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
- A prominent asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships,...Senior
- ...Outsourced Chief Investment Office (OCIO) division seeks an experienced investment professional to build and manage portfolios for UHNW and multi-family office clients in New York. You will oversee asset allocation, manager selection, and risk management across multiple...SeniorWork at office
- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...SeniorWork at office
- ...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... .... The Role As a Senior Client Portfolio Manager...Senior
$180k - $200k
Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with... ...and growing Education Undergraduate degree is required CFA Institute Charterholder is preferred What you will own: Act as a...SeniorCasual workWork at officeRelocationAfternoon shift- ...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...to offer full discretion portfolio management services to institutional and private clients (e.g... ...client portfolios for OCIO’s UHNW and Single Family Office...Temporary workWork at officeWorldwide
- ...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...to offer full discretion portfolio management services to institutional and private clients (e.g... ...client portfolios for OCIO’s UHNW and Single Family Office...Temporary workWork at officeWorldwide
- 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
- J.P. Morgan Asset Management seeks a Client Account Manager - Senior Associate to deliver exceptional service to institutional clients in the asset management space. You will be the daily service contact for a defined client group, support client advisors, and collaborate...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
$175k - $225k
...our culture, serve our clients and enrich our... ...PurposeThe Voya Investment Management (Voya IM) Mortgage... ...billion across a number of portfolios. Its flagship, the... ...money, and other institutional mandates. Rooted in mortgage... ...client base.As a Senior Portfolio Manager, you...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$148.5k - $174.7k
...DescriptionRESPONSIBILITIESPartners with assigned Institutional Client Group (ICG) Relationship Managers to manage Commercial and... .... Grows revenue as directed by senior management through the successful... ..., managing an assigned credit portfolio, assessing and mitigating credit...SeniorFull timeWork experience placementLocal area3 days per week$111.61k - $131.3k
...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$145k - $185k
...diversified financial institution with a 125-year tradition... ...commercial and wealth clients build financial... ...estate and asset based senior debt for entertainment... ...Responsibilities & Qualifications Portfolio Strategy - Develops... ...clients. Portfolio Management - Oversees selection...SeniorWork at office$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- 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
$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$100k - $170k
...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- 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
$120k - $150k
...needs of individuals, institutions, corporates and governments... ...divisions: Wealth Management, Investment Management... ..., serving clients with creative solutions... ...team-oriented Client Portfolio Manager to be part of... ...report directly to the Senior Portfolio Manager and...Relocation package$120k - $150k
...articulate, collaborative and team-oriented Client Portfolio Manager to be part of our Global Listed Real... ...will report directly to the Senior Portfolio Manager and head of Nomura’... ...constituents and, in time, external institutional clientele to enhance their understanding...Relocation package$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- IQ-EQ, a leading Investor Services firm, seeks a Senior Manager for our Fund Administration team in New York. You will oversee client deliverables, review complex fund calculations, manage audits, and mentor junior staff across multiple engagements. You have 5+ years in...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
$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- Goldman Sachs Asset & Wealth Management in New York, NY, invites experienced... ..., and prepare materials for client discussions across pension plans, foundations, and large institutions. The role emphasizes rigorous due diligence, portfolio construction insights, and close...
- ...seeking an Associate to join Global Listed Real Assets as a Client Portfolio Manager focused on Global Listed Infrastructure. You will support... ...strong Excel/PowerPoint skills, and the ability to translate complex concepts for institutional clients. #J-18808-Ljbffr Nomura
- 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
$200k
...Senior Principal, Institutional Sales Gemini is a global crypto and Web3 platform founded by Cameron... ...hedge funds, prop trading firms, asset managers, family offices, and crypto-native... ...touch coverage of key institutional clients, providing market color, trade ideas...SeniorWork at officeFlexible hours- 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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