Head of Family Office & Private Wealth Reporting
Goldman Sachs Group, Inc.
A leading global investment firm is seeking a Vice President to oversee family office advisory for Ultra-High-Net-Worth clients. This role involves leading consolidated reporting solutions, advising on operational setups, and enhancing client relationships. The ideal candidate should have extensive experience in wealth management, strong leadership skills, and expertise in relevant technology platforms. Competitive salary and benefits package offered in New York. #J-18808-Ljbffr Goldman Sachs Group, Inc.
$115k - $270k
...investment bank is seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a...Work at officePrivate- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily OfficeOn-siteLocationNew York, United StatesDate PostedMay 12, 2... ...This RoleGoldman Sachs Family Office (GSFO), part of the Private Wealth Management division, is seeking a Vice President for Family...Work at officePrivate
- We’ve partnered with an established Private Wealth platform serving family offices and sophisticated investment organisations globally. As a result of a meaningful upgrade to their data and reporting infrastructure, they seek an experienced product manager with deep investment...Work at officePrivate
$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Co-Head of Estates Services, Vice President - New York New York, New York, United States... ...and high net worth individuals, as well as family offices, foundations and endowments, and...Work at officePrivateFull timeTemporary workPart time$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Reporting and Advisory, Vice President - New York New York, New York, United States Job Description YOUR IMPACT Goldman Sachs Family Office is seeking a highly experienced...Work at officePrivateFull timeTemporary workPart time- ...are seeking experienced Lead Wealth Advisors to join their team in... ...high-net-worth clients and families Deliver comprehensive planning... ...work remotely and from a local office Ideal Background 8-10+ years... ...a plus Background in RIA, private bank, or wirehouse environments...Work at officePrivateLocal areaRemote work
$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... .... The team works across multiple offices to help preserve and transfer wealth, plan... ...involving trusts, family partnerships, private foundations, and charitable vehicles. Present...Work at officePrivateRemote work$75k - $85k
Brown Brothers Harriman is recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role, you... ...reconcile accounts in eMoney. Report on internal and external private investments. Work with internal groups to integrate...Work at officePrivateWork experience placementLocal area3 days per week$150k - $250k
...Director, External Fraud Risk The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk... ...and oversee fraud risk metrics and reporting for senior management, risk committees... ...to support our employees and their families at every point along their work-life...Work at officeTemporary work- ...simplify complexity for Private Bank clients by... ...articulate and achieve their wealth goals. Create steams... ...managing, monitoring, and reporting risks of all types.... ...Conditions: Normal office environment with little... ...our employees and their families, encompassing physical...Work at officePrivateWork experience placementPrivate practice
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and... ..., and escalating, managing and reporting control issues with transparency Regularly...Work at officePrivateFull time
$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice Lead, Vice President - New York New York, New York, United States Job Description YOUR IMPACT Goldman Sachs Family Office is seeking an experienced and entrepreneurial...Work at officePrivateFull timeTemporary workPart time$126.5k - $166.3k
...Tax Manager with our New York office! This is a great opportunity... ...to expand your career in Private Wealth tax and accounting, becoming... ...including ultra high net worth families, closely held businesses and... ...accounting records and/or reporting with clients, provide analysis...Work at officePrivateLocal areaWorldwide$110k - $120k
...Family Office Investment Analyst New York, NY Hybrid model: 3 days... ...development of an AI-native reporting and analytics infrastructure... ...will gain deep exposure to private and public FinTech and AI... ...sectors — payments, lending, wealth, capital markets technology,...Work at officePrivateImmediate startWork from homeVisa sponsorshipWork visa$33.28k - $90k
...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...portfolio holdings, performance reporting, etc. and preparing... ...Assisting with general in-office support functions such as copying... ...support our employees and their families at every point along their...Work at officePrivateTemporary workLocal area$75k - $85k
...career. Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In... ...skills, communication skills and knowledge of private and alternative assets. Our ideal candidate is determined...Work at officePrivateFull timeWork experience placementLocal area- ...and leads a specialized team within U.S. Wealth that connect clients and advisors with institutional... ...* Provides Trading support for Home Office Traded Advisory Program, ESOP/GSR, and... ...on a criminal background check, credit report check, civil litigation search, and...Work at officeWork experience placementCasual workWork from homeHome office
$100k - $153k
Job Title Credit Risk Officer - Wealth Management Location New York, NY Overview Deutsche Bank's Private Bank business is one of the largest... ...and entrepreneurs, family offices and foundations, we... ...Help in the preparation of reports and portfolio analysis for auditors...Work at officePrivateLocal areaWork from homeWorldwide$85k - $140k
AVP, Client Support The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients... ...with internal partners to support key strategic and reporting initiatives to deliver an exceptional and consistent...Work at officePrivateTemporary work- Andsimple is seeking a Family Office Staff Accountant to directly support the Family Office Accounting team in New York City. This role involves managing the accounting and financial reporting for high-net-worth families, with responsibilities such as preparing financial...Work at office
- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client... ...net worth individuals, as well as family offices, foundations and endowments, and corporations... ..., track attendee data, and generate reports to share key metrics to senior...Work at officePrivateFull time
- Tiger Search Group is searching for a Family Office Accountant in New York City. This role involves providing financial support to high-net-worth clients, ensuring accuracy in financial reporting, and maintaining financial records. The ideal candidate has a bachelor's degree...Work at office
- ...experienced Senior Paralegal Specialist in Private Wealth for their NY office. The ideal candidate will have a... ...Meet with clients, trustees, and family members, and communicate with... ...petitions and ongoing accountings and reports related to guardianship proceedings...Work at officePrivate
- ...Family Service Coordinator The Family Service Coordinator is responsible... ...a strong understanding of the Head Start Program Performance... ...of creating and submitting reports to management team that provide... ...; Proficiency in Microsoft Office products; Ability to plan...Work at officeLocal area
$200k - $250k
...bespoke asset management and family office services to ultra-high-net-... ...tailored investment strategies and wealth management solutions,... ...expertise across public and private markets, alternative investments... ...related to accounting, reporting, and compliance to ensure accuracy...Work at officePrivate$120k - $205k
...") and Morgan Stanley Private Bank ("MSPBNA") are nationally... ...are regulated by the Office of the Comptroller of... ...The Bank Regulatory Reporting team, within the... ...banking, securities, wealth management and asset management... ...employees and their families at every point along...Work at officePrivateTemporary workFlexible hours$90k - $155k
...MSBNA) and Morgan Stanley Private Bank (MSPBNA) are... ...are regulated by the Office of the Comptroller of... ...The Bank Regulatory Reporting team, within the Finance... ...banking, securities, wealth management and asset management... ...employees and their families at every point along...Work at officePrivateTemporary work$200k - $340k
...HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK... ...bank regulated by the Office of the Comptroller of... ...Wealth Management and Private Banking businesses, seeking... ...adviser Provide periodic reporting to CNB, RBC and... ...Specialized health and family planning benefits including...Work at officePrivateRemote work$170k - $210k
...compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company:... ...from Public Accounting or Private Position Overview The Tax... ...aspects of tax compliance, reporting, and strategic planning for... ...Remote Tax Director, Private Wealth - $250k+ New York City Metropolitan...Work at officePrivateFull timeContract workLocal areaRemote work$120k - $150k
...supporting our Latin America Private Banking group. The Client... ...support for our LATAM Multi‑Family Office clients, including those with... ...account issues such as portfolio reporting/activity, client reference... .... 7+ years relevant wealth management experience preferred...Work at officePrivateLocal area
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