Senior Director, Ultra-High Net Worth Wealth Strategy
KeyBank
KeyBank is seeking a Senior Director of Family Wealth Consulting in Albany, New York. In this role, you will lead the advisory team, responsible for acquiring new investment management relationships and providing innovative strategies for high-net-worth clients. Ideal candidates will have extensive experience in wealth management, strong communication skills, and a commitment to cultivating long-term client relationships. This position includes a competitive salary and flexible work options. Join us to make an impact on the family wealth landscape! #J-18808-Ljbffr KeyBank
$128k - $268k
...New York Job Brief (Purpose) The Senior Director of Family Wealth Consulting (the Director) serves as... ...solutions, including our advice on strategies and solutions for pre-transition... ...management or advisory experience for ultra-high net worth individuals, families and family...SeniorHigh net worthWork at officeLocal areaFlexible hours- ...permanent role involves leading portfolio strategy and delivering investment insights... ...client relationships in a collaborative wealth management environment. The ideal candidate... ...an opportunity to work closely with high-net-worth clientele and contribute to strategic portfolio...SeniorHigh net worthPermanent employmentFull time
$80k
...payment services offering for our most strategic Ultra‑High‑Net‑Worth (UHNW) clients. The role involves defining practice strategy, building a high‑performing team, driving... ...management solutions that integrate with clients’ wealth management objectives. Responsibilities...High net worthWork at office- TalentWealth is seeking a Senior Tax Associate to join its tax advisory practice serving high-net-worth individuals, families, trusts, estates and closely held businesses... ...with financial professionals to protect and grow wealth. You’ll prepare and review complex returns,...SeniorHigh net worth
$80k - $250k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office,... ...accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families.... ...candidate will define the practice's strategy, build a high‑performing team, drive...High net worthFull timeTemporary workPart timeWork at office$80k - $150k
KeyBank is seeking an Associate Relationship Manager who will manage and build relationships with high-net-worth clients. The role focuses on delivering expert advice and tailored financial solutions. With a preferred Bachelor's degree in a business-related field and 3...High net worth$60k - $100k
...Are you ready to redefine the future of wealth management? As a Product Manager, you... ...serves a diverse clientele including ultra‑high net worth individuals, corporations, and their employees... ...of our team, you will: Drive Product Strategy & Vision: Lead the product lifecycle...High net worthFull timeTemporary workPart time$55k - $75k
Our Impact Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well... ...clients to advise and deliver customized strategies drawn from our deep investment...High net worthFull timeTemporary workPart timeWork at office- ...Group is seeking a Vice President in Albany, New York, to lead client accounting and payment services for Ultra‑High‑Net‑Worth clients. You will define practice strategy and lead a team to ensure operational excellence with a focus on accuracy and confidentiality. Ideal...High net worth
$55k - $75k
Wealth Management, Private Wealth Management, Family Office, Analyst... ...range of clients, including ultra‑high net worth and high net worth... ...advise and deliver customized strategies drawn from our deep investment... ...the relationship owner with senior third‑party contacts. Work...High net worthFull timeTemporary workPart timeWork at office$55k - $75k
...complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a... ...review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic...High net worthFull timeTemporary workPart timeWork at office$80k - $150k
...growth opportunities in an existing book of high-net-worth clients or through dedicated internal... ...progress on implementation of client strategies. Meets or exceeds assigned... ...maintains an in-depth knowledge of financial wealth management and brokerage investment advisory...High net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Senior Tax Manager My Client is a multi-disciplinary accounting and business advisory... ...-profit and governmental entities, and high-net worth individuals. My client offers a broad portfolio... ..., outsourced accounting, talent strategy and marketing services, as well as...SeniorHigh net worth
$90k - $120k
...Description Job Description PRIVATE WEALTH MANAGER Full-Time/In-Person/ Capital... ...to serve as the primary advisor for high-net-worth individuals and families. This role is... ...clients on retirement planning, investment strategy, cash flow, tax-efficient planning,...High net worthFull time- ...Analyst for its Private Family Office in Albany, NY. This role involves proactive financial counseling and service delivery to ultra-high net worth clients. As a Private Family Office Client Analyst, you will handle client onboarding, tax data management, and...High net worthWork at office
