Wealth Management Expert - Senior Level
Obsidian
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 stakes, and client sophistication of Fortune 500 asset managers and large private wealth institutions. Contributors design enterprise wealth and asset management scenarios, draft reference outputs, and write rubrics that capture how senior F500 investment professionals think. Key Responsibilities Construct enterprise wealth management scenarios spanning high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles. Build asset management tasks across F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence. Develop investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks. Apply enterprise investment methodologies (modern portfolio theory, factor investing, fiduciary duty standards, ESG integration) and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives. Author rubrics that distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall. Ideal Qualifications 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan). Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions. Fluency in enterprise investment tooling and methodologies, plus understanding of how F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting actually work. Prior rubric, investment-training curriculum, or portfolio documentation authorship is a plus. #J-18808-Ljbffr Obsidian
$211.28k - $316.92k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...a partner to lawyers, accountants, asset managers and management professionals with deep... ...offerings may vary by jurisdiction, job level, and date of hire.-----------------------...SeniorFull time$198k - $247.5k
Business Area: Corp. StrategySeniority Level:DirectorJob Description:At Cloudera, we empower people to transform complex data into clear and actionable insights. With as much data under management as the hyperscalers, we're the preferred data partner for the top companies...SeniorFull timeRemote workWork from homeRelocation$163.6k - $245.4k
...ProfessionalCompany: CitiAs a Senior Executive Talent Acquisition Partner... ...with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do Drive the... ...work.Serve as a Subject Matter Expert (SME) across hiring, managing...SeniorFull time- ...Recruiter to lead full life-cycle recruiting for top-tier mid- to senior-level roles across diverse clients. You will partner with clients to... ...direct-hire recruiting experience; you will negotiate fees, manage relationships, and coach others while advancing our client...Senior
$260k - $420k
...worldwide. Baker McKenzie’s Tax Practice expertly covers all aspects of tax planning and... ...transfer pricing, indirect taxes and wealth management tax advice and planning. The Chicago... ...office of Baker McKenzie seeks a Mid/Senior-Level Tax Associate for its State and Local...SeniorPart timeWork at officeLocal areaWorldwide$293.5k
General Information Job Title Expert Senior Manager, AI Engineering Job ID 104335 Work Areas Analytics, Data & Research, Management... ....The Impact You’ll HaveBain works with clients on board-level and executive priorities, helping deliver step-change...SeniorPermanent employmentFull timeApprenticeshipWork at officeLocal areaWork from homeHome office3 days per week$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes... ...for clients - consistently demonstrating elevated levels of meaningful engagement.Opportunity to gain experience...SeniorPermanent employmentWork at officeLocal area$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning,... ...law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role... ...honest coaching conversations at all levels. Your commitment to excellence and strategic...SeniorFull timeH1b$117k - $175k
...attendance and which allows for an appropriate level of flexibility for our teammates and... ...responsibilities include independently managing transactions or portfolios of moderate to... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit...SeniorFull timeBank staffWork at officeWork from homeDay shift- ...re seeking an innovative and strategic Senior Product Designer to drive the evolution... ...the Private Bank, with a core focus on wealth management products. In this role, you will help redefine... ...with product leadership at the highest level. Expertise in Figma and hands-on...Senior
- ...team member for the role of Senior Director to join our Wealth Services Compliance team,... ...coverage for BNY’s Managed Account Solutions’ business... ...services experience preferred. Expert knowledge of relevant financial... ...stakeholders at all levels of the organization and drive...SeniorWorldwideFlexible hours
$90k - $110k
Who You’ll Work With:Bernstein Senior Administrative Associates are... ...with Senior Executives, Wealth Advisors, and cross‑functional... ...priorities across the Private Wealth Management Platform. This role partners... ...Associate provides senior‑level administrative, operational,...SeniorFull timeWork at officeFlexible hours$72k - $184.44k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement... ...SummaryAt PwC, our people in managed services focus on a variety of... ...and deliver value at this level include but are not limited to... ...multiple client engagements. As a Senior Associate, you will utilize...SeniorFull timeH1b$115k - $270k
Our ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...solutions with clarity.Commitment to excellence and a high level of integrity.Proactive attitude and willingness to take...SeniorFull timeTemporary workPart timeWork experience placement- ...platform and clinical support to dental offices worldwide. We are hiring a Clinical Support Expert who specializes in aligners to join our Customer Experience Team and provide high-level clinical guidance and exceptional service to doctors. You will handle complex cases,...SeniorWorldwide
$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...to stakeholders at various levels of management.Partnership and...SeniorFull timeRemote workShift work2 days per week$75k - $105k
...an employee of UBS About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide... ...experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information...SeniorFull timeTraineeshipWork experience placementFlexible hours$85k - $145k
...Compliance Specialist Senior Wealth ManagementThe Compliance Specialist establishes and implements... ...regulatory compliance for Bank Wealth Management products. Responsible for monitoring,... ...written communication skills with all levels of management required.Computer...SeniorCity National Bank
New York, NY4 days ago$91.1k - $150.2k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...-call advice, and tax compliance.As a Senior in Tax Compliance, you will manage and... ...others newer to the role or at a lower level.Skills and attributes for successTo make...SeniorSummer holidayLocal areaImmediate startFlexible hours$97.3k - $178.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...build meaningful relationships with senior stakeholders, inspire cross-functional... ...findings tailored for executive-level audiences and decision-makersProject planning...SeniorSummer holidayFlexible hours$136k - $185k
...customer relationship management, loyalty, and enterprise... ...agency of dentsu.As the Senior Director, Relationship... ...supporting an Insurance/Wealth Management client in... ...plans. Be a subject matter expert and translate new... ...(contingent on comfort level of client) The annual base...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$77k - $214k
The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning... .... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC...SeniorFull timeH1b- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists,...
$172k - $202.5k
...world-leading organizations. A Senior Director serves as a leader... ...at local, regional and global levels. Utilizing exceptional... ...Leadership and Audit Function Management. The Senior Director Analyst... ...Build credibility as an industry expert to represent Gartner insights...SeniorRemote jobLocal areaImmediate startWorldwideShift work- EGB Systems & Solutions Inc is seeking a Sr. Informatica Lead based in New York, NY. The ideal candidate will lead a team while integrating social media and marketing automation tools, focusing on Informatica Power Centre and data warehousing. This role demands extensive...Senior
- RLI Insurance Company is seeking a qualified attorney or claims professional to proactively manage professional liability claims, including MPL and E&O, with strong litigation and coverage analysis experience. You will investigate, reserve appropriately, and pursue risk...Senior
$92k - $110k
...In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation... ...to successful conclusion while maintaining a high level of communication with team members. A collaborator...SeniorFull timeWork at office- A leading business networking platform in New York is seeking a Business Development Professional to drive revenue growth in their Expert Network Division. This key role involves identifying new business opportunities and building relationships with consulting firms and...Senior
- Westfield Specialty is seeking an experienced claims professional to oversee commercial and financial lines claims, including D&O, E&O, EPL and fidelity matters. The role requires a JD and state licensing, with strong analytical and negotiation skills. You will collaborate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Expert - Senior Level. Be the first to apply!
- fulfillment expert New York, NY
- guest service support expert New York, NY
- subject matter expert New York, NY
- technology expert New York, NY
- sql expert New York, NY
- senior operations technician New York, NY
- senior operations associate New York, NY
- senior cloud service delivery manager New York, NY
- senior it service manager New York, NY
- senior project engineer New York, NY