Part of Phaidon International
Part of Phaidon International
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Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
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Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
Wealth Management Advisor | Existing HNW Relationships | Planning-Led PlatformBase Salary: $105,000-$110,000 + Bonus + Quarterly IncentivesRole can be based in Massachusetts or New Hampshire, apply to discuss in more detail The OpportunityA leading wealth management platform is seeking an experienced Wealth Management Advisor to join its growing te...
Our client is a prestigious European private bank with a long-standing heritage in wealth management and a strong presence across Asia. They are seeking an experienced Assistant Relationship Manager to provide dedicated support to a team of Relationship Managers covering high-net-worth and ultra-high-net-worth clients.This is a broad client servici...
Take your advisory career to the next level with opportunities at RIAs, family offices, private banks, and multi-strategy hedge funds. Selby Jennings connects professionals like you with firms that serve high-net-worth clients and value deep expertise.
Whether you're a senior financial advisor, relationship banker, client services manager, or portfolio specialist, we help you find roles where you can build lasting client relationships and deliver strategic financial solutions. Opportunities also include fund accountants, estate planning consultants, corporate development analysts, and IT project managers.
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