Private Wealth Jobs

Senior Relationship Manager role within NB Private Wealth focused on managing complex HNW relationships, delivering wealth and trust & estate planning, and driving client engagement and asset growth.

Senior leader needed to lead and scale a premium CFO advisory and bill-pay business serving UHNWI, combining strategy, client relationship leadership, and operational stewardship.

M&T Bank is hiring a Wealth Client Associate to manage daily transactions, onboard and support HNW/UHNW clients, and enable the Wealth Management team through strong operational and client-service execution.

Serve as a trusted advisor at KeyBank's Eastwood branch, delivering personalized financial wellness advice and referrals for clients with up to $2M in investable assets while supporting branch sales and operations.

M&T Bank's Wilmington Trust is hiring a Senior Wealth Advisor to lead relationship teams, grow high-net-worth client portfolios, and deliver integrated wealth management solutions.

Additive is hiring a Tax Expert from a top accounting firm to create structured workpapers and drive tax document automation for our San Francisco office.

Lead onboarding, client relationship management, and delivery of tailored family office solutions for BBH's Boston clients while coordinating cross-functional teams and external advisors.

M&T Bank seeks an experienced Senior Wealth Advisor to lead a relationship team and expand fee‑based wealth management relationships for high‑net‑worth clients.

Brown Brothers Harriman is hiring a Senior Event Strategy Specialist to drive event and sponsorship strategy for Capital Partners, managing planning, budgets, logistics and measurement to support private banking growth.

Lead the alternative investments consulting effort within Wealth & Investment Management, advising financial advisors and portfolio managers on private investment solutions and platform strategy.

Senior leader to scale and lead a CFO Advisory and Bill-Pay division delivering discreet, strategic financial services to UHNWI, driving growth, operational excellence, and client satisfaction.

Bernstein Private Wealth Management is hiring a client-focused Private Wealth Associate in Seattle to support Financial Advisors with portfolio analytics, wealth planning, and high-touch client service for high-net-worth clients.

Lead a centralized Private Bank service team in Columbus to deliver consistent client experiences, drive onboarding improvements, and manage cross-functional operational performance.

Morgan Stanley is hiring a Private Wealth Management Portfolio Management Associate Director to partner with Financial Advisors in creating and executing customized investment plans, performing research and reporting, and supporting client relationships in San Francisco.

Key Private Bank is hiring a licensed Senior Relationship Manager in Salt Lake City to advise high-net-worth clients and lead cross-functional teams to deliver tailored banking, lending and investment solutions.

KeyBank seeks a Private Client Advisor to provide investment solutions and holistic financial planning to Mass Affluent clients in Brewster, NY.

KeyBank is hiring a Private Client Banker in Columbus to provide plan-based financial advice, deepen client relationships, and refer appropriate investment and lending solutions for clients with up to $2M in investable assets.

Serve as a senior client-service and business development leader supporting Morgan Stanley Financial Advisors in Houston to grow relationships and execute high-quality client strategies.

Luminary is hiring a seasoned Account Executive to close new enterprise wealth-management clients for its AI-driven wealth transfer collaboration platform.

Experienced trust administration professional needed to manage complex trust structures and ensure regulatory compliance for an international bank based in Puerto Rico on a part‑time basis.