Senior Operations Advisor, Asset & Wealth Management
Dormont Manufacturing Co
PwC is seeking a Senior Associate in New York focused on operations consulting within Asset and Wealth Management. This role involves analyzing operational challenges, mentoring others, and providing tailored solutions to enhance client efficiency. Ideal candidates will possess a Bachelor's degree, at least 3 years of experience, and strong analytical skills. Opportunities to deepen client relationships and navigate complex business environments await the successful applicant. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...that saves HOURS in manual operations. To be considered for our... ...investment strategy, including asset allocation and portfolio oversight... ...-driven setting while managing multiple priorities...OperationsSeniorAssetRemote work
$250k - $350k
Our client, a leading wealth management, planning and advisory firm for... ...affluent families, is seeking a Senior Advisor for a direct hire role in... ...working knowledge across asset classes, including private... ...family office structure, and operating business considerations...OperationsSeniorAssetWork at office$250k - $300k
...to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role... ...9 years of experience in private real estate and alternative asset management. Compensation ranges from $250,000 to $300,000,...SeniorAsset$96.3k - $176.5k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...comparable experience working as an advisor to a financial services organization;... ...defining and designing business strategy, operations and other functional strategies,...OperationsSeniorAssetSummer holidayFlexible hours- Citi Global Wealth brings together the full power... ...through Citi Private Bank, operates in the affluent and... ...and captures wealth management in the workplace... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...bank and brokerage assets Deepen relationships...SeniorAssetFull timeWork at office
$114.54k - $194.58k
...Associate Wealth Advisor, Wealth Management Northern Trust, a Fortune 500 company,... ...that has been in continuous operation since 1889. Northern Trust... ...with committees and/or senior management as needed. Maintain... ...and stability is an asset that emboldens us to explore...OperationsAssetFlexible hours3 days per week$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The... ...& Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to...SeniorAssetFull timeH1bLocal area- ...Titan Titan is an award-winning wealth manager with a mission to increase... ...by putting a human wealth advisor in every pocket. Historically... ...manage over $1 billion in assets for clients across the country... ...teams: Partner with operations, investment strategy, and product...OperationsAssetWork at office
$176.72k - $265.08k
...Technology - Data Solutions Senior Vice PresidentApplyremote type... ...directly with business SMEs, operations leads, and delivery architects... ...with internal data management policies and external regulations... ...Custody:**Deep understanding of asset servicing data — securities master...OperationsSeniorAssetFull timeContract work- ...financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It... ...Securities Services, Asset & Wealth Management, Retail Financial Services and... ...with more than 1,800 client advisors in 120 offices in 11 countries...OperationsAssetBank staff
- ...banking, credit cards, and wealth management, serving nearly one in two American... ...beyond. As a Social Media Senior Associate within Consumer &... ...simple ready-to-use assets, and building participant confidence... .... Work closely with program operations partners to keep enablement...OperationsSeniorAssetWork at officeLocal area
- Citi Wealth - Wealth Advisor - Vice President Job Req Id: 26930645 Location... ...to lawyers, accountants, asset managers and management professionals... ...The Wealth Advisor is a senior-level position responsible... ...requirements in partnership with operations. Grow and maintain strong...OperationsAsset
- ...Senior Lending Management Position Main Knowledge Areas: Lending... ..., Private Banking, Wealth Client and/or other top... .... Experience with asset-based, specialty, and... ...syndicated lending) and Loan Operations/Servicing to ensure... ...Act as strategic advisor and program lead to...OperationsSeniorAsset
$90k - $120k
...Senior Risk Manager The Senior Risk Manager, Americas plays a key role in risk governance, reporting and operational oversight, by providing strategic oversight and technical expertise to... ...security and reputation of Sotheby's assets, employees, clients, visitors and...OperationsSeniorAssetContract workLocal area$85k - $145k
For 40 years, Mercer Advisors has worked with families... ...planning, investment management, tax, estate, insurance... .... Job Summary The Wealth Path Wealth Advisor works... ...bring in additional assets from existing clients... ...understanding of CSU operations and performance reporting...OperationsAssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours- A financial management firm in New York is seeking a Fund Accounting & Financial Reporting... ...years of fund accounting experience within asset management. This role also involves... ...collaborating with various departments to support financial operations. #J-18808-Ljbffr Atlantic GroupOperationsSeniorAsset
