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
- ...actionable insights to help clients anticipate what is... ...to manage all aspects of client... ...on business needsThe Private Client Services (PCS)... ...Primary DutiesThe Tax Senior Manager is responsible... ...reviewing alternative investments including private equity...SeniorPrivate clientWork at office
$145k - $248.2k
...working with extraordinary clients spanning every industry, regardless... ...in your potential and invest in it to build a legacy that... ...your success!The RoleSenior Managers in our Private Client Services (PCS) practice... ..., Trusts and Estates.Senior Managers can expect to:Engage...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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....SeniorPrivate clientFull time$110k - $170k
...solutions for the alternative investment industry, Alter Domus (... ...to 90% of the top 30 asset managers in the private markets, and more than 6,00... ...JOB DESCRIPTION: The Client Experience Lead reports into... ...and ongoing evolution. This senior leadership role requires a...SeniorPrivate clientLocal areaFlexible hours$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong... ...tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and...Private clientWork at officeLocal areaRemote work- ...Silvercrest Asset Management Group LLC is a leading... ..., registered investment advisor offering bespoke... .... Silvercrest's client-centric approach... ...: The portfolio manager will create... ...longevity to current senior portfolio managers... ...to build a book of private & institutional clients...Private clientWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career...SeniorPrivate clientWork at office
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorPrivate client
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal area
$200k - $250k
...purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm... ...individual to serve as a Portfolio Manager as part of our... ...Chief Investment Officer for our Private Client Business. Due to the complex...Private clientFull timeTemporary workH1bWork at officeWorldwide- 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...SeniorPrivate client
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor...SeniorPrivate clientFull time- 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...SeniorPrivate client
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorPrivate clientHourly payContract work
- The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements... ...discussions across a broad client segment of professional buyers. As a... ...DutiesExpected to drive public and private product conversations and secure placements...SeniorPrivate clientFull timeWork at office3 days per week
$140k - $165k
...purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm... ...to serve as an Associate Portfolio Manager as part of our... ...Chief Investment Officer for our Private Client Business. Due to the complex...Private clientFull timeTemporary workH1bWork at officeWorldwide- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...SeniorPrivate clientWork at office
$110k - $170k
...solutions for the alternative investment industry, Alter Domus (... ...to 90% of the top 30 asset managers in the private markets, and more than 6,00... ...JOB DESCRIPTION: The Client Experience Lead reports into... ...and ongoing evolution. This senior leadership role requires a...SeniorPrivate clientLocal areaFlexible hours$98k - $162.5k
...Growth and delivering for our clients, teammates, communities... ...in partnership with a private bank credit team. Key responsibilities... ...include independently managing transactions or portfolios of moderate to high... .... The Global Wealth Investment Management-Sr Credit Underwriter...SeniorPrivate clientFull timeBank staffWork at officeDay shift$119.77k - $140.9k
...discover what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Full timeWork experience placementLocal area$140k - $180k
...Description Job Description Title: Tax Manager, Private Client Group Department: Private Client... ...for individuals, trusts, family investment partnerships, gift, and estate tax... ...financial goals, assets, and investment portfolios. Provide personalized tax planning...Private clientFull timeLocal area- 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
- The Brooklyn Investment team is building the next generation... ..., and hands-on client expertise. Our mission is... ...personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the... ...leader, managing public and private assets for clients around...Private clientFull timeWork at office
- Bank of America in New York seeks an experienced investment leader to advise high-net-worth clients with discretionary portfolios, covering asset allocation, security selection, and risk management. You will collaborate with colleagues to deliver a full suite of investment...Senior
$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...SeniorPrivate clientFull timePart timeWork at officeLocal areaRemote work$250k - $300k
Client: Thriving Investment Advisory Firm Role: Portfolio Manager Salary: $250K - 300K+/annually Location: New York, New York Key Responsibilities Strategic Advisory... ...: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management....Private clientShift work$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$92k - $115k
...| Capital markets | Private client | Regulatory & Compliance... ...faced by asset managers, financial institutions... ...and detail-oriented Senior Fund Accountant to join... ...capital, or alternative investment funds who enjoys... ...supporting a diverse portfolio of investment structures...SeniorPrivate client- Citi in New York, NY is seeking an Investment Sales Senior Lead to guide product strategy within private client services. The role focuses on complex investment products, managing a sales pipeline, and educating bankers to drive revenue and AUM targets. Ideal candidates...SeniorPrivate client
$126.1k - $253k
...world of change, empowering our clients and people to realize their... ...clients’ goals. As a Tax Senior Manager, you will be responsible for... ...accounting with an emphasis on private client taxation including... ...individual, fiduciary, and investment partnership taxation, with an...SeniorPrivate clientFull timeWork experience placementInternshipLocal area
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