Wealth Management Expert - Senior Level
Jobleads-US
Role Overview
- Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts.
- The workflows are calibrated to the portfolio complexity, regulatory stakes, and client sophistication of Fortune 500 asset managers and large private wealth institutions.
- Contributors design enterprise wealth and asset management scenarios, draft reference outputs, and write rubrics that capture how senior F500 investment professionals think.
Key Responsibilities
- Construct enterprise wealth management scenarios spanning high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.
- Build asset management tasks across F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
- Develop investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks.
- Apply enterprise investment methodologies (modern portfolio theory, factor investing, fiduciary duty standards, ESG integration) and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
- Author rubrics that distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.
Ideal Qualifications
- 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan).
- Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
- Fluency in enterprise investment tooling and methodologies, plus understanding of how F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting actually work.
- Prior rubric, investment-training curriculum, or portfolio documentation authorship is a plus.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Expert - Senior Level in New York, NY vacancy
$225k - $275k
...DescriptionAres is seeking an accomplished Senior Human Resources Business Partner to... ...its Global Client Solutions (GCS) and Wealth Management Solutions (WMS) businesses. This role will... ...operate effectively at the most senior levels of the organization, understand the...SeniorFull timeTemporary workWork experience placementWork at officeFlexible hoursAres Management
New York, NY1 day ago- ...Senior Wealth Advisor | Growing Wealth Management Practice I’m partnering with a highly respected national public accounting and advisory firm that is seeking... ...wealth management professional looking for a senior-level opportunity within a growing Wealth Management...SeniorFull time
Search Masters, Inc.
New York, NY2 days ago $119k - $220k
The TeamThis role is a senior leader of the Expert Functions Audit team, which includes... .... Specifically, you will manage the Finance and Workplace... ...to influence at all levels. Preferred qualificationsAre... ...allow our employees to:Secure Wealth: 401(k) program with 6% employer...SeniorFull timeTemporary workHome officeFlexible hoursNASDAQ OMX
New York, NY4 days ago$211.28k - $316.92k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...a partner to lawyers, accountants, asset managers and management professionals with deep... ...offerings may vary by jurisdiction, job level, and date of hire.-----------------------...SeniorFull timeCitigroup
New York, NY3 days ago$163.6k - $245.4k
...ProfessionalCompany: CitiAs a Senior Executive Talent Acquisition Partner... ...with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do Drive the... ...work.Serve as a Subject Matter Expert (SME) across hiring, managing...SeniorFull timeCitigroup
New York, NY3 days ago$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax... ...not intend to hire experienced or entry level job seekers who will need, now or in the...SeniorFull timeH1bPwC
New York, NY2 days ago$293.5k
General Information Job Title Expert Senior Manager, AI Engineering Job ID 104335 Work Areas Analytics, Data & Research, Management... ....The Impact You’ll HaveBain works with clients on board-level and executive priorities, helping deliver step-change...SeniorPermanent employmentFull timeApprenticeshipWork at officeLocal areaWork from homeHome office3 days per weekBain & Company
New York, NY1 day ago$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations... ...comprehensive investment management services to Wealth Advisory... ...existing clients. Provide expert support, including proposals... ....* Maintain appropriate levels of personal interaction with...SeniorWork experience placementWork at officeM&T Bank Corporation
New York, NY1 day ago$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing... ...intend to hire experienced or entry level job seekers who will need, now or in...SeniorFull timeH1bPwC
New York, NY3 days ago$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning,... ...law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC...SeniorFull timeH1bPwC
New York, NY6 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role... ...honest coaching conversations at all levels. Your commitment to excellence and strategic...SeniorFull timeH1bPwC
New York, NY3 days ago- ...find experienced financial due diligence senior managers who can help train their latest language... ..., and report productionExpert-level PowerPoint and slide craftsmanship, with... ...attention to detailAbout EthosEthos is a new expert network built by a McKinsey/SoftBank/DeepMind...SeniorRemote work
- ...team member for the role of Senior Director to join our Wealth Services Compliance team,... ...coverage for BNY’s Managed Account Solutions’ business... ...services experience preferred. Expert knowledge of relevant financial... ...stakeholders at all levels of the organization and drive...SeniorFull timeWorldwideFlexible hours
