UHNW Insurance Strategy Lead, Private Wealth
Goldman Sachs Group, Inc.
A leading global investment firm is seeking a Vice President to lead their insurance solutions practice in New York. This role focuses on developing innovative strategies for Ultra-High-Net-Worth clients, advising on life and property insurance, and driving business development. Candidates should have extensive experience in insurance and exceptional communication skills. The position offers competitive compensation and a comprehensive benefits package, ensuring a thriving work environment. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- ...financial institution in New York seeks an experienced Vice President to lead their national insurance solutions practice. This role requires developing traditional and private placement life insurance strategies tailored for Ultra-High-Net-Worth clients. Candidates should have...Private
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...PrivateFull time- ...Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team.... ...drafting leadership and client communications. Lead ad hoc projects to support business... .... Experience with financial advisors or private wealth clients is a plus. Strong...PrivateWork at office
- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over...Private
$100k - $170k
Job Description Asset & Wealth Management (AWM) is the primary... ...sovereign wealth funds, insurance companies, endowments,... ...solutions across leading hedge fund managers, private credit funds, private equity... ...managers, public equity strategies, fixed income strategies...PrivateFull timeTemporary workPart time$100k - $170k
Asset & Wealth Management, XIG, Portfolio Strategy & Risk Management, Associate - New York New York, NY... ...plans, sovereign wealth funds, insurance companies, endowments,... ...and advisory solutions, across leading hedge fund managers, private credit funds, private equity funds...PrivateFull timeTemporary workPart timeWork at office$115k - $270k
...President in New York to work closely with Portfolio Managers and Private Wealth Advisors. The role demands a self-starter with at least 10... ...skills. You will have the opportunity to influence client strategies and participate in meetings to deliver valuable insights. This...Private- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...Private
$85k - $95k
Blue Owl Capital Holdings LLC is seeking an Analyst for their Private Wealth Strategy team in New York City. The role involves conducting research, preparing reports, and supporting strategic initiatives and market expansion. Ideal candidates will have a Bachelor’s degree...Private- ...seeking a Relationship Manager to join their Wealth Management Team in New York. This role... ...issues, and facilitating growth strategies. The ideal candidate will possess a Bachelor... ...competitive compensation, comprehensive insurance options, and generous paid time off. #J...
$200k - $300k
Citi Wealth at Work - Banker - Director Job... ...offices through Citi Private Bank, operates in... ...approaches and strategies for the area. Responsible... ...covered the UHNW market / Extensive... ...working with and/or leading client teams and... ...accident, and disability insurance; and wellness...Private- # Asset & Wealth Management, Portfolio Strategy, AssociateGoldman SachsAssociatePrivate EquityOn-siteLocationNew York, United StatesDate PostedJune 17... ...marketGet instant notifications when new job openings matching "Private Equity / Associate jobs in New York, United States" are...Private
- ...as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on high-net-worth clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong communication...Private
$185k - $200k
...Investment Group LLC is a leading, highly diversified... ...institutional clients and private investors worldwide... ...a range of investment strategies. About the Position We... ...growth of our private wealth distribution platform.... ...materials for advisors, UHNW clients, private banks,...PrivateLocal areaWorldwide$115k - $270k
...financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions...PrivateFull timeTemporary workPart time- ...is seeking an Executive Director for its Private Credit Solutions Group Investment... ...assets through partnerships with various wealth channels. The successful candidate will... ...private credit solutions, educate clients on strategies, and develop comprehensive sales approaches...Private
$150.01k - $323.38k
...one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...Manager to join our KPMG Strategy practice.... ...improvement engagements for private equity clients and manage... ..., disability and life insurance, 401(k) plans, and a robust...PrivateFull timeH1bLocal area$106.4k - $221.38k
...one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...Associate to join our KPMG Strategy practice.... ...improvement engagements for private equity clients and support... ..., disability and life insurance, 401(k) plans, and a...PrivateFull timeH1bLocal area$176.32k
...one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...Director to join our KPMG Strategy practice.... ...deliverables across M&A, private equity and various industry... ..., disability and life insurance, 401(k) plans, and a robust...PrivateFull timeH1bLocal area$100k - $160k
...Goldman Sachs Asset & Wealth Management is an opportunity... ...of one of the world's leading asset managers with... ...wealth funds, insurance companies, endowments,... ...alternatives including private equity, growth equity,... ...solutions through direct strategies, customized partnerships...PrivateFull timeTemporary workPart time$115k - $270k
...individualto oversee and advise private clients and family offices by leading the rollout and... ..., evaluating outsourcing strategies, and providing expert counsel... ...lifecycle. OUR IMPACT Wealth Management Across Wealth... ...strategic Ultra-High-Net-Worth (UHNW) clients and family...PrivateFull timeTemporary workPart timeWork at office$85k - $95k
Role This role is in office Monday to Friday. The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. The team is focused on driving long‑term growth by unlocking untapped pools of capital, developing...PrivateWork at officeMonday to Friday- ...United States Job Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of...Private
$100k - $160k
...public pension plans, sovereign wealth funds and insurance companies and providing... ...—driving the MAS data strategy while partnering directly with... ...reuse, and auditability. Lead end‑to‑end data discovery and... ...data gaps across public and private markets. Define build‑...PrivateFull timeTemporary workPart time$115k - $270k
...work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have... ...in Private Wealth Management as strategy/platform implementation experts and engage... ...people, our clients and customers, and leading-edge technology, data and design. Investment...PrivateFull timeTemporary workPart time- Neuberger Berman is seeking a Private Wealth Business Enablement Officer to manage technology budgets and lead critical initiatives across various teams. The role requires strong experience in wealth management, emphasizing technology prioritization and change management...Private
- ...ultra-high-net-worth clients and aligning them with Schwab’s service offerings. The ideal candidate has over 10 years of experience in UHNW advising and business development. In return, Schwab offers competitive compensation, 401(k), and opportunities for career growth....Private
- ...seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve... ...matter expert (SME) across private credit strategies, acting as a bridge between investment teams...PrivateLocal area
- ...seeking a Program Banker Analyst to join their U.S. Private Bank. This role involves collaborating with... ...specialists to develop customized financial strategies for clients. The position offers a two-year program leading to potential promotion opportunities as an Associate...Private
$150k - $190k
Franklin Templeton Investments is seeking a Relationship Manager in New York. The successful candidate will manage a large book of UHNW clients, providing coordinated services while understanding their financial goals. Requirements include a Bachelor's degree, 4-6 years...Private
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