Senior Wealth Investment Strategist
$170.5k - $284.1kM&T Bank
M&T Bank in New York City is seeking an experienced investment manager responsible for delivering comprehensive wealth management services. The position requires at least 7 years of investment-related experience along with strong client management and communication skills. The ideal candidate will develop investment strategies and maintain fiduciary accounts while adhering to regulatory standards. Candidates with an MBA and CFA/CFP certifications will be preferred. The salary range for this role is $170,500 - $284,100 annually, based on experience and qualifications. #J-18808-Ljbffr M&T Bank
$77k - $202k
...critical thinking, and effective communication. Ideal candidates have skills in project management, data analysis, and a background in Wealth or Asset Management. The salary range for this position is between $77,000 and $202,000, with additional benefits including a...Senior$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal...Senior- ...Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a...SeniorWork at officeRemote work
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
$200k - $260k
...CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely... ...like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program...SeniorRemote work- Citi in New York is seeking a Wealth Relationship Manager to manage relationships with affluent clients. This role demands strong analytical skills and the ability to anticipate clients' complex financial needs. The ideal candidate has 5-8 years experience, a relevant...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...Senior
$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized... ...wealth strategy reviews, support Senior Wealth Strategists on complex client matters... ...UHNW clients. Coordinate modeling with investment team. Maintain and update plans on an...Temporary workWork at office- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States and 1 more We are seeking a dynamic... ...across the region. Job Responsibilities Serve as a senior voice on the LatAm & GFG Investment Strategy team, delivering...Work at officeLocal area
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- TD Bank's TD Wealth U.S. Chief Investment Office seeks a Portfolio Manager & Investment Strategist in New York to design and manage multi-asset portfolios and lead investment research. You will partner with senior portfolio managers to implement asset strategies and deliver...SeniorWork at office
- Job Overview Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and related areas for... ...approach clients with a goal‑oriented mindset, learn about investment, banking, and lending platforms across U.S. Wealth Management,...Work at officeLocal area
$120k - $140k
...their identity it influences everything they do, from capital investment to social media. For them, purpose becomes business strategy and... ...get to great insights, we start with rigorous research. As a Strategist, you will work on studying and understanding markets, brands,...SeniorWork experience placement- Citigroup Inc. is seeking an Alternative Investment Sales Specialist in New York. This senior role focuses on driving the distribution of Alternative Investment solutions across various client segments, including Citigold and the Private Bank. The successful candidate...Senior
- Selby Jennings is seeking a Sr. Investment Risk Manager in New York to drive quantitative risk analysis and enhance risk monitoring across portfolios. This pivotal role involves collaborating with senior portfolio managers and investment leadership, providing actionable...Senior
- A dedicated investment management firm is seeking a Senior Institutional Investment Strategist in New York, NY. The role involves supporting investment strategies focused on portfolio construction and client support. The ideal candidate should possess a Bachelor's degree...Senior
- Equi is looking for an experienced Investment Strategist / Investment Director to drive investment strategies for ultra-high-net-worth clients. This role blends work for Equi and its sister company, Vectis, focusing on investment proposals, due diligence, and portfolio...Senior
- Search Masters, Inc. is seeking a Senior Wealth Advisor to join its growing Wealth Management practice. You will manage relationships with... ..., providing strategic wealth planning and personalized investment guidance. This is a senior role in a collaborative, resource-...Senior
- J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and client satisfaction across the Northeast. The role works with field leadership to implement strategy...Senior
- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers, analyze strategy changes... ...performance data. The role involves supporting investment teams with analytics, collaborating across functions...
$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business development... ...institutions, and other entities. As a senior member of the team, you will oversee... ...families and businesses to cultivate new investment management relationships in the UHNW...SeniorLocal area- Senior Institutional Investment Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Asset Management / Institutional Investing Experience Level: Analyst / Early Career Compensation: Competitive...SeniorFull timeInternship
- Morgan Stanley Wealth Management seeks a senior attorney to support its investment advisory business. You will handle legal analysis of fiduciary standards, trading issues, best execution, and client agreements, interfacing with investment staff and clients. The role involves...Senior
- ...provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of...Senior
- TD Wealth is seeking a Senior Product Manager to oversee the end-to-end management of its transactional investment platforms and solutions. This role focuses on features, benefits, and pricing to meet customer needs while driving TD’s profitability. The candidate will leverage...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ...a Senior Advisor/Banker who leads with investments. Responsibilities: Manage,... ...degree with 7+ years' experience in the wealth management industry as either a...Senior- TIAA is seeking a Wealth Management Advisor in New York to cultivate and manage a high‑net‑worth client book. You will deliver tailored investment strategies as a fiduciary and deepen client relationships by leveraging TIAA’s wealth capabilities. Role requires 5+ years...SeniorFlexible hours
- Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will have...Senior
$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...Senior
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