Senior Multi-Asset Portfolio Manager for Family Offices
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York is seeking a senior Portfolio Manager for Institutional Investment Solutions. You will partner with International Private Bank Advisors to deliver specialized capabilities to top Family Office clients, serving as the primary manager for multi-asset solutions. The role requires deep expertise in multi-asset portfolios, client advisory skills, and a strong track record in delivering tailored investment strategies with tax-aware considerations. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...within J.P. Morgan Wealth Management Solutions, managing over... ...50 billion in customized multi-asset solutions for Family Offices. The investment solutions... ...multi-asset discretionary portfolios to tailored single asset... ...house investment teams. Our senior investment team averages...SuggestedWork at officeFlexible hours
- ...within J.P. Morgan Wealth Management Solutions, managing over... ...50 billion in customized multi-asset solutions for Family Offices. The investment solutions... ...multi-asset discretionary portfolios to tailored single asset... ...house investment teams. Our senior investment team averages...SuggestedWork at officeFlexible hours
- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...SeniorWork at office
- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic...Senior
- ...Solutions (IIS) in New York seeks a senior professional to partner with... ...capabilities to our largest Family Office clients. You will design tax-... ...strategies, lead holistic asset allocation, and help... ...frameworks for long-term wealth management. The role emphasizes delivering...SeniorWork at office
$200k - $250k
...recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY... ...$25 million of investable assets. This role includes a business... ...client service and portfolio management. You will manage... ...physically present in the office when not traveling for business...SeniorFull timeWork at officeLocal area- Bank of America is seeking a seasoned Family Office Consultant to advise ultra-high-net-worth families on formation, governance and multi-generational wealth strategies within Private Bank Family Office Solutions. You will collaborate with Family Office Strategists, lead...SeniorWork at office
- Cohen & Co in New York, NY seeks an experienced tax professional to lead the Family Office Tax team. You will manage complex individual returns, review trusts and estates, and coordinate multi-entity filings for high net worth clients. You’ll guide tax planning, stay current...SeniorWork at office
$170k - $300k
...CitiCiti Investment Management (CIM) is a unit... ...that manages assets on a... ...alternative assets.The Multi-Asset Class Solutions... ...Investment Office (CIO) team and... ...discretion portfolios for thousands of... ...retail-sized to family office and institutional... ...performing senior portfolio...Full timeWork at office- ...Job Description Most Senior Tax roles have you preparing... ...respected wealth management and advisory firm is... ...worth individuals and families, working across tax planning... ...returns, including multi-state filings... ...individuals and family offices ~ Bachelor's degree...SeniorWork at office
$126.1k - $253k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...governance, family education, risk management, privacy/data security and... ...developmental growthAs a Tax Senior Manager, you will be... ...service:Advise family office and multi-generational families on a full...SeniorFull timeWork experience placementInternshipWork at officeLocal area- Senior Accountant - Single Family Office We are seeking a Senior Accountant to join a well-... ...office supporting a diverse portfolio of investments, real... ...thrives in a high-touch, multi-entity environment and enjoys... ...across accounting, cash management, tax coordination, and...SeniorWork at office
$115k - $270k
...business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...with firm’s partners, senior executives, and related stakeholdersEnhance... ...acumen through creating asset allocation strategies and holistic...Full timeTemporary workPart timeWork at office- ...Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's Degree...SeniorWork at office
$120k - $140k
...-net-worth individuals and families? This Jobot Job is hosted by... ...leading independent wealth management and family office firm serving high-net-worth... ...Job Details The Senior Tax Associate will play a key... ...income tax returns, including multi-state filings Prepare and review...SeniorFor contractorsWork at officeLocal areaFlexible hours$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office- Capital One is seeking a Senior Manager, Product Manager to lead the end-to-end lifecycle for Family CX products that enable collaborative, multi-user banking experiences across generations. You’ll partner with designers, engineers, and business analysts to reimagine how...Senior
$257k - $365k
...transactions across a broad range of asset classes.Candidate ProfileJD... ...closing processes• Ability to manage multiple matters while... ...generous time off and vacation days; family/dependent care leave; 529... ...cover letter indicating preferred office location, and law school...SeniorWork at office- Alevistarjobs is looking for a skilled Paralegal to work in a prestigious single family office in Pennsylvania. This role involves assisting the General Counsel and Investment Director with legal and operational matters related to family support and investments. The successful...SeniorWork at office
- ...compliance and preparation across various entities, working closely with senior leadership and external advisors. The ideal candidate should have over 4 years of experience in tax compliance within a family office or investment firm and possess strong analytical and...SeniorWork at office
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings... ..., and collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail, strong...SeniorWork at office
- Family Office, a family-owned commercial real estate investment and development... ...in New York City, is seeking a Senior Accountant to support the... ...accounting function. You will manage property-level accounting across a diverse portfolio, contribute to monthly close, financial...SeniorWork at office
$110k - $120k
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate... .... You will help clients manage the personal, financial,... ..., philanthropic, and asset protection strategies by preparing... ...personal, financial, and multi-generational needs....SeniorWork at office- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...SeniorWork at office
- RSM US LLP seeks an experienced Tax Partner for the Family Office Enterprise practice in New York. You will lead tax engagements for ultra high net worth families, advise on complex tax matters, and collaborate across service lines to deliver innovative solutions. The role...SeniorWork at officeLocal area
- RSM US LLP in New York, NY is seeking a Tax Senior Manager to lead a client-focused tax practice for ultra-high net worth families and family offices. You will oversee engagements, advise on structuring, wealth transfer and compliance, and mentor teams to deliver exceptional...SeniorWork at office
- Corient Services LLC in New York seeks a tax professional with 4-6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters. A Bachelor's in accounting is required, with CPA or MS in Taxation considered a plus. Proficiency in tax...SeniorWork at office
$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal, financial, and administrative needs. Successful candidates will have a...SeniorWork at office- Our client, a family office in NYC, is seeking a Senior Accountant to assist with their investments across the US. Responsibilities: ~Manage entity close processes, including workpaper preparation and coordination with external accountants ~Prepare monthly management...SeniorFull timeWork at office
- ...recruitment agency is seeking an Executive Director, Head of Family Office and Tax - Controller to oversee financial operations... ...York. The ideal candidate will have extensive experience managing complex portfolios and a strong accounting background. This full-time position...SeniorFull timeWork at office
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