UHNW Client Support Director
5 days ago
We are seeking a seasoned professional to join our New York office as a Director, Family Offices Services. In this role, you will be responsible for managing and administering the day-to-day activities of a select portfolio of UHNW clients. This includes reviewing all new trusts, performing annual trust audits, and ensuring compliance with regulatory requirements. You will also be responsible for managing and administering philanthropic giving for clients, overseeing property management domestic and abroad, and providing strategic review of all money movements such as bill pay, payroll, and distributions.
About You:
To be successful in this role, you will need to have a strong understanding of financial services and the ability to interface with key stakeholders. You will also need to have excellent communication and organizational skills, as well as the ability to work independently and as part of a team. The estimated salary for this role is $150,000 - $200,000 per year, depending on experience.
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Global UHNW Wealth Manager
6 days ago
New York, New York, United States Avior Executive Search Full timeCompany Overview: Avior Executive Search is a leading recruitment agency specializing in placing top talent within the ultra high net worth space. Our client, a global multi-family office with headquarters in Europe, serves as a trusted partner to families worldwide.">About the Role: As Senior UHNW Relationship Manager, you will cater to our client's...
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PWM UHNW Business Growth Coordinator
2 weeks ago
New York, New York, United States JobRialto Full timeAbout the Role:JobRialto seeks an experienced Business Development Marketing Specialist to join our team. The successful candidate will have 2-4 years of experience in marketing, event coordination, or project management, or a bachelor's degree in marketing, communications, or a related field.Responsibilities:Marketing Strategy: Develop and implement...
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PWM UHNW Business Development Coordinator
2 days ago
New York, New York, United States JobRialto Full timeJob Summary:We are seeking a PWM UHNW Business Development Coordinator to join our team at JobRialto. As a key member of our marketing department, you will be responsible for developing and executing marketing strategies to support our Private Wealth Management and International Wealth Management teams. This role will involve managing marketing campaigns,...
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Senior Family Office Manager
2 weeks ago
New York, New York, United States International Search Consultants Full timeJob Overview:International Search Consultants has been retained by a prominent global investment firm to find a highly skilled professional to join their New York office as a Director, Family Offices Services. The successful candidate will be responsible for providing strategic oversight to a select portfolio of Ultra-High Net Worth (UHNW) clients. This is...
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New York, New York, United States Compunnel Full timeAbout the Role:The PWM UHNW Business Development Marketing team at Compunnel is seeking a highly skilled professional to join our team as a Business Analyst III. In this role, you will play a crucial part in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and prospects. Your...
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Director of Client Support Operations
3 days ago
New York, New York, United States Abacus Group LLC Full timeAbout Us: The Abacus Group LLC is a leading provider of technical services, committed to delivering exceptional support to our clients. We are seeking a highly skilled Director of Client Support Operations to join our team.This is an exciting opportunity to lead our Client Support Engineering team, overseeing their day-to-day performance and accountability....
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Ultra High Net Worth Client Advisor
2 weeks ago
New York, New York, United States Avior Executive Search, Inc Full timeAbout the RoleWe are looking for a skilled Senior UHNW Relationship Manager to manage a portfolio of high net worth clients and provide expert guidance on investment strategies.Key Performance Indicators• Client satisfaction and retention rates.• Revenue growth and profitability.• Team collaboration and knowledge sharing.Qualifications1. Bachelor's...
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New York, New York, United States Avior Executive Search Full timeCompany Profile: Our client is a prestigious Global Multi Family Office/RIA with a strong presence in Europe and worldwide connections. They focus on serving the Ultra High Net Worth community, providing bespoke wealth management services to high net worth individuals and families.Job Responsibilities: As a Senior UHNW Relationship Manager, you will oversee...
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Ultra High Net Worth Wealth Manager
6 days ago
New York, New York, United States Avior Executive Search Full timeCompany Overview: Our client is a leading Global Multi Family Office/RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space, catering to this level of clientele from private banks or RIAs.Job Description: As a Senior UHNW Relationship Manager, you will be responsible for managing existing portfolios...
