Senior Family Office & Wealth Strategy Lead
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP is seeking a Senior Family Office Accountant in New York to manage financial reporting, budgeting, and investment coordination for multi-generational families. You will lead a team handling accounting, cash flow, and consolidated reporting across entities, trusts, and investments.
The role partners with external advisors to deliver cohesive solutions, develop governance frameworks, oversee financial statements, and provide strategic insights on liquidity and
#J-18808-Ljbffr$163.6k - $245.4k
...MarketingCompany: Citi Citi Wealth is building... ..., and this Senior Media Manager role... ...own the paid media strategy and execution for Citi... ...direction at all times. Lead the strategy of first... ...with 3 days in the office and 2 days working... ...---------------Job Family Group: Marketing---...Work at officeSeniorFull timeTemporary workRemote workShift work$130k - $275k
...Description Summary The Senior Treasury Management Sales Team... ...penetration within the Family Office and Wealth Management segments. This individual... ...responsibilities while leading and developing a small team... ...vertical-specific strategies that enhance client acquisition...Work at officeSeniorWork experience placement- Landing Point, a leading multi-family office, seeks a Vice President of Wealth Strategies in New York to lead individual income tax planning across client teams. The role focuses on UHNW families and complex tax planning. You will serve as SME to client coverage teams,...Work at office
$211.28k - $316.92k
...integral part of the Citi Wealth Chief Investment Office (CIO), dedicated to delivering... ...customized investment strategies with specific actionable solutions... ...and Citi as a whole.The Senior Portfolio Specialist will... ...----------------------Job Family Group: Private Client...Work at officeSeniorFull time$200k - $250k
...Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role... ...and implement long-term new business strategy in coordination with other members of the... ...experienced RMs, be physically present in the office when not traveling for business...Work at officeSeniorFull timeLocal area$192k - $269k
...Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their... ...to engagement teams in leading the identification, understanding... ...in a collaborative in-office environment where teams...Work at officeSeniorWork experience placement- Ptarmigan Media, part of Omnicom Media Group, is expanding its New York office. We seek dynamic professionals passionate about financial services, media strategy, and innovative marketing solutions. Join a fast-paced, collaborative team where your ideas influence clients...Work at officeSenior
- ...Translation is seeking a Senior Strategy Director in New York to lead strategic direction across major client accounts, shaping brand and cultural strategy... ...to deliver integrated, high-impact work. Four days in office and one day remote, NY/CA salary ranges apply. #J-1880...Work at officeSeniorRemote work
$160k - $240k
About the RoleiCapital is seeking a Vice President or Senior Vice President to lead Pricing Strategy and support one of iCapital's most important strategic... ...are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely...Work at officeSeniorFull timeRemote work$163.6k - $245.4k
...Corporate Communications Senior Lead (SVP) is accountable... ...of retail banking and wealth management and applies... ...integrated communications strategies that advance Citi's Retail... ...Working Environment office setting and minimal travelling Job Family Group: Communications...Work at officeSeniorFull time$197.5k - $271.5k
...come join ours. About this role We are looking for a Strategy & Analytics Senior Lead to drive mission critical product and business decisions.... ...future. Hybrid Faire employees currently go into the office 3 days per week on Tuesdays, Thursdays, and a third flex...Work at officeSeniorWork experience placementLocal areaImmediate startRemote workMonday to FridayFlexible hours3 days per week- ...group within J.P. Morgan Wealth Management Solutions managing... ...multi-asset solutions for family offices — is hiring a senior Multi-Asset Portfolio... ...aware multi-asset investment strategies to the largest and most sophisticated... ...by engaging advisors, leading client events and...Work at officeSenior
- ...is seeking a Partnerships leader to drive strategy for 2028 by signing, growing, and... ...the strategy, pricing, and reporting, and lead a small team to build a scalable partner... ...NYC with a hybrid work pattern (3 days in office, 2 remote), you’ll collaborate across product...Work at officeSeniorRemote work
- Raymond James is seeking a Senior Treasury Management Sales Team... ...NY) to drive growth within Family Office and Wealth Management segments. The... ...coach responsibilities with leading a small team and expanding... ...Treasury Management Sales and Strategy, the candidate will...Work at officeSenior
$170k - $180k
Senior Manager, Wealth & Asset Management 48 Wall Street,10005New York, United... ...were born digital. Today our strategy and management capabilities... ...Managementpractice,youwill lead client engagements focused onstrategy... ...-trade processing, middle office, or data management)...Work at officeSeniorWork experience placementImmediate startWorldwide3 days per week$175k - $250k
