Wealth Portfolio Advisor - Investment Strategy & Clients
Citigroup Inc
The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate CIO views, engage with clients, and contribute to internal meeting preparation. This role requires 5-7 years of investment strategy experience, strong English communication, and the ability to collaborate across practices. Citi offers competitive benefits in a dynamic, HQ setting. #J-18808-Ljbffr
- ...Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly... ...acquired firms and develops client deliverables. Requirements...Suggested
$100k - $170k
Asset & Wealth ManagementA career with Goldman... ...to help clients across the globe... ...participate in exciting investment opportunities... ...foundations, financial advisors and individuals.... ...in MAS client portfolios for Corporate Pensions... ...and real asset strategies, including...SuggestedFull timeTemporary workPart time$200k - $250k
...Brown Brothers Harriman in New York is seeking a Head of Client Portfolio Management & Strategy to oversee investment strategy and client engagement. The role requires over 15 years of experience in investment and a strong background in portfolio management. Responsibilities...Suggested- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams...Suggested
$175k - $225k
...Description We are seeking a Portfolio & Wealth Advisor to support the team’s... ...management efforts, investment coordination, and financial... ...In this role, you would be client‑facing, and would be expected... ...develop an overall investment strategy based on the client’s risk/...SuggestedWork experience placementShift work$89.2k - $106.1k
...Portfolio Strategy Analyst The Portfolio Strategy Analyst role is exists at the intersection of investments, client engagement and thought leadership. This individual will become an expert on portfolio analytics and client service while growing towards a client-facing...Work experience placementWork at office$200k - $250k
...professional and personal goals is the best way to help our clients and advance our business. We take that... ...experienced professional to join as Head of Client Portfolio Management & Strategy, which is part of the Investment Research Group (IRG). IRG is broadly responsible...Full timeWork at officeLocal area- ...position, you will engage with clients to understand their financial objectives... ...them with tailored advice and strategies that align with their goals. You... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
- ...is seeking an experienced Wealth Management Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients, building personalized strategies and long-term... ...and time horizons, manage portfolios, and ensure regulatory compliance...
$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...- ...At J.P. Morgan Chase, we empower clients with comprehensive financial guidance and a commitment to service excellence. As a Private Client Advisor in Chase Wealth Management, you will deliver tailored investment solutions, develop client relationships, and collaborate...
$150k - $230k
...0.00/yr - $230,000.00/yr Our client is a prominent Midtown NYC Private... ...to their growing Client Strategy & Investor Relations team. Ideal... ...plan Review and analyze portfolio performance data, benchmark performance... ..., Capital Markets, and Investment Management #J-18808-Ljbffr...Full timeWork at office$250k - $400k
...Portfolio Manager - AI Systematic Strategies The Mandate Run a short-horizon book at an established multi-manager hedge fund pod, trading signals... ...Compensation & Preferences Non-competes: client is able to hire talent with 12-18 month NC. Base salary...Full time$130k - $175k
...Structured Corporate Finance Portfolio Management| Associate| New YorkAbout... ...corporate and institutional clients. When you come to work at ING... ...pillar of Lending’s capital strategy. The team is considered... ...secured loans primarily to sub-investment grade clients.Assist deal...Full timeWork at officeWork from home$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation drives improvements... ...2027Work you’ll do As a Tax Strategy and Transformation Senior... ...delivery for Corporate, Investment Management, Operating Flowthroughs... ...AgilistCertified SAFe Lean Portfolio ManagerCertified SAFe...Work at officeLocal areaVisa sponsorship- Job-ID: 82977Category: Portfolio ManagementLocation: New York, NY,... ...Overview:We are seeking a Equities Client Portfolio Manager at Senior... ...Management team at BNY Investments. This role can be based in... ...determine proper positioning of strategies and represent the firm and...Full timeWorldwideFlexible hours
- Job-ID: 82978Category: Portfolio ManagementLocation: New York, NY,... ...are seeking a Fixed Income Client Portfolio Manager at Senior... ...Portfolio Management team at BNY Investments. This role can be based in... ...proper positioning of strategies and represent the firm and its...Full timeWorldwideFlexible hours
- ...Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies, and tailor product recommendations. The role emphasizes licensing pathways, ongoing training, and mentorship within an in-office setting...TraineeshipWork at office
$140k - $185k
...About This Posting This job description represents a sample Portfolio Strategy Analyst position commonly found through the Career Launch... ...associated with early-career roles in portfolio management, investment strategy, and capital allocation. Actual openings may...Full time- ...Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director New York,... ...capital preservation. The investment process combines top-... ..., as appropriate. Client Engagement & Thought... ...outlooks to clients, advisors, and distribution...Full time
$100k - $110k
...make a difference for every client, organization, and community... ...speed and agility. This means investing in talent, technologies, and... ...Credit Analyst to support the Portfolio Management team in our Power... ...analysis of financing structures/strategies to support/identify capital...Full timeWork experience placementWork at officeLocal areaRemote work$100k - $170k
...,000+ customized portfolios and a range of fund... ...delivers bespoke investment solutions to High... ...and Retail clients. As a focal point... ...-edge investment strategies that are capable... ...income, management of wealth concentration and... ...personnel, financial advisors and clients with...Full timeTemporary workPart time$110k - $150k
...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...include global investment strategies focused on real estate, private... ...as well as overseeing daily portfolio activities and cash flows. This... ...licenses if you are in a client facing role and/or if you are...Full timeLocal area- ...Our client is looking for a highly analytical and detail-oriented individual to join the Portfolio Finance team. The team is primarily responsible... ...function between the investment teams, and other Treasury... ...allocating financing costs across strategies and asset classes,...Work at office
$117k - $156k
...new asset class: as a Investment Advisor at Masterworks, you'... ...their broader investment portfolios as a source of... ...Adviser that advises clients on fine art investment... ...manage pipeline, outreach strategy, and performance... ...primarily from traditional wealth management...$120k - $150k
...Group is a growing wealth management and... ...approximately $1.4 billion in client assets as of... ...approach to investment management and financial... ...an experienced Portfolio Analyst to join... ...classes, and investment strategies. Conduct... ...portfolio materials for advisor and client...Full time- ...Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work... ...change. Develop strategies across retirement, investments... ...planning, CRM, and portfolio management platforms....Full time
- ...Top-tier wealth management firm seeks Senior... ...for HNW/UHNW clients in providing full suite of investment and wealth management... ...to manage client portfolios and implement sophisticated... ...asset allocation strategies Build and... ...clients and their advisors regarding tax, trust...Full timeLocal area
- ...Most wealth advisors spend their days cold calling, begging for referrals... ...deliver qualified inbound clients. You do what actually... ...-term wealth Designing investment strategies Retirement freedom Tax... ...technology. Automated portfolio management and rebalancing...Full timeRemote work
$225k - $250k
...description:A Legal Wealth Advisor 3 is responsible for... ...non-interest income portfolio from attorneys and small... ...long term, profitable client relationships. The... ...deposits, loans, and investments.4. Act as "face" of private... ...-lead relationship strategy sessions as...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
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