Career Intelligence

What's next for Private Client Manager?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

Try: Product Manager, Data Scientist, UX Designer, Marketing Director

2017
Peak year · 260 people
100
Started here (first job)
Vice President
Top role after 5 years
Owner/Founder
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming Private Client Manager.

Career Transitions by Time Period

Top roles people move into after Private Client Manager, broken down by years after.

Role +1y +2y +5y +10y +20y
Wealth Advisor 16.7% 21.4% 10.0%
Vice President 16.7% 14.3% 20.0%
Branch Manager 16.7% 21.4%
Private Client Advisor 16.7% 14.3%
Owner/Founder 20.0% 22.2%
Agency Relationship Manager 8.3% 10.0% 11.1%
Senior Wealth Management Banker, NMLS ID: 558413 8.3% 10.0%
Sales Associate 8.3% 7.1%
Product Owner II 10.0% 11.1%
Investment Advisor Associate 8.3%
Senior Relationship Banker (HNW) 7.1%
Consumer Market Leader 7.1%
Executive Director 7.1%
Lifestyle and Event Director 10.0%
VP, Client Implementation & IDD Review Analyst 10.0%

Where They Go Over Time

Top roles at each career milestone after becoming Private Client Manager.

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