Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Investment Strategy Leader for UHNW Clients

United States Digital Space LLC

United States Digital Space LLC in Greenwich, CT, seeks an investment leadership executive to develop customized strategies for high-net-worth clients, expand the business, and coach investment talent. You will drive growth priorities, reinforce responsible growth, and manage risk while delivering for clients and employees. The role requires overseeing investment team performance, building diverse top teams, and delivering comprehensive wealth solutions. #J-18808-Ljbffr United States Digital Space LLC

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Strategy Leader for UHNW Clients in Greenwich, CT vacancy
  •  ...and, where applicable, offline channels. You will guide strategy, staffing, and client leadership to deliver transformative results for a diverse...  ...role emphasizes building high-performing teams, mentoring leaders, and driving adoption of AI-enabled processes while... 
    Senior

    DAC Group / New York Inc.

    Purchase, NY
    1 day ago
  • PepsiCo seeks a Strategy Sr Manager - Technology & Digital Transformation to shape the company’s technology vision...  ...industry practices, and guide major technology investments. The role requires collaboration with senior stakeholders to develop a global tech framework that... 
    Senior

    PepsiCo

    Purchase, NY
    1 day ago
  • $160k - $240k

     ...RoleiCapital is seeking a Vice President or Senior Vice President to lead Pricing Strategy and support one of iCapital's most...  ...pricing frameworks, evaluate client and product opportunities, assess...  ..., profitability, and return on investment for pricing decisions.Develop best... 
    Senior
    Full time
    Work at office
    Remote work

    iCapital Network

    Greenwich, CT
    2 days ago
  •  ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in...  ...matters and cross-border planning strategies. Develop sophisticated estate...  ...planning for U.S. real estate investments by non‑U.S. persons. Benefits... 
    Senior
    Remote work

    BCG Attorney Search

    Greenwich, CT
    5 days ago
  • A prominent tax and advisory firm is seeking a Senior Tax Manager for its Private Client Services (PCS) practice in Greenwich, CT. This hybrid role involves overseeing teams, engaging in business development, and managing client communications with wealthy families and... 
    Senior
    Private practice

    Andersen

    Greenwich, CT
    5 days ago
  • Senior Tax Manager - Private Client Services (Hybrid) Join to apply for the Senior Tax...  ...helping you flourish as a leader, colleague, and trusted...  ...Business Entities, Alternative Investment Fund Principals, Trusts...  ...a comprehensive tax strategy to prospective and current... 
    Senior
    Full time
    Work experience placement
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    Greenwich, CT
    2 days ago
  • $70k

    A leading financial services firm in Greenwich, Connecticut is seeking a Senior Wealth Advisor to build and maintain client relationships, provide investment advice, and ensure compliance with financial regulations. The ideal candidate has 5-8 years of relevant experience... 
    Senior
    Full time

    Citi

    Greenwich, CT
    3 days ago
  • JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional... 
    Senior

    JPMorganChase

    Greenwich, CT
    2 days ago
  •  ...to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team and supported by an institutional... 
    Senior
    Temporary work
    Local area

    Fairygodboss

    Greenwich, CT
    4 days ago
  • Experis in Chester, NY is seeking a Senior Compensation Analyst to own and drive the organization's compensation function...  ...processes, bonuses, and compliance while partnering with HR leadership and business leaders to align pay with strategy and equity. #J-18808-Ljbffr Experis
    Senior

    Experis

    Port Chester, NY
    1 day ago
  •  ...Senior Financial AdvisorLead, grow, and deepen an established book of business with M&T Bank. We're...  ...Manage and grow a sizeable book of high-value client relationshipsDeliver sophisticated investment and insurance strategies aligned to client goalsDrive new business through... 
    Senior
    Work experience placement

    Wilmington Trust

    Cos Cob, CT
    3 days ago
  • Zinnia seeks a Senior Director, Strategic Account Management to lead client relationships and governance for our top accounts in a hybrid New York City setting. You will own account strategy, coordinate cross‑functional teams, drive client satisfaction, and present a clear... 
    Senior

    ZINNIA

    Greenwich, CT
    2 days ago
  •  ...financial business partner to senior leaders across corporate and...  ...beyond the numbers to guide investment decisions and drive accountability...  ...NSPB, Anaplan, SmartView). Our client is seeking a strategic,...  ...visual stories and actionable strategies. The ideal candidate brings... 
    Senior
    Full time

    DeWinter Group

    Stamford, CT
    2 days ago
  •  ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established...  ...and grow a sizeable book of high-value client relationships Deliver sophisticated investment and insurance strategies aligned to client goals Drive new business... 
    Senior
    Work experience placement

    M&T Bank

    Cos Cob, CT
    3 days ago
  •  ...in Greenwich, CT is seeking a seasoned Principal, Client Engagement to lead our client engagement strategy, grow the hospitality construction business across...  ...50%. This full‑time, in‑office role reports to the Senior Director of Client Engagement. #J-18808-Ljbffr InnSpace
    Senior
    Full time
    Work at office

