Senior Wealth Advisor & Portfolio Leader
Commerce Bank
A leading financial institution in New York is seeking an experienced professional to oversee the investment team and manage complex client portfolios. The role involves developing tailored investment strategies and ensuring portfolio compliance with fiduciary guidelines. Ideal candidates will have significant experience in wealth management, strong leadership capabilities, and a proactive approach to client relationship management. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr
$98.4k - $147.6k
...A leading insurance company is looking for a Sr. Portfolio Analyst in New York. This role involves change leadership, operational excellence, and portfolio oversight, ensuring smooth transitions in dynamic environments. Candidates should have at least 5 years of relevant...SeniorWork at officeLocal areaRemote work3 days per week- ...Cushman & Wakefield is seeking a Sr. Portfolio Administration Coordinator to oversee property document management, financial obligations, and foster landlord relationships. Responsibilities include reviewing lease documents, conducting audits, and ensuring compliance with...Senior
$100k - $140k
...Claro Enterprise Solutions, Inc. seeks a Sr Product Marketing leader in New York, responsible for crafting and executing the go-to-market strategy across all offerings. The individual will lead performance management, mentor team members, and require over 7 years of experience...Senior- ...guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate... ...products to offer personalized portfolio management. The role requires excellent... ...working collaboratively with financial advisors and private bankers to ensure comprehensive...Senior
$70k
The Senior Wealth Relationship Advisor SAFE Act is a seasoned professional role that applies deep disciplinary knowledge, contributes to developing... ...models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where...SeniorWork at office- ...financial institution located in Town of Florida, NY is seeking a Senior Accountant to oversee specific areas within the accounting... ...function. Responsibilities include analytical reviews of investment portfolios, preparing financial statements, and supervising staff. Ideal...Senior
$100k - $130k
...The Tidal-Financial-Group is looking for an ETF Portfolio Manager in New York to manage ETF portfolios. This position requires expertise in financial markets and a strong background in trading equities, options, and fixed income. The successful candidate will execute trades...Senior$100k - $130k
...Tidal Financial Group, based in the Town of Florida, NY, is looking for an ETF Portfolio Manager to implement and manage various ETF portfolios. The ideal candidate will have deep knowledge of financial markets and extensive experience in trading equities, options, and...Senior- ...what is best for our customers. The Team Leader serves as the primary link between internal... ..., resolve client issues, and serve as a senior resource for clients. Directly supervise... ...opportunities across the RSC/Brown & Brown portfolio. Support producers in new business...SeniorContract work
£81k - £100k per year
National Grid plc is seeking a Senior Regulation Partner in Warwick to deliver regulatory leadership across a multi-billion-pound portfolio. You'll manage regulatory outcomes, oversee risk, and establish strong stakeholder relationships. The ideal candidate will possess...SeniorFlexible hours- ...Fifth Third Bank is hiring a Senior Commercial Portfolio Manager in Florida. This key role involves managing transactions, making credit recommendations, and overseeing a portfolio of accounts. Candidates should have a Bachelor's degree in Business and at least 8 years...Senior
$210k - $240k
...looking for an Area Sales Director based in the Town of Florida, New York. In this senior role, you will lead commercial strategies to drive revenue across our Aesthetic brand portfolio. Ideal candidates will have substantial sales experience, team management skills, and...Senior- ...in the Town of Florida, NY, is looking for an experienced energy trading professional. This position involves managing P&L for a portfolio of wholesale power derivatives and requires a Bachelor's degree and at least 4 years of experience. You'll lead bidding processes...Senior
- ...Preston Rd, 2nd Fl 8201 Preston Rd Dallas, TX 75225, USA Location: On site at Dallas location listed in the job posting Summary The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends,...Senior
- First Horizon is seeking a Senior Portfolio Manager to manage a commercial and corporate loan portfolio. This role involves underwriting, renewal, and servicing of credits while collaborating closely with Relationship Managers. The ideal candidate will have at least 8...Senior
- ...valuable financial guidance to existing clients and build sound, trusting relationships. You’ll have the opportunity to manage various wealth planning aspects and grow your practice through consolidation and networking. The ideal candidate will possess a valid FINRA Series...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients...Senior
- ...Charles Schwab in Town of Florida, New York, is looking for a Financial Consultant to provide wealth management and financial planning advice to clients. You will create lasting relationships while helping clients manage their investments and achieve their financial goals...Senior
- ...Village Farms International is seeking a Head of Portfolio Program Service Management to lead the governance model for enterprise portfolios... ..., and manage complex cross-functional programs. This is a senior-level position located in Lake Mary, FL, offering comprehensive...Senior
- Senior Commercial Portfolio Manager General Function The Portfolio Manager is a key member of the coverage team, managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit...SeniorWork at office
$160k - $180k
...Galderma Laboratories, LP is seeking a Senior Manager of Program & Portfolio Pricing. This role is crucial for developing and executing pricing strategies to maximize profitability in the aesthetics sector. The ideal candidate will implement pricing strategies across various...- A leading defense contractor in New York is looking for an experienced Acquisition Program Management Professional to provide program, technical, and analytical support across diverse Air Force programs. The role demands significant knowledge of DoD systems acquisition...SeniorFor contractors
- ...Odyssey is seeking a Senior Acquisition Program Management Professional for a full-time, onsite position at Eglin Air Force Base, FL. This role involves managing Integrated Master Plans and supporting acquisition strategy development for air armament programs. Candidates...SeniorFull time
- HealthPro Heritage is seeking a Full-Time Program Manager (Physical Therapist) to lead our therapy program at Inspired Living at Bonita Springs in Bonita Springs, FL. This position offers an exciting leadership opportunity within a collaborative, patient-centered environment...SeniorFull time
$70k
Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations. Responsibilities include building client relationships, responding to referrals, and making...Senior- ...providing credit risk assurance for commercial and retail loan portfolios, conducting thorough examinations and monitoring credit risks effectively... ...excellent communication abilities to interact effectively with senior leadership and stakeholders. Candidates with advanced degrees...Senior
$54 per hour
HealthPro Heritage is looking for a Part-Time Program Manager (Physical or Occupational Therapist) to lead the therapy program at Inspired Living at Bonita Springs, FL. This role offers flexible scheduling (approx. 20 hours/week) and opportunities to grow into full-time...SeniorFull timePart timeFlexible hours- ...Argonaut Management Services, Inc is seeking a Senior Environmental Technical Claims Specialist to work in office at their New York location. This role entails adjudicating complex commercial environmental claims, including storage tank claims, and requires strong negotiation...SeniorWork at officeRemote work
- ...TBC Corporation, located in the Town of Florida, is seeking a Senior Manager, Infrastructure Platform & Disaster Recovery to oversee core systems and disaster recovery strategies. Ideal candidates will have extensive experience in managing VMware environments and enterprise...Senior
$117.7k - $176.5k
...Green Dot Corporation is seeking a Senior Manager for Enterprise Risk Management to guide the company in risk oversight and governance. This role can work remote anywhere in the United States. The ideal candidate will have 8–10+ years of experience in risk management,...SeniorRemote work
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