Private Client Group

Private Client Group Finance Jobs

16 jobs found

Client Relationship Manager + Wealth Management + Omaha

Lutz and Company Omaha, NE

10d ago

$80k - $200k/yr Full time Manager Client Client Relations

Manager Client Client Relations

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Job Description

In Omaha, NE, Lutz and Company operates a private-office style wealth management practice. The Client Relationship Manager role delivers concierge-level service to a curated group of high-net-worth clients. This non-sales position prioritizes trust, discretion, and a seamless, elevated client experience.

Responsibilities

Serve as the primary point of contact for a curated group of high-net-worth clients (approximately 50 relationships).
Deliver a concierge level experience, anticipating needs, solving problems, and ensuring every interaction feels effortless.
Coordinate across internal teams to ensure client requests are executed flawlessly.
Build strong, long-term relationships grounded in trust, responsiveness, and attention to detail.
Handle sensitive and confidential information with the highest level of professionalism.

Requirements

Proven experience delivering white glove service to high-end clientele.
Background in Wealth Management, Family Office, Private Banking, or a similar environment preferred.
Experience supporting high-profile executives or serving in a high-end Executive Assistant capacity may also translate well.
Track record of working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals.
Highly polished communication skills with a proactive, service-first mindset.
Exceptional attention to detail and ability to anticipate client needs.

The Environment

Boutique, relationship-driven setting with a strong emphasis on discretion and service excellence.
Opportunity to work closely with leadership and make a direct impact on client satisfaction.
Focus on quality over quantity, prioritizing deep relationships over high-volume client turnover.

Why This Role Stands Out

No business development expectations; this is purely about delivering an elite client experience.
A chance to work with a highly selective client base where your work truly matters.
Ideal for someone who thrives in a refined, high-touch service environment and wants to be valued for it.

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Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorganChase Miami, FL

18d ago

Full time Senior America Associate

Senior America Associate

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Job Description

JPMorgan Chase's Latin America Private Bank is seeking an experienced client service professional to join the Miami onsite team as a Senior Client Service Associate - Vice President. This role serves as the primary contact for client service needs and leads the delivery of integrated private banking solutions in collaboration with financial advisors, product partners and operations. A minimum of 5+ years in client service is expected, with the ability to perform under pressure within a matrixed organization.

Responsibilities

Provide responsive client service and flawless execution on client requests and transactions, including money movement, security transfers, and loan activity; manage escalated research when needed
Adhere to the firm’s controls, policies and procedures and FINRA regulations, while safeguarding client assets against potential fraud
Collaborate with client-facing teams and internal business groups to deliver and execute client transactions
Review client activity to identify opportunities for additional products and services to enhance the client relationship

Requirements

5+ years of client service experience
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
Proven ability to operate effectively in a matrix organization and to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Technologies

Microsoft Office Suite (Word, Excel and PowerPoint)
Microsoft Outlook

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

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Associate, Natural Resources (Energy) Mid-Corporate Banking

Citi Houston, TX

24d ago

$130k - $145k/yr Full time Associate Bachelor's Degree Banking

Associate Bachelor's Degree Banking

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Job Description

Role Overview

We are seeking a highly motivated Associate to join the front-office Natural Resources (Energy) coverage team in Houston. This role offers a strong pathway for a career in energy finance. The group covers a mix of public and private North American companies, with a focus on Upstream (E&P) and Midstream Oil & Gas, along with Power, Utilities, and the Clean Energy Transition sectors.

The Associate will receive structured training, hands-on experience, and meaningful contributions to the team. The position emphasizes developing core skills in financial analysis, credit risk assessment, and client management within the dynamic energy industry.

Key Responsibilities

Portfolio Management: Manage a portfolio of 10-20 clients in collaboration with deal teams composed of Analysts, Associates, Vice Presidents, and senior Credit Officers.
Transaction Execution: Serve as a primary contributor and reviewer in all aspects of deal execution, including in-depth financial analysis, complex financial modeling, risk analysis, and due diligence for credit extensions to new and existing clients.
Client and Partner Interaction: Support senior bankers in maintaining client relationships and coordinate with internal partners such as Loan Structuring & Syndications, Commodities, Treasury & Trade Services, and various operations functions to deliver integrated financial solutions.
Team Development: Assist with the training and professional development of junior Analysts on the team.
Industry Analysis: Conduct thorough company research and industry analysis to identify key trends, risks, and opportunities within the energy sector.
Risk Management: Assess risk in business decisions, uphold the firm’s reputation, and safeguard the bank, its clients, and assets. This includes ensuring compliance with laws, rules, and regulations, following policy, applying ethical judgment, and transparently escalating, managing, and reporting control issues.

