• Associate Relationship Manager-New York/New…

    TD Bank (New York, NY)
    …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller ... experience in a production or client support capacity (ie track record of high client satisfaction and retention) required + Securities Licensed: Series 7, 63 +… more
    TD Bank (07/26/25)
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  • Sr. Tax Accountant

    Robert Half Accountemps (Westbury, NY)
    …corporations, partnerships, and trusts + Lead tax planning and consulting projects for high - net - worth individuals and business entities + Interpret and apply ... expert who can manage complex tax engagements, oversee junior staff, and provide high -level guidance to clients or leadership teams. The ideal candidate brings a… more
    Robert Half Accountemps (07/25/25)
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  • Wealth Relationship Manager SAFE Act - 90 Park Ave

    Citigroup (New York, NY)
    …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/23/25)
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  • Assistant, President's Office & Global Board…

    International Rescue Committee (New York, NY)
    …in a non-profit business development department a plus. + Experience working with high net - worth individuals and/or senior partners a plus. Demonstrated ... and the Global Board Engagement team, you will be responsible for providing high -level administrative and logistical support to advance the work of the President/CEO… more
    International Rescue Committee (07/20/25)
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  • Executive Administrative Assistant

    JPMorgan Chase (New York, NY)
    …department's activities and goals. The ability to communicate confidently and accurately with high - net - worth clients in a fast-paced, deadline driven team ... role along with attention to detail, focus on quality, high energy, and flexibility.. **Job Responsibilities** + Maintain complex...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (07/20/25)
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  • Citi Wealth - Wealth Relationship Manager SAFE Act

    Citigroup (Hewlett, NY)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/18/25)
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  • Private Bank Relationship Manager

    NBT Bank (Williamsville, NY)
    …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
    NBT Bank (07/11/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (New York, NY)
    …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (06/18/25)
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  • Private Client Manager II

    Bank of America (New York, NY)
    …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
    Bank of America (06/10/25)
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  • Director, CRE Loan Origination

    SitusAMC (New York, NY)
    …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
    SitusAMC (06/06/25)
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