Private Client Manager II
4 days ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Client Manager II, you will play a critical role in expanding our client relationships and driving business growth.
Key Responsibilities:- Identify opportunities to deepen existing client relationships and expand our client base
- Advise clients on their financial needs and provide solutions to meet their goals
- Establish and maintain relationships with internal and external partners to identify new business opportunities
- Execute the Client Management Process and partner with cross-functional teams to deliver a seamless client experience
- 15+ years of experience in private banking, business development, and relationship management
- Significant knowledge of banking and credit, including investments, trust, and wealth transfer
- Solutions-oriented with strong sales and financial acumen
- Excellent interpersonal and leadership skills
- Ability to work in a team environment and influence business outcomes
- Competitive salary and bonus structure
- Comprehensive benefits package, including medical, dental, and vision coverage
- 401(k) matching program and employee stock purchase plan
- Opportunities for professional growth and development
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are passionate about delivering exceptional client service and driving business growth, we encourage you to apply for this exciting opportunity.
-
Private Client Manager II
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Client Manager IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the...
-
Private Equity Fund Accounting Manager
2 days ago
New York, New York, United States Gen II Fund Services Full timeJob Title: Private Equity Fund Accounting ManagerGen II Fund Services, LLC is seeking a highly skilled Private Equity Fund Accounting Manager to join our team. As a key member of our operations team, you will be responsible for managing the financial reporting and accounting functions for our private equity fund clients.Key Responsibilities:Manage the...
-
Private Equity Fund Accounting Manager
3 days ago
New York, New York, United States Gen II Fund Services Full timePrivate Equity Fund Accounting ManagerGen II Fund Services, LLC is seeking a highly skilled Private Equity Fund Accounting Manager to join our team. As a key member of our operations team, you will be responsible for managing the financial reporting and accounting functions for our private equity fund clients.Key Responsibilities:Manage the financial...
-
Private Client Manager II
3 days ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a highly skilled and experienced Private Client Manager II to join...
-
Private Banker II
4 weeks ago
New York, New York, United States First Citizens Bank Full timePrivate Banker II Job DescriptionAt First Citizens Bank, we're seeking a skilled Private Banker II to join our Wealth Management team. As a key member of our team, you'll be responsible for developing and maintaining relationships with high net worth clients, providing them with customized banking solutions and wealth management services.Key...
-
Senior Private Client Manager
3 days ago
New York, New York, United States Bank of America Full timeJob Title: Senior Private Client ManagerWe are seeking a highly skilled and experienced Senior Private Client Manager to join our team at Bank of America. As a key member of our Private Banking team, you will be responsible for expanding client relationships and driving growth through strategic relationship management.Key Responsibilities:Identify and pursue...
-
Chief Risk Officer
2 weeks ago
New York, New York, United States Raymond James Financial Incorporated Full timeJob SummaryThe Senior Vice President, Chief Risk Officer for the Private Client and Asset Management business is responsible for comprehensive and strategic risk management responsibilities within Private Client and Asset Management. This role oversees the development, implementation, and execution of a risk framework to help identify, manage, and mitigate...
-
Private Client Relationship Manager
3 weeks ago
New York, New York, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through leads and by developing internal...
-
Private Client Relationship Manager
3 days ago
New York, New York, United States Emigrant Bank Full timeJob Title: Private Client Relationship ManagerAt Emigrant Bank, we are seeking a highly skilled Private Client Relationship Manager to join our Personal Risk Management team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice on insurance solutions, and driving...
-
Private Client Relationship Manager
3 days ago
New York, New York, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new clients through proactive...
-
Client Service Associate
3 days ago
New York, New York, United States Waldron Private Wealth Full timeClient Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...
-
Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
-
Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
-
Private Client Relationship Manager
3 weeks ago
New York, New York, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
-
Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key...
-
Private Client Relationship Manager
3 days ago
New York, New York, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their financial...
-
Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their financial goals.Key...
-
Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client service, identifying opportunities to deepen...
-
Senior Accountant
2 weeks ago
New York, New York, United States Gen II Fund Services Full timeJob Title: Senior AccountantGen II Fund Services, LLC is seeking a highly skilled Senior Accountant to join its Management Company services department. This role requires a detail-oriented and organized individual with the ability to manage multiple accounting projects simultaneously in a timely manner.Key Responsibilities:Perform cash transaction processing...
-
Associate, Private Equity, Investment Manager
3 weeks ago
New York, New York, United States GIC Private Limited Full timeAbout GIC Private LimitedGIC Private Limited is one of the world's largest sovereign wealth funds, with a global presence and a long-term investment horizon.Role OverviewWe are seeking a highly motivated and experienced Associate to join our Private Equity team. As a key member of our team, you will be responsible for assessing and executing private equity...