Qualifications

3-6 years of relevant work experience
Theoretical and practical application of financial knowledge to Oil & Gas companies and the broader Energy industry
Strong analytical, quantitative, and problem-solving skills
Proficiency in financial modeling and financial data analysis; advanced MS Excel and PowerPoint skills
Excellent written and verbal communication abilities
Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining
Bachelor's/University degree

Preferred Qualifications

Formal credit training from a reputable financial institution
Experience with syndicated and leveraged finance transactions

Job Family and Employment Details

Job Family Group: Management Development Programs
Job Family: Graduate
Time Type: Full time
Primary Location: Houston, Texas, United States

Compensation and Benefits

Primary salary range: $130,000.00 - $145,000.00. In addition to base compensation, Citi may provide discretionary and formulaic incentive and retention awards for eligible employees. Citi offers comprehensive benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and holidays. For more information about Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Equal Opportunity and Accessibility

Citi is an equal opportunity employer, and qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Citi's accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster for additional information.

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Associate Financial Advisor

Ameriprise Financial - Washington Edmonds, WA

24d ago

$65k - $80k/yr Full time Advisor Ameriprise Associate

Advisor Ameriprise Associate

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Job Description

Overview

Join Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds and/or Wenatchee, Washington. We are seeking an Associate Financial Advisor to support succession planning for retiring advisors while contributing to the ongoing growth and continuity of the practice. This role is designed to progressively take on client relationships, with a focus on lower-decile households, and position you for long-term advancement within the firm.

About the Practice

We are an ensemble wealth management practice dedicated to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our emphasis is long-term stability for clients and team members alike. We serve a loyal client base that spans urban and rural households who value in-person engagement, trust, and consistent advisory relationships.

Key Responsibilities

Client Relationship Transition & Continuity: Support succession planning for retiring advisors; gradually assume responsibility for designated client households; maintain high-touch service standards to ensure client retention and satisfaction.
Financial Planning & Implementation: Deliver comprehensive financial planning and investment strategies; conduct client meetings and provide ongoing portfolio guidance; translate complex financial concepts into practical, client-friendly solutions.
Practice Growth & Development: Identify opportunities to deepen existing client relationships; contribute to revenue growth within the team structure; support the long-term expansion and sustainability of the practice.
Team Collaboration: Partner closely with senior advisors and operational staff; maintain documentation, compliance standards, and CRM accuracy.

Ideal Candidate Profile

Required Qualifications: Active securities and insurance licenses (Series 7 & 66, WA state insurance); experience in financial services or wealth management; willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs.
Preferred Experience: Experience working with rural client communities; Ameriprise experience.
Professional Strengths: Strong interpersonal and relationship-building skills; comfortable serving clients in person and building long-term trust; organized, proactive, and growth-oriented; collaborative mindset within an ensemble practice model.
Career Mindset: Seeking a long-term advisory role within a team practice and interested in future equity paths; motivated by continuity, client stewardship, and sustainable growth; interested in future leadership and expanded responsibility.

Work Environment

Potential placement in Edmonds and/or Wenatchee; in-office presence required in either location; flexibility may be discussed based on location.
Team-oriented ensemble practice with locations in multiple states.
Long-term succession planning opportunities.

Compensation & Benefits

Base Salary: $65,000 - $80,000 - exempt
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include: Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
Safe harbor 401(k) plan with 6% match
Group life insurance
Paid Time Off – vacation policy, sick leave, holidays
Paid CE and professional designation education

Schedule

Monday–Friday, standard business hours

Location

Edmonds, WA, with potential placement in Edmonds or Wenatchee, Washington. In-office presence required.

How to Apply

If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and a cover letter outlining your experience and interest.

Equal Opportunity Employer

Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

26d ago

$115k - $150k/yr Full time Alternatives Asset Allocation Bloomberg

Alternatives Asset Allocation Bloomberg

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Job Description

Location and work arrangement

The position is based at our headquarters in State College, Pennsylvania 16801. Relocation assistance is not provided, and remote work is not available for this role.

Who we are looking for

We seek a candidate with a genuine passion for investing and a commitment to managing money for clients rather than relying on models alone. This role will join our investment committee, so prior experience in investment allocation decisions is essential, preferably within an RIA environment. Candidates should be able to cite examples of overweighting and underweighting asset classes such as growth versus value, large cap versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and collaboratively, with a culture that encourages challenging and defending investment theses.

What you are seeking

As a focused analyst with a talent for asset allocation decisions, you aim to have a larger voice in portfolio management and influence across multiple investment strategies. You want to participate actively in portfolio construction discussions and contribute as part of a small, focused team dedicated to helping individual clients achieve their financial futures.

Position summary

The Director, Research and Portfolio Strategy will lead the investment research efforts of our Investment Strategy team and will report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, along with generating detailed fundamental research to inform asset allocation across a broad range of strategies. As a member of the Investment Committee, this individual should possess a strong passion for investing and markets, with a keen interest in research, portfolio allocation and construction, and manager/strategist due diligence. The ability to clearly communicate complex investment concepts to varied audiences is essential.

Principal duties and responsibilities

Conduct allocation research for dynamic and strategic portfolio positioning across asset classes, segments, and sectors
Perform investment research and due diligence on mutual funds, ETFs, Private Alts, SMAs, and related vehicles
Write commentaries and present investment theses
Serve as a member of the Investment Committee
Manage a team of analysts
Collaborate with senior management and fellow Investment Strategy team members to deliver top-tier service to advisors nationwide
Act as a liaison and product expert for clients (financial advisors)
Communicate investment ideas and concepts at varying levels of sophistication
Lead and participate in investment and operational projects as needed

Required skills and qualifications

Bachelor’s degree
Series 65 registration (or successful completion within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and a track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can-do attitude and high energy

Preferred skills and qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), we design innovative investment strategies and advanced tools for financial advisors nationwide, delivering elite service and a standout experience for advisors and their clients. We value a family atmosphere and a fulfilling work environment. Our employees are trusted to take ownership of their work, and micro-management is not part of our culture. Ongoing opportunities for growth and advancement are encouraged.

