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
- We are looking for a \"Senior Wealth Advisor\" with deep experience working... ...and Ultra-High-Net-Worth (UHNW) clients who can own the full... ...including financial planning, portfolio management, and asset allocation across public and private markets. Responsibilities:...SeniorPrivateWork at officeRelocation
$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- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior... ...manage and grow a diverse client portfolio. A deep understanding of the...SeniorPrivate
- WM Partners, a health and wellness focused private equity firm, is seeking a Portfolio Marketing Manager to drive growth across multiple consumer brands in the portfolio. You will translate business objectives into practical marketing programs and work closely with portfolio...PrivateRemote job
$150k - $200k
Regent is a global private equity firm focused on acquiring... ...We are seeking a Senior Associate to support... ...execution and post‑close portfolio company operations.... ...opportunities, including market research, financial... ...internal teams and outside advisors Support deal...SeniorPrivateFull timeWork at office- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High... ...and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and collaborate...Senior
- ...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
- ...client is a leading US private aviation provider offering... ...care. The role: This senior commercial position... ...growing the West Coast market, converting warm enquiries... ...generated opportunities with UHNW clients. You will own... ...and retaining a portfolio of private clients Upselling...SeniorPrivateLocal areaNight shift
$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- Regent is seeking a Senior Associate to support the full investment lifecycle — from deal... ...through M&A execution and post-close portfolio company operations. The role spans transactional... ...and operating work, requiring buy-side private equity or investment banking experience,...SeniorPrivate
- 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
- Citizens Private Bank is seeking a field marketing leader to scale our Southern California presence across LA, Newport Beach, and San Diego. You will translate... ...into local market programs, driving deposits, AUM, and advisor recruitment while coordinating with executives and...SeniorPrivateLocal area
$165k
...leading, mission‑driven real estate private equity firm dedicated to... ...and moderate‑income individuals, seniors, and families across 32 states. Our growing portfolio - more than 180 properties and 3... ...candidate’s skills, experience, market demands, and internal parity. Our...SeniorPrivateWork at officeImmediate start- ...'s largest companies to small and mid-market firms, rely on SS&C for expertise, scale... ...technology.Job DescriptionJob Title: Senior Associate, Private Markets Fund AccountingLocation: Los... ...including legal counsel, auditors, and tax advisors, to ensure seamless execution and...SeniorPrivateOngoing contractFull timeWork at officeWorldwide
$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$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$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- ...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
- J.P. Morgan Chase & Co. in Pasadena seeks an experienced Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, credit and banking knowledge to serve current clients and attract new assets...SeniorPrivate
$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
$136.2k - $211.1k
...motivated Principal / Senior Principal Hydrogeologist... ...agencies, and private-sector organizations throughout... ...to enhance market visibility and generate... ...market.Serve as a trusted advisor to clients, providing... ...of projects and client portfolios.Support annual business...SeniorPrivateFull timeContract workTemporary workPart timeCasual workLocal areaWorldwideFlexible hours- ...the data, infrastructure, and market access of established... ...compelling reason to talk. This is a senior individual-contributor role... ...flagship moments. These include private hangar events in our Santa... ...the website Support Vantora's portfolio companies' marketing leads with...SeniorPrivateWork at office
- ...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
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