Private Client Relationship Manager

Job 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 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 solutions,...

Senior Tax Manager - Private Client ServicesWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services team. As a key member of our team, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.Key Responsibilities:Manage and mentor a team of tax...

Job OverviewPosition SummaryAs a pivotal member of the Atominvest team, you will be responsible for overseeing the delivery of our innovative software solutions to both new and existing enterprise clients. Your role will involve not only implementation but also serving as the primary liaison for some of the most prominent alternative investors globally. You...

About the RoleWe are seeking a highly skilled Private Equity Client Solutions Manager to join our team at Atominvest Software. As a key member of our commercial team, you will be responsible for delivering our software solutions to enterprise clients and driving advocacy and expansion opportunities across our client base.About Atominvest SoftwareAtominvest...

Job Title: VP, Relationship ManagerAt Customers Bank, we're committed to delivering exceptional customer experiences and driving business growth through innovative solutions. As a VP, Relationship Manager, you'll play a key role in building and maintaining strong relationships with our commercial clients, identifying new business opportunities, and providing...

About the RoleWe are seeking a highly skilled Client Solutions Manager to join our team at Atominvest Software. As a Client Solutions Manager, you will be responsible for delivering our software solutions to enterprise clients in the private equity industry. This is a unique opportunity to work with a leading provider of alternative investment technology and...

Job Title: Private Equity Client Solutions AnalystAbout the Role:The Private Equity Client Solutions Analyst is a key member of our team, responsible for delivering efficient implementations and providing ongoing technical support to our existing customers. This is an excellent opportunity to develop deep product and industry knowledge.Key...

Job SummaryWe are seeking a highly skilled Sr. Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with our clients, providing customized solutions to meet their financial needs, and driving business growth.Key ResponsibilitiesDevelop and execute...

Job Title: Senior Relationship Manager, Mexican MarketAP Executive is seeking a seasoned Senior Relationship Manager to oversee its Mexican High Net Worth (HNW) clientele base in the Bahamas. The ideal candidate will possess a post-graduate degree and a minimum of 8-10 years of proven experience in acquiring Mexican High Net Worth clients.Key...

Job SummaryWe are seeking a highly skilled Sr. Relationship Manager to join our team at TD Bank. As a key member of our commercial banking business, you will be responsible for developing and managing relationships with our customers, providing customized solutions to meet their financial needs.Key ResponsibilitiesDevelop and execute business growth...

{"title": "Executive Assistant Opportunity", "subtitle": "Support the Executive Team at a Leading Private Equity Firm", "content": "We are seeking a highly organized and experienced Executive Assistant to support our executive team at our Private Equity firm in Providence, RI.Onsite: 5 days a weekHours: 8:30am-5pmBonus + great benefitsKey...

Job SummaryBecome a key player in our team and contribute to our mission of putting health first. As a Healthcare Relationship Manager, you will develop and maintain relationships with small and medium-sized accounts. Your work assignments will involve moderately complex to complex issues where the analysis of situations or data requires an in-depth...

Job Title: Client Accounting Services ManagerSansiveri, Kimball & Co., LLP is seeking a highly skilled Client Accounting Services Manager to join our team. As a key member of our Client Accounting Services (CAS) Group, you will provide a combination of controller and general accounting services to a variety of clients from different industries with a focus...

Job Title: Client Accounting Services ManagerSansiveri, Kimball & Co., LLP is seeking a highly skilled Client Accounting Services Manager to join our Client Accounting & Advisory Services (CAS) Group. As a key member of our team, you will provide a combination of controller and bookkeeping services to a variety of clients from different...

Job Title: Client Accounting Services ManagerSansiveri, Kimball & Co., LLP is seeking a highly skilled Client Accounting Services Manager to join our team. As a key member of our Client Accounting Services (CAS) Group, you will provide a combination of controller and general accounting services to a variety of clients from different industries with a focus...

Job Title: Client Accounting Services ManagerSansiveri, Kimball & Co., LLP is seeking a highly skilled Client Accounting Services Manager to join our team. As a key member of our Client Accounting Services (CAS) Group, you will be responsible for providing a combination of controller and general accounting services to a variety of clients from different...

Unlock Your Potential as a Licensed Marriage and Family TherapistAre you a licensed Marriage and Family Therapist looking to take your career to the next level? Headway is here to support you in launching or growing your private practice. Our platform empowers mental health clinicians like you to earn more through insurance and provides the tools and...

About CBIZCBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise combined with highly personalized service delivered at the local level.Job SummaryWe are seeking an experienced Audit Manager to join our Portfolio Company Audit Team. As a key member of our team, you will be responsible for leading audits...

Job SummaryWe are seeking a highly skilled Senior Tax Manager to join our team at CyberCoders. As a key member of our Private Client Services (PCS) Group, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.Key ResponsibilitiesManage and mentor a team of tax professionals to deliver...

About the RoleWe are seeking a highly analytical and detail-oriented Private Equity Client Solutions Analyst to join our team at Atominvest Software. As a critical member of our Customer Success Team, you will be responsible for delivering efficient implementations and providing ongoing technical support to our existing customers.This is a great opportunity...