Managing Director, Art & Private Wealth Advisory
Masterworks
Masterworks is seeking a Managing Director to oversee a wealth advisory team in San Francisco. This role involves launching a team of financial advisors, managing relationships with UHNW clients, and hosting evening gallery events to educate and attract investments in art. Applicants should have over 10 years in finance and proven success in client management, along with top-notch interpersonal skills. Compensation ranges from $300k to $1 million, including base pay and commission. #J-18808-Ljbffr Masterworks
$300k
...Investment Adviser that advises clients on art-related investment products. We allow... ...Financial District Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city...PrivateAfternoon shift- ...financial institution in San Francisco is seeking an experienced Private Banker to join its International Private Bank. In this role,... ...advising ultra-high net worth individuals and families on wealth management, including investments and financial planning. You will need...Private
$200k
...Impact You'll Make: Stout is seeking a Managing Director or Director to join our Transaction Opinions practice within the Valuation Advisory group. This senior leadership position... ...solvency opinion engagements for public and private company transactions. Develop and...PrivateLocal areaFlexible hours$75k - $100k
A financial services company is seeking a proactive Private Wealth Executive Assistant in San Francisco to support a Wealth Manager. This role requires managing complex administrative tasks, communication skills, and the ability to thrive in a fast-paced environment. Candidates...PrivateFlexible hours$95k - $105k
ICONIQ is seeking an Analyst for their Financial Advisory team in San Francisco for Summer 2026. The role involves preparing... ...Bachelor's degree with a minimum GPA of 3.2 and a passion for Private Wealth Management. The compensation range is $95,000 - $105,000, alongside a...PrivateSummer work- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role... ..., goals-based investing, financial advisory at a broker-dealer, RIA and/or a private...PrivateWork at office
- ...Citi Wealth - Lending Advisor - Vice President... ...client's broader Wealth Management goals. Our Lending Advisors... ...Advisors, Regional Directors, and Group Executives,... ...the Citigold and Citi Private Client (CGCPC) segments... ...balances client-centric advisory excellence,...Private
$250k
...bringing in new clients and investment management mandates to the bank. Exceptional understanding... ...themes, products and services Citi Private Bank offers to clients, including... ...the Banker team. Implement a strategic advisory approach to account planning, focusing on...Private- ...Lending Advisor to support Citigold and Citi Private Client segments in San Francisco. This role involves partnering with Wealth Advisors to provide strategic lending solutions while ensuring compliance and risk management. The ideal candidate will have over 5 years of...
- ...Managing Partner, Executive Search & Leadership Advisory About the Company Industry-leading organization providing leadership advisory services Industry Staffing and Recruiting Type Privately Held Founded 2018 Employees 1-10 Categories Consulting...Private
$75k - $100k
Description Citizens Private Wealth is seeking a proactive, highly organized Private Wealth Executive Assistant to provide dedicated support to a Managing Director, Wealth Manager, within our San Francisco office. This is a high‑impact role for a detail‑oriented professional...PrivateWork at officeLocal areaWork from homeFlexible hoursShift work1 day per week$150k
Position Summary The Wealth Advisory Business Development Officer role focuses on driving growth through the platform channels,... ...a strategic focus for TCW’s growth. TCW is a mid-size, privately-owned asset manager with growing strategies in active equity, active fixed income...PrivateWork at officeHome office$250k
...Citi Wealth Lending provides competitive borrowing solutions... ...'s broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise... ...such as aviation, fine art and collectibles. Responsibilities... ...Latam Head of Lending Advisory to ensure a co-hesive...PrivateFull time$275k - $325k
...winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is... .... Job Summary The Managing Director, Head of Trading will oversee... ...Management, LLC, also conducts advisory business under the names of Cresset...PrivateFull timeTemporary workWork at officeLocal area$250k - $375k
...Description Summary As a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and... ...Partnering with colleagues in our other Health, Wealth, and Career businesses on broader opportunities that...Temporary workWork at officeLocal areaFlexible hours- ...Goldman Sachs Group is seeking an experienced administrative support professional to assist Top Private Wealth Advisors in their San Francisco office. This role involves managing complex calendars, coordinating travel arrangements, and supporting client engagements in a...PrivateWork at office
$160k
...Description Manager - Transaction Advisory/Financial Due Diligence About Alvarez... ...related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients... ...consult with Managing Directors and senior members of the team...PrivatePart timeWork at officeFlexible hours- Fairygodboss is seeking a Vice President, Private Wealth Planner to provide customized wealth and financial planning advice. In this role, you will engage with clients, delivering a comprehensive financial plan and utilizing proprietary software to help clients achieve...Private
$79.61k - $168.59k
...The KPMG Advisory practice is at the forefront of transformation... ...one priority. With a wealth of learning and career... ...to construction management processes and internal... ...guidance of Managers, Directors and Partners and... ...types for both public and private clients Master's...PrivateContract workH1bLocal area- JPMorgan Chase seeks a Client Specialist in San Francisco, CA, to address the wealth needs of high net worth clients. The role combines advising clients on wealth management solutions and generating new business through market engagement and collaboration with bankers....
$85k - $270k
...trusted stewards of significant wealth, and you will continue this... ...legacies. OUR IMPACT Wealth Management Across Wealth Management,... ...technology, data, and design. Private Family Office The Goldman Sachs... ...unique needs. Integrated Advisory & Coordination: Seamlessly manage...PrivateFull timeTemporary workPart timeWork at office$200k - $300k
About Wealth At Work: Enterprise Citi Wealth at Work division is... ...We offer comprehensive wealth management solutions, personalized advice... ...and highly motivated Private Banker to join our dynamic Wealth... ...financial milestones. Strategic Advisory & Thought Leadership: Serve as...PrivateFull time$95k - $105k
Analyst, Financial Advisory (Summer 2026) *For this opening we are... ...critical member of the relationship management team for high net worth and... ...to and involved in direct private investments, client... ...interest in a career in Private Wealth Management What We Offer Comprehensive...PrivateSummer workCasual workWork at office$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago... ...family offices through Citi Private Bank, operates in the... ...Private Client and captures wealth management in the workplace through Citi... ...experience serving in a financial advisory capacity Experience in a...PrivateFull timeWork at office$160k
Description Manager - Transaction Advisory/Financial Due Diligence About Alvarez & Marsal Alvarez... ...related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate... ...proactively consult with Managing Directors and senior members of the team...PrivatePart timeWork at officeFlexible hours$100k - $110k
...sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client... ...clients to choose from. Business Description BlackRock’s US Wealth Advisory business manages the firm’s relationships with US retail...Full timePart timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- Citizens Bank in San Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves addressing client inquiries, facilitating transactions, and ensuring high-quality client service. Successful...Private
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...Private
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- A leading financial institution is seeking a Private Banker to manage client relationships and provide tailored financial advice. The ideal candidate... ...collaborating with a diverse team to deliver comprehensive wealth management solutions and drive new client acquisition,...Private
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