Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Portfolio Manager, Private Client Investments

Brown Advisory Incorporated

Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and at least 10 years of relevant experience. The ideal candidate will have experience in manager research, the ability to multi-task, and a passion for financial markets. They will oversee client relationships, analyze complex financial information, and support the portfolio construction process. Salary ranges from $200k to $250k, excluding bonuses, with comprehensive benefits including health, wellness, and a 401(k) plan. #J-18808-Ljbffr Brown Advisory Incorporated

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager, Private Client Investments in New York, NY vacancy
  • $140k - $165k

    Brown Advisory Incorporated is seeking a proactive Associate Portfolio Manager in New York. This role involves managing portfolio activities for sophisticated clients, providing investment strategies, and supporting the Chief Investment Officer with detailed analyses and... 
    Private client

    Brown Advisory Incorporated

    New York, NY
    2 days ago
  • $145k - $248.2k

     ...ordinary, working with extraordinary clients spanning every industry, regardless of...  .... We believe in your potential and invest in it to build a legacy that extends...  ...the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee... 
    Senior
    Private client
    Full time
    Work experience placement
    Internship
    Private practice

    Andersen

    New York, NY
    1 day ago
  • IQ-EQ is currently seeking a Senior Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have... 
    Senior
    Private client

    IQ-EQ

    New York, NY
    2 days ago
  • $160k - $220k

     ...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...  ...planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.... 
    Senior
    Private client
    Full time

    Anchin

    New York, NY
    6 days ago
  •  ...New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires excellent communication skills and a strong... 
    Senior
    Private client

    Glocap Search

    New York, NY
    3 days ago
  • A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires... 
    Senior
    Private client

    Moët Hennessy

    New York, NY
    3 days ago
  • $110k - $215k

     ...talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate...  ...have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The role involves driving new business... 
    Senior
    Private client

    Bank of America

    New York, NY
    4 days ago
  • A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication... 
    Senior
    Private client

    Andersen

    New York, NY
    15 hours ago
  • $150k - $250k

    CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical... 
    Senior
    Private client

    CohnReznick

    New York, NY
    1 day ago
  • $95k - $115k

     ...services to our VC Fund Admin clients. The Senior Fund Accountant position,...  ...our Venture Capital and Private Equity clients, is an operational...  ...very closely with Senior Management. If you are a seasoned...  ...including day to day activities, investment transactions and monthly... 
    Senior
    Private client
    Full time
    Part time
    Work at office
    Local area
    Remote work

    Kranz Consulting

    New York, NY
    2 days ago
  • Silvercrest Asset Management Group LLC is a leading...  ..., registered investment advisor offering bespoke...  .... Silvercrest’s client-centric approach...  ...Objective: The portfolio manager will create...  ...longevity to current senior portfolio managers...  ...build a book of private & institutional clients... 
    Private client
    Work at office

    Silvercrest Asset Management Group

    New York, NY
    4 days ago
  • Global Alternative Investment Solutions is responsible for the selection...  ...monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments...  ...manager within an investment portfolio. Managers include multiple... 
    Senior
    Private client

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $175k - $275k

     ...Private Equity Portfolio ManagerThe WTW Alternative Asset Insurance...  ...AAIS engagement with a client begins with due...  ...acquisitions. After close, WTW manages the portfolio company...  ...and beyond. This senior level position...  ...which these clients invest, including the main products... 
    Private client
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    New York, NY
    4 days ago
  • A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting... 
    Senior

    Silvercrest Asset Management Group

    New York, NY
    4 days ago
  • $200k - $250k

    A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax-exempt... 
    Senior

    Silvercrest Asset Management Group

    New York, NY
    4 days ago
  • My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities Serving as the Engagement Manager on specific client accounts, taking responsibility... 
    Senior
    Private client
    Interim role
    Private practice

    CPS Inc.

    New York, NY
    15 hours ago
  • $200k - $250k

    Silvercrest Asset Management Group LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-adjusted...  ...returns for high-net-worth clients. Candidates should have 10-15... 
    Senior

    Silvercrest Asset Management Group LLC

    New York, NY
    1 day ago
  • $200k - $250k

    Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10... 
    Senior

    Silvercrest Asset Management

    New York, NY
    3 days ago
  • $250k - $300k

    Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated...  ...in wealth advisory, private banking, or client-facing... 
    Private client
    Shift work

    Vaco Recruiter Services

    New York, NY
    1 day ago
  • Tax Senior Manager - Private Client Services (PCS) At EisnerAmper we seek dynamic professionals who welcome new ideas, foster innovation, and drive impact. The Tax Senior Manager will oversee multiple client engagements, ensure exceptional service, and develop business... 
    Senior
    Private client
    Local area

    EisnerAmper LLP

    New York, NY
    2 days ago
  • $265k - $390k

     ...looking to add a mid-level to senior PE/M&A associate in New York...  ...group advises public and private clients across M&A, private equity,...  ...across M&A, private equity, investment agreements, venture capital,...  ...corporate transactions. Manage transaction workstreams from... 
    Senior
    Private client

    Whistler Partners

    New York, NY
    4 days ago
  • Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with...  ...making securities recommendations and managing compliance. Ideal candidates will have... 
    Senior
    Private client

    Citigroup Inc.

    New York, NY
    3 days ago
  • Overview The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a...  ...Advisor, Financial Planning, and Private Client Banking teams to deliver... 
    Private client

    Johnson Financial Group

    Brooklyn, NY
    15 hours ago
  • $70k

     ...leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant... 
    Senior
    Private client

    Citibank (Switzerland) AG

    New York, NY
    2 days ago
  • FinStrat Management is seeking a Family Office Investment Services Manager to lead investment services for ultra-high-net-worth client families. The role involves managing discretionary capital, constructing portfolios, and ensuring performance accountability among outside... 
    Senior
    Work at office

    FinStrat Management

    New York, NY
    4 days ago
  • $200k - $250k

     ...seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private Client Business. Due to the complex nature of clients’ investment... 
    Private client
    Temporary work
    Work at office

    Brown Advisory Incorporated

    New York, NY
    2 days ago
  • $120k - $140k

    # Senior Associate, Finance Private Debt OriginationConfidential Alt Investment ManagerAssociatePrivate CreditLocationNew...  ...investment manager with approximately $...  ...cash, and tracking portfolio investments and interest...  ...experience with private debt clients strongly preferred.... 
    Senior
    Private client

    InforCapital, partnership

    New York, NY
    3 days ago
  • $95.5k - $195.4k

    Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication...  ...and technical review of individual, fiduciary, and investment entity income tax returns. Responsibilities Your role... 
    Private client
    Work at office
    Local area

    Crowe

    New York, NY
    3 days ago
  •  ...New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal...  ...requires strong communication and problem-solving abilities alongside investment advisory qualifications. Competitive salary and benefits... 
    Senior
    Private client
    Full time

    PowerToFly

    New York, NY
    4 days ago
  • $110k - $170k

    Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to... 
    Senior
    Private client
    Flexible hours

    Alter Domus

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Portfolio Manager, Private Client Investments. Be the first to apply!