VP, Wealth Portfolio Strategy & Client Solutions
Landing Point
Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York.
You will help Wealth Advisors construct multi-asset portfolio solutions, translate complex data into insights, present recommendations to clients and groups, and collaborate across Private Wealth on investments, planning, tax, and trust. This role also involves data analysis and ongoing ad-hoc projects for the team.
#J-18808-LjbffrVacancy posted 4 days ago
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