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Private Wealth Management Marketing Associate
2 weeks ago
New York, New York, United States JobRialto Full timeJob Overview:JobRialto is seeking a highly skilled Private Wealth Management Marketing Associate to join our team. As a key member of the PWM UHNW Business Development team, you will play a critical role in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and...
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Global Wealth Management Leader
22 hours ago
New York, New York, United States Avior Executive Search Full timeJob Overview:Avior Executive Search is a leading executive search firm specializing in placements for the ultra-high net worth space. We are currently seeking a Global Wealth Management Leader to join our team.The ideal candidate will have a strong background in wealth management, with a focus on UHNW clients. You will be responsible for developing and...
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Client Success Director
2 days ago
New York, New York, United States Regal Full timeSucceed as a Client Success Director at RegalWe're looking for a seasoned professional to lead our client success efforts and drive growth through strategic partnerships. As a Client Success Director, you'll own the post-sale experience for our fast-growing B2C customer base, leveraging data-driven insights to inform go-to-market programs and demonstrate...
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Director of Client Onboarding
6 days ago
New York, New York, United States NationStaff, Inc. Full timeAbout UsNationStaff, Inc. is an equal opportunity employer committed to diversity and inclusiveness. We are seeking a skilled Director of Client Onboarding who can support the upgrade and version control processes of our products and tools in client environments. With a strong background in technical customer-facing roles and experience training and...
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Director of Client Relations
3 days ago
New York, New York, United States Inizio Evoke Full timeDirector of Client RelationsAbout Inizio Evoke AccessInizio Evoke Access brings together market access, patient access, and patient support expertise across the platform to help clients navigate the complexities of the market access landscape.We are looking for a Director of Client Relations to lead major accounts and serve as the day-to-day contact for...
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High-Profile Portfolio Manager
4 weeks ago
New York, New York, United States International Search Consultants Full timeJob SummaryAn exceptional opportunity has arisen for a seasoned High-Profile Portfolio Manager to join our client's dynamic team in New York. As a key member of the Family Office Services group, you will provide strategic oversight and personalized support to Ultra-High Net Worth individuals and families.About the RoleThis is a highly visible position within...
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Client Relationship Director
18 hours ago
New York, New York, United States Unity Technologies Full time**Drive Business Growth as a Client Relationship Director**As a Client Relationship Director at Unity Technologies, you will play a vital role in fostering long-term partnerships with major agency holding companies. With a deep understanding of programmatic ad marketplaces and a proven track record of generating leads, closing new business, and achieving...
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Client Relationship Director
2 weeks ago
New York, New York, United States Forhyre Full timeJob OverviewWe are looking for a highly skilled Client Relationship Director to take charge of client relationship management and supervise subordinate staff. As a key member of our team, you will play a vital role in building and maintaining customer relationships, identifying opportunities for growth, and driving revenue.In this role, you will work closely...
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Client Services Director
6 days ago
New York, New York, United States Nexxen Full timeAbout NexxenNexxen empowers advertisers, agencies, publishers and broadcasters worldwide to leverage data and advanced TV in meaningful ways. Our unified technology stack comprises a demand-side platform (DSP) and supply-side platform (SSP), with the Nexxen Data Platform at its core. We're transforming advertising through creative, flexible and unified...
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Director of Client Solutions
2 days ago
New York, New York, United States Virgo Health Full timeAbout UsAt Virgo Health, we are dedicated to delivering exceptional medical education services to pharmaceutical, biotech, and device companies. Our team of experts works closely with clients to inform and educate healthcare professionals about the latest developments in clinical research and therapeutic approaches. With our expertise in meetings, digital,...
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Digital Client Support Specialist
3 weeks ago
New York, New York, United States Movable Ink Full timeAs a Digital Client Support Specialist at Movable Ink, you will work closely with the Director led Client Experience teams to provide exceptional support to our clients.Develop expertise in the Movable Ink platform and email industry eco-system to effectively communicate with clients.Support Client Experience Manager on named accounts and communicate...