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Private Wealth Client Relationship Lead

Job in New York, New York County, New York, 10261, USA
Listing for: Capital-Group-1
Full Time position
Listed on 2026-07-30
Job specializations:
  • Management
    Client Relationship Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 135000 - 180000 USD Yearly USD 135000.00 180000.00 YEAR
Job Description & How to Apply Below
Location: New York

Capital Group is seeking a Private Client Relationship Manager in New York to oversee advisor practice operations, deliver superior client service, and drive business growth. You will supervise Client Service Associates, coordinate prospecting and sales efforts, and ensure clear communication across teams.

In collaboration with Private Wealth Advisors, you will design business plans, monitor KPIs, and deliver asset allocation recommendations while maintaining confidentiality and high

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