Private Client Relationship Manager Jobs in New York, NY

Elevate member engagement by converting tax clients into wealth management and estate planning opportunities. Drive qualification processes, ensuring only genuine prospects reach advisors, while maint...

Transform member engagement by qualifying opportunities in wealth management, estate planning, and life insurance. Drive success through CSI360™ meetings, ensuring only genuine prospects reach Financi...

Empower high-net-worth clients by delivering tailored financial strategies, managing relationships, and navigating complex retirement situations. Collaborate with specialists to grow your practice and...

Lead global clinical trials, managing cross-functional teams to ensure project success across multiple therapeutic areas while driving operational excellence and best practices in clinical project man...

Join a dynamic team where you'll analyze financial models, evaluate M&A scenarios, and prepare key documentation. Take ownership of diverse projects, contributing to transaction processes and client p...

Support investor services by managing client inquiries, processing documentation, and maintaining records. Collaborate with teams to ensure timely deliverables and exceptional client experiences in a...

Drive employee relations by managing complaints, conducting investigations, and advising on compliance. Collaborate with leaders to resolve complex issues, enhance workplace culture, and implement eff...

Take ownership of premium accounting services for hedge and private equity funds. Lead operations, manage client relationships, and enhance service delivery while ensuring compliance with industry reg...

Lead the charge in tax planning and compliance for trusts and estates, overseeing multiple client engagements while fostering professional growth within the team. Collaborate with clients and staff to...

Join a team that's dedicated to delivering expert tax planning and compliance for individuals, trusts, and estates. Oversee client engagements, mentor staff, and cultivate relationships while navigati...

Transform client engagements by leading tax planning and compliance for trusts and estates. Leverage your expertise to provide advisory services, mentor staff, and cultivate client relationships while...

Join a team that's driving financial excellence in the US Generics sector. You'll partner with leadership to deliver insights on profitability, manage budgets, and support strategic decisions, enhanci...

Join a team that's integral to executing high-stakes transactions, from mergers to capital markets. As a Summer Associate, you'll gain hands-on experience in financial modeling, client interactions, a...

Champion client relationships by developing a commercial portfolio focused on maximizing deposits and loans in this dynamic role, ensuring compliance and customer satisfaction while driving growth for...

Drive excellence in equity market commentary and client communications by overseeing compliance, enhancing supervisory frameworks, and supporting client onboarding processes within a dynamic sales and...

Shape the future of compliance by architecting a robust regulatory framework for a dynamic investment platform. Collaborate with stakeholders to ensure adherence to SEC standards while enabling growth...

Help us architect a robust regulatory framework that empowers GPs to thrive in complex financial markets. You will lead compliance initiatives, ensuring operational integrity and strategic alignment w...

Help us elevate client financial well-being by delivering expert advisory services, guiding investment management, and crafting personalized retirement solutions in a dynamic and supportive wealth man...

Join our dynamic team to drive alternative investment strategies in credit. Leverage your expertise to build relationships, educate clients, and lead fundraising efforts while navigating the evolving...

Drive comprehensive accounting processes, ensuring accurate financial reporting and analysis for multiple clients. Lead a team, manage high-volume workloads, and maintain compliance with internal cont...

Lead the charge in enhancing regulatory compliance through effective UAT management, translating requirements into actionable test cases, and ensuring data integrity across systems. Collaborate with s...

Champion your career by collaborating across teams to enhance trading operations, streamline workflows, and leverage technology for improved efficiency in a dynamic research environment...

Join us in a dynamic role where you'll manage client relationships from pre-sale to delivery, ensuring successful outcomes through collaboration with engineering and stakeholders. Thrive in a fast-pac...

Engage with clients to enhance service delivery and operational efficiency. Collaborate with internal teams to develop strategies for wealth management and equity compensation, ensuring exceptional cl...

Transform financial operations by leading accounting and reporting for a multifamily real estate portfolio. Collaborate with management to enhance internal controls, budgeting, and financial analysis...