Senior Investment Director - Lead HNW Client Portfolios
Waldron Private Wealth
A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes. Candidates should have a strong background in investment management and excellent communication skills. Leadership in decision-making regarding investments is crucial for success in this position. #J-18808-Ljbffr
- ...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...SeniorHigh net worth
$194.23k - $228.5k
...at—all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and... ...high-quality credit decisions. Key Responsibilities • Lead and manage a team of underwriters focused on commercial...SeniorTemporary workLocal area- ...A growing technology firm is seeking a Client Relations Manager to advocate for and grow their... ...client relationship management, focusing on investment industry clients. Responsibilities include maintaining client portfolios, understanding business challenges, and collaborating...SeniorRemote workHome office
$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience advising... ...building long-term relationships and developing tailored investment strategies to meet clients' goals. Compensation is...High net worth- ...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...SeniorWork at office
- ...Portfolio Construction & Analytics Senior Lead The Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO), dedicated to delivering comprehensive, analytical... ...different Citi Wealth client segments. The position is...SeniorHigh net worthWork at office
$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-...SeniorHigh net worth$200k - $250k
...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 years of relevant experience, strong...SeniorHigh net worth$175k - $250k
...PineBridge Investments in New York is seeking a Vice President/Senior Vice President, Client Portfolio Manager to lead client engagement and asset allocation strategy. The ideal candidate will have 7+ years of experience, with strong communication skills and an analytical...Senior$194.23k - $228.5k
...Supervises a team of loan officers/relationship managers on a portfolio of corporate accounts. Provides subordinate officers with functional... ...loans. Handles the most complex accounts and sensitive client relationships, and is trusted to make difficult credit decisions...Temporary workLocal area$175k - $225k
...technology, and hands-on client expertise. Our mission... ..., tax-aware portfolios at scale. We're not... ...We're looking for an investment athlete who can sit at... ...The Role As a Senior Client Portfolio Manager... ...Exposure: Work alongside leading investment, quant, and...Senior$180k - $200k
...Senior Client Portfolio Manager New York, NY Vise is hiring a Senior Client Portfolio Manager... ...to serve as the bridge between our investment team and advisor clients. You'll work... ...technology. Embracing this trend, Vise is leading the charge to bring this level of...SeniorCasual workWork at officeAfternoon shift$200k - $250k
...premier global financial services firm seeks an experienced Head of Client Portfolio Management & Strategy to lead a team and engage with ultra high-net-worth clients. This role requires 15+ years of investment experience and expertise in portfolio management strategies....High net worth$175k - $225k
...Senior Client Portfolio Manager (CPM) As a Senior Client Portfolio Manager (CPM), you'll translate... ...management, wealth management, or investment consulting with direct client responsibility... ...SMAs. Exposure: Work alongside leading investment, quant, and fintech...Senior$200k - $250k
...goals is the best way to help our clients and advance our business. We... ...professional to join as Head of Client Portfolio Management & Strategy, which is part of the Investment Research Group (IRG). IRG is... ...manager holdings. Take the lead on monitoring managers that are...High net worthWork at officeLocal area$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 institutional research and bespoke wealth advisory. We are...High net worthWork at officeLocal areaShift work- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
- ...Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree, CPA or EA certification, and at least 8 years of tax experience in either private or...SeniorHigh net worth
$150k - $190k
...Brown Brothers Harriman & Co. is seeking a Senior Tax Officer in New York to manage complex tax returns and develop tax strategies for... ...role involves reviewing tax returns, financial statements, and leading junior accountants. The ideal candidate will have 7-10 years of...SeniorHigh net worth$185k - $300k
...Wealth & Investment Management Wealth & Investment... ...United States' leading providers of... ...services to help meet clients' unique needs and... ...Solutions, Private Wealth Portfolio Management, and... ...high-net-worth (HNW) and ultra-high-... ...across CRG, senior Custom Credit team...SeniorHigh net worthOngoing contractWork experience placementImmediate start$225k - $300k
...Harbor Capital Solutions is looking for a Head of Derivatives, Portfolio Manager to lead the new Navigator suite of derivatives-based ETFs. The... ...role involves collaboration across teams and emphasizes a client-driven approach to revenue growth. The compensation package...Senior$125k - $250k
...Management is an opportunity to help clients across the globe realize... ...part of one of the world’s leading asset managers with over $2... ...expect to participate in exciting investment opportunities while... ...mandates including institutional portfolios, high net worth accounts, and...High net worthFull timeTemporary workPart timeWork at office$114k - $165.3k
...Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead in the Philadelphia area. This role focuses on high-net-worth clients and requires in-person client... ...advisor will lead a client team, manage portfolios, and deliver holistic financial planning...SeniorHigh net worthPrivate practiceRemote work$90k - $125k
...Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income... ...Solutions, within Public Investing, manages more than $1.7 trillion... ...Income Solutions team is a leading provider of customized... ...Client Acquisition: Support senior sales leaders in presenting...High net worthFull timeTemporary workPart time- ...Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services, and developing referral networks. Ideal candidates will have a Bachelor...SeniorHigh net worth
- ...Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...SeniorHigh net worth
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorHigh net worthFull time- ...Resources, Inc. is looking for a Relationship Manager specializing in HNW Tax & Family Office Services in New York City. The ideal... ...environments, focusing on reviewing complex tax returns and providing client advisory services. This role offers an opportunity to work...SeniorHigh net worthWork at office
$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth...SeniorHigh net worth- Darwin Recruitment is seeking an experienced Managed Payroll Lead to support and oversee payroll operations across a portfolio of clients. In this client-facing leadership role, you will ensure payroll accuracy and compliance, manage various payroll cycles, and mentor...Senior
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