Private Client Relationship Manager

The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team. As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening a...

Private Client Relationship Manager. ...

Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients. Manager, Business Tax Services - Private Clients. Build, manage, direct,...

The Strategic Relationship Manager Private Equity will be responsible for Oracle’s relationships with some of the largest Private Equity firms and their portfolio companies. Develop internal and external strategic client relationships at scale that drive customer commitment and promote cross line of...

We are looking for a Senior Manager to join our PCS Group! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Ability to attract and service new clients and expand services to existing...

As a Principal Client Relationship Manager, you will play a critical role in developing and maintaining strong relationships with key clients, ensuring their needs are met, and driving long-term value for both the client and the organization. The role requires proactive client engagement, strategic ...

The successful candidate will lead Barings’ North America Private Credit Client Portfolio Management team, supporting all Barings private credit strategies (global private finance, capital solutions, infra debt, portfolio finance, structured finance and private placements), with a primary focus on g...

The Client Relationship Manager (CRM) is a member of our internal sales desk and will specialize in being the primary contact servicing AIA clients and prospects. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the commun...

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high ...

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estate...