Senior Portfolio & Wealth Advisory Leader (Hybrid)
Bbr Partners Llc
BBR Partners Llc is a premier wealth management firm providing investment and advisory services to high-net-worth individuals and families in New York. The VP of Portfolio and Wealth Advisory leads daily client portfolio management, asset allocation, and monitoring, while coordinating with external advisors to deliver integrated wealth strategies. The role emphasizes collaboration, ethical standards, and a client-centric approach, with expansion of services and a strong emphasis on service #J-18808-Ljbffr Bbr Partners Llc
- Baker Tilly Advisory Group, LP in the United States is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, family offices and closely held businesses. You will mentor staff, drive complex tax planning, and deliver...SeniorPrivate practice
- IQVIA Advisory Services seeks an experienced life sciences consultant to lead multiple projects... ..., on-budget delivery. You will work with senior stakeholders and delivery teams to... ...business development. Involves travel and hybrid work from major U.S. offices. #J-18808-Ljbffr...Senior
- First Citizens Bank is seeking a Vice President to lead and manage a portfolio of large commercial clients in a hybrid role based in New York City. You will be the principal contact, balancing client needs with bank policies and risk tolerances. The role involves coordinating...Senior
- Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory services for high-net-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance...Senior
- JPMorgan Chase & Co. is seeking a strategic leader to head the US Wealth Management Portfolio Advisory Group. You will guide investment solutions across asset classes... ...will supervise three direct reports and influence senior stakeholders. You will shape messaging, coordinate...Suggested
- ...a global integrated creative and media agency, is seeking a Director of Project Management in New York to lead cross‑functional portfolios for client partnerships, creative work, and strategy. You will mentor PMs, optimize processes, and ensure on‑time delivery across...Senior
$100k - $130k
...Senior Accountant – CFO Advisory – Startups High-Growth Financial Consulting Firm | New York, NY (Hybrid) A growing financial consulting firm is seeking... ...to support a diverse portfolio of privately held, founder... ...directly with finance leaders and operational stakeholders...SeniorFull timeImmediate start- Savvy Wealth is seeking a senior, customer-obsessed operator to lead our largest advisor transitions and elevate the Advisor Onboarding team. You... ...to the Advisor Onboarding Manager and collaborate across Advisory, Operations, Growth, Product, and Marketing to raise the...Senior
- ...North America is seeking an experienced leader to grow our Rail & Transit practice. You... ...will apply deep expertise in commercial advisory, O&M cost modelling, and financial modelling... ...while cross-selling services across Steer's global portfolio. #J-18808-Ljbffr Steer EdSenior
$400k
...Job title: ~ Sub-Portfolio Manager/Senior Quantitative Researcher (Systematic Equities). Salary: Up to $400,000 starting base + industry... .... Location: Chicago/New York/London/Amsterdam. Hybrid (3days). Client: Globally leading quantitative...Senior$120k - $150k
...ll be doingThe Private Wealth Audit team provides independent... ...Wealth Management portfolio, including trust... ...personal banking. As a Senior Audit Manager, you'll execute... ...activities within a hybrid work arrangement where... ...management.Partnership and advisory support - Build trusted...SeniorFull timeRemote workShift work2 days per week$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity... ...Sachs, we provide investment and advisory services for pension plans, sovereign... ...techniques for multi-asset and liability-hedging portfolio design and implementation and reflect...Full timeTemporary workPart time- Reid Accountants + Advisors in New York City is seeking a Manager, Tax to join our hybrid team. You will lead tax engagements, review returns across high wealth individuals, fiduciaries, corporates, partnerships, and multistate filings, and mentor junior staff. The ideal...Senior
- Royal Search Group is seeking a Tax Senior Manager to lead the firm's Commercial Real Estate Tax Practice. You will... ..., mentor a high-performing team, and drive strategic advisory and compliance services. In this hybrid role, you will manage client relationships, identify...Senior
$211.28k - $316.92k
...Private Client Product ServicesCompany: CitiThe Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO), dedicated to... ...colleagues across Citi Wealth and Citi as a whole.The Senior Portfolio Specialist will have the opportunity...SeniorFull timeWork at office- Citi Wealth seeks a dynamic equity professional to lead the Americas Equity Advisory within its Global Capital Markets organization. You will own the equity narrative for Citi Wealth in North America and Latin America, generating ideas and actionable trade recommendations...
$163.6k - $245.4k
...400.00Category: MarketingCompany: Citi Citi Wealth is building something genuinely different in wealth marketing, and this Senior Media Manager role is for someone who wants... ...and organizational backing to make it happen. Hybrid working model with 3 days in the office and...SeniorFull timeTemporary workWork at officeRemote workShift work- Citigroup Global Markets Inc. is seeking a Credit Portfolio Senior Officer in New York, NY. The role focuses on optimizing client portfolios... ...data analysis and presentation skills. A telecommuting/hybrid schedule may be allowed within a commutable distance from the...SeniorRemote work
- Job-ID: 82328Category: Portfolio ManagementLocation: New York, NY, United StatesSchedule: Full time, DayPosted... ...We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York,...SeniorFull timeFlexible hours
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Neuberger Wealth is seeking an Investment Strategist to support a roughly $1B book with rigorous analysis, portfolio insights, and client-ready deliverables. You will partner with the Wealth Advisor and team to translate market views into practical guidance across public...Senior
- CHANEL, Inc. is seeking a Senior Group Director, People & Organization Advisory in New York City. You will lead the HR Generalists and Employee Relations Specialists, delivering best-in-class HR support with scalable, consistent processes and escalation protocols. Role...Senior
$160k - $200k
US.020 Houlihan Lokey Financial Advisors, Inc. is seeking a VP to join their Real Estate Valuation & Advisory Services team in New York. The ideal candidate will manage research, valuation processes, and a team, while adept in financial analysis and client relationship...Senior- ...- Lance Melendez is seeking an Associate Director of Marketing for a global management consulting firm based in New York. In this hybrid role, you will lead the development of marketing strategies that drive lead generation and brand awareness, while managing a team of...Senior
- Aviva plc is seeking a Senior Audit Lead for Underwriting Quality & Risk Oversight to establish and lead the underwriting quality assurance... ..., and translate findings into practical actions to strengthen portfolio quality and profitability. The role reports to the Chief...Senior
- Morgan Stanley is seeking a senior data scientist to lead end-to-end machine learning projects in Wealth Management. You will leverage AI/ML modeling, build scalable solutions, and partner with product, risk, and technology teams to deliver measurable business impact....Senior
- Haymarket Media, Inc. is seeking a Senior Event Manager in New York, NY, hybrid with three in-office days per week. You will own end-to-end planning for webcasts, virtual events, and in-person programs, managing budgets, vendors, and cross-functional collaboration to deliver...SeniorWork at office3 days per week
- PwC Private is seeking a Senior Manager to lead large tax compliance projects and drive innovation in processes within a dynamic client advisory environment in New York. You will interact with senior clients, oversee multi-disciplinary teams, and deliver sustained outcomes...Senior
- A reputable US-based society publisher is seeking a Senior Journals Manager to oversee a portfolio of peer-reviewed journals in a mission-driven environment. This remote/hybrid role requires strong experience in scholarly publishing, particularly in managing journal performance...SeniorRemote work
- SYSTRA USA seeks a Senior Proposal Manager (NY/NJ) in a hybrid role to drive major, high-value pursuits for rail/transit projects across the US. You will lead capture planning, proposal development, and interview preparation while mentoring junior staff and shaping winning...SeniorWork at office
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