Portfolio Manager, Family Office Wealth & Strategy
Pennington Partners & Co.
Pennington Partners & Co. is a leading multi-family office providing integrated wealth and investment solutions to entrepreneurial founders and high-net-worth families across the United States. The Associate Portfolio Manager will work with Portfolio Managers to deliver personalized investment strategies, coordinating with the Client Relationship team to ensure a seamless client experience and rigorous investment discipline. #J-18808-Ljbffr Pennington Partners & Co.
- ...professionals within J.P. Morgan Wealth Management Solutions, managing over $5... ...multi-asset solutions for Family Offices. The investment solutions... ...multi-asset discretionary portfolios to tailored single asset... ...customized tax-aware investment strategy that aligns with their long...SuggestedWork at officeFlexible hours
$200k - $250k
...recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York,... ...exceptional client service and portfolio management. You will... ...implement long-term new business strategy in coordination with... ...present in the office when not traveling for business...SuggestedFull timeWork at officeLocal area- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business opportunities, maintaining client communications, and strengthening client relationships...SuggestedWork at office
$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...to be utilized in MAS client portfolios for Corporate Pensions, Health... ...fixed income and real asset strategies, including providing insights...SuggestedFull timeTemporary workPart time$115k - $205k
...securities, investment management, and wealth management services... ...governments, institutions, families, and individuals. The... ...Chief Investment Office, or OCIO, and Morgan... ...channels to deliver portfolio management solutions... ...managers across multiple strategies; and Constructing...SuggestedTemporary workWork at officeWorldwide- ...As a Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief Investment Office (CIO) – Equities team, you will be... ...advisors and institutions with strategies and expertise that span... ...helps individuals, families and foundations take a more...Work at office
$115k - $270k
...successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and... ...one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse...Full timeTemporary workPart timeWork at office$126.1k - $253k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...where they are along their wealth journey and assist to... ...governance, family education, risk management, privacy/data security and... ...RSM’s core values, vision and strategy while empowering people to...Full timeWork experience placementInternshipWork at officeLocal area$80k - $150k
...and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized... ...develop and implement thoughtful tax strategies, manage engagements from planning through... ...as they relate to individual and wealth planning needs.Identify and implement...Full timeContract workWork at office- ...investment professional to lead client relationships and translate fiduciary expertise into actionable investment strategies. You will analyze risk, develop model portfolios, and present investment proposals to clients and senior leaders. The role requires 7+ years of experience...
$160k - $200k
...worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations... ...organizational alignment by managing leadership operating... ...of experience in strategy, consulting, PMO, or business... ...to work in an office environment, which may...Permanent employmentTemporary workWork at officeFlexible hours$125k - $250k
YOUR IMPACTThe Talent Strategy Vice President will focus on Americas... ...development initiatives, managing high-visibility programs and... ...enable advisors across Private Wealth Management. The role is best... ...individuals, as well as family offices, foundations and endowments,...Full timeTemporary workPart time$85k - $160k
...(SQAA) team within the Investment Strategy Group (ISG). The candidate will join... ...are also a must. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients... ...net worth individuals, as well as family offices, foundations and endowments, and corporations...Full timeTemporary workPart time- ...Director on the Asset Management Investment Platform Trading... ...shaping and executing strategy and automation across... ...for traders and portfolio managers, providing data... ...VeteransJ.P. Morgan Asset & Wealth Management delivers... ...helps individuals, families and foundations take a...
- ...At the core of our strategy is investor... ...foster flourishing families, create enduring trust... ...Multifamily apartment management with 20,000+ apartments Hotel and office buildings Tech... ...preserving their wealth first and foremost... ...PE deal-making and portfolio needs and expanding...Permanent employmentWork at officeImmediate startRemote work
- ...environment? As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will... .... You will develop and execute strategies that help clients meet their... ..., manage, and grow our clients' portfolios. You will also collaborate with...Full timeSummer workImmediate startVisa sponsorship
- ...growth and financial upside. The ideal candidate will manage complex portfolio strategies, optimize client wealth plans, and work closely with senior management to... ...strategies. The position is primarily in-office, requiring four days a week, with competitive benefits...Work at office
$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...investing across public fixed income strategies including rates, currency,... ...collaboration between portfolio managers, research analysts,...Full timeTemporary workPart time$200k - $250k
...Description Brown Advisory’s New York Office is seeking a proactive and... ...individual to serve as a Portfolio Manager as part of our Investment... ...investment disciplines and strategies. The position requires a... ...activities for large, sophisticated family office and endowment clients...Temporary workH1bWork at office- Madison-Davis, LLC is seeking a Senior Manager to join its Family Office practice in New York City. You will be client-facing, serving high-net-worth... ...across accounting, reporting, tax coordination, and wealth planning. The role blends advisory, leadership, and business...Work at office
- A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of...Work at office
- ...Partner for client onboarding Manage & mentor with team Final review bonus payrolls to officers from loan out entities Manage... ...in the business management or family office industry 6-9 years of experience... ...or related field) Prior wealth management & estate planning...Work at office
- ...importantly, the flexibility to manage your personal and professional... ...review bonus payrolls to officers from loan out entities. Manage... ...in the business management or family office industry; or 6‑9 years... ...Economics or related field) Prior wealth management & estate planning...Work at office
- ...a senior investment professional to manage discretionary portfolios for high-net-worth clients in New York... ..., monitor, and adjust investment strategies, oversee risk controls, and coordinate... ...with teams to deliver comprehensive wealth solutions. The role requires 10+...
$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ...across 70,000+ customized portfolios and a range of fund... ...designing cutting-edge investment strategies that are capable of transforming... ..., income, management of wealth concentration and values alignment...Full timeTemporary workPart time- ...transaction processing, asset management and private equity.About Wealth Management: With more... ...worth individuals and families around the world. We deliver... ...works closely with Front Office personnel, as well as... ...advisors and institutions with strategies and expertise that span...
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...tax planning, compliance, and strategy. These individuals help businesses... ...’s unique strengths, and managing performance to deliver on... ...pay, vacation, personal and family sick leave, and more. To view...Full timeH1b$112.2k - $209k
...Address:151 W 42nd StreetJob Family Group:Wealth Sales & ServiceProvides... ...all aspects of investment management and administration to ensure... ...grow business in the assigned portfolio / jurisdiction.Enhances... ...integrated business development strategies.Develops investment...Full timeContract workPart timeLocal areaShift work$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...OpportunityAs an Asset & Wealth Management Regulated Investment Company... ...planning, compliance, and strategy within our Tax practice. You... ...pay, vacation, personal and family sick leave, and more. To view...Full timeH1b$125k - $290k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...provide investment advice and strategies that make sense for their portfolios Thought Leaders, providing timely... ...travel Strong skills in MS Office (Excel, PowerPoint, Word) and Bloomberg...Full timeTemporary workPart timeWork experience placement
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