Senior Private Wealth Portfolio Strategist
Neuberger
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, and deliver actionable recommendations to end clients. You will present to clients, adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr Neuberger
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Portfolio Strategist in New York, NY vacancy
- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...SeniorPrivate
- JPMorganChase’s U.S. Private Bank is seeking an Investment Specialist to communicate market... ...will consult with clients to determine portfolio objectives and long-term asset... ...portfolio reviews, and collaborate with senior teams to pursue new investment opportunities...SeniorPrivate
- 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...SeniorPrivateWork at office
$200k - $260k
## Senior Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted... ...What you'll be doing** As a Senior Wealth Strategist, you are responsible for supporting and... ...wealth planning as part of CIBC Private Wealth’s integrated wealth management process...SeniorPrivateRemote workCanadian Imperial Bank of Commerce
New York, NY5 days ago$112k - $210k
...: 4910 Tiedeman Road, Brooklyn Ohio The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and... .../rebalancing), performance reporting, and public/private investment offerings. A key focus is advancing the private...SeniorPrivateWork at officeRemote workFlexible hours- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing... ...strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic investment advice, asset...SeniorPrivate
$98k - $162.5k
...existing clients in partnership with a private bank credit team. Key responsibilities include... ...independently managing transactions or portfolios of moderate to high complexity,... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter...SeniorPrivateFull timeBank staffWork at officeDay shift- Viseai is seeking a Senior Client Portfolio Manager to collaborate with financial advisors in New York, ensuring they meet their clients' investment... .... Candidates should have substantial experience in wealth management, portfolio construction, and a deep understanding...Senior
$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates... ...investment methodology in all assigned portfolios in a timely manner. Attend relevant... ...necessary support and information to clients, Private Client Advisors and Trust Advisors as...SeniorWork experience placementWork at office- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...SeniorPrivate
- ...clients in partnership with a private bank credit team. Key... ...independently managing transactions or portfolios of moderate to high... ...on credit requirements. The Senior Credit Underwriter is aligned... ...relationships with strategic wealth clients, driving funded loan...SeniorPrivateBank staff
- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net... ...environment and enjoys working across advisory, portfolio management, and planning teams. The Senior Wealth...SeniorPrivate
Social Capital Resources
New York, NY4 days ago - Wilmington Trust in New York, NY is seeking a Senior Operations Manager to lead a team supporting Private Banking loan originations and portfolio management for Custom Credit Advisors... ...a Bachelor’s degree and 5+ years in wealth management or custom credit lending, plus...SeniorPrivate
- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the Credit Investment Specialist team. This... ...business development for Brookfield’s Credit Platform, targeting private wealth investors and expanding to institutional clients and...SeniorPrivate
$180k - $275k
...businesses. Job Summary ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with significant... ...investment solutions for institutional, private wealth, and family capital clients by leveraging Brookfield...SeniorPrivateTemporary workLocal areaBrookfield Asset Management LLC
New York, NY4 days ago- ...Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role involves collaborating with a talented team to... ...marketing initiatives, conducting due diligence, and managing portfolio risk. This position is based in New York and requires strong...SeniorPrivate
- ...ready to shape the future of private banking at the world’s premier... ...an innovative and strategic Senior Product Designer to drive the... ...Private Bank, with a core focus on wealth management products. In this... ..., Skills, and Capabilities Portfolio link required in resume (...SeniorPrivate
$150k - $180k
...separate accounts, registered funds and private funds. Clients include financial institutions... ..., endowments and foundations, sovereign wealth funds and high net worth investors. The... ...and wealth clients to develop tailored portfolio solutions that align with specific...SeniorPrivateFull timeTemporary workInterim roleLocal areaFlexible hours$150k - $250k
...Alliance group is a boutique wealth advisory firm serving ultra-high... ...and planning bench with a senior-caliber professional. The Opportunity... ...that combines: Institutional portfolio strategy UHNW client-facing... ...asset management, OCIO, private wealth, or multi‑family...SeniorPrivateWork at officeWall Street Alliance Group
New York, NY5 days ago$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...SeniorCitigroup Inc
New York, NY3 days ago- ...Vice President, Senior Underwriter Portfolio Manager, Maritime About the Company Established banking... ...banking commercial banking wealth management brokerage services insurance... ...mortgage business banking and private banking Business Classifications...SeniorPrivateWork at office
- ...are our number one priority. With a wealth of learning and career development opportunities... ...for.KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations... ...investmentsInteract with hedge fund, private equity, venture capital, and limited...SeniorPrivateH1bWork at officeLocal area
- The opportunity As a Senior in Applied AI, you will be at the forefront of building and deploying AI solutions that are pivotal to value creation for private equity clients and their portfolio companies. You will ensure these initiatives are delivered with precision, aligning...SeniorPrivate
$130k - $205k
...we partner with CEOs, Boards, Private Equity and Governments every... ...turn-arounds, across a broad portfolio of clients and industry sectors... ...which enables us to bring a wealth of deep sector and functional... ...key responsibilitiesAs a Senior Associate/Consultant with EY-...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$211.28k - $316.92k
...-07-13Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...SeniorPrivateFull time$120k - $150k
...visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...areas of the Private Wealth Management portfolio, including trust companies, registered... ...investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-...SeniorPrivateFull timeRemote workShift work2 days per week$120k - $140k
...exciting and growing industry.About Ares Wealth Management SolutionsAres Management is... ...Ares platform of industry leading credit, private equity, real estate and infrastructure... ...resources, we help investors diversify their portfolios with private market solutions that seek...SeniorPrivateFull timeTemporary workWork experience placementFlexible hours- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
$180k - $275k
...Brookfield Asset Management LLC is looking for a Senior Associate/Vice President to join the Credit Portfolio Solutions team based at Brookfield Place, New York... ...have a strong background in investment banking or private equity, proven financial modeling skills in Excel,...SeniorPrivateBrookfield Asset Management LLC
New York, NY4 days ago$150k - $180k
...iterated when adoption stalled. That's what AI Strategists at Tenex are hired to fix. You own the... ...hospitals run by the Strategist on point. A private equity firm wants AI fluency operationalized across every portfolio company. One Strategist builds the playbook,...SeniorPrivateWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Portfolio Strategist. Be the first to apply!
Related searches
- account strategist New York, NY
- senior brand strategist New York, NY
- strategist New York, NY
- program strategist New York, NY
- strategy consultant New York, NY
- investment strategist New York, NY
- media strategist New York, NY
- communications strategist New York, NY
- brand strategist New York, NY
- entry level strategy consultant New York, NY