Senior Client Relationship Manager - Private Wealth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-24
Listing for:
Landing Point
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Landing Point is seeking a Client Relationship Manager in Boston to maintain and deepen relationships with ultra-high-net-worth families and institutional clients. You will coordinate across investment, planning, tax, operations, and reporting to ensure a seamless, tailored service experience.
You will onboard new clients end-to-end, manage account operations, and own the CRM (Hub Spot) to keep contacts and commitments current. 7+ years in private banking environments preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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