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Private Client Manager Jobs (NOW HIRING)

Modern Life

Private Client Manager

$85K - $100K/yr

Private Client Manager Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With powerful and integrated digital tools, expert support, and leading ...

Kering

BOUCHERON Private Client Manager

New York, NY · On-site

$110K - $130K/yr

We are seeking an accomplished Private Client Manager, to lead the development, engagement, and growth of Boucheron's most valuable clients across the Americas region. Based in New York City, this ...

Kering

BOUCHERON Private Client Manager

New York, NY · On-site

$110K - $130K/yr

We are seeking an accomplished Private Client Manager, to lead the development, engagement, and growth of Boucheron's most valuable clients across the Americas region. Based in New York City, this ...

Kering

BOUCHERON Private Client Manager

Manhattan, NY · On-site

$110K - $130K/yr

We are seeking an accomplished Private Client Manager, to lead the development, engagement, and growth of Boucheron's most valuable clients across the Americas region. Based in New York City, this ...

Modern Life

Private Client Manager

$85K - $100K/yr

We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with ...

Modern Life

Private Client Manager

$85K - $100K/yr

We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with ...

Bank of America

Private Client Manager II

Dallas, TX · On-site

Private Client Manager II Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility ...

Bank of America

Private Client Manager II

Dallas, TX · On-site

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

Dallas, TX · On-site

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

Sarasota, FL · On-site

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

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Private Client Manager information

What is a private client manager?

A Private Client Manager is a financial professional who works closely with high-net-worth individuals to manage their personal wealth, investments, and financial planning. They provide tailored advice on a variety of financial products and services, including investment management, estate planning, tax strategies, and lending solutions. Private Client Managers typically work for banks, wealth management firms, or financial institutions, acting as the main point of contact for their clients’ financial needs. Their role requires strong relationship-building skills and a deep understanding of financial markets and products.

How does a private client manager typically collaborate with other departments to meet client needs?

Private Client Managers often work closely with teams such as investment advisors, tax specialists, legal advisors, and operations staff to provide comprehensive solutions tailored to clients' financial goals. Collaboration usually involves regular meetings to discuss client strategies, coordinate account management tasks, and ensure compliance with regulatory standards. This cross-functional teamwork helps ensure that clients receive a seamless, high-quality service experience while accessing a broad range of financial expertise. Effective communication and relationship-building are essential for success in this collaborative environment.

What are the key skills and qualifications needed to thrive as a private client manager, and why are they important?

To thrive as a Private Client Manager, you need strong financial acumen, wealth management expertise, and typically a degree in finance or business, often complemented by relevant certifications such as CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial planning tools is essential. Outstanding interpersonal skills, discretion, and proactive problem-solving set top performers apart in this client-focused role. These skills and qualities are crucial for building trust, delivering tailored financial solutions, and retaining high-net-worth clients.

What is the difference between Private Client Manager vs Wealth Advisor?

AspectPrivate Client ManagerWealth Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial advisory firms, banks, independent practice
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon across financial planning and investment advisory sectors
Search & Comparison IntentOften compared for client relationship and portfolio management rolesCompared for holistic financial planning and investment advice

While both roles serve high-net-worth clients, a Private Client Manager primarily focuses on managing client relationships and tailored banking services, whereas a Wealth Advisor provides comprehensive financial planning and investment strategies. The roles often overlap but differ in scope and focus within the wealth management industry.

What cities are hiring for Private Client Manager jobs?

Cities with the most Private Client Manager job openings:

What are the most commonly searched types of Private Client jobs?

The most popular types of Private Client jobs are:

Who are the top companies hiring for Private Client Manager jobs?

The top employers for Private Client Manager jobs are:

What states have the most Private Client Manager jobs?

States with the most job openings for Private Client Manager jobs include:

What are popular job titles related to Private Client Manager jobs?

For Private Client Manager jobs, the most frequently searched job titles are:

Infographic showing various Private Client Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution.

Private Client Manager

Remote

Modern Life
Finance and Insurance • 11 - 50 employees
Learn more about Modern Lifeexternal

$85K - $100K/yr

Other

Re-posted 22 hours ago

Job description

Private Client Manager

Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital, New York Life, and Northwestern Mutual.

We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with advisory firm principals, counsel their clients on life insurance solutions, and drive cases from initial design through in-force placement. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform. You'll collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process.

This is a role for someone who combines deep life insurance expertise with a business development mindset. You'll have real ownership and the space to shape how this function works — we're looking for someone who brings both technical knowledge and commercial drive.

What You'll Do:

  • Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery
  • Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding
  • Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform
  • Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community
  • Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures
  • Design and refine the outreach and onboarding workflow, building a framework the team can scale on
  • Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience
  • Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months

Who You Are

  • 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services
  • Strong technical knowledge of life insurance products, underwriting, case design, and policy placement — you can drive the full case lifecycle.
  • You've built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
  • You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way
  • You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals
  • You're energized by building something new and contributing to how a growing company goes to market
  • Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution

$85,000 - $100,000 a year Base Salary: $85,000 - $100,000 | OTE: $200,000

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