Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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... 
    Senior
    Private

    Evolve Private Wealth

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private

    JPMorganChase

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private
    Work at office

    J.P. Morgan

    New York, NY
    5 days ago
  • $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... 
    Senior
    Private
    Remote work

    Canadian Imperial Bank of Commerce

    New York, NY
    5 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... 
    Senior
    Private
    Work at office
    Remote work
    Flexible hours

    KeyBank

    New York, NY
    5 days ago
  • 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... 
    Senior
    Private

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Bank staff
    Work at office
    Day shift

    Bank of America

    New York, NY
    4 days ago
  • 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

    Viseai

    New York, NY
    2 days ago
  • $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... 
    Senior
    Work experience placement
    Work at office

    Wilmington Trust

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private

    Goldman Sachs, Inc.

    New York, NY
    4 days ago
  •  ...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... 
    Senior
    Private
    Bank staff

    Bank of America

    New York, NY
    5 days ago
  •  ...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... 
    Senior
    Private

    Social Capital Resources

    New York, NY
    4 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... 
    Senior
    Private

    Wilmington Trust

    New York, NY
    3 days ago
  • 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... 
    Senior
    Private

    Brookfield Asset Management LLC

    New York, NY
    1 day ago
  • $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... 
    Senior
    Private
    Temporary work
    Local area

    Brookfield Asset Management LLC

    New York, NY
    4 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... 
    Senior
    Private

    JPMorgan Chase & Co.

    New York, NY
    5 days ago
  •  ...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 (... 
    Senior
    Private

    JP Morgan Chase

    New York, NY
    2 days ago
  • $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... 
    Senior
    Private
    Work at office

    Wall Street Alliance Group

    New York, NY
    5 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... 
    Senior

    Citigroup Inc

    New York, NY
    3 days ago
  • $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... 
    Senior
    Private
    Full time
    Temporary work
    Interim role
    Local area
    Flexible hours

    Brookfield Renewable

    New York, NY
    7 hours ago
  •  ...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... 
    Senior
    Private
    H1b
    Work at office
    Local area

    KPMG

    New York, NY
    7 hours 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... 
    Senior
    Private
    Work at office

    Confidential

    New York, NY
    3 days ago
  • 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... 
    Senior
    Private

    EY

    New York, NY
    1 day ago
  • $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... 
    Senior
    Private
    Full time

    Citigroup

    New York, NY
    3 days ago
  • $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-... 
    Senior
    Private
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    7 hours ago
  • $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-... 
    Senior
    Private
    Full time
    Remote work
    Shift work
    2 days per week

    CIBC Bank

    New York, NY
    3 days ago
  • $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... 
    Senior
    Private
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    3 days ago
  • 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... 
    Senior
    Private
    Full time

    Valley Bank

    New York, NY
    3 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,... 
    Senior
    Private
    Work at office
    Shift work

    TenEx

    New York, NY
    1 day ago
  • $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...  ...trusts, charitable lead trusts, and private foundations. Quantify tax and wealth... 
    Private
    Temporary work
    Work at office

    NewEdge Wealth

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Portfolio Strategist. Be the first to apply!