UHNW Wealth & Investment Strategist
$119k - $160kThe Goldman Sachs Group
The Goldman Sachs Group in New York, New York is seeking a professional to create comprehensive wealth management plans for ultra-high net worth individuals and families. This role includes developing business strategies, delivering customized investment advice, and extracting business intelligence through data analysis. The ideal candidate will have a Master’s or Bachelor’s degree in Finance or a related field and relevant experience in investments, asset allocation, and client management. The position offers a competitive salary ranging from $119,000 to $160,000 annually. #J-18808-Ljbffr The Goldman Sachs Group
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth & Investment Strategist in New York, NY vacancy
$119k - $160k
...for an Associate, Non-Self-Sustaining Advisor. This role involves creating comprehensive wealth management strategies for ultra-high net worth individuals, focusing on investments, asset allocation, and client relationships. Candidates should possess a Master’s or Bachelor...SuggestedGoldman Sachs Group, Inc.
New York, NY20 hours ago- Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members... ...years of wealth management and investment related experience required.... ...Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable...SuggestedWork at office
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SuggestedRemote job
$160k - $200k
A leading financial services firm is seeking an experienced Investment Strategist to lead the investment process for its Wealth Advisor Team. The candidate will develop strategic asset allocation models and customized investment solutions for clients. Required qualifications...Suggested- ...James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies. This...SuggestedRemote job
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years...- Mercer Advisors is seeking a Senior Investment Strategist to join its Investment Department’s Portfolio Management Group. This remote role is... ...construction and investment advice. You will leverage your extensive wealth management experience and communication skills to work...Remote job
- 255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and...
- YO IT Consulting is seeking an experienced Wealth Manager to work remotely. The role involves evaluating AI-generated responses and challenging... ...management or financial advisory, with deep knowledge in investment strategies and estate planning. The position focuses on...Remote job
- We are seeking a dynamic and experienced Investment Strategist to join J.P. Morgan Private Bank’s LatAm & GFG Investment Strategy team, based... ...Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...Full timeWork at officeLocal area
$130k - $170k
...Description Job Description BBR Partners' Wealth Strategies team serves as a centralized,... ..., Wealth Strategies to serve as a wealth strategist with a primary focus on individual income... ...techniques and structures related to UHNW clients (life insurance planning, property...Temporary workCasual workWork at officeRemote workFlexible hoursBBR Partners
New York, NY4 days ago$158.01k - $276.46k
...leading technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...You'll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client...Local areaFlexible hoursNorthern Trust
New York, NY3 days ago$125k - $200k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...planning matters impacting HNW and UHNW clients. Identify, design, and deliver sophisticated... ...tailored to families with $10M+ in investable assets. Lead planning discussions related...Permanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
New York, NY5 days ago$30 per hour
...Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located... ...one of the nation’s largest Registered Investment Advisor firms with headquarters in...Work at officeRemote workBeacon Pointe Advisors
New York, NY18 days ago$250k - $300k
...Wealth Strategist, Trust & Estates Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families.... ...Planning Attorney to engage directly with our UHNW clients and prospects, providing expert...Hourly payTemporary workCasual workWork at officeRemote workFlexible hours2 days per weekBBR Partners
New York, NY5 days ago$130k - $173k
...seeking a professional in New York to guide families in effective wealth management and philanthropy. This role involves collaborating... ...governance, succession, and philanthropy strategies tailored for UHNW clients. The ideal candidate will have 10-15 years of experience...UBS
New York, NY21 hours ago$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus... ...RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily supports external Wealth Strategists...Temporary workFlexible hoursRBC
New York, NY5 days ago$125k - $140k
Canadian Imperial Bank of Commerce is hiring a Financial Planning Strategist in New York. You will work with clients and Relationship Managers to implement complex financial-planning strategies for high-net-worth clients. Responsibilities include conducting financial analyses...- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience...
Teachers Insurance and Annuity Association of America
New York, NY4 days ago - United Cerebral Palsy of Georgia in New York, NY is seeking an experienced Investment Advisor. The role involves conducting investment reviews and developing policy statements while adhering to internal policies. Ideal candidates will have over ten years in Private Banking...
$87.03k - $138.97k
...City National Bank is looking for a Private Wealth Analyst in New York to support client teams by delivering investment analysis and financial planning materials for high-net-worth individuals. The role involves creating sophisticated portfolio analyses and collaborating...City National Bank
New York, NY5 days ago- ...Fwainvest is looking for a Private Wealth Portfolio Strategist in New York, NY. This role involves collaborating with financial advisors to develop fixed income strategies for high net worth clients. The ideal candidate will have a deep understanding of the fixed income...
Fwainvest
New York, NY21 hours ago $170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-worth...Mercer Advisors
New York, NY2 days ago$200k - $250k
...please visit CIBC.com ( What you'll be doing As 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...Remote workCIBC
New York, NY4 days ago$165k - $185k
...commodities, in addition to portfolio advice, and wealth planning services. We offer a broad... ...institutions. The Private Wealth Investment Group supports the investment process by... ...business. The Vice President, Investment Strategist is a key contributor supporting senior...Local areaWorldwideShift workNeuberger
New York, NY5 days ago$175k - $210k
...Senior Investment Strategist Location: Onsite – SoHo, New York City At Vise, we're building the future of investment management—powered... ...this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer...Casual workWork at officeAfternoon shiftVISE Inc
New York, NY1 day ago$200k
...information Job Name: Vice President, Data Strategist, Global Wealth Location: New York/200 Line of... ...Demonstrated understanding of private equity, alternative investments, and Wealth Management with a proven ability to link data...Immediate startCarlyle
New York, NY2 days ago$150k - $180k
...Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Wealth Solutions Brookfield Wealth Solutions ("BWS"; NYSE/TSX: BNT)... ...and exposure to diverse businesses. The Quantitative Investment Strategy team collaborates closely with portfolio management, investment...Temporary workWork at officeLocal areaBrookfield
New York, NY17 days ago$130k - $250k
...What We Do The Multi-Asset Solutions Group (MAS) within Goldman Sachs Asset & Wealth Management delivers customized portfolio solutions for institutional clients, investing across asset classes, regions, and the risk spectrum in both public and private markets...Full timeTemporary workPart timeThe Goldman Sachs Group
New York, NY4 days ago- ...Job Title Strategist About Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide...
The Goldman Sachs Group, Inc.
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth & Investment Strategist. Be the first to apply!
Related searches
- strategist New York, NY
- business strategist New York, NY
- media strategist New York, NY
- design strategist New York, NY
- entry level strategy consultant New York, NY
- workplace strategist New York, NY
- investment strategist New York, NY
- technology strategist New York, NY
- senior strategy consultant New York, NY
- digital strategist New York, NY