Senior Wealth Investment Strategist
JPMorganChase
JPMorganChase’s U.S. Private Bank is seeking an Investment Specialist to communicate market strategy and investment knowledge to clients and investment committees. You will consult with clients to determine portfolio objectives and long-term asset allocations, spanning fixed income, equities, alternatives and global multi-asset mandates. In this role, you will describe market outlook, support portfolio reviews, and collaborate with senior teams to pursue new investment opportunities while #J-18808-Ljbffr JPMorganChase
$200k - $260k
...about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with... ...like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program...SeniorFull timeRemote work$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal...Senior- 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
- Wall street Alliance group in New York seeks a CFA Charterholder to serve as a senior investment authority within a boutique wealth advisory practice serving ultra‑high‑net‑worth families. This hybrid role blends institutional portfolio strategy, UHNW client engagement...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
- JPMorgan Chase & Co. in wealth management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and stronger client relationships across the Northeast. Required: deep knowledge of advisory...SeniorNight shift
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships... ...needs, and offer holistic solutions across banking, credit and investments. You will collaborate with product specialists, maintain regulatory...Senior
- 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...Senior
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorWork at office
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ...will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in...Work at officeLocal area
- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States and 1 more We are seeking a dynamic... ...across the region. Job Responsibilities Serve as a senior voice on the LatAm & GFG Investment Strategy team, delivering...Work at officeLocal area
$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$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated actionable insights... ...The strategist will be responsible for developing investment views, producing portfolio recommendations, and...SeniorFull time$192k - $288k
Wealth CIO - Macro Portfolio Strategist - Senior Vice President Job Req Id: 26980393 Location(s): New York, New York, United States Job Type: Hybrid Posted... .... The strategist will be responsible for developing investment views, producing portfolio recommendations, and...SeniorFull time- JPMorgan Chase & Co. is seeking an Investment Specialist in New York to help bankers win new clients and deepen relationships through tailored... ...products. The candidate should have a strong background in wealth management, with the ability to guide junior staff and...
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full... ...exceptional service.**Wealth Strategist/Client Development Sales... ...development sales executive role.As a senior member of the Northern Trust... ...as you cultivate new investment management relationships in the...SeniorLocal areaFlexible hours- Citigroup Inc. is seeking an Alternative Investment Sales Specialist in New York. This senior role focuses on driving the distribution of Alternative Investment solutions across various client segments, including Citigold and the Private Bank. The successful candidate...Senior
- Northern Trust is seeking a seasoned investment sales professional to drive revenue by selling ETF and mutual fund products to ambitious wealth clients in a national/account framework. You will identify prospective clients, tailor solutions, and collaborate with internal...Senior
$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business development... ...institutions, and other entities. As a senior member of the team, you will oversee... ...families and businesses to cultivate new investment management relationships in the UHNW...SeniorLocal area- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers, analyze strategy changes... ...performance data. The role involves supporting investment teams with analytics, collaborating across functions...
- ...provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of...Senior
- Mercury is seeking a senior in-house lawyer to own the investment products portfolio, advising on regulatory matters and product life cycle from development to disclosures. You will work with product, compliance, risk, engineering, and operations to embed legal thinking...Senior
- Larson Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh... ...UHNW client book and deliver comprehensive financial planning and investment solutions. The role requires strong relationship management,...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial... ...discovery, profiling, and delivering tailored banking and investment solutions with strong compliance. You will work closely with...Senior
- ...Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books, leveraging investments, banking, trust services and financial planning to deliver comprehensive wealth solutions. The role emphasizes collaboration across...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new... ...identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The ideal...SeniorWork at office- Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead... ...and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7 years of...Senior
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio... ...quantitative and qualitative analysis, and clear communication of investment positioning. You will help PWAs discuss ISG positioning, product...Senior
$211.28k - $316.92k
...Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum... ...professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Investment Strategist. Be the first to apply!
- strategist New York, NY
- business strategist New York, NY
- program strategist New York, NY
- account strategist New York, NY
- workplace strategist New York, NY
- investment strategist New York, NY
- senior brand strategist New York, NY
- technology strategist New York, NY
- media strategist New York, NY
- strategy consultant New York, NY