Benefits and compensation

This is a full-time salaried position with an incentive compensation package. A comprehensive benefits package includes Health Insurance, Dental and Vision Insurance, Group Life Insurance, Short Term Disability Insurance, and a 401(k) with safe harbor employer contributions.

Salary/Compensation: $115,000 - $150,000 per year

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

27d ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

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Job Description

Location and Work Arrangement

The position is based at our headquarters in State College, PA 16801. Relocation assistance is not provided, and remote work is not available for this role.

What We Are Looking For

We seek a candidate who is passionate about investing and focused on managing money for clients rather than relying solely on computer models. This role will join our investment committee, so prior experience in investment allocation decision making is essential, ideally within an RIA setting. Candidates should be able to point to examples of over weighting and under weighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and in collaboration with the team, and all members are encouraged to challenge and defend investment theses.

What You Are Looking For

As a dedicated analyst with a strong aptitude for asset allocation decisions, you seek a larger voice in portfolio management and the ability to influence a range of investment strategies. You want to be in the room where portfolio construction decisions are made and enjoy being part of a small, focused team helping individual clients achieve their financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives of our Investment Strategy team and report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, and to generate detailed fundamental research that informs asset allocation recommendations across our diverse set of strategies. As a member of the Investment Committee, this individual should possess a passion for investing and markets with a strong interest in investment research, portfolio allocation and construction, and manager due diligence. The ability to clearly communicate complex investment concepts to audiences at multiple levels of understanding is essential.

Principal Duties and Responsibilities

Allocation research for dynamic and strategic portfolio positioning, including asset classes, segments, and sectors
Investment research and due diligence of mutual funds, ETFs, Private Alts, SMAs, etc.
Writing of commentaries and presentations of investment theses
Member of Investment Committee
Manage a team of analysts
Collaborate with upper management and other members of the Investment Strategy team to provide world class service to our advisors throughout the country
Act as a liaison and product expert for our clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration (or successful completion of Series 65 within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, PA. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and advanced tools for financial advisors nationwide, delivering premier service to advisors and their clients. We pride ourselves on a family oriented work environment where employees are entrusted with ownership of their work and micro management is not practiced. We encourage evolving opportunities and ongoing advancement.

Benefits

Salary/Compensation: $115,000 - $150,000 per year
Health Insurance
Dental and Vision Insurance
Group Life Insurance
Short Term Disability Insurance
401k with safe harbor employer contributions

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

28d ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

Apply Now

Job Description

Location

Position based at our headquarters in State College, Pennsylvania. Relocation assistance is not provided, and remote work is not available for this role.

What Are We Looking For

We seek a candidate who is genuinely passionate about investing and prefers managing client capital over relying on automated models. This team member will join our investment committee, so prior experience in investment allocation decisions is essential, ideally within an RIA setting, with demonstrable examples of overweighting and underweighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and with the team, and all members are encouraged to challenge and defend any investment thesis.

What Are You Looking For

As a dedicated analyst with a talent for asset allocation decisions, you aim to have a larger voice in portfolio management and influence across a range of investment strategies. You want to be involved in portfolio construction decisions and prefer working on a small, focused team that strives to make a meaningful difference in clients’ financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives within our Investment Strategy team and report to the CEO. This group works alongside the Chief Market Strategist, conducting thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other vehicles used across client accounts, and producing detailed fundamental research to shape asset allocation across our broad set of strategies. As a member of the Investment Committee, this role requires a passion for investing and markets with a strong focus on research, portfolio allocation and manager due diligence. The ability to clearly communicate complex investment concepts to varied audiences is essential.

Principal Duties and Responsibilities

Conduct allocation research for dynamic and strategic portfolio positioning, covering asset classes, segments, and sectors
Perform investment research and due diligence on mutual funds, ETFs, Private Alts, SMAs, and related vehicles
Prepare commentaries and present investment theses
Serve as a member of the Investment Committee
Manage a team of analysts
Collaborate with senior management and other Investment Strategy team members to deliver exceptional service to advisors nationwide
Act as a liaison and product expert for clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Lead or participate in investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration or successful completion within 90 days of hire
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and a track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

Company

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and cutting-edge tools for financial advisors nationwide, delivering elite service and a standout experience to both advisors and their clients. We take pride in fostering a family atmosphere and a rewarding work environment for all employees. Our staff are entrusted to own their work, and we do not practice micro-management. Evolving opportunities and advancement are encouraged.

Benefits

This is a full-time salaried position with an incentive compensation package. A comprehensive benefits package includes health insurance, dental and vision coverage, group life insurance, short term disability, and a 401(k) plan with safe harbor employer contributions.