Senior Private Wealth Investment Counselor (Hybrid)
Citibank (Switzerland) AG
Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience, advanced degrees such as CFA/MBA are a plus, and a strong track record in building trusted client relationships while navigating regulatory requirements and cross-department collaboration. #J-18808-Ljbffr Citibank (Switzerland) AG
- PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Erie, PA, to serve as a trusted investment consultant for... ...will build long-term client relationships, collaborate with wealth strategists, and drive growth by expanding relationships and...SeniorPrivate
- ...Chase & Co. in New York seeks a Senior Tax Strategist to join the Tax Strategy team within Private Advisory, delivering thought leadership and tax-efficient wealth structuring guidance to high‑... ...legal experts to craft bespoke investment structures. #J-18808-Ljbffr JPMorgan...SeniorPrivate
- Job SummaryAs a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify... ...front office Finance or investment management teamsStrong understanding... ...investment management and private banking solutions. Asset...SeniorPrivateWork at office
- ...Implementation Product Owner for Managed Investments, you will act on behalf of... ...us in shaping the future of wealth management advisory solutions... ...to use across the U.S. Private Bank and U.S. Wealth channels... ...program with strong senior leadership support and team with...SeniorPrivateWork at office
- ...collaboration with Nuveen, is seeking an experienced financial advisor to manage a book of affluent clients in a hybrid, US-based role. You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through...Senior
- Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support... ...guidance. This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team...Senior
$117k - $175k
...and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely... ...lending relationships with strategic wealth clients. This role supports responsible and... ...hedge fund, yacht, unsecured, insurance, private equity, and subscription‑finance facilities...SeniorPrivateWork at officeShift workDay shift- ...Education Consultant and Wealth Advisor page is loaded## Education... ...Wealth Advisorremote type: Hybrid Workinglocations: Omaha, NEtime... ...to join our Retirement and Private Wealth Team!As an Education Consultant... ...(IRA, 529, Non-qualified investments, etc.)* Maintain a level of...PrivateWork experience placementLocal areaImmediate startFlexible hours
- Citibank (Switzerland) AG is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Brooklyn, NY. The role focuses on deepening... ...-net-worth clients, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet...Senior
$100k - $150k
...fulfilling career.Join us as a Senior Recruiter, Investor... ...(required); knowledge of wealth management, asset management... ...Boston locations and is a hybrid role, with a minimum of three... ...of innovation. As a private partnership, every investment we make is in the relationships...SeniorPrivateFull timeLocal areaFlexible hours$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...in navigating complex growth, investment and divestiture scenarios.... .... Our clients include asset, wealth, and investment advisers and...SeniorPrivateLocal areaVisa sponsorship- ...Naperville/Rolling Meadows, IL, is seeking a Senior Underwriter for its Management Liability... ...with wholesalers to grow a profitable private, not-for-profit management liability book... ...based in Naperville or Rolling Meadows with hybrid schedule. The ideal candidate has at...SeniorPrivate
- The Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to serve as the primary client contact and trusted investment advisor for ultra-high net... ...traditional and alternative investments with wealth planning, and collaborate with bankers to grow investment...Private
- Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive... ...planning expert. The role is based in Providence with hybrid opportunities. You will work with internal partners on...Senior
- ...is 60% client solutions and 40% alternatives research, with a hybrid work model out of Santa Monica or Pittsburgh. You will support... ...to the alternatives research team. The candidate will evaluate private markets opportunities (private equity, private credit, real assets...SeniorPrivate
- ## Tax Senior Manager - Private Client ServicesApplylocations: Owings Millstime type: Full timeposted... ...location, as EisnerAmper follows a hybrid working model and has offices available... ...funds, private equity, and other investment-related individuals.* Possess comprehensive...SeniorPrivateTemporary workPrivate practiceWork at officeLocal area
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions... ...shape deal strategy, validate the investment thesis, and improve odds of value... ...customers. Our clients include asset, wealth, and investment advisers and...SeniorPrivateOdd jobWork experience placementLocal area- PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will collaborate with planning resources and retain and grow assets under management by deepening client relationships...SeniorPrivate
$190k - $250k
...This RolePartners with Chief Investment Strategist to define and communicate... ...strategy across public and private markets. Leads research... ...Global Investment Strategist - Senior Vice President to join their... ...United States.The position is Hybrid.Compensation: Base salary $19...SeniorPrivate- H. T. PROF Group is seeking a Senior Accountant in Downtown Miami. The role reports to the Chief Financial Officer and supports both management... ...to own responsibilities from day one. This is a full-time, hybrid position with mentorship and clear career progression. #J-18808...SeniorPrivateFull time
$130k - $180k
...fund infrastructure needs of Private Equity and Debt Funds. At Petra... ...and detail-oriented Credit Senior Accountantto join theirTeam.... ...across a portfolio of credit investments tied to large, complex technology... ...throughout the year. Hybrid work environment t hat offers...SeniorPrivateImmediate startFlexible hours- ...Senior Client Service Associate As a Senior Client Service Associate... ...within the Latin America Private Bank at J.P. Morgan you will... ...+ years of experience in the investment management industry... ...Veterans J.P. Morgan Asset & Wealth Management delivers industry-...SeniorPrivateWork at office
$100.35k - $205k
...trusts, estates, family offices, investment vehicles, charitable... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this... ...Tax Consultants and Tax Seniors; you will begin taking on lead... ...job responsibilities within a hybrid work model that requires US...PrivatePrivate practiceWork at officeLocal area- Navita Health in Ohio offers a Senior Manager- LICDC Counselor role that blends direct client care with leadership. You will carry a caseload while... ..., with a blended clinical and operational leadership scope in a remote/hybrid environment. #J-18808-Ljbffr Navita HealthSeniorRemote job
- Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused... ...200 years and today we are a leader in investment banking, consumer and small business banking... ...-leading investment management and private banking solutions. Asset Management provides...SeniorPrivateWork at office
- ...family office in Oklahoma City to hire a Senior Accountant. This is a great opportunity... ...records across multiple entities and investments Handle intercompany transactions and reconciliations... ...structures preferred Family office, private wealth, investment, real estate, or public...SeniorPrivateWork at office
- ...Senior Auditor Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening governance and driving operational... ...; Wealth Management Solutions, which provides investment expertise and global market insights; and Workplace Solutions...SeniorPrivateVisa sponsorship
- Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening... ...Management Solutions, which provides investment expertise and global market insights;... ...plan administration platform.As a Senior Auditor on the Private Bank/Wealth...SeniorPrivateVisa sponsorship
- ...to help shape the future of private banking for advisors at the world... ...design decisions to senior stakeholders and leadership.... ...and today we are a leader in investment banking, consumer and small business... ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-...SeniorPrivate
- KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial... ...and refer financial solutions to clients with up to $2M in investable assets, gathering and documenting client data and providing tailored...Private
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