Senior UHNW Wealth Advisor: Private Markets & Portfolios
ZPEED Recruitment
ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets. The ideal candidate will have a minimum of 10 years of wealth management experience and a strong track record in client relationship management. This position offers an opportunity to significantly influence the firm's strategy and operations. #J-18808-Ljbffr ZPEED Recruitment
$350k
...Senior Wealth Advisor Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...its active growth in key markets across the U.S. we have been... ...relationships with both UHNW & HNW clients. Must...SeniorPrivate- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorPrivate
- ...in client assets. Our advisors average $575,000 in... ...About the Role: A Senior Wealth Advisor is an experienced... ...Service Specialists, Private Bankers, and Wealth... ...manager. ~ Strong marketing and business development... ...assets and a diverse portfolio that supports...SeniorPrivateFull timeLocal areaImmediate start
$70k - $200k
...000.00 - $200,000.00Category: Private Client CoverageCompany: CitiCiti Global Wealth brings together the full power... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers...SeniorPrivateFull timeWork at office$200k - $300k
...internally, often at a senior level. Some... ...businesses and sources of wealth generation.... ...Serve as a trusted advisor to clients who frequently... ...to the Citi Private Bank. Effectively... ...and current global market conditions. Present... ...having covered the UHNW market / Extensive...PrivateFull time- ...Developer Solutions is a leading private lending platform, serving... ...are seeking a seasoned Capital Markets and Treasury leader to drive... ...housing, and homebuilder portfolios Treasury Management Oversee... ...agency communities Partner with senior leadership and the firm's...SeniorPrivateFlexible hours
$125k - $150k
...problems. We hire the top 1% and let your talents soar.Senior Manager, Field and Integrated Marketing ProgramsLocation: Remote/Hybrid based on proximity to... ...producing our major flagship events in the IPO and Private Equity space. Building from these events, you will create...SeniorPrivateFull timeRemote work- Fifteen Group Capital LLC, a real estate private investment firm, seeks a Senior Multifamily Asset Manager for its 1,200+ unit Los Angeles portfolio. You will lead asset performance, work closely with property management onsite, and shape business plans, operating standards...SeniorPrivate
- Citizens Private Bank and Private Wealth are expanding rapidly in Southern California, with new offices... ...Diego, and Los Angeles. This field marketing role links PB and PW leadership to growth... ...tied to deposits, loans, AUM, and advisor recruiting goals. You will activate...SeniorPrivate
$69.8k - $132k
...provider of professional services to the middle market globally, our purpose is to instill... ...for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance... ...in US GAAP and/or IFRS for public or private companies, with experience in financial reporting...SeniorPrivateFull timeWork experience placementInternshipLocal areaFlexible hours$225k - $275k
...from offices in 37 markets throughout the... ...Rockefeller Private Office is core to... ...professionals - including wealth planners, tax advisors, estate... ...governance needs. The Senior Wealth... ...Private Advisors, portfolio managers, trust... ...experience working with UHNW clients on...SeniorPrivateWork at officeLocal area$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations... ...and similar services to clients, private equity investors, and asset-based... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$73k - $95k
...community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...SeniorPrivateFull time- ...landscape. We are seeking a seasoned Senior Underwriting Specialist to... ....This highly visible, market-facing role is designed for an... ...Asset Managers, including RIAs, private fund managers, and other... ...make appropriate individual and portfolio risk decisions. Operates within...SeniorPrivateFull timeLocal areaRemote work
- ...reach your goals. We are seeking a Senior Portfolio Accountant to join our Real Estate Systems... ...Services clients (hedge funds, private equity, or other alternative asset managers... ...start-ups, global public firms, and middle-market companies, as well as high net worth...SeniorPrivateLocal area
$85.1k - $161.7k
...provider of professional services to the middle market globally, our purpose is to instill... ...like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance... ...and executing both M&A transactions and private / public financings. The ideal candidate...SeniorPrivateFull timeWork experience placementInternshipLocal area- ...entertainment products, seeks a Stock and Option Trader to manage and execute trades, develop strategies, and maximize portfolio performance. The role requires deep market knowledge, strong quantitative skills, and the ability to make quick, informed decisions in a fast-paced...Senior
- ...individual will serve as a senior Investment Specialist... ...partnering with local advisors to build relationships... ...policy guidance, portfolio construction, open architecture... ...and communicate market strategy, portfolio... ...accounts, hedge funds, private equity, private credit...SeniorPrivateWork at officeLocal area
$93.5k - $110k
Job TitleSenior Financial Analyst, Capital Markets (Multifamily)Job Description SummaryPosition SummaryThe Capital Markets Senior Financial Analyst (“CMFA”) will support transactions... ...on high-value client opportunities and portfolio transactionsPrepare pro forma statements,...SeniorMinimum wageFull timeWork experience placementWork at officeLocal areaFlexible hours- ...International is a leading global investment banking advisor to private equity firms and their portfolio companies. With more than 1,400 professionals across... ...in M&A advisory, private funds and capital markets advisory, and valuations and fairness opinions.The Vice...PrivateWork at officeMonday to Thursday
- ...Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent... ...traditional equity and fixed income portfolios, as well as comprehensive wealth... ...insurance • 401(k) plan + match • Stock market holidays + Unlimited PTO • Other...PrivateLocal area
$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...today’s private equity market takes more than sharp... ...and apply to this Senior Manager role today! Recruiting... ...and financing, and portfolio value creation support.... ...clients include asset, wealth, and investment...SeniorPrivateLocal areaVisa sponsorship$121.9k - $262.1k
## Senior Investment AdvisorApply: Los Angeles, CA... ...expert for Private Bank clients. Primarily... ...view of the economy and markets to clients, prospects... ...partnership with the Wealth Management Advisor (WMA) to retain and attract... ...IPS) for each client portfolio tied to each client’s...SeniorPrivateFull timeBank staff- ...industry experience . Our Private Lending Division is rapidly... ...looking for an experienced Senior Hard Money Underwriter who can... ...collateral, appraisals, comps, market conditions, rehab budgets,... ...underwriting DSCR / rental portfolio loans Background in mortgage...SeniorPrivateRemote work
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman... ...financial goals. Our advisor-led wealth management... ...technology, data and design.Private Wealth Management (PWM... ...and monitor client portfolios as well as exposure to... ...clients, spanning general marketing presentations,...PrivateFull timeTemporary workPart time$113.1k - $186.7k
...Finance - Quantitative Finance and Economics - Senior Associate The opportunity EY-Parthenon’s... ...mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the... ...tools. Researching industries, markets, and individual companies relevant to litigation...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$130k - $160k
...projects include work for the public and private sector to craft creative street design,... ...with professional colleagues, developing marketing leads, preparing marketing proposals and... ...DOTs and Caltrans projects a plus. ~ Portfolio of professional street design projects....SeniorPrivateFor subcontractorRemote workFlexible hours- ...J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions. You will work with a local team and an institutional platform...SeniorPrivateLocal area
$159k - $215k
...Technical Agile Delivery ManagerTitle: Senior Principal, Market SolutionsLocation: Orange County or... ...a senior client partner and trusted advisor, building executive relationships and... ...completion.* Oversee project execution and portfolio health, coordinating resources,...SeniorTemporary workLocal area- ...Relationship Banker - Los Angeles South Market Los Angeles, California;Los Angeles, California; Downey, California; Lynwood, California... ...Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
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