Senior Wealth & Asset Management Strategist
Obsidian
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 Obsidian
- ...seasoned Private Banking professional to lead client management and business development within a high-net-worth client... ...across the Private Bank platform to provide comprehensive wealth solutions, from banking to asset management, while maintaining strong client...SeniorAsset
$200k - $260k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop... ...strategies for wealth transfer, asset protection, and philanthropic goals.Client...SeniorAssetFull timeRemote work$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- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the Credit Investment Specialist team. This client-facing role focuses... ...for Brookfield’s Credit Platform, targeting private wealth investors and expanding to institutional clients and...SeniorAsset
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York, United States Opportunity Overview sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE LOCATION(S) New York account_balance DIVISION...SeniorAssetFull timeTemporary workWork at office
- ...Municipals Investment Specialist to lead the senior client-facing role for the Municipal... .... You will work with portfolio managers, sales teams, and distribution partners to drive asset growth and thought leadership across wealth management channels. The role requires...SeniorAsset
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...SeniorAsset
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial... ...opportunities both simple (e.g., asset titling, beneficiary designations) and complex... ...liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based...AssetWork at officeLocal area
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients...SeniorWork experience placementWork at office- Infosys Consulting is seeking a Senior Consultant (Product Manager) for Wealth Management & Trust to drive product strategy and execution. You will work within... ...strategy, delivering solutions and improvements for asset and wealth management clients. Responsibilities...SeniorAsset
- Brown Advisory in New York is seeking a Senior Addepar Data Engineer / Analyst to enhance our Wealth and Asset Management data capabilities. This role will focus on the Addepar data ecosystem and will require a strong background in data engineering, analytics, and investment...SeniorAsset
- Boston Consulting Group in New York is seeking a Senior Analyst - BCG Vantage on our Topic Activation path within the Financial... .... You will work with a global team delivering value to Wealth & Asset Management clients using industry expertise, data, and proprietary assets...SeniorAsset
- PwC is seeking a (senior) Operations Consulting professional in New York to help optimise client operations across product... ...improvements and leading diverse teams. You will apply knowledge of wealth and asset management business models, manage complex projects, and deliver...SeniorAsset
- Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion...Asset
- Brookfield Asset Management Inc. in New York is seeking a Senior Vice President to join the Credit Investment Specialist team, focusing on fundraising and business... ...’s Credit Platform, with emphasis on private wealth investors and expansion to institutional clients in...SeniorAsset
- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...SeniorAsset
- Evercore seeks an Experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group in New York. You will work... ...strategic advisory assignments, with close collaboration to senior bankers on high-profile deals. The role emphasizes training...SeniorAsset
- City National Bank is seeking a Senior Specialty Wealth Asset Officer to lead investment/asset management for complex real estate and related assets held in fiduciary accounts. You will oversee property operations, coordinate with third parties, and manage asset-level projects...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- EY is seeking a Financial Services Technology Consulting Senior to lead the implementation and optimization of Charles River Development (CRD) in Wealth & Asset Management. The role requires hands-on CRD experience, strong SQL skills, and a background in asset management...SeniorAsset
$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$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time$120k - $159k
Fractal is seeking a Senior Management Consultant specializing in Retail to tackle complex problems related to store operations, asset protection, and merchandising. Candidates should have a Bachelor's Degree with quantitative coursework and 5-7 years of experience in analytics...SeniorAssetFull time$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$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you analyze complex... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$46 - $55 per hour
A leading IT consulting firm is seeking a Senior Software Asset Management Consultant to manage software asset operations. The position requires hands-on experience with ServiceNow SAM Pro and a strong understanding of software licensing models. Responsibilities include...SeniorAssetContract work- 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...SeniorAsset
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorAssetFull timeH1b
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