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Head Of Private Client Jobs

Head Of Client Success
By KickUp At Philadelphia, PA, United States
Education DNA - prior experience in ed tech is a plus.
Maintain exceptional knowledge of our products and their value to ensure value realization & identify opportunities for upselling and cross-selling
Provide coaching and feedback to enhance team members’ skills and expertise
Proactively gather customer feedback and use insights to improve products, services, and customer experience in partnership with other leaders
Demonstrated experience in client retention, upselling, and driving client satisfaction
Exceptional communication, negotiation, and interpersonal skills to build strong relationships with clients and internal stakeholders
Head Of Client Services
By Propel At United States
Extensive experience within media agency, programmatic or CTV
Experience managing, leading, inspiring a team
Leading programmatic & CTV advertising company – full service, and real focus on high-touch approach with illustrious client base
Now they’re really looking to scale as they’re working with increasingly larger brands and budgets
Majority of their revenue comes from brands direct rather than through agencies
You’ll inherit, lead and grow the client services team and deliver exceptional service to existing and new clients
Principal, Head Of Private Credit Operations
By The Carlyle Group At New York, NY, United States
Expand Global Credit's treasury management capabilities by centralizing and standardizing cash management and other treasury functions
Experience with project management and strategic planning
Work closely with the Head of Data Management to ensure accurate and complete data is captured in internal systems
Partner with Liability Management and Portfolio Management to structure and close Leverage Facilities ensuring that all operational needs are contemplated.
Bachelors Degree in Finance, Accounting, Economics or related field required
12+ years of credit operations experience required
Head Of Client Success
By Webstacks At San Diego, CA, United States
10+ years of relevant experience – can include account management, account sales, consulting
Familiarity with contract management tools like PandaDoc, Docusign and HelloSign
Prior experience with requirements gathering, project scoping and managing contracts
Developing thoughtful and strategic client success offerings and repeatable deliverable templates which engage clients at crucial points in the client lifecycle
5+ years experience in an agency environment with a mix of web, design, and development
Strong written and verbal communication skills
Head Of Private Equity & Vc
By NielsenIQ At New York County, NY, United States
Oversee the day-to-day operations of your PE & VC team
Ensure the team is hitting their revenue targets
Participate in customer-facing calls & meetings
Develop and strengthen client relationships
Clearly communicate client feedback to internal teams, including engineering, product, and data operations, to help find solutions
Develop a strong understanding of clients’ priorities, goals, and product uses cases
Head Of School - School Of Private & Commercial Law - Unsw
By UNSW At Atlanta, GA, United States
Annual performance monitoring is undertaken consistent with the University’s quality management and improvement framework.
Student Education Experience And Teaching Performance
Foster a culture of innovation and excellence in learning and teaching and monitor School performance via measures such as myExperience.
Flexible Working Options (work from home, flexible hours etc) 
Discounts and entitlements (retail, education, fitness)
5-year leadership appointment and continuing professorial position
Head Of Client Solutions
By Crowded At Miami, FL, United States
Strong organizational and project management skills with the ability to prioritize and meet deadlines.
Experience in hiring, training, mentoring, and managing support agents.
Strong understanding of automation principles and the ability to manage the incremental automation of services and features.
Excellent interpersonal and communication skills with the ability to collaborate effectively with cross-functional teams.
Bachelor's degree in a relevant field is preferred. Relevant fields might include; business, finance, information technology, accounting or computer science.
Generous base salary commensurate with experience
Vp - Head Of Hr - $150 - $180K + 25% Bonus (Private Equity Scale-Up)
By TriSearch At Springfield, Illinois Metropolitan Area, United States

Please apply for an informal and confidential discussion.

