Private Wealth Chief of Staff & Events Lead
Morgan Stanley
Morgan Stanley in New York seeks a Chief of Staff to the Team Principals, Senior Private Wealth Advisors. You’ll lead client events and digital marketing initiatives, and serve as the front line with clients and internal partners. The role emphasizes calendar management, travel coordination, and strategic communications, with a focus on elevating client experience and brand engagement. Strong leadership and MS Office proficiency are essential. #J-18808-Ljbffr Morgan Stanley
$120k - $200k
...POSITION SUMMARY This role serves as Chief of Staff to the Team Principals, Senior Private Wealth Advisors; and will lead the team’s client event planning and digital marketing efforts—ensuring a consistent, high-quality experience for clients and internal partners...PrivateTemporary workWork experience placement$148k - $183k
...deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring... ...our clients’ success.Role SummaryWe are seeking a Lead Wealth Distribution Intelligence & AI Partner - Private Markets to join the Distribution Intelligence team...PrivateOngoing contractWork at officeLocal area$75k - $125k
POSITION SUMMARY The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief... ...productivity. This industry professional leads the development, implementation, and...PrivateFull timeTemporary workWork experience placement- ...Chief of Staff About the Company Top-tier global investment bank Industry... ...research institutional consulting wealth management and private wealth management private wealth... ...of support professionals, leading the development and implementation...PrivateWork experience placement
$250k
...The Investment Counselor Team Lead manages a team of Investment Counselors... ...of financial markets, wealth management practices, and... ...themes, products and services Citi Private Bank offers to clients,... ...of product specialty, economic events and best practices within the...PrivateFull time$155k - $175k
...intelligence solutions that help public and private sector agencies investigate and disrupt... ...operating pictures of threat networks. Leading agencies and businesses worldwide rely on... ...instructional videos, practice exercises, exclusive events, and more. About the Role As the...PrivateWork at officeLocal areaWorldwide- Playwright Co in Manhattan is seeking a creative producer to turn a private, one-afternoon live music event into an exceptional experience. You will own the delivery from now through strike, lead a small team, and ensure video montages, a remote livestream, and a timed...PrivateRemote work
- A leading cruise line is seeking a Head of Entertainment, Cruise Director to lead a diverse... .... Responsibilities include overseeing events, managing budgets, and providing leadership... ...This role offers competitive salary and private cabin accommodations. #J-18808-Ljbffr Princess...Private
- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Private
- AllianceBernstein L.P. seeks an experienced Talent Acquisition Partner to join the Private Wealth Talent Acquisition Team. You will identify and attract Wealth Advisor talent for the Private Client business across the United States, acting as researcher, relationship builder...Private
$120k - $150k
Are you an events operator who treats every event as a commercial decision... ...looking for a Founding Events Lead to build and run the channel... ...visa sponsorship for the UK. Private medical insurance (Bupa). 6%... .... Meet the founders Sanj (Chief Research Officer and co‑...PrivateVisa sponsorship$125.65k - $233.35k
...across many departments, including Brand & Events, Communications, Customer Care,... ...performance. How You'll Support The Mission Lead the strategic client solutions approach for... ..., agencies, and programmatic partners on Private Marketplace, Programmatic Guaranteed, and...PrivateFull timePart time- ...Our client, a prestigious law firm with a highly regarded private wealth practice, is seeking a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies. This...PrivateFull timePrivate practice
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of...Private
- ...Product Management for GP Sales Enablement & Daily Pricing to own the roadmap for two Private Assets capabilities within MSCI's Private Wealth Solutions for general partners. You will lead direct engagement with GPs across private equity, private credit and secondaries,...PrivateDaily paid
- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team....Private
$112.43k - $160k
Chief of Staff, Penn Libraries University Overview The University... ..., the largest private employer in Philadelphia... ...and family benefits, a wealth of health and wellness... ...Provost for speeches, events, and presentations,... ...vision and priorities. Lead coordination among Strategic...PrivateTemporary workWork at officeLocal areaWork from homeFlexible hours- Citi Private Bank is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in New York. You will collaborate with a Wealth team to deliver tailored strategies across traditional and alternative...Private
$116.25k - $159.64k
...will be a coach to a group of talented staff, utilizing your experience to help develop... ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert... ...business challengesYou want to work for a leading CPA advisory firm who serves their...PrivateWork at officeLocal area$100k
...designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united... ...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.” As a Private Wealth Advisor on...PrivateFull timeTemporary workLocal areaFlexible hours- AllianceBernstein L.P. is seeking Summer Interns for Bernstein Private Wealth Management in New York. You will support Financial Advisors with portfolio analysis, account setup, and client meeting preparation while learning through a structured internship program. Graduates...PrivateFull timeInternshipSummer internship
$117k - $156k
...team of advisors primarily from traditional wealth management backgrounds. Licensing... ...(financial advisor, wealth advisor, private client advisor), wealth management, or a... ...management skills ~ Proven ability to lead and perform in a fast-paced, high-volume...Private- ...their financial goals. In collaboration with the Financial Advisor Team, you will assess client circumstances and objectives, and provide highly strategic investment consulting along with access to comprehensive wealth planning services. #J-18808-Ljbffr Morgan Stanley
$104.6k - $191.6k
...have put us at the center of the events that continue to reshape and... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...professionals on hedge fund, private equity, and mutual fund taxation... ...-matter professionals Lead projects and work independently...PrivateSummer holidayLocal areaFlexible hours$200k - $275k
...Europe and the UAE, Nova Sky Stories works with the world’s leading brands, venues, and events. Follow us: @NovaSkyStories About This Role... ...background in corporate development, investment banking, private equity, management consulting, or strategic finance who...PrivateFlexible hours- .... Morgan is a global leader in asset and wealth management with assets under supervision... ...management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world’s wealthiest... .... Job responsibilities Coordinate and lead monthly meeting with Market Manager. This...PrivateLocal area
- ...processes. Partner across the firm with Private Client Advisors, Relationship Managers,... ...specialists to develop and deliver integrated wealth planning solutions tailored to each... ...and tax related business associations or events to strengthen brand presence and expand professional...PrivateImmediate startDay shift
- ...The Strategic Initiatives Lead is a high-impact, high-visibility role on Focus Financial... ...of experience in investment banking, private equity, or management consulting — a traditional... ...services firm comprised of integrated wealth management, family office, and business...PrivateFull timeWork at office
- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...Pro, eMoney, or Wealth Bench is a plusAbout UsChase is a leading financial services firm, helping nearly half of America's...PrivateWork at office
$116.2k - $212.9k
Financial Services - Tax - Wealth and Asset Management - Manager Location... ...put us at the center of the events that continue to reshape and... ...facets of hedge fund, private equity fund and mutual fund taxation... ...leveraging standardized processes and leading technology. Your efforts will...PrivateSummer holidayLocal areaFlexible hours
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