VP, Wealth Management & Client Strategy
Focus Financial Partners Inc.
SCS in New York is seeking a Vice President to join the client relationship team, providing world-class wealth management service to clients. You will manage investment and financial plans, prepare presentations, and support new business development while maintaining confidentiality and high ethical standards. This exempt role also offers a substantial base pay and bonus, with comprehensive benefits. This position emphasizes client service, teamwork, and the ability to operate in a fast-paced, #J-18808-Ljbffr
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams....Suggested
$150k - $250k
...independent, employee-owned global asset management firm manages over $530 billion in assets, offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client Portfolio to support their Private...Suggested$250k - $300k
...Who You’ll Work With Bernstein’s Wealth Strategies team is a multi‑disciplinary group of professionals... ...of these plans. We begin by uncovering client priorities, values, and goals, and then... .... Within Bernstein Private Wealth Management, Wealth Strategies plays a critical...SuggestedTemporary workFlexible hours- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management Industry Financial Services Type Privately Held... ...subject matter expert, ensuring that client coverage teams deliver high-level and...SuggestedWork at office
- ...Financial Solutions seeks a senior product leader to own the wealth platform strategy, focusing on advisor, investor, and data insights. You... ...Wealth. The role requires at least 10 years in wealth management leadership, strong pricing/modeling skills, and a proven track...Suggested
$125k - $290k
...Title Goldman Sachs Asset Management's Quantitative Equity Solutions... ..., Institutional and Retail clients. A core focus for the team is... ...designing cutting-edge investment strategies that are capable of... ...investing, income, management of wealth concentration and values alignment...Full timeTemporary workPart timeWork experience placement- ...seeking a senior leader to drive earned media across a diverse client portfolio, turning strategy into coverage and guiding principals for interviews. You... ...with DEY.'s leadership on complex moments. You will manage client relationships at the highest level, translate objectives...
- Morgan Stanley’s Machine Learning team within Wealth Management (WM) Strategy & Analytics seeks an experienced data scientist to lead end-to-end ML solutions for strategic business opportunities. You will develop scalable models, run large-scale experiments, and partner...
- ...seeking a Vice President, Senior Claim Consultant to lead client advocacy and claims strategy for complex accounts. You will drive multi-line claim... .... The role requires at least 10 years of claims/risk management experience, a bachelor’s degree (JD preferred), and readiness...
$180.22k - $299.64k
...alongside industry-leading experts across strategy, media, commerce, analytics, data,... ...stewardship of integrated media plans for the client’s business. The SVP effectively leverages... ...channel customer experience and ability to manage associated downstream, cross-channel...Temporary workFreelanceFlexible hours- ...Chase is seeking a Vice President, Card Product Strategy Lead to drive growth for the High Net Worth client segment and the J.P. Morgan Reserve card portfolio... ..., Corporate Development, Risk, Operations, and Wealth Management to realize the strategy. The role requires...
- ...portfolio. As a Vice President, Card Product Strategy Lead, you will define and implement new... ...Development, Risk, Operations, and Wealth Management teams. Key Responsibilities... ...Experience working with High Net Worth clients and/or in luxury goods & services...
$240k - $260k
...strategic and execution-oriented VP, Product– Wealth Digital Assets to lead the... ..., define product strategy, and drive the development of... ...digital asset solutions that meet client needs and support business growth... ...sophisticated wealth managers and their clients expect. This...Local area- ...Chief Data and Analytics Office Strategy, Vice President New York,... ...institutional and government clients under the J.P. Morgan and... ...transaction processing and asset management. We offer a competitive... ...consumer and business banking, wealth and asset management and/or...Work at office
- EPM Scientific is seeking a Vice President of Client Services to lead a portfolio of strategic pharmaceutical and biotech accounts, delivering senior-level client partnerships and driving organic growth. This role requires guiding cross-functional teams to achieve exceptional...
- ...focused on raising assets through the Private Wealth channel. You will drive real estate... ...to grow assets and deliver compelling client materials. You will collaborate across JPMorgan... ...Bank and US Funds to execute growth strategies, stay ahead of market trends, and ensure...
- Daniel J. Edelman Holdings seeks a Vice President, Client Service to lead a social-first culture for a major entertainment tech client... ..., media, technology, and experiential teams. You will drive strategies, oversee multiple workstreams, and mentor staff while expanding...
- Pathstone is seeking a Vice President, Client Advisory in New York City to cultivate the next generation of business development and... ...prospecting to investment implementation and ongoing relationship management, with a structured training program starting in late summer 202...Summer work
- ...Our High Net Worth clients expect more than service — they expect... ...touchpoint. Join us to shape the strategy, partnerships, and... ...experiences. You'll build and manage premium partner relationships... ...Working closely with banking and wealth partners, you'll connect strategy...
- ...The Portfolio Management Group (PMG) is the implementation engine for... ...implementing the investment strategy and portfolio construction decisions... ...efficiency, scale, and client outcomes across the managed platform... ...in financial services; wealth management/private banking...
- JPMorgan Chase & Co. Wealth Management is seeking a highly experienced Wealth Client Specialist to address the complex wealth needs of High Net Worth and Ultra... ...and counsel. You will stay informed on trends and strategies and work autonomously to deepen client...
- ...Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director New York, NY, United States Job Identification... ...funds, and other investment vehicles, as appropriate. Client Engagement & Thought Leadership Represent the team...Full time
- Our client is a leading global alternative asset manager with a broad platform spanning private equity, real estate, credit, infrastructure, hedge funds, and other investment strategies. The firm’s Private Wealth business is a significant and rapidly growing part of the...
$75k
...VP/SVP/EVP, Corporate Client Development Department Sales & Business Development Location... ...development function. This is not a management hand-off role, it demands a hunter mentality... ...solutions which bring together strategy, execution, data science, and story-...Full timeContract work- ...Asset Wealth Management - Insurance Risk Vice President NY, United States and 1 more Job... ..., distribution activities, and related client outcomes. You will identify emerging risks... ..., advisors and institutions with strategies and expertise that span the full spectrum...Full timeShift work
$185k - $220k
...Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful... ...into ideas that actually move people. We’re looking for a VP, Brand Strategy who brings curiosity, creativity, and sharp thinking...Remote work- # 1st VP, National Accounts – Private Wealth GroupHome » Job Openings » 1st VP, National Accounts – Private Wealth... ..., and Product teams.* Initiate and manage marketing, sales, and service... ...Deliver periodic sponsor reviews to clients, including firm overviews,wholesaler...16 hoursWork at officeLocal areaRemote workHome office
$160k - $250k
...of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments... ...Lead the development and implementation of strategies for digital asset integration within Fixed Income...Temporary workWorldwide$225k
...Health, this position is equivalent to VP/SVP of Client Services. About Us, About You... ...client business, ensuring that client strategy translates into effective work while delivering... ...accountable. Partner with Project Management and department leaders on staffing,...Full timeLocal areaImmediate start- ...solutions and data analytics services for clients. We get fired up when people talk... .... Job Description WHAT DOES A VP, EXPERIENCE STRATEGY DO? The Vice President, Experience Strategy... ...inclusive behaviors, and proactively managing bias. All other duties as assigned...Work at officeLocal area
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