Senior Investment Strategist, Private Wealth Portfolios
LGBT Great
Neuberger is seeking an Investment Strategist to lead the investment process for the Wealth Advisor Team’s clients by developing comprehensive portfolio solutions, including strategic and tactical asset allocation. The role leverages institutional capabilities and deep knowledge of asset allocation and manager selection. The ideal candidate has 8+ years of portfolio construction experience for HNW clients or institutions, excellent communication skills, and required licenses (SIE, Series 7, 66). #J-18808-Ljbffr LGBT Great
- Texas Capital Bank, headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and Relationship Managers to evaluate risks and identify cross-sell opportunities. You will drive...SeniorPrivate
- Fifth Third Bank is seeking a Senior Investment Advisor for Private Bank clients in San Antonio, TX. You will... ...solutions and coordinating with Wealth Management Advisors. You will craft... ...Investment Policy Statements for client portfolios, ensure IPS-aligned portfolio...SeniorPrivate
- Fifth Third is seeking a Wealth Management Advisor II to act as trusted advisor and coordinator for Private Bank clients in Cincinnati. You will collaborate with specialists to deliver wealth planning, investments, and risk management while maintaining service standards...SeniorPrivatePrivate practice
$117k - $175k
...and recommendations, and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely... ...relationships with strategic wealth clients. This role supports responsible... ...fund, yacht, unsecured, insurance, private equity, and subscription‑finance facilities...SeniorPrivateWork at officeShift workDay shift- ...Product Owner for Managed Investments, you will act on... ...shaping the future of wealth management advisory solutions... ...use across the U.S. Private Bank and U.S. Wealth... ...across the platform's Portfolio Construction, Trading... ...transformative program with strong senior leadership support and...SeniorPrivateWork at office
- U.S. Bank seeks an experienced wealth management professional to retain and grow high net worth client relationships in a senior capacity. You will lead a collaborative team across banking, trust and investment services to tailor comprehensive wealth solutions. The role...SeniorPrivate
- Morningstar Credit Ratings, LLC is seeking an Investment Analyst to lead due diligence and research on private markets investments used in multi-asset portfolios. You will own coverage of private equity, private credit, infrastructure, and real assets, and defend your views...SeniorPrivateWork at office
- Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Responsibilities include data gathering, private investment...SeniorPrivate
- ...Portfolio Management Group Position The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors... ...services industry with Private Wealth Management experience...PrivateWork experience placementShift work
- ...and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under management by working with clients, prospective clients, and Centers of...SeniorPrivate
- What You'll Be Doing A Senior Financial Strategist is a seasoned... ...provide expert advice on investment opportunities, risk... ...families of significant wealth and complexity to... ...to, tax, public and private investments,... ...to enhance clients' portfolios. Collaborate and build...SeniorPrivateWork at office
$170k - $200k
...Position Overview: This Wealth Advisor Team is seeking an Investment Strategist to lead the investment... ...developing comprehensive portfolio solutions including the... ...recommendations for private wealth clientele Driving... ...certifications, experience, skills, seniority, geographic location,...PrivateLocal areaShift work- ...Description: Extends credit to and monitors loan portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in... ...ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private...SeniorPrivateWork at officeFlexible hoursShift workDay shift
- Job SummaryAs a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify... ...front office Finance or investment management teamsStrong understanding... ...investment management and private banking solutions. Asset...SeniorPrivateWork at office
$116k - $216k
...Brooklyn Ohio The Business Technology Senior Manager for Core Banking & Platform Portfolio Management is a technical... ...effectively with Product and the Chief Investment Office to translate strategy into... ..., market data, performance, private investments) from requirements/vendor...SeniorPrivateWork at officeFlexible hours- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with Family Office Services, Advisors, and Wealth Management Services for ultra...SeniorRemote jobWork at office
$171.6k - $338.3k
...strategic buyers and private equity investors And succeeding... ...and apply to this Senior Manager role today!... ...complex growth, investment and divestiture scenarios... ...structuring and financing, and portfolio value creation support... ...include asset, wealth, and investment advisers...SeniorPrivateLocal areaVisa sponsorship$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...as they evaluate their portfolio and engage in buy-side... ...strategy, validate the investment thesis, and improve odds... ...clients include asset, wealth, and investment advisers...SeniorPrivateOdd jobWork experience placementLocal area- Key Wealth, part of KeyBank, is seeking a Manager Research professional to join the Chief Investment Office. You will conduct due diligence on fixed income, private credit, and diversifying strategies, sourcing... ...factors, supporting portfolio construction and risk oversight...SeniorPrivateWork at office
- ...service as the client facing investment expert for Private Bank clients. Primarily... ...Acts in partnership with the Wealth Management Advisor (WMA) to... ...Statement (IPS) for each client portfolio tied to each client’s... ...drive to achieve results. Senior Investment Advisor At Fifth...SeniorPrivateBank staff
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...SeniorPrivate
- ...Senior Auditor Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening... ...excellence across a diverse portfolio of businesses. This team supports... ...Solutions, which provides investment expertise and global market insights...SeniorPrivateVisa sponsorship
- ...Third Bank in San Antonio, TX is seeking a Wealth Management Advisor II to coordinate a team of specialists and guide Private Bank clients toward wealth goals. You will... ...plans, and deliver high-level service across investments, trust, risk management and estate planning...Private
$180k - $254.8k
...clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include... ...building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, gift, and...PrivateWork experience placementWork at officeWork from homeShift workDay shift- ...help shape the future of private banking for advisors... ...efficiently, manage portfolios, and navigate complex... ...articulate design decisions to senior stakeholders and... ...we are a leader in investment banking, consumer and... ...J.P. Morgan Asset & Wealth Management delivers industry...SeniorPrivate
- Join our Private Bank/Wealth Management Solutions Internal Audit team and... ...excellence across a diverse portfolio of businesses. This team supports... ...Solutions, which provides investment expertise and global market... ...platform.As a Senior Auditor on the Private Bank...SeniorPrivateVisa sponsorship
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a... ...integrated solutions across deposits, investments, credit, home lending, and... ...internal partners across Wealth, Home Lending, and Business Banking... ...building trust, managing a portfolio, and delivering holistic,...SeniorPrivateTemporary workWork experience placementImmediate start- The Signorelli Company, a vertically integrated development firm based in The Woodlands, TX, seeks a Senior Portfolio Analyst to report on the portfolio of operating divisions. This role focuses on portfolio returns, capital deployed, liquidity, and other holdings‑level...Senior
- ...(Switzerland) AG in Palm Springs is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act. You will identify and... ...holistic financial planning and a broad suite of banking and investment solutions. This role requires strong analytics, regulatory awareness...Senior
$85k - $95k
We are seeking a Senior Ad Operations and Attribution Strategist to own conversion tracking and measurement architecture across our client portfolio. This full-time role leads the design, implementation... ...the Inc. 5000 Fastest-Growing Privately Held Companies, Adweek 100...SeniorPrivateFull timeTemporary workSummer workWork at officeLocal areaRemote work
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