Senior Wealth & Asset Management Strategist
Jobleads-US
Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You will design scenarios, draft reference outputs, and write rubrics that capture how senior investment professionals think.
In this role, you’ll build tasks across wealth and asset management workflows, using tools such as Bloomberg Terminal, Aladdin, and Morningstar Direct to stress-test portfolios and reporting frameworks.
#J-18808-Ljbffr Jobleads-US- Neuberger is a leading independent asset management firm hiring a Vice President, Investment Strategist to support senior strategists and Wealth Advisors. You will translate market views into practical guidance for public and private markets, with emphasis on risk management...SeniorAsset
$174k - $261k
...and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private... ...and trust company, offering comprehensive wealth management, and overseeing some $35 billion in assets for a select group of high-net-worth...SeniorAssetFull timeTemporary workWork at officeLocal areaFlexible hours- ...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
$250k
...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior... ...relationships to provide comprehensive financial planning and asset management. Not a sales role; no portable book of business...SeniorAssetFull time$115k - $180k
Our quantitative strategists are at the cutting edge of our business... ...teams including risk management and fraud strategy. You will... ...-financial risks across wealth managementDevelop AI-led solutions... ...tools across multiple asset classes for senior management and portfolio...AssetFull timeTemporary workPart timeWork experience placement- ...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...AssetFlexible hours
$160k - $220k
...sophisticated advice related to wealth transfer and philanthropic... ...will work directly with the Senior Wealth Strategist to prepare comprehensive... ...leading and truly global wealth manager and the leading universal... ...We also provide diversified asset management solutions and focused...AssetFull timeFlexible hours- ...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...SeniorAssetContract work1 day per week
- ...largest pools of capital in the world. A senior strategist seat for someone who has invested,... ...the investment business that manages the majority of its assets, serving its most important institutional... ...- pensions, endowments, sovereign wealth funds and central banks. The...SeniorAssetFull timeVisa sponsorship
$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview... ...Advisor to focus on comprehensive wealth management and client retention. Westchester County... ...net worths) through providing strategic asset allocation, estate, tax and financial...SeniorAssetFull timeWork at office- ...The Senior Macro Strategist - Global Multi-Asset, Client-Facing role at F&L Search offers something rare in finance... ...the investment business that manages the majority of its assets, serving... ...clients—pensions, endowments, sovereign wealth funds, and central banks. The firm...SeniorAssetFull timeVisa sponsorship
- ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager, Business Development to manage a portfolio of strategic wealth platform relationships, including wirehouses, private banks, and RIAs. You will drive long-term revenue...SeniorAsset
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of... ...implement sophisticated investment and asset allocation strategies Build and... ...sources Partner with Trust and Wealth Strategists to develop and deepen client...SeniorAssetLocal area
- ...Brookfield Asset Management in New York seeks a Senior Account Manager, Business Development to grow a portfolio of wealth-platform partnerships and accelerate advisor adoption. You will lead strategic relationship management with wirehouses, private banks, RIAs, and other...SeniorAsset
- Sia Partners is seeking a Senior Manager to lead Wealth & Asset Management engagements in New York. You will drive strategy, operating model transformations, and AI/data modernization for asset managers, custodians, and banks. Strong leadership and client-management skills...SeniorAsset
- ...Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US clients in the Northeast. You will own the business case and drive net... ..., and estate planning specialists to deliver integrated wealth solutions. A strong network and travel willingness are essential...SeniorAsset
$211.28k - $316.92k
...Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise...SeniorAssetFull time$200k - $240k
Real seeks a Partner to lead Asset & Wealth Management Communications in New York City. Hybrid schedule (3 days in office, 2 days WFH). Base salary $200,000-$240,000 plus bonus and equity, with senior leadership responsibilities and significant strategic influence from...SeniorAssetWork at officeWork from home- RBC Wealth Management in New York is seeking a Wealth Strategist to integrate financial planning into client experience, focusing on wealth transfer and business... ...Financial Advisors to leverage their resources and drive asset growth, including complex estate and trust...SeniorAsset
$158.01k - $276.46k
...and exceptional service. Wealth Strategist / Client Development Sales Executive... ...sales executive role. As a senior member of the Northern Trust... ...‑driven approach to wealth management planning. With the support... ...connect individual client asset situations to our specific...SeniorAssetLocal area$163.6k - $245.4k
...Resources, ProfessionalCompany: CitiAs a Senior Executive Talent Acquisition... ...with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do Drive... ...safeguarding Citigroup, its clients and assets, by driving compliance with...SeniorAssetFull time$225k - $250k
## BXMA - Multi-Asset Investing - Senior Investment StrategistApply: New York: Full time: Posted Today... ...world’s largest alternative asset manager. Blackstone seeks to deliver compelling... ...execution-oriented Senior Investment Strategist to partner closely with the Chief...SeniorAssetFull timeLocal areaFlexible hours$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales... ...sales executive role. As a senior member of the Northern Trust... ...-driven approach to wealth management planning. With the support... ...to connect individual client asset situations to our specific...SeniorAssetLocal areaFlexible hours- BNY is seeking a Senior Vice President, Communications, based in New York, to lead... ...for client businesses across investment management, private wealth, and advisor-facing wealth platforms.... ...amplifying BNY's leadership on AI, digital assets, and other industry shifts. The role...SeniorAssetShift work
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorAssetFull timeH1b- ...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,...SeniorAsset
$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... ...leadership teams within alternative asset management, asset management, financial...SeniorAssetFull timeTemporary workWork experience placementWork at officeFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning,... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetFull timeH1b$265k - $305k
...Contribution (DC) Solutions Strategist to join the Defined Contribution... ...Product Strategy, Portfolio Management, Marketing, Account... ...institutional DC space within asset management, institutional sales... ...with institutional investors, senior decision-makers, and other key...SeniorAssetFlexible hours
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