Strategic Investment Management Sales Executive (HNW)
CyberCoders
CyberCoders is looking for a Sales Executive specializing in Investment Management Sales in San Francisco. The ideal candidate will have a strong sales track record with high-net-worth individuals and family offices, focusing on promoting capital management solutions. You will develop a targeted sales plan, maintain client relationships, and ensure compliance with regulatory requirements. The role offers competitive benefits, including PTO, medical, dental, and vision coverage, along with an excellent commission structure. #J-18808-Ljbffr CyberCoders
- Sales Executive - Investment Management Sales Position Overview We are seeking a driven Sales Executive specializing in Investment Management Sales to grow... .... Build and maintain long-term relationships with HNW individuals, family offices, wealth advisors, and intermediaries...High net worthWork at office
$200k - $300k
...comprehensive wealth management solutions,... ...professionals and executives. Job Summary We are... ...new high-net-worth (HNW) clients. This role... ...traditional long-term investment advising; rather,... ...milestones. Strategic Advisory & Thought... ...presentations and sales pitches as needed....High net worthFull time$90k - $105k
...York and San Francisco) About ICONIQ Investment Management ICONIQ Investment Management strives... ...harnessing the differentiated capital and strategic strength of the ICONIQ community,... ...increasing responsibilities for investment execution. Gather, prepare, and coordinate...High net worthWork at office$250k
Responsibilities Lead produce growth in investment revenue and AUMs with Ultra... ...new clients and investment management mandates to the bank.... ...portfolio advice and after sales execution in partnership with the Banker team. Implement a strategic advisory approach to account...High net worth$90k - $105k
...About Investment Management Investment Management strives to deliver exceptional investment... ...harnessing the differentiated capital and strategic strength of the ICONIQ community,... ...increasing responsibilities for investment execution. Gather, prepare, and coordinate...High net worthWork at office- Citi is seeking an experienced investment advisor in San Francisco to lead portfolio growth... ...10 years of experience in investment management and will effectively manage client relationships... ...investment portfolios and providing strategic advisory services. The role requires...High net worth
$41.83 - $66.81 per hour
...PORTFOLIO MANAGER I-Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY?... ...recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums... ...credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc...High net worthHourly payPermanent employmentWork at officeRemote work$210k - $300k
...From banking and lending to investments, insurance, and wealth planning... ...in holistic wealth management planning. Serves as a primary... ...associates. Builds and cultivates strategic partnerships with centers of... ...services. Develops and executes a high-touch, client-centric...High net worth$150 per hour
...Jack Dorsey . Position: Portfolio Manager (Buy-Side) Type: Contract Compensation... ...and risk frameworks. Assess investment decisions across multiple asset classes.... ...Proven track record managing institutional or HNW portfolios. ~ Strong expertise in portfolio...High net worthContract workSummer workRemote work- ...Advisors is a Bay Area-based registered investment advisor (RIA) serving ultra-high-net-worth... ...as the primary advisor relationship for HNW clients Collaborate across the team —... ...operations — to deliver integrated wealth management Contribute to new client development,...High net worthFlexible hours
$100k - $300k
...Partners is a boutique wealth management firm that provides customized... ..., offering guidance in investment management, tax planning, estate... ...efforts through client referrals, strategic networking, and community... ...eMoney or similar platforms. Sales aptitude and experience is...High net worthLocal area$75k - $90k
...Strategic Initiatives Associate San Francisco, CA Company Description... ...is a growing wealth management firm serving ultra-high net... ...being. Our services include investment advisory, as well as... ...experience in supporting an executive in a similar role or position...High net worthWork at officeFlexible hours$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong... ...preparation and technical review of individual, fiduciary, and investment entity income tax returns. Responsibilities Your role will include...High net worthWork at officeLocal area- ...Wealth Advisor, Managing Director Since 2004, BakerAvenue has guided clients through... ...provides comprehensive wealth management and investment expertise for high-net-worth individuals... ...to clients by collaborating with strategic partners to design, implement and manage...High net worthLive inWork at officeLocal areaImmediate start
$95.5k - $195.4k
...audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology... ...as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function for clients including...High net worthWork at officeLocal areaRemote workWorldwide- ...~ You will have the flexibility to manage your days in support of our commitment to... ...limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash... ...entire lifecycle of our clients but serve as strategic partners as they grow....High net worthLocal area
$157k - $285k
...individual has extensive experience in wealth management and effectively introduces appropriate... ...under management through a focused sales process Keep abreast of trends and strategies... ...clients A sound knowledge base of investing, trust and estates, financial planning,...High net worth$250k
Citigroup Inc. is seeking an experienced Investment Counselor Grp Mgr to lead a team and manage investments for Ultra High Net Worth clients. The role requires extensive knowledge of investment strategies and the ability to communicate effectively with clients. The successful...High net worthFull time$380k
...seeking a Senior Vice President, Strategic Partnerships to lead the development, execution, and evaluation of ambitious... ...a member of the organization's Management Team. This role holds enterprise... ...transformational, large-scale philanthropic investments. Guide resources to the...High net worthFull timeImmediate startRemote work- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...sector, such as hedge funds, private equity, and other investment-related individuals. Possess comprehensive knowledge of hedge...High net worthTemporary workPrivate practiceWork at officeLocal area
- ...address their specific planning needs and manage their financial affairs. Our holistic... ...in several areas such as: consolidated investment review, income tax preparation and planning... ...is designed to service the firm\'s most strategic clients. Our trusted Advisor teams have...High net worthApprenticeshipWork experience placementWork at office
$112.5k - $172.95k
Baker Tilly Advisory Group, LP is seeking a Tax Manager to join their Private Wealth/High Net Worth team in San Francisco, California. This role involves providing tax and business advisory services to affluent clients and leading a team to ensure excellent client service...High net worth$144k - $160k
Climate Lead is hiring a Manager, Presidential Advising in San Francisco. This pivotal role serves as a strategic partner for the President, managing high-stakes donor engagements... ...years of experience, exceptional project execution skills, and the ability to operate...High net worthWork at office$106k - $150k
First Citizens Bank is seeking a dedicated Wealth Advisor in San Francisco, CA to help clients manage their financial futures. This role requires relationship management skills and experience in financial services. You will be responsible for providing personalized guidance...High net worth$112k - $150k
...their families, family offices, C-Suite executives, athletes, entertainers, as well as... ...retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible... ...ESOP is fully funded by BDO through investments in company stock and grants employees...High net worthPrivate practiceWork at office$200k - $300k
...of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth...High net worthFull time- ...Francisco is seeking a Financial Advisor to provide a comprehensive range of financial and investment services to an ultra high net worth clientele. The successful candidate will manage client accounts, conduct market analyses, and collaborate with Private Bankers on...High net worth
$125k - $138k
...responsible for the day-to-day management, coordination, and implementation of strategic goals related to this effort, including... ...and high net wealth wielders to invest in equity for community impact.... ..., efficient, and effective execution within established budgets. Involves...High net worthFull timeTemporary workWork at officeLocal areaFlexible hoursShift work2 days per week$136.8k - $198.38k
...through a highly personal and strategic approach. At Empower, our... ...Specialist. While not a people management position, this role will set... ...the 'Personal Strategy' investment strategy; recommend, implement... ...in the location listed. Non-sales positions have the opportunity...High net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap... ...is seeking to add Private Equity Investment Sales Associates, registered investment advisors,...High net worth
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