St. James’s Place
The Private Client Consultant supports Partners in advising and servicing high net worth and ultra‑high net worth clients, delivering the SJP private client proposition and providing specialist tax, trust and investment structuring expertise. The role combines business development, technical guidance and stakeholder management to acquire, retain and grow client relationships.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.
29% below the average for this role
Private Client Tax Manager
Sumer
Tax Senior, Private Client Services
Oracle
Private Client International Trusts & Estates Planning Associate / Attorney
Recruiterflow
Tax Senior Manager, Private Client Services
BDO USA
Private Client Services Associate or Counsel Attorney
ExcelliSearch, Inc.
Private Client International Trusts & Estates Planning Associate / Attorney
Recruiterflow