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
- ...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...and model scenarios involving trusts, family partnerships, private foundations, and charitable vehicles. Present strategies...SeniorPrivateWork at officeRemote work
$200k - $250k
...Responsibilities As a Senior Wealth Strategist you will: Support Relationship Managers and high‑net‑worth (HNW) clients to develop and implement comprehensive wealth plans as part of CIBC Private Wealth’s integrated wealth management process. Help clients understand estate...SeniorPrivateFull time$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... ...clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will...SeniorPrivateRemote work$250k - $300k
...professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving... ...investors. The ideal candidate will possess deep knowledge of private real estate, expertise in alternative asset management, and...Private$250k - $300k
...professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth... .... The ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation...SeniorPrivate- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...SeniorPrivate
- Senior Asia Fixed Income Advisor / Direct to Desk Apply (opens in... ...Shape your Career with Citi Citi Wealth brings together the full... ...income strategy, trade ideas, and portfolio guidance through a direct,... ...a financial institution, private bank, or wealth management platform...SeniorPrivateFull time
$140k - $170k
...through its three business divisions: Wealth Management, Investment Management, and... ...together a legacy of investing in public and private markets on a global scale. Through... ...goals. Role Description: As a Portfolio Strategist within Nomura's Portfolio Consulting Team...PrivateRelocation package- ...spectrum of alternatives including private equity, growth equity,... ...specific strategies, customized portfolios, and a range of advisory... ...the world's leading sovereign wealth funds, pension plans, governments... ...Within Asset Management, Strategists (also known as "Strats") play...Private
- Fwainvest is looking for a Private Wealth Portfolio Strategist in New York, NY. This role involves collaborating with financial advisors to develop fixed income strategies for high net worth clients. The ideal candidate will have a deep understanding of the fixed income...Private
- 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... ...involves collaborating with Wealth Advisors and Portfolio Managers, delivering wealth planning analyses, and...Private
- ...Berwyn, PA seeks a detailed, client-focused wealth/investment professional to join the... ...with client goals and clearly communicate portfolio decisions. The role requires 3-5 years... ...skills, and solid knowledge of public and private markets. Based in the Northeast, you...PrivateWork at office
$130k - $250k
...spectrum of alternatives including private equity, growth equity,... ...specific strategies, customized portfolios, and a range of advisory... ...the world's leading sovereign wealth funds, pension plans, governments... ...Within Asset Management, Strategists (also known as "Strats") play...PrivateFull timeTemporary workPart time$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...spectrum of alternatives including private equity, growth equity, private credit... ...-specific strategies, customized portfolios, and a range of advisory services. Our...PrivateFull timeTemporary workPart timeWork at office- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York... ...to join J.P. Morgan Private Bank’s LatAm & GFG Investment... ..., more resilient portfolios. The role combines direct... ...Responsibilities Serve as a senior voice on the LatAm & GFG...PrivateWork at officeLocal area
- ...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
- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies... ...on high-net-worth clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families...SeniorPrivate
- Citizens in New York seeks a Senior Specialist in Private Bank and Wealth Specialty Lending to evaluate loan structures, underwrite complex credits, and monitor portfolios for risk-adjusted profitability. You will collaborate with Sales, Product, and Credit Risk teams,...SeniorPrivate
- 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
$70k
Senior Wealth Advisor SAFE Act - Bronx Join to apply for the Senior Wealth Advisor SAFE Act... ...individuals and family offices through Citi Private Bank, operates in the affluent and high... ...Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers....SeniorPrivateFull timeWork at office$120k
Senior Wealth Advisor SAFE Act Apply (opens in new window) Job Req Id: 26952022 Location(s):... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic... ...and advise the effects on the investors' portfolios Recommend changes to the investors'...PrivateFull time$70k
Senior Wealth Advisor SAFE Act - North Jersey Job Req Id: 25921705 Location: Paramus, New Jersey... ...and family offices through Citi Private Bank, operates in the affluent and high... ...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers....SeniorPrivateWork at office$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- ...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
- 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
$220k - $415k
Deutsche Bank is seeking a Private Banker to cultivate client relationships within Wealth Management. Responsibilities include generating substantial annual revenue and ensuring compliance standards are met. The ideal candidate will have relevant experience, strong sales...SeniorPrivate- ...ready to shape the future of private banking for advisors at the world... ...an innovative and strategic Senior Product Designer (VP) to... ...on alternative investment and wealth management products. Job Responsibilities... ..., Skills, and Capabilities Portfolio link required in resume (...SeniorPrivate
- Senior Institutional Investment Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment... ...within the Career Launch AI Private Job Board . It is not a direct job... ...strategy role focused on portfolio construction, asset allocation, and...SeniorPrivateFull timeInternship
- 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
$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
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