...high-net-worth individuals, families, fiduciaries, and business owners... ...estate, trust, tax, and wealth planning matters. Work within... ...in choosing your primary office among Greenwich, New York City... .... Develop estate planning strategies involving wills, trusts, wealth...Work at officeSenior$10.4k
...The Senior Wealth Advisor role is a critical role that will be foundational... ...able to advise on investment strategy, tax planning, retirement... ...+ paid company holidays NYC office with breathtaking views in the... ...telemedicine, 24/7 availability, family included) Discounts on...Work at officeSeniorImmediate start- ...A 40-year-old executive search firm has been engaged to recruit a Tax Director for a multi-billion-dollar single family office in the Greater New York area. The chosen candidate reports to the family office CFO. Requires at least 15 years of relevant experience, a B.A....Work at officeSenior
$125.8k - $170.2k
...sits at the intersection of commercial strategy and emerging technology — supporting... ...life. You will report to Commercial Lead and work from our NYC office 2–3 days per week. You'll Get To.... ...~12 weeks paid parental leave and family care leave ~ Pretax commuter...Work at officeSeniorFlexible hours2 days per week3 days per week$150k - $175k
Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on delivering comprehensive... ...findings into actionable tax planning strategies for clients. Lead, mentor, and review the...Work at officeSeniorLocal area$142k - $214k
...relationships with friends, family, and the world, and Specs Inc... ...services.We’re looking for a Senior Lead, Ad Partnerships to join Team... ...from our NYC, SF, Chicago or LA office, you will own and manage a... ...advertising with SnapchatLead partner strategy and execution across Mobile...Work at officeSeniorFull timeLive inLocal areaShift work$188k - $282k
...reinsurance portfolios. The role leads the development, review... ...with business strategy, risk appetite, and... ...expected to be in the office 2-3 days per week.Salary... ...underwriting, claims, finance and senior leadership.Foster a... ...of paid leave for family growth, with 12 weeks available...Work at officeSeniorFull timePart timeWork experience placementWork from home2 days per week3 days per week- ...proprietary to grow into. Freedom Family Office is hiring one senior wealth advisor with established client relationships... ...becomes the strategic relationship lead — the person clients call first... ...Committee • Advanced tax strategy integrated into the investment process...Work at officeSeniorPermanent employment
- ...regulatory risk. Role Overview The Lead Product Compliance Consultant... ...regulatory filing strategies with Product, Legal, Actuarial... ...Corporate Compliance and the Office of Governmental Affairs, assessing... ...and peace of mind to families across all communities. Click...Work at officeSeniorLocal area3 days per week
- Wise is seeking a Deputy for Financial Crime Compliance in the United States. You will lead the financial crimes team, partner with the BSA/AML Office, and drive programmatic improvements across compliance domains. You will coordinate audits, oversee controls, and provide...Work at officeSenior
- ...Search is partnering with a leading global quantitative... ...firm to find a Wealth Channel Lead for its Investor... ...wealth management, and family office channels. You will work closely with Senior Relationship Managers and... ...investment philosophy, strategies, and product offerings,...Work at officeFull time
$180k - $280k
...committed to an in-office culture with... ...innovation of new wealth management solutions... ...Solutions Group, the Senior Relationship Manager... ...products and strategies across investment... ...provide industry‑leading benefits, access to... ...teammates and their families by offering competitive...Work at officeSeniorWork from homeShift workDay shift- ...Wealth Management, Institutional Investment Solutions, Senior Portfolio Manager New York, NY, United States... ...-asset solutions for Family Offices, Endowments, and... ...in-house expertise and leading external managers.... ...tax-aware investment strategy that aligns with their...Work at officeSeniorFull timeFlexible hours
$126.1k - $253k
We are the leading provider of professional services... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...they are along their wealth journey and assist to... ...developmental growthAs a Tax Senior Manager, you will be... ...core values, vision and strategy while empowering...Work at officeSeniorFull timeWork experience placementInternshipLocal area$130k - $205k
...$205,000Job Function: Strategy and ExecutionEmployer:... ...sectors. As such, we bring a wealth of deep sector and... ...key responsibilitiesAs a Senior Associate - Consultant... ...commutable distance to your office location for this... ...Summer breaks, Personal/Family Care, and other leaves...Work at officeSeniorWork experience placementSummer holidayFlexible hours
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