Head Of Global Client Penetration Testing / Remote
By Motion Recruitment At New York, NY, United States
Expert-level penetration testing experience as an individual contributor and leader
Experience managing a global team
Ability to run a business unit, including budget, P&L, pricing etc.
Excellent communication and client-facing ability
Global Head Of Hr - Private Equity
By Umbrex At New York City Metropolitan Area, United States
Strong knowledge of HR best practices and compliance requirements
Experience developing and executing HR strategies that support business objectives for the United States and United Kingdom offices
Demonstrated experience managing budgets and forecasting HR expenditures
This is a full time position with benefits.
Responsibilities will include the following:
Partner with senior leadership to develop and execute HR strategies that support business objectives.
Global Head Of Hr - Private Equity
By Umbrex At United States
Strong knowledge of HR best practices and compliance requirements
Experience developing and executing HR strategies that support business objectives for the United States and United Kingdom offices
Demonstrated experience managing budgets and forecasting HR expenditures
This is a full time position with benefits.
Responsibilities will include the following:
Partner with senior leadership to develop and execute HR strategies that support business objectives.
Head Of Private Markets Insights
By Nasdaq Private Market At New York City Metropolitan Area, United States
Deep experience with public or private market equity research, ideally in a senior role at a large sell-side or buy-side firm
Experience with private capital markets, financial markets, or the VC-backed ecosystem
Possess a strong macro perspective and experience with fundamental, company specific research
Strong quantitative and analytical skills, including mining data to generate valuable insights that can inform critical business decisions
Extremely strong written and verbal communication skills
Experience speaking at conferences, events and to media outlets
U.s. Private Bank - Head Of Family Office Advisory - Managing Director
By JPMorgan Chase Bank, N.A. At , New York, Ny $300,000 - $500,000 a year
Strong team and talent management skills
Share effective practices in team staffing, performance management, compensation, and retention
Basic: bill payment, banking, cash management, insurance, tax data, and general ledger accounting
Advanced: tax analysis, filings, and planning; treasury functions, borrowing, and cash flow management; and balance sheet management
Advanced: investment policy, asset allocation, portfolio construction, manager selection, direct investments, risk management, and research
Basic: overseeing legal entities, trusts and estate matters executed by external law firms, contracts review and management

Are you looking for a unique opportunity to lead a team of professionals in the private client sector? We are looking for an experienced Head of Private Client to join our team and take our services to the next level. You will be responsible for developing and managing relationships with our clients, providing strategic advice and guidance, and ensuring that our services are delivered to the highest standards. If you have the skills and experience to make a difference, we want to hear from you!

Overview:

The Head of Private Client is responsible for leading the private client team and providing high-level advice and services to private clients. This includes developing and implementing strategies to maximize client satisfaction, managing client relationships, and ensuring compliance with all relevant regulations.

Detailed Job Description:

The Head of Private Client is responsible for leading the private client team and providing high-level advice and services to private clients. This includes developing and implementing strategies to maximize client satisfaction, managing client relationships, and ensuring compliance with all relevant regulations. The Head of Private Client will be responsible for developing and executing strategies to increase the number of private clients, as well as developing and maintaining relationships with existing clients. The Head of Private Client will also be responsible for providing advice and services to private clients, including investment advice, estate planning, and tax planning.

What is Head Of Private Client Job Skills Required?

• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Knowledge of financial services and regulations
• Knowledge of investment products and services
• Knowledge of estate planning and tax planning
• Ability to develop and maintain relationships with clients

What is Head Of Private Client Job Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• 5+ years of experience in financial services
• Professional certification such as CFP, CFA, or CPA

What is Head Of Private Client Job Knowledge?

• Knowledge of financial services and regulations
• Knowledge of investment products and services
• Knowledge of estate planning and tax planning

What is Head Of Private Client Job Experience?

• 5+ years of experience in financial services
• Experience in managing private client relationships
• Experience in developing and implementing strategies to maximize client satisfaction

What is Head Of Private Client Job Responsibilities?

• Develop and implement strategies to maximize client satisfaction
• Manage client relationships and ensure compliance with all relevant regulations
• Provide advice and services to private clients, including investment advice, estate planning, and tax planning
• Develop and maintain relationships with existing clients
• Increase the number of private clients