Senior Wealth Client Management Consultant

About the RoleCAPTRUST is seeking a highly skilled and experienced Senior Wealth Client Management Consultant to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our financial advisors and clients.Key ResponsibilitiesBuild and maintain relationships with financial...

Position OverviewCompensation Structure: Base Salary + Commission. Potential earnings can reach up to $200,000+ with unlimited income opportunities.Work Environment: This role requires onsite presence in Nashville, TN.Working Hours: Standard business hours from Monday to Friday, with flexibility for evening seminars or client meetings.Employment Type:...

Job OverviewWealth Access is seeking a seasoned professional to lead our client success team. As a Client Success Lead, you will be responsible for driving strategic initiatives to improve customer loyalty and revenue.Key Responsibilities:Manage client relationships and develop client success strategiesAnalyze client data to identify opportunities for...

Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and fiduciaries.Our team includes CPAs and JDs who work closely with financial planners, Wealth Strategists, and Innovation...

Senior Client Management ConsultantCAPTRUST is seeking a highly skilled Senior Client Management Consultant to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.The ideal candidate will possess specialized knowledge and skills, obtained through experience...

Private Client Tax ManagerForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...

Job SummaryForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help clients grow,...

As a Private Client Tax Manager at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries. You will work closely with our financial planners, Wealth Strategists, and Innovation teams to deliver tailored solutions that help clients grow, preserve, and...

About the RoleFantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans. Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion...

Role Overview:The KXN is collaborating with a reputable Wealth Management company in the Nashville area to find a skilled and motivated Wealth Advisor to join their growing team. This is an excellent opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized strategies.Key...

About the RoleWe are seeking a highly motivated and results-driven Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a critical role in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors in building and deepening...

About the RoleWe are seeking a highly motivated and results-driven Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a critical role in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors in building and deepening...

About the RoleWe are seeking a highly motivated and results-driven Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a critical role in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors in building and deepening...

Job Title: Senior Client Services ManagerUDig is seeking a seasoned professional to drive client satisfaction and account growth in the healthcare industry.Key Responsibilities:Develop and execute account growth plans to expand opportunities within existing client bases.Build and maintain strong relationships with clients, stakeholders, and internal teams to...

Job Title: Senior Client Services ManagerUDig is seeking a seasoned professional to drive client satisfaction and account growth in the healthcare industry. As a Senior Client Services Manager, you will play a pivotal role in building strong relationships, developing strategic plans, and mentoring delivery teams to deliver exceptional results.Key...

Private Client Tax ManagerForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Our professionals include CPAs and JDs, partnering with financial planners, Wealth Strategists, and Innovation teams to expand flexibility and help...

About AllianceBernsteinAllianceBernstein is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets. Our client base includes some of the world's leading institutions, as well as private-wealth...

About AllianceBernsteinAllianceBernstein is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets. Our client base includes some of the world's leading institutions as well as private-wealth...

About the RoleWe are seeking a highly motivated and results-driven Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors in building and deepening...

About AllianceBernsteinAt AllianceBernstein, we are a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets. Our client base includes some of the world's leading institutions, as well as...