$102.5k - $187.9k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...while maintaining peak operational efficiency and compliance... ...lead, you will partner with senior stakeholders across... ...experience working as an advisor to a financial services company...SeniorAssetWork experience placementSummer holidayFlexible hours$85k - $145k
...than 40 years, Mercer Advisors has helped families amplify... ...planning, investment management, business management,... .... Job Summary The Wealth Path Wealth Advisor works... ...bring in additional assets from existing clients... ...understanding of CSU Operations SO's - FWS - Can generate...OperationsAssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours$90k - $110k
...Senior Administrative Associate Bernstein Senior... ...Senior Executives, Wealth Advisors, and cross-functional... ...across the Private Wealth Management Platform. This role... ...both day-to-day operations and longer-term initiatives... ...over $600 billion in assets under management....OperationsSeniorAssetWork at officeFlexible hours$211.28k - $316.92k
Portfolio Consultants (PCs) provide asset allocation and macroeconomic... ...closely with their assigned Financial Advisors to conceptualize, propose, and review... ...portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global...SeniorAssetFull timeTemporary workLocal area$350k
...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service... ...clients including banking, credit, asset management, and trust and estate... ...with 7+ years' experience in the wealth management industry as either a Financial...SeniorAsset- Business Risk and Control Senior Manager Location: Chennai, Tamil Nadu, India Job Type: Hybrid... ...control design assessment, design of operational effectiveness for monitoring & testing... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable...OperationsSeniorAssetWork at office
$150k - $180k
We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi‑year... ...overall coordination. Drive front‑to‑back operating model transformation, including process redesign...OperationsSeniorAssetWork at officeLocal area2 days per week$189.29k - $331.2k
...been in continuous operation since 1889.... ...personal and financial wealth profile for clients... ...Lead Relationship Manager as applicable. Design... ...’ professional advisors and Northern partners... ...practice, asset location, and preservation... ...is encouraged, senior leaders are accessible...OperationsSeniorAssetFlexible hours- Senior Data Center Risk Management Specialist - NYC This opportunity is working directly with an established... ...mission-critical facility’s operational and construction needs. They support... ...Track engineering progress, budgets, asset values, and exposure shifts throughout...OperationsSeniorAssetFor contractorsFor subcontractorImmediate startRemote workShift work
$189.29k - $331.2k
...been in continuous operation since 1889.... ...personal and financial wealth profile on the client... ...Lead Relationship Manager, if any. 2. Design... ...’s professional advisors and Northern partners... ...practice, asset location and preservation... ...is encouraged, senior leaders are accessible...OperationsSeniorAssetFlexible hours$192k - $269k
Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis... ...by world-class asset management. But weʼre...OperationsSeniorAssetFull timeWork experience placementWork at office$160k - $200k
...Responsibilities Primarily responsible for managing, maintaining, & controlling a portfolio... ...risk profiles. Coordinate with area operations & audit staff to ensure that clients’ information... ...experience with relevant experience in asset‑based lending/working capital with a...OperationsSeniorAssetInterim roleWork at office- ...Senior Manager, Social Media and Content Marketing Remote, US MinIO is the industry leader in... ...technical audience. You are also a skilled operator who can manage a content calendar, a... ...executive POVs, newsletters, and other assets that fuel the content funnel Serve as a...OperationsSeniorAssetRemote workFlexible hours
- ...infrastructure provider of digital asset solutions, delivering custody... ...investors worldwide. As the operational backbone of the digital... ...improvement. Build, mentor, and manage a high‑performing risk... ..., with at least 5 years in a senior leadership role. Experience...OperationsSeniorAssetWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Operations Advisor, Asset & Wealth Management. Be the first to apply!
- entry level business consultant New York, NY
- business consultant New York, NY
- contract management consultant New York, NY
- business system consultant New York, NY
- new business specialist New York, NY
- international business specialist New York, NY
- change management consultant New York, NY
- program management consultant New York, NY
- entry level management consultant New York, NY
- management consultant New York, NY


