Senior Investment Manager - Private Client Wealth Strategy
$155k - $170kMohr Talent
Mohr Talent is looking for an experienced Investment Manager in Atlanta, GA. You'll oversee complex investment management for private clients, focusing on investment strategies, portfolio oversight, and client support. The ideal candidate will have over 10 years in investment management and strong analytical skills. The compensation ranges from $155K to $170K base plus a 20% bonus and benefits. #J-18808-Ljbffr Mohr Talent
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Manager - Private Client Wealth Strategy in Atlanta, GA vacancy
$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage investment portfolios, develop strategies, and partner with internal teams... ...12 years of experience in wealth management, strong...SeniorPrivate client- ...financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating... ...other advisors to ensure effective wealth management solutions. Competitive compensation and a supportive...SeniorPrivate client
$155k - $170k
Senior Portfolio Manager A growing wealth management organization is seeking a senior Portfolio Manager to support complex private client and investment management relationships in the Atlanta area. This is... ...wealth management — portfolio strategy, investment oversight,...SeniorPrivate clientWork at officeLocal area- ...Talent is seeking an Associate Portfolio Manager in Atlanta to support private client investment relationships. This role focuses on portfolio strategy, asset allocation, and investment... ...candidate will have over four years in wealth management and a Bachelor’s degree in...Private client
$174.32k - $261.48k
...Investment Counselor Senior Lead The Investment Counselor... ...over technical strategy. Primarily affects... ...handling staff management issues, including... ...project. The Private Bank at Citi (... ...the Institutional Clients Group and offers... ...with wealth planning and private...SeniorPrivate clientFull timeLocal area- Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We... ...financial advisors in client conversations, providing analytic... ...asset allocation strategies and investment solutions for clients....SeniorFlexible hours
- ...is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and portfolio oversight...Senior
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in...SeniorFull time
- Crump Life Insurance Svcs Inc is seeking a Private Banking Advisor in Atlanta, Georgia to deliver Wealth Banking and Credit solutions to clients with significant investments. The role requires strong consultative communication skills and the ability to build relationships...Private client
- ...Cresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...+ years of experience managing the administrative and... ...new investment strategies and hire managers as directed...Private clientFull timeTemporary workWork at officeLocal area
- A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-...
- ...CressetCresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are reimagining the way wealth is experienced. Our... ...+ years of experience managing the administrative and... ...new investment strategies and hire managers as directed...Private clientFull timeTemporary workWork at officeLocal area
- Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities... ...financial advisors in client conversations, providing analytic... ...allocation strategies and investment solutions for clients....SeniorFull time
- Our client is on a mission to empower customers and communities with smart... ...-focused environment. In their Private Wealth Management division, significant investments are being made to expand the... ...profile clients and create tailored strategies. Skill in coordinating a team...Private client
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire new clients, and manage comprehensive client needs. The role emphasizes... ...Ideal for professionals with strong investment platform knowledge and a proven...SeniorPrivate client
- Silvercrest Asset Management Group LLC in Atlanta, Georgia, is seeking a skilled Portfolio Manager with a strong... ...fundamental research analysis. The role involves managing investment portfolios for ultra-high-net-worth clients and institutions, crafting investment packages, and...Senior
- United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta,... ...role entails managing discretionary investment portfolios for high-net-worth individuals... ..., developing investment strategies, and building client relationships. Ideal candidates will...Full time
- Northern Trust Corp in Atlanta is seeking a Senior Banking Advisor responsible for developing and managing client relationships for high-net-worth... ...members, and acting as a trusted advisor on wealth management strategies. The ideal candidate has over 5 years of relevant...Senior
- Overview The Wealth Management Portfolio Manager is responsible for constructing... ...managing discretionary investment portfolios for high-net-... ...of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers...Full timeLocal areaRemote work
$120k - $150k
Virtus Investment Partners, Inc is seeking a Lead Advisor based in Atlanta to develop and manage client relationships. You will partner closely with the Business... ...to create customized investment strategies and provide comprehensive wealth management services to high-net-...SeniorRemote job- ...7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and... ...advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries...Senior
- Overview Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world... ...financial planning, investment management, banking... ...technology, data and design. Private Wealth Management (... ...deliver customized strategies drawn from our deep...Private clientApprenticeship
- ...PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. Develop and... ...value of a Wealth Private Advisor’s relationship... ...appropriate strategies to meet client needs... ...client relationship management (CRM) system. Proactively...Private clientFull timePart timeDay shift
- ...with extraordinary clients spanning every... ...your potential and invest in it to build a... ...! The Role Managers in our Private Client Services (... ...comprehensive tax strategy to prospective... ...Intern, Associate and Senior Associates; and... ...changes, wealth transfer techniques...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct... ...assessments, and create tailored wealth strategies. Applicants should have a Bachelor's degree...SeniorFull timeRemote work
- ...Rockefeller Capital Management Rockefeller Capital Management... ...$198 billion in client assets as of December... ...1, 2025. Position A Senior Wealth Planner is a... ...partnering with Rockefeller Private Advisors to provide... ...and implement bespoke strategies tailored to ensure continued...SeniorWork at officeLocal area
- ...metro Atlanta, Georgia area. As a PC Senior Project Manager, you will bring enthusiasm and... ...new work. Participate in proposal strategy, preparation, and presentations.... ...management and design-build services to private and public clients across the country. The company...SeniorPrivate clientFor contractors
- ...simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Creates streams... ...wealth planning, investments, private banking, risk management, and trust services. Ensures... ...investment products, trading strategies, and market dynamics....Private clientWork experience placementPrivate practiceWork at office
$100k - $120k
...Description The Associate Director, Wealth Strategy (ADWS) is a junior member of... ...team and will support senior wealth strategists in... ...office and Cresset Catalyst clients. The ADWS will also serve as... ...planning/coordination, family risk management, and trust administration....Full timeTemporary workWork at officeLocal areaFlexible hours- ...seeking an experienced Fiduciary Services Manager to provide fiduciary advice for Wealth trust accounts. This role requires... ...portfolio and partnering with client teams to deliver client services aligned with Truist Wealth strategy. The ideal candidate has extensive experience...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Manager - Private Client Wealth Strategy. Be the first to apply!
Related searches
- investment accounting manager Atlanta, GA
- impact investment manager Atlanta, GA
- investment director Atlanta, GA
- director investment banking Atlanta, GA
- investment executive Atlanta, GA
- investment manager Atlanta, GA
- manager customer service Atlanta, GA
- director client management Atlanta, GA
- director of client services Atlanta, GA
- director of customer service Atlanta, GA


