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
- ...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
- 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
$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...SeniorFull timeWork at officeRemote work- ...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...SeniorRemote work
- 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...SeniorPrivate practice
- 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...SeniorFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$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...SeniorFull time- 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
- ...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...SeniorTemporary workLocal area
- 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 ExperisSenior
- ...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...SeniorWork experience placement
- 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
- ...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...SeniorFull time
- ...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...SeniorWork experience placement
- ...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 InnSpaceSeniorFull timeWork at office
$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- ...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
- ...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...SeniorRemote work
- ...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...SeniorWork at office
- 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
$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...SeniorFull timeWork at officeRemote work$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$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...SeniorLocal areaVisa sponsorship$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...SeniorFlexible hours3 days per week$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...SeniorFull time$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...SeniorLocal areaFlexible hours$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...SeniorContract workFor subcontractorWork at officeLocal area$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...SeniorFull timeTemporary workSummer holidayFlexible hours$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...SeniorWork at officeLocal area$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...SeniorLocal area
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