processes and lead technical accounting initiatives. Collaborate with CFOs to navigate complex accounting challenges, ensuring compliance with SEC and GAAP standards while...

Lead the underwriting process for Merchant Cash Advances, managing complex files and high-risk transactions. Utilize strong analytical skills to assess risk and make impactful decisions in a fast-pace...

Accelerate progress at our financial reporting function by leading compliance, ensuring accurate statements, and mentoring a skilled team. Drive technical accounting excellence and support executive d...