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Senior Private Client Practice Leader
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-02-28
Listing for:
Community Financial System, Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
A leading financial services provider in Buffalo, New York is searching for a Private Client Practice Leader to enhance service excellence for high net worth individuals. This role entails managing a portfolio of complex client relationships, achieving annual growth targets, and developing partnerships with Centers of Influence for new business opportunities. The ideal candidate should have a solid understanding of high net worth insurance and demonstrated experience in client relationship management and business development.
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Position Requirements
10+ Years
work experience
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