Senior Wealth Advisor & Bespoke Portfolio Architect
$250k - $300kVaco Recruiter Services
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth advisory or client management, demonstrating excellent communication and technical skills. The firm is committed to bridging institutional research with personalized wealth advice, offering a salary of $250,000-$300,000+. This position is a strategic role for professionals looking to make an impact in high-net-worth and institutional capital management. #J-18808-Ljbffr Vaco Recruiter Services
$250k - $300k
...New York is seeking a seasoned Senior Financial Advisor to manage high-net-worth and institutional portfolios. The ideal candidate will... ...strategic advisory services, develop bespoke investment strategies, and... ...12 years of experience in wealth advisory or private banking,...Senior- Vaco in New York City is seeking a Senior Financial Advisory/Client Portfolio Manager to serve as a primary steward... ...of 12 years of experience in wealth advisory or related fields and a deep... ...responsible for strategic advisory, bespoke portfolio construction, and growth...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- A leading financial institution seeks a senior portfolio manager within the Institutional Investment Solutions team. This role requires at least 15 years of investment experience focusing on multi-asset solutions for Family Office clients. The successful candidate will...SeniorWork at office
- Coda Search│Staffing is seeking a Senior Asset Allocation Analyst to join a leading Asset Manager's Private Markets team in New York. The role involves building cash flow models, optimizing portfolio construction, and generating investment insights. Candidates should have...Senior
- ...global financial institution is seeking a Senior Portfolio Manager in New York. This role involves collaborating with U.S. Private Bank Advisors to provide tailored investment solutions... ...and the ability to deliver holistic wealth management advice. The company offers competitive...SeniorWork at office
- A financial services firm in Pennsylvania is seeking Wealth Advisors to manage existing client portfolios and generate new business. Candidates must hold a CFP or CFA certification and have at least 2 years of banking experience. This role requires a strong understanding...Senior
- J.P. Morgan is seeking a Tax-Smart Portfolio Manager - Associate in New York. This role involves managing tax-aware portfolios, generating tax benefits for clients while achieving investment objectives. Candidates should have 2-5 years of relevant experience and strong...Senior
$90k - $150k
...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,...SeniorFull time- ...located in New York is seeking an experienced Financial Advisor to deliver personalized wealth management solutions. The ideal candidate will have a... ...providing financial planning strategies and maintaining client portfolios. A bachelor's degree is preferred, along with FINRA...Senior
- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial...SeniorFull time
$105k - $140k
A leading credit rating agency in New York is seeking an Associate/Associate Director to join their Corporate Portfolio Finance team. The ideal candidate will have a Bachelor's degree and 2-4 years of experience in corporate credit analysis or structured finance. This role...Senior- ...Hazen and Sawyer is seeking an experienced Principal Architect to lead architectural design efforts across our Northeast Region and support... .... The Principal Architect will oversee a diverse portfolio of projects within the "water space," including but not limited...SeniorTemporary workFlexible hours
- ...A leading global fundraising platform is seeking a Solutions Architect, Integrations to support nonprofits by designing and documenting... ...data ecosystems. You will lead technical interactions, design bespoke integration architectures, and provide strategic technical insights...Senior
$100k - $130k
...globally recognised architecture and design studio to recruit a Senior Architect for their New York office. The practice is known for... ...contributing to or delivering net-zero carbon projects preferred Portfolio and work samples required Must be authorized to work in...SeniorWork at office$100k - $130k
...growth across all levels of their team. We are seeking a Senior Architect - Transportation to join their New York studio. This is a full... ...periodically as required Applications must include a portfolio and work samples About Highline : Global recruiters...SeniorFull timeWork at office- ...Fueled is seeking a Senior Front-End Engineer to architect user-facing products for clients like Google and Apple. This fully remote role demands expertise... ...and directly impact millions of users. A strong portfolio and communication skills are essential for this position...SeniorRemote work
$150k - $175k
...we've embedded AI and Agentic AI throughout our robust product portfolio of core, underwriting, loss control, distribution, digital... ...engineering teams and platform evolution. Mentor engineers and architects through design reviews, code reviews, and technical leadership...SeniorTemporary workWork experience placementLocal areaRemote workWorldwideFlexible hours$100k - $130k
...approaches the discipline as a cultural and artistic pursuit. Their portfolio spans libraries, higher education facilities, residential and... ...leadership bench and is looking for a seasoned Project Architect to partner directly with the principals on a varied portfolio...Senior- ...Senior Architectural Designer / Project Architect INC is seeking a full-time Senior Architectural Designer / Project Architect (may be non-licensed) with... ..., please apply with a cover letter, resume, portfolio, and a minimum of two professional contract documents...SeniorFull timeContract work
- ...Customer Success Architect - Federal Government Remote, Australia GitLab is the intelligent... ...Architect, you’ll be a strategic advisor to some of GitLab’s most important Federal... ..., and customer satisfaction across your portfolio. What you’ll do Partner with customers to...SeniorRemote work
$190k - $225k
...Job Details Remote As an Cleared Platform and APM Senior Architect with GlideFast Consulting, you will be responsible for the overall architectural... ...platform and a strong understanding of GlideFast's broader portfolio of services and products. In this role, you will collaborate...SeniorRemote workWork visa- ...Senior AI Architect Location: Remote Duration: 10+ Months Our university is seeking a Senior AI Architect to lead and oversee a portfolio of AI technical activities serving nearly 86,000 students and 20,000 employees across academic, research, and administrative functions...SeniorFull timeRemote work
- ...the past five decades, OMA has produced a broad portfolio of projects, employing a team of more than 200 architects, designers, and researchers with a diverse range... ...About the role OMA New York is seeking a Senior Architect with Interior experience , demonstrating...SeniorFull timeWork at office
$120k - $140k
...Position Summary: Nexstar is seeking a senior AI Architect to lead our efforts to design, develop and deploy AI and ML models and agents... ...and a 31.3% ownership stake in TV Food Network. The Company’s portfolio of digital assets, including its local TV station websites,...SeniorFull timeTemporary workLocal area- ...professionals within J.P. Morgan Wealth Management Solutions,... ...solutions range from bespoke multi-asset discretionary portfolios to tailored single asset... ...house investment teams. Our senior investment team averages... ...with U.S. Private Bank Advisors to deliver IIS’s specialized...SeniorWork at officeFlexible hours
- ...garrettsingerdesign) is currently seeking a talented and experienced Senior Architect to join our growing team. We are a NYC based hospitality... ...experience, ideally in NYC-based firms ~ Strong portfolio demonstrating design excellence, particularly in hospitality...SeniorFor contractorsWork at officeRemote work
- Fiduciary Trust International in New York is seeking a Senior Relationship Manager to enhance client relations and ensure satisfaction... ...client goals, facilitate family meetings, and coordinate with portfolio managers on risk assessment. The ideal candidate will have over...Senior
- ...asset investment strategist in New York City. The role involves integrating quantitative techniques with macro views, contributing to portfolio construction, and maintaining relationships with ETF providers. Candidates should possess significant experience in macro...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth...SeniorWork at officeImmediate start
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