    InnSpace

    Greenwich, CT
    3 days ago
  • $120k - $140k

     ...They have a strong reputation as a leader in alternative investment strategies and innovative equity strategies with...  ...long-only benchmarks. SENIOR MUTUAL FUND ACCOUNTANT The successful...  ...operations, legal, compliance and client administration) and will work closely... 
    Senior

    Tax Staffing Solutions

    Greenwich, CT
    5 days ago
  •  ...Greenwich, CT practice. Lead sophisticated matters including divorce, custody, support, and equitable distribution, serving high-net-worth clients with discretion and strategic advocacy. Bring a Connecticut Bar license in good standing and a $500K+ portable book of business.... 
    Senior

    Orionplacement

    Greenwich, CT
    2 days ago
  •  ...Attorney Search is looking for an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Greenwich, CT....  ...The role includes advising on international tax strategies, managing planning matters, and collaborating... 
    Senior
    Remote work

    BCG Attorney Search

    Greenwich, CT
    5 days ago
  •  ...My client is a leading alternative investment manager with a 20+ year track record of success in credit-focused strategies. With a multi-billion dollar AUM platform and deep institutional backing...  ...a sharp and detail-oriented Senior Fund Accountant to join the finance... 
    Senior
    Work at office

    Atlas Search

    Greenwich, CT
    1 day ago
  • Jackson seeks a Senior Managing Director, Head of Institutional Products to oversee GICs, MTNs, and related product lines. You will manage client and dealer relationships, pricing, and regulatory compliance, while leading the Institutional Products team to deliver strategic... 
    Senior

    Jackson

    Purchase, NY
    3 days ago
  • $170k - $220k

     ...a Vice President to join the Structured Investments team. This role will support the Structured...  ...eco-system on the platform for clients. The team develops and manages the technology...  ...in developing and executing the firm’s strategy and solution in the structured investments... 
    Senior
    Full time
    Work at office
    Remote work

    iCapital Network

    Greenwich, CT
    1 day ago
  • $93k - $171.3k

    Position Summary Senior Consultant, US Global StrategyThe US Global Strategy team is part of our Clients, Strategy, & Growth (CS&G) organization...  ...landscape impact potential investment opportunities in Latin...  ...-level employees to senior leaders, we believe there’s always... 
    Senior

    Deloitte

    Stamford, CT
    3 days ago
  • $105.4k - $207.8k

     ...Summary Our Deloitte Strategy & Transactions team helps guide clients through their most...  ...26. Work you'll do As a Senior Consultant on the M&A team...  ...well as through our own investments, commitments, and actions...  ...employees to senior leaders, we believe there’s always... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Stamford, CT
    5 days ago
  • $150k - $180k

     ...Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology... 
    Senior
    Flexible hours
    3 days per week

    Gilder Search Group

    Stamford, CT
    1 day ago
  • $110k - $130k

     ...from Mission Staffing Associate/Senior – Fund Accountant (Public...  ...functions for publicly traded investment vehicles, including a hybrid...  ...coordinate expense allocations across strategies and vehicles. Support...  ...experience (mortgage REIT or fund clients) or fund accounting... 
    Senior
    Full time

    Mission Staffing

    Greenwich, CT
    5 days ago
  • $198.7k - $391.6k

     ...Health Care practice. Our leaders work side-by-side to orchestrate...  ...formulate consumer-driven strategies to engineer a digitally...  ...Care Marketing Strategy Senior Manager is a client-facing consulting leader...  ..., resource allocation and investment decision-making, audience... 
    Senior
    Local area
    Flexible hours

    Deloitte

    Stamford, CT
    4 days ago
  • $155.6k - $306.8k

     ...include: Guidance and Support to Senior Business Leaders within the Firm Serves as...  ...that includes Cyber Strategy & Transformation, Cyber Defense...  ...Counsel, the business, and clients (where applicable) on...  ...as well as through our own investments, commitments, and actions across... 
    Senior
    Contract work
    For subcontractor
    Work at office
    Local area

    Deloitte

    Stamford, CT
    3 days ago
  • $144k - $374k

     ...approaches to selective retention and decay strategies. RAG, skills and other context setting...  ...options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40... 
    Senior
    Full time
    Temporary work
    Summer holiday
    Flexible hours

    EY

    Stamford, CT
    4 days ago
  • $86.7k - $177.13k

     ...of cross-border operations, investments, and transactions. As a Tax Senior Consultant, you will support clients with international tax compliance...  ...at the intersection of tax, strategy, and global business, this...  ...-level employees to senior leaders, we believe there’s always... 
    Senior
    Work at office
    Local area

    Deloitte

    Stamford, CT
    4 days ago
  • $128k - $252.5k

     ...Summary Our Deloitte Strategy & Transactions team helps guide clients through their most...  ...and capture value. As a Senior Consultant in M&A Finance...  ...well as through our own investments, commitments, and actions...  ...level employees to senior leaders, we believe there’s... 
    Senior
    Local area

    Deloitte

    Stamford, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment Strategy Leader for UHNW Clients. Be the first to apply!