Strategic Transformation Lead - Private Wealth Ops
$150k - $180kNeuberger Berman
Neuberger Berman in New York is seeking a Senior Project Manager to lead strategic transformation initiatives within its Private Wealth business. This role involves overseeing process improvements, building stakeholder partnerships, and ensuring effective execution of strategic projects. The ideal candidate possesses over 8 years of relevant experience and a strong background in financial services, demonstrating exceptional communication, analytical, and operational skills. A comprehensive benefits package and a salary range of $150,000-$180,000 are offered. #J-18808-Ljbffr
$120k - $173k
...PowerToFly is seeking a Director (AVP) in New York to support leadership in Wealth Management Operations. The role involves managing complex processes, leading project efforts, and developing executive-level presentations. Candidates should have at least 6 years of relevant...Suggested- A leading global professional services firm is seeking a Manager Consultant in Asset & Wealth Management to support clients in aligning their operating models with business strategies. Candidates should have experience in asset management, familiarity with investment systems...Suggested
- ...experienced Senior Technology Project Manager in New York to oversee strategic software implementations and process re-engineering. This... ...management experience with a focus on financial services transformation and strong stakeholder engagement. This position offers a hybrid...Private
$180k - $300k
...Director, Strategic Finance - CX and Product Ops Rippling is scaling at hyperspeed, and we're hiring a Director... ...to C‑Suite executives and involves leading a high‑performing finance team and... ..., FP&A, investment banking, or private equity, with significant time at a...PrivateWork at office- ...organizations, including private equity firms,... ...least $20 billion of wealth for workers by 2030. More... ...Culture and Business Transformation. In this mission-driven... ...vital in translating strategic directions into high-quality... .... Responsibilities Lead day-to-day delivery of...Private
- ...Global Management is looking for a Wealth Strategy Associate to join... ...for leadership on strategic priorities. Work cross-functionally... ...leadership and client communications. Lead ad hoc projects to support... ...Experience with financial advisors or private wealth clients is a plus....PrivateWork at office
$217k - $261k
...Capital Group is seeking a Wealth Planning Specialist to deliver high-impact financial planning analyses and advice. You will work closely with Private Wealth Advisors and spend 85% of your time in client-facing activities, focusing on simplifying complex financial concepts...Private- ...Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Working at Citi... ...and families associated with leading corporations and to achieve their financial... ...funding rounds, and other transformational financial milestones. Strategic...Private
$155k - $200k
...investment vehicles focused on private equity, real estate, public... ...X, and Instagram. Private Wealth was established to answer the... ...a Vice President to join the Strategic Partnerships Group, with a focus... ...for partner home offices, leading the execution of pipeline opportunities...PrivateLocal areaHome officeFlexible hours$157.04k - $235.56k
...Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management... ...the Citigold and Citi Private Client (CGCPC) segments. Lending... ...creatively in delivering market leading solutions. Solid understanding...PrivateFull time$250k
...The Investment Counselor Team Lead manages a team of Investment Counselors... ...of financial markets, wealth management practices, and... ...themes, products and services Citi Private Bank offers to clients,... ...sales execution. Implement a strategic advisory approach to account planning...PrivateFull time- ...A leading investment management firm is seeking an experienced sales professional for their Private Client Group covering the Upper Midwest Region. The ideal candidate will have a... ...minimum of 5 years in sales within asset or wealth management. Responsibilities include...
- ...economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients. This role will allow you to build... ...each region and channel (in Private Bank and U.S. Wealth Management) to understand respective priorities...PrivateWorldwide
$300k - $400k
Asset & Wealth Management, Client Solutions Group (CSG), Retirement Strategic Accounts, Managing Director - New York New York, New... ...and asset classes (public and private markets) across the DCIO/Retirement... ...GSAM is one of the world’s leading investment managers. GSAM...PrivateFull timeTemporary workPart timeWork experience placementWork at office$220k - $250k
...Position Summary The Principal, Data Transformation Lead is a senior leader within... ...Carlyle's data ecosystem across private equity, private credit, private wealth, secondaries, and investor relations... ...to transform data into a strategic advantage for the firm. The Principal...PrivateFull time$150k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...segments through Citigold® and Citigold® Private Client and captures wealth management in... ...The Investment Counselor Principal is a strategic professional who closely follows latest...PrivateFull timeLocal area- ...Marketing Manager, Enterprise & Strategic Segments Hybrid - New York,... ...a comprehensive, tailored wealth management experience. Farther... ...and innovators from the private wealth industry who possess a... ...strategic architect and execution lead for Farther's priority growth...PrivateImmediate start
- FIG US FIG LLC in New York is seeking a Private Credit Product Specialist to enhance their private wealth distribution platform. The role involves extensive collaboration with financial advisors and managing product launches. The ideal candidate should have 8-15 years of...Private
- ...Vice President, Strategic Partnerships Join the Corporate Development... ...Consumer Bank, Business Bank, Wealth Management, Card Services,... ...the opportunity to develop and lead these strategic initiatives that... ...out its coverage of the Private Bank and its strategy designed...PrivateWork at office
$88k - $123.74k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...advisory and compliance services to private wealth clients. As one of the fastest growing... ...and share with leadership to discuss and strategize Communicate and team with...PrivateLocal areaWorldwide$88k - $123.74k
...tax advisory and compliance services to private wealth clients. As one of the fastest growing... ...business challenges You want to work for a leading CPA advisory firm that serves middle... ...share with leadership to discuss and strategize Communicate and team with specialty...PrivateLocal area- ...existing clients in partnership with a private bank credit team. Key responsibilities... ...financial analysis. Job expectations include leading the process, ensuring timely and... ...new custom lending relationships with strategic wealth clients, driving funded loan balance and...PrivateBank staff
- ...Account Manager, Strategic Accounts – RIA Aggregators page is loaded##... ...deep expertise across public and private markets. We invest our clients’... ...mission of PIMCO’s U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries...PrivateLocal areaFlexible hours
$236.56k - $414.12k
...serve the world's most sophisticated clients using leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads... ...Private Client Advisory segments. Serves as a trusted, strategic advisor and coordinator across all aspects of...PrivateTemporary workFlexible hours$80k - $100k
Neuberger in New York is seeking a dedicated support professional to aid their Wealth Advisor team in private equity operations and client correspondence. The role emphasizes meticulous documentation management and requires strong client service skills. Candidates should...$110k - $190k
...with three core businesses: Wealth Management, Investment Management... ...on a set of multi-year strategic priorities that are aligned with... ...Stanley U.S. Banks (Morgan Stanley Private Bank, National Association... ..., doing the right thing, leading with exceptional ideas, committing...PrivateTemporary work$192k - $288k
...The Banker SAFE Act is a strategic professional who stays abreast of developments within... ...Banker for Citi Employees within Citi Global Wealth at Work. Responsibilities Actively... ...experience Extensive and proven experience in Private Banking having covered the UHNW market...PrivateFull time- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...Private
$170k - $300k
The Wealth Planner Principal is a strategic professional who closely follows latest trends in own field and adapts... ...area. Responsibilities Work with Private Bankers to identify prospects and... ...experience; Demonstrated ability to lead, motivate, and influence others Excellent...PrivateFull time- ...Senior Credit Underwriter-Global Wealth and Investment Management... ...clients in partnership with a private bank credit team. Key... ...analysis. Job expectations include leading the process, ensuring timely... ...custom lending relationships with strategic wealth clients, driving...PrivateBank staffWork at officeShift workDay shift
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