Private Client Relationship Manager Jobs in New York, NY

Unlock potential by leading fiduciary tax compliance for trusts and estates. Oversee end-to-end filings, provide guidance, and manage cross-border reporting. Collaborate with teams to enhance processe...

Join a team that's transforming private markets operations by leading client engagements, designing target operating models, and driving process improvements to enhance efficiency and compliance in a...

Lead client engagements and drive operational excellence in private markets investment operations, enhancing efficiency and compliance while mentoring teams and building strong client relationships...

Optimize private markets operations by leading client engagements, designing target operating models, and enhancing efficiency through technology-driven improvements. Collaborate with cross-functional...

Shape the future of private markets operations by leading client engagements, designing target operating models, and driving process improvements to enhance efficiency and compliance across investment...

Lead transformative initiatives in private markets operations, enhancing efficiency and compliance while managing client engagements and cross-functional teams to deliver measurable outcomes and opera...

Join a dynamic team to lead private markets operations, enhancing client engagements and driving operational excellence through strategic design and risk management. Collaborate across functions to op...

Join a dynamic team in Private Markets, driving complex fund accounting for diverse alternative investments. Collaborate with top professionals to deliver accurate financial records and support critic...

Join a team that's managing international tax compliance for a diverse portfolio spanning UAE and Singapore, overseeing engagements with external advisors, and resolving complex tax issues while ensur...

Join a dynamic team to cultivate and expand client relationships in Diversified Industries. Leverage your expertise in financial solutions to drive growth and innovation while collaborating with inter...

Champion client relationships by advising high-net-worth families, understanding their unique needs, and driving business growth through strategic networking and collaboration with investment and advi...

Advance business growth by fostering relationships and crafting innovative strategies that drive revenue. Collaborate across teams to identify opportunities and enhance operational excellence while en...

Elevate client relationships by developing innovative strategies that drive growth and enhance value. Collaborate with leadership to optimize operations and deliver exceptional service, ensuring clien...

Drive strategic partnerships and enhance client value through innovative solutions and operational excellence, focusing on business growth and client satisfaction in a hybrid workspace...

Accelerate progress at building strategic relationships with CPG sales organizations, driving innovative commercial models and data strategies to enhance revenue growth and client satisfaction in a dy...

Grow your career by advising families on wealth management, leveraging your expertise in investments and financial planning to enhance client relationships and drive new business acquisition within a...

Optimize client relationships by leading teams to deliver precise financial, accounting, and advisory services. Drive operational excellence through mentorship, compliance oversight, and strategic gui...

Join a dynamic team as the primary client lead, fostering relationships and guiding clients on accounting principles while overseeing audits, tax filings, and team performance to ensure operational ex...

Lead the charge in managing market operations, driving growth, and fostering team cohesion while ensuring compliance and superior client service. This role emphasizes leadership, accountability, and s...

Develop and enhance strategic portfolio analyses, collaborating with teams to ensure accurate financial reporting and operational efficiencies across a diverse commercial real estate portfolio...

Join a team that optimizes performance reporting solutions for Financial Advisors, crafting accessible insights and enhancing client experiences through customized analytical tools and operational sup...

Drive excellence in financial sector audit by leveraging 10+ years of expertise. Collaborate with executives and teams to enhance risk management and compliance, ensuring adherence to regulatory stand...

Shape the future of client operations by enhancing portfolio processes, collaborating cross-functionally, and driving efficiency in a dynamic environment. Your expertise will directly impact client sa...

Optimize family wealth management by leading a dedicated team, overseeing financial reporting, and collaborating with external advisors to deliver tailored solutions for multi-generational families...

Join a team that's dedicated to managing multi-generational family wealth, overseeing financial reporting, budgeting, and investment coordination while leading a skilled team to deliver cohesive solut...