UHNW Wealth Advisory & Investment Strategist
$119k - $160kGoldman Sachs
Goldman Sachs is seeking an Associate, Non-Self-Sustaining Advisor based in New York, New York. This role involves creating comprehensive wealth management plans for ultra-high net worth individuals and families, and implementing business development strategies to enhance client relationships. The role requires a Master’s or Bachelor’s degree in Finance, Economics, or Business Administration, along with relevant experience in investments, asset allocation, and client management. The position offers a competitive salary range of $119,000 - $160,000 annually. #J-18808-Ljbffr Goldman Sachs
$130k - $173k
...seeking a professional in New York to guide families in effective wealth management and philanthropy. This role involves collaborating... ...governance, succession, and philanthropy strategies tailored for UHNW clients. The ideal candidate will have 10-15 years of experience...Suggested$125k - $200k
...enabling them to preserve their wealth for future generations, and... ...matters impacting HNW and UHNW clients. Identify, design, and... ...tailored to families with $10M+ in investable assets. Lead planning... ...management, family office, or UHNW advisory. ~ Significant experience...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$130k - $173k
...matters related to doing good with wealth for loved ones and the... ...Reporting to the Head of Family Advisory & Philanthropy Services, U.S., you’ll operate within the UHNW coverage and advisory model as... ...colleagues in sustainability, impact investing, and social finance to build...SuggestedFull time$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years...Suggested- ...Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located... ...of client service. Guidance to advisory teams and clients as to family meetings...SuggestedWork at officeRemote work
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...Remote job
- 255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and...
$130k - $250k
...to participate in exciting investment opportunities while collaborating... ...delivers investment and advisory services across public and private... ...world's leading sovereign wealth funds, pension plans,... ...Within Asset Management, Strategists (also known as "Strats") play...Full timeTemporary workPart time$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...expect to participate in exciting investment opportunities while collaborating with... ..., which delivers investment and advisory services across public and private markets...Full timeTemporary workPart timeWork at office$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full... ...exceptional service.**Wealth Strategist/Client Development Sales... ...work with ultra high net worth(UHNW) individuals, families and businesses... ...as you cultivate new investment management relationships in the...Local areaFlexible hours$115k - $180k
...to participate in exciting investment opportunities while collaborating... ...with investment and advisory solutions across leading private... ...the world's leading sovereign wealth funds, pension plans,... ...Do Within Asset Management, Strategists (also known as "Strats") play...Full timeTemporary workPart time$165k - $185k
...Vice President, Investment Strategist Neuberger is an independent, employee-owned, global asset management firm, serving the financial needs... ...and commodities, in addition to portfolio advice, and wealth planning services. We offer a broad platform to accommodate...Local areaWorldwideShift work- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience...
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...
- ...replacements when needed. Essential Functions Work with clients primarily in the $5‑$15 million investable assets spectrum to deliver customized solutions in multiple wealth-planning areas based on their goals and objectives. Act as subject‑matter expert for Advisors on...
- ...Industry: Retail & Consumer Finance / Investment Banking / Financial Services Experience... ...represents the type of Retail Sector Finance Strategist roles featured within the Career Launch... ..., corporate strategy, and financial advisory roles that may not appear on public job...Full timeInternship
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...
$250k - $300k
...Global Management, Inc. in New York is seeking an experienced professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving strategic asset under management (AUM) growth while acting as a...$185k - $200k
Neuberger is seeking a Client Advisory Specialist to join its new Client Advisory Team in New York. This role involves coordinating with field sales teams and engaging with financial advisors across partner firms, focusing on business development and client relationship...Remote job- ...) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience... ...represents the type of Capital Efficiency Strategist roles featured within the Career Launch... ...investment bank, private capital advisory firm, or corporate finance group may seek...Full timeInternship
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive... ...role is vital in supporting clients and understanding their investment goals. If you are passionate about finance and have strong interpersonal...- GuidePoint Security, LLC is looking for an experienced professional in IAM (Identity Access Management) strategy and advisory services. The role involves leading assessment engagements and developing comprehensive deliverables for clients across various industries. Candidates...Remote job
$130k - $170k
...Description Job Description BBR Partners' Wealth Strategies team serves as a centralized,... ..., Wealth Strategies to serve as a wealth strategist with a primary focus on individual income... ...techniques and structures related to UHNW clients (life insurance planning, property...Temporary workCasual workWork at officeRemote workFlexible hours$150k - $180k
Associate, Quantitative Investment Strategist, Asset Allocation page is loaded## Associate, Quantitative Investment Strategist, Asset Allocationlocations... ...Place New York - 250 Vesey Street, 15th Floor**Business - Wealth Solutions**Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT...Temporary workWork at officeLocal area- A financial consulting firm based in New York is looking for a Managing Director to lead the FP&A Advisory team. Ideal candidates should possess 12-15+ years of finance experience, with a strong understanding of financial planning and analysis. Responsibilities include...
- Goldman Sachs Group, Inc. is looking for an Associate Strategist in Asset & Wealth Management in New York. In this role, you'll leverage your quantitative... ...environment, working with diverse teams to drive investment strategies. Responsibilities include researching and...
$115k - $180k
Responsibilities As a strategist on our PWM Risk Strats team, you will work closely with various... ...and non‑financial risks across wealth management Develop AI‑led solutions to... ...existing strategies to address clients' investment goals. Developing and maintaining risk...Full timeTemporary workPart timeWork experience placement$150k - $200k
The Role Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (... ...facilitate connectivity between client engagements, investment teams, and marketing. The portfolio...Work at officeMonday to Friday$200k
...professional will help drive the strategy and agenda of Carlyle Global Wealth, working closely with the group’s Chief Operating Officer.... ...: Demonstrated understanding of private equity, alternative investments, and Wealth Management with a proven ability to link data...Immediate start
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