Senior Portfolio Manager for UHNW and Institutional Clients
Silvercrest Asset Management Group
A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new business. Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions. #J-18808-Ljbffr Silvercrest Asset Management Group
- ...advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research... ..., and hands-on client expertise. Our mission... ...personalized, tax-aware portfolios at scale. We're not looking... .... The Role As a Senior Client Portfolio Manager...Senior
- Larson Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market. You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions...Senior
- ...America in New York seeks an experienced investment leader to advise high-net-worth clients with discretionary portfolios, covering asset allocation, security selection, and risk management. You will collaborate with colleagues to deliver a full suite of investment...Senior
$150k - $250k
...structures. Our practice integrates: Institutional-quality investment management Advanced trust and estate... ...and planning bench with a senior-caliber professional. The Opportunity... ...that combines: Institutional portfolio strategy UHNW client-facing engagement Cross-...SeniorWork at office- A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams...Senior
- Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical...SeniorWork at office
$132.26k - $155.6k
...discover what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Full timeWork experience placementLocal area$170k - $210k
...planning, investment management, business... ...bound to act in our clients’ best interests —... ...methodology here.Regis UHNW Team: Our Regis Group... ....Job Summary:The Senior Wealth Advisor... ...team of experts in portfolio management, financial... ...an accredited institution (preferably Business...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...indexing — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver... ...hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection...Full timeWork at office
$150k - $180k
...possibilities for our clients. By delivering the... ...distinctive investment management capabilities, we provide... ...long/short equity portfolios that allow, among other... ...to retail and institutional clients including gatekeepers... ...strategy with the Senior CPM and the product manager...Full timeWork at officeFlexible hours$145k - $185k
...of a diversified financial institution with a 125-year tradition of... ...business, commercial and wealth clients build financial strength... ...real estate and asset based senior debt for entertainment, gaming... ...The VP, Sr Portfolio Manager - TMT is responsible for the...SeniorWork at office$117.73k - $138.5k
...discover what you excel at—all from Day One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Full timeWork experience placementLocal area$102k - $228k
...AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine... ....We’re seeking a future team member for the role of Senior Vice President, Fund/Client Accounting Manager to join our Fund Accounting team, based in Boston MA...SeniorTemporary workWork experience placementWorldwideFlexible hours$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative Equity... ...across 70,000+ customized portfolios and a range of fund solutions... ...solutions to High Net Worth, Institutional and Retail clients. As a focal point for one... ...and provide support to senior team membersCommunicate effectively...Full timeTemporary workPart time$125k - $290k
...career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential,... ...investment managers to be utilized in MAS client portfolios for Corporate Pensions, Health Care Institutions, Endowments, Foundations, and Insurance...Full timeTemporary workPart time- ...group in New York seeks a CFA Charterholder to serve as a senior investment authority within a boutique wealth advisory... ...‑high‑net‑worth families. This hybrid role blends institutional portfolio strategy, UHNW client engagement, and cross‑disciplinary wealth planning integration...Senior
- U.S. Bank is seeking an Institutional Client Group Portfolio Manager to partner with Relationship Managers in managing a portfolio of Commercial and Corporate... ...while maintaining risk controls and delivering revenue growth under senior guidance. #J-18808-Ljbffr Us BankSenior
- CFA Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to oversee tax-managed investment strategies. The position involves daily portfolio... ...are met while maximizing tax benefits for clients. Ideal candidates will have 2-5 years of relevant...Senior
$94k - $168k
...Employer: DWS Group Title: Equity Product Specialist/Client Portfolio Manager Location: New York Job Code: #LI-MB1 #LI-03... ...distribution of liquid equity strategies across retail, institutional and insurance channels. Support in the development and...Full timeWork at officeLocal areaWork from home- The StoneX Group in New York is seeking experienced sales professionals for its Institutional Equity division. This role involves partnering with hedge funds and asset managers to deliver research content and capital market opportunities. Candidates should have over 5...Senior
- Masterworks Advisers is seeking a Senior Investment Specialist to cultivate trusted relationships with UHNW clients visiting our NYC gallery. You will meet approximately 50 prospects daily at evening events featuring multi-million dollar artworks and educate them on art...Afternoon shift
$175k - $225k
...: CitiThe Investment Banking Senior Associate is an intermediate... ...position responsible for assisting clients in raising funds in the... ...transactions in coordination with the Institutional Banking team. The Investment... ...guidance and feedback, managing information flow, and...SeniorFull time$125k - $290k
...Description Asset & Wealth Management A career with Goldman Sachs... ...Management is an opportunity to help clients across the globe realize... ...that make sense for their portfolios Thought Leaders, providing... ...manages over $1.7 trillion for institutions, high net worth individuals...Full timeTemporary workPart timeWork experience placement$122.54k - $208.72k
A leading financial institution in New York seeks a Portfolio Manager III for Entertainment & Sports Banking. This role involves managing credit portfolios,... ...performing credit analysis, and providing exceptional client service. Candidates should possess strong...Senior$140k - $200k
...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...client channels, to offer portfolio management services to both institutional and individual clientele... ..., Retirement Plans, UHNW Individuals, and Family...Temporary workWork at officeWorldwide- Ultimus Fund Solutions is seeking a Senior Accountant (Hedge) in New York to ensure timely NAV calculations, investor allocations... ...staff accountants and regular interaction with clients, team members, and management. The candidate will participate in client engagements,...Senior
- ...Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group About the Company Ambitious... ...& financial services institution Industry... ...Investment Banks Asset Management Insurance Investment... ...for sophisticated UHNW clients and family offices, with...Senior
- A leading financial institution located in New York is seeking an experienced... ...deliver personalized wealth management solutions. The ideal... ..., and the ability to build client relationships. Responsibilities... ...and maintaining client portfolios. A bachelor's degree is preferred...Senior
$140k - $205k
...; we’re partnering with attorneys and clients to deliver cutting-edge solutions in high... ...seeking a strategic and experienced Senior Manager, Client Development - Real Estate... ...The role requires deep knowledge of the institutional real estate ecosystem, strong leadership...SeniorFull time- Citi is looking for a Senior Private Banker for the Indonesia Team to identify and convert prospects into clients while managing relationships across generations. You'll use your extensive... ...), and a track record of working with UHNW clients in the Indonesia market. #J-18...Senior
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