The Bank of New York Mellon
New York, NY5 days ago $223.7k - $372.9k
...for providing strategic advice to senior executives. Work You’ll Do As a Senior Manager, you will shape forward-looking... ...agenda development for investment and wealth management topics.Create forward-... ...and skill in executive-level presentations, facilitation, and...SeniorVisa sponsorshipDeloitte
New York, NY5 days ago$70 per hour
...with a leading foundational AI lab to find experienced senior B2B marketing managers who can help train their latest language model on professional... ...translating campaign data into executive-ready slides Expert-level PowerPoint and slide craftsmanship, with excellent...SeniorImmediate startRemote workFlexible hours$72k - $184.44k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement... ...SummaryAt PwC, our people in managed services focus on a variety of... ...and deliver value at this level include but are not limited to... ...multiple client engagements. As a Senior Associate, you will utilize...SeniorFull timeH1bPwC
New York, NY2 days ago$163.6k - $245.4k
...Marketing, ProfessionalCompany: Citi Citi Wealth is building something genuinely different in wealth marketing, and this Senior Media Manager role is for someone who wants to be the... ...to operate credibly at the most senior levels of a global organization, influence decisions...SeniorFull timeTemporary workWork at officeRemote workShift workCitigroup
New York, NY6 days ago$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...to stakeholders at various levels of management.Partnership and...SeniorFull timeRemote workShift work2 days per weekCIBC Bank
New York, NY5 days ago$250k
...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior Wealth... ...to provide comprehensive financial planning and asset management. Not a sales role; no portable book of business required...SeniorFull timeLeah Yosef International
New York, NY18 hours ago$200k - $250k
...About Rockefeller Capital Management Rockefeller... ...professionals - including wealth planners, tax advisors,... ...estate attorneys, and other experts - who work in concert... ...needs. The Senior Wealth Planner is an experienced... ...with each client's level of financial sophistication...SeniorWork at officeLocal areaRockefeller Financial
New York, NY4 days ago- ...platform and clinical support to dental offices worldwide. We are hiring a Clinical Support Expert who specializes in aligners to join our Customer Experience Team and provide high-level clinical guidance and exceptional service to doctors. You will handle complex cases,...SeniorWorldwide
$91.1k - $150.2k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...-call advice, and tax compliance.As a Senior in Tax Compliance, you will manage and... ...others newer to the role or at a lower level.Skills and attributes for successTo make...SeniorSummer holidayLocal areaImmediate startFlexible hoursEY (Ernst & Young)
New York, NY5 days ago$97.3k - $178.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...build meaningful relationships with senior stakeholders, inspire cross-functional... ...findings tailored for executive-level audiences and decision-makersProject planning...SeniorSummer holidayFlexible hoursEY (Ernst & Young)
New York, NY4 days ago$190k - $220k
...ID: 18874-OTHLOC-CZSLYfwk Senior Director, Go-To-Market (GTM)... ...Marketing, and Subject Matter Experts to ensure consistent customer... ...with CRM platforms and pipeline management tools. Experience... ...and contributing to enterprise-level strategic initiatives. What...SeniorFlexible hoursSyneos Health, Inc.
New York, NY3 days ago$136k - $185k
...customer relationship management, loyalty, and enterprise... ...agency of dentsu.As the Senior Director, Customer... ...supporting an Insurance/Wealth Management client in the... ...plans. Be a subject matter expert and translate new... ...(contingent on comfort level of client) The annual base...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per weekDentsu
New York, NY5 days ago- ...contract - Hybrid model - even one day a week is okay! JOB DESCRIPTION Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have worked with...SeniorContract work1 day per week
Insight Global
New York, NY1 day ago - ...Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with...Senior
Citi
New York, NY3 days ago - ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorFlexible hours
UBS
New York, NY4 days ago - ...Northern Trust is seeking a Sr Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary, and other specialists to...Senior
$130k - $275k
Job Description Summary The Senior Treasury Management Sales Team Leader is a sales leadership role responsible... ...within the Family Office and Wealth Management segments. This individual will... ...Sales Experience Demonstrates mastery level proficiency in all Depository and...SeniorWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Expert - Senior Level. Be the first to apply!
Related searches
- subject matter expert New York, NY
- technology expert New York, NY
- fulfillment expert New York, NY
- guest service support expert New York, NY
- sql expert New York, NY
- senior living New York, NY
- senior associate vice president New York, NY
- senior app developer New York, NY
- senior manufacturing engineer New York, NY
- senior ml engineer New York, NY