$125k - $150k
...We are currently seeking a Senior Tax Manager for a well-established accounting firm... ...diverse portfolio of clients, ranging from high-net worth individuals to complex corporate... ...and PTET requirements are met. Lead tax strategies and year‑end tax planning for corporate...SeniorHigh net worth$80k - $250k
...goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside... ...comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations...High net worthWork at office- ...experience in estate planning and estate and trust administration with an interest in tax and estate planning, wealth preservation, charitable giving, and business succession planning for high-net-worth families and corporate trustees. #J-18808-Ljbffr Whiteman Osterman & HannaHigh net worth
- Goldman Sachs is seeking a talented individual for a wealth management role in Albany, NY. You will engage with high-net-worth clients, providing tailored investment reporting solutions and ensuring exemplary client experiences. The ideal candidate will possess a bachelor...High net worth
- ...matters. The successful candidate will handle estate planning and trust administration and contribute to wealth preservation and business succession planning for high-net-worth clients. This on-site, full-time position offers a competitive compensation package with bonus...High net worthFull time
- Walrath Recruiting is looking for a Portfolio Manager in Albany, NY. This role involves leading portfolio strategy and maintaining client relationships within a wealth management team. Candidates need a Bachelor’s degree and 6+ years of experience in portfolio management....Senior
$186.49k - $278.88k
...strategic leader to serve as the Director, U.S. Neuroscience Pipeline & Portfolio Strategy. This individual is responsible for... ..., with the ability to influence senior stakeholders. Experience working... ...strategic objectives, be accountable for high standards of performance, and...Temporary workLocal areaFlexible hoursShift work$160k
...Salary: Starting at $160,000 USD Immediate, Open position The Senior Director Industrial Solutions at Magna IT is responsible for leading... ...with cross‑functional teams. Major Responsibilities Strategy and Planning: Collaborate with senior leadership and key stakeholders...SeniorLocal areaImmediate startWorldwideNight shift$78.66 - $121.47 per hour
...Our Category Management & GPO Relations Senior Director leads a team of engaged caregivers to... ...data, then use this insight to develop strategies and tactics which will influence suppliers... ...project management capabilities for high‑visibility projects that require executive...SeniorHourly payContract workRelocation package- Job Summary The Senior Director, Biostatistics, provides leadership, oversight, and technical/scientific... ...areas. This role leads and develops a high‑performing biostatistics team that... ...development planning, statistical analysis strategy, modeling and simulation, regulatory...SeniorTemporary workFlexible hours
$1,300 per month
...oversight and leadership to the Director of Procurement/Contracts and procurement staff, ensuring high performance, accountability,... ...operational excellence. Act as a senior advisor to procurement staff,... ..., and risk mitigation strategies. Lead, in collaboration with...SeniorDaily paidFull timeContract workFor contractorsLocal areaFlexible hours- Albany Medical College seeks a Director of Advanced Practice Providers to lead nurse practitioners, physician assistants, and other APPs... ...role. Responsibilities include recruitment, retention strategies, and developing standard practices for APPs, enhancing their roles...Senior
- ...Senior Manager, Human Resources BD is one of the largest global medical technology companies... ...is responsible for shaping and executing strategies across talent management, succession... ..., ensuring hiring needs are met with high-quality talent and diverse candidate pipelines...SeniorHourly payTemporary workWork at officeLocal areaRemote workShift work
- ...possibilities. Job Description The Senior Manager, Human Resources provides HR... ...is responsible for shaping and executing strategies across talent management, succession planning... ...leadership capability and drive a high-performing organization. Responsibilities...SeniorHourly payTemporary workWork at officeLocal areaRemote workShift work
$132.5k - $338.3k
...engagements. The Work: Lead and execute Accenture’s go-to-market strategy for payments modernization Leverage modern architecture and... ...scalability, reliability, and security Collaborate with senior client business and technical teams (CIO, CTO, LOB leaders) to...SeniorLive inWork at officeLocal area
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