Private Client Manager Jobs
Private Client Manager jobs are open across wealth management, banking, insurance, and financial services, from associate to director level, with specializations in high-net-worth client relationships, portfolio oversight, and trust and estate planning. See the openings below and apply to the ones that match your experience.
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As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- High School diploma
- Prior office experience preferred but not required
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- High School diploma
- Prior office experience preferred but not required
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
Private Client Manager Jobs by Experience Level
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Find Private Client Manager JobsPrivate Client Manager Job Market
Who's Hiring
- JPMorganChase976
- KeyBank93
- BDO37
- Alvarez & Marsal30
- Bank of America24
Top Industries Hiring
- Banking & Financial Services455
- Investment & Asset Management440
- Fintech437
- Accounting & Auditing10
- Technology & Software7
What Employers Look For
The qualifications that appear most often in private client manager jobs.
- Five or more years of experience managing high-net-worth or private banking client relationships
- Active Series 65 or Series 66 securities license or equivalent registration
- Demonstrated ability to grow and retain a book of business
- CFP, CIMA, or similar financial planning designation preferred
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms and wealth management reporting tools
Tips for Your Private Client Manager Job Search
Quantify your book of business
Hiring managers want to see the size and composition of the client relationships you've managed. Replace vague phrases with figures like assets under management, number of households served, or retention rates to give your resume immediate credibility.
Tailor your resume to client tier
Private client roles differ sharply by client segment: ultra-high-net-worth, mass affluent, or institutional. Match your resume's language to the tier the employer serves so reviewers immediately see you've worked in their world.
Apply early to roles that fit
Migrate Mate lists private client manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Lead with client retention in interviews
Interviewers for client-facing roles care deeply about how you handle at-risk relationships. Prepare two or three specific examples where you identified early warning signs of client dissatisfaction and acted before an account was at risk of leaving.
Highlight relevant certifications prominently
Credentials like CFP, CIMA, or Series 65 and 66 licenses are gate-keepers for many private client roles. Place them in a dedicated certifications section near the top of your resume so ATS systems and recruiters flag them immediately.
Negotiate total compensation, not just base
Private client manager offers often include variable components tied to new assets gathered or revenue targets. Before accepting, clarify how performance metrics are calculated and whether trailing compensation from your existing book transfers to your new employer.
Private Client Manager Jobs: Frequently Asked Questions
Which companies are hiring the most private client managers?
JPMorganChase, KeyBank, and BDO are hiring the most private client managers right now, with openings concentrated in California, New York, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at regional banks, wirehouses, and independent registered investment advisors expanding their wealth management divisions.
How many private client manager jobs are remote?
About 16% of private client manager openings are fully remote or hybrid as of November 2026, though the role remains more in-person than many financial services positions. Sub-areas with the highest remote share tend to be digital wealth platforms and technology-forward RIAs, where client relationships are managed primarily through video and phone rather than face-to-face meetings.
How do you become a private client manager?
Start by building a foundation in client-facing financial services, such as retail banking, financial advising, or investment operations. Obtain the securities licenses your target employers require, most commonly Series 65 or Series 66, and pursue a CFP or CIMA designation to signal wealth management expertise. Move into relationship management roles where you own a client book, then pursue senior private client positions as your portfolio grows.
Can you get hired as a private client manager with little experience?
Some firms hire associates into private client teams with two to three years of financial services experience, particularly in relationship banking or financial planning support roles. Emphasizing client interaction hours, any licenses held, and measurable outcomes like referrals generated or client satisfaction scores can offset a shorter tenure. Smaller RIAs and community banks are often more open to developing candidates than large wirehouses.
What does the private client manager interview process look like?
Most employers run a phone screen with a recruiter, followed by a competency interview with a hiring manager focused on how you've handled complex client situations and grown a book of business. A second round often includes a panel with branch leadership or a senior wealth manager, and some firms ask candidates to present a sample client acquisition or retention strategy before a final offer conversation.
Where can I find and apply to private client manager jobs?
You can find and apply to private client manager jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience level, client tier, and location, then apply directly to each position that fits.
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