VP, Wealth Management & Client Strategy
LE0219 SCS Capital Management LLC
SCS Capital Management LLC seeks a Vice President to join the Boston, MA or Portsmouth, NH office. You will lead client relationships, develop investment plans, and present sophisticated wealth topics. This role emphasizes organization, teamwork, and exceptional client service across a boutique wealth team. The candidate should have 5-7+ years of relevant experience, a bachelor’s degree, and CFP/CFA designations preferred. Travel to meet clients may be required. #J-18808-Ljbffr LE0219 SCS Capital Management LLC
$159.96k - $266.56k
Job Overview As the VP, End Client Experience Strategy, you will be a member of LPL’s Strategy & Growth organization... ...experience vision across the full wealth lifecycle Establish clear standards... ...for senior leadership, including management committee and Board audiences Drive...SuggestedShift work- BNY is seeking a Vice President, IWM Portfolio Management to join our team in Boston, MA. This role involves developing investment strategies and managing client portfolios with a focus on performance optimization. The ideal candidate should have a strong background in...Suggested
- LPL Financial LLC is seeking a VP, End Client Experience Strategy to lead the development and execution of strategic initiatives that enhance client experiences. This role requires a strong analytical mindset, excellent communication skills, and a commitment to influencing...Suggested
- BNY Mellon seeks a Vice President, Client Service to lead and enhance our client service delivery in Boston or Everett. You will develop... ...of clients’ business, operating models, and technology strategies to deliver exceptional service across BNY’s product and services...Suggested
- Bernstein Private Wealth Management seeks a Wealth Advisor who represents Bernstein PWM in the communities where they live and work, building enduring practices around client segments they are passionate about. They act as financial confidantes, attracting clients to Bernstein...Suggested
$80k - $140k
...potential AVP to join the Commercial and Client Strategy team. This role is designed for an... ...strategy, sales, and client relationship management. Working directly with the Head of Markets... ...to help you match your needs. And our wealth of development programs and educational...Temporary workImmediate startFlexible hours$165k - $250k
...’s largest alternative asset manager. Blackstone seeks to deliver... ...management include global investment strategies focused on real estate,... .... Business Unit: The Private Wealth Public Funds (PWPF) Legal... ...Teams, Operations, Institutional Client Solutions, Finance, Tax,...Full timeLocal area$165k - $250k
...’s largest alternative asset manager. Blackstone seeks to deliver... ...management include global investment strategies focused on real estate,... .... Business UnitThe Private Wealth Public Funds Legal group supports... ..., Operations, Institutional Client Solutions, Finance, Tax,...Full timeLocal area$180k - $200k
...AI-enabled insights and strategy firm based in Boston.... ...research, insights, and client impact. At CMB, you’ll... ...enables the accumulation of wealth for all our employee-... ...the Position The VP, Strategy Consulting is... ...commercial, and stakeholder management skills. ~ Solid...Full timeImmediate startRemote work- ...President of Business Development and Sales to lead global revenue growth for Wealth Services. You will drive strategy, manage partnerships, and oversee full sales cycles with UHNW clients and large wealth management firms. You will shape go‑to‑market plans, collaborate...
- State Street is seeking a Vice President to strengthen client relationships and drive revenue growth across assigned accounts in a global... .... The role requires extensive experience in relationship management within financial services, strong communication, and the ability...
$110k - $188.75k
The Wealth Research & Development (R&D) team at State Street is a... ...delivering next‑generation wealth management solutions. This team acts as... ...product areas, and elevate client experience.Job Description:As... ...define the end‑to‑end design strategy for one of State Street’s...Full timeTemporary workFlexible hours- ...and mentoring junior bankers. The candidate should have 5+ years in investment banking (or an MBA with 3+ years), a proven M&A track record, strong accounting and modeling skills, and exceptional client management and relationship abilities. #J-18808-Ljbffr Piper Sandler
$120k - $202.5k
Who we are looking forThe Risk Strategy & Operational Resilience Vice President leads the implementation... ...resilience are critical to maintaining client trust, meeting regulatory expectations,... ...plays a key part in shaping how risk is managed across the organization—driving...Full timeTemporary workWork at officeFlexible hours$110k - $150k
...of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments... ...investments, including merchant banking strategies.Role DescriptionOverview: This Vice President...Temporary workWork at officeWorldwide- ...investment banking, securities, wealth management and investment management... ...the Firm's employees serve clients worldwide including corporations... ...alpha and alternative strategies to complement clients' core... ...oversight). ABOUT THE ROLE The VP - Manager, Operations (...Contract workTemporary workWork at officeRemote workWorldwide3 days per week
$170k - $267.5k
...experienced hiring across the COO, Wealth, and Alpha business groups.... ...and delivering hiring strategies across a significant proportion... ...underpins our ability to serve clients as a trusted partner,... ...Collaborate proactively with Hiring Managers and Senior HR Business Partners...Full timeTemporary workFlexible hours- ...Vice President, Strategy About the Company Profitable... ...Advisor Strategic Wealth Services Strategic... ...Company is in search of a VP Strategy for its... ...the determination and management of business strategy metrics... ...collaborator, deliver exceptional client experiences, and thrive...
$168.61k - $281.09k
...when that happens, we all win - clients, LPL, and most importantly our... ...General Counsel. This VP will report to a Senior Vice President... ...and Research; and (5) Risk Management. The position will focus on counseling... ...is among the fastest growing wealth management firms in the U.S....Full timeWork from home- ...research to institutional investors. The role emphasizes building client relationships, providing daily FX coverage, and leveraging eFX... ...EM markets. The candidate will collaborate with trading and strategy teams, pursue new business initiatives, and adhere to risk and...
- MERGE, a marketing and technology agency, seeks a Vice President, Pharma Media to drive senior strategy and media delivery for pharma clients. You will lead HCP and DTC programs, shape audience strategy, and ensure media choices align with business outcomes. You bring...
- ...to drive revenue growth for Global Wealth Custody & Clearing. You will lead strategic... ...deliver scalable solutions to UHNW clients and large wealth managers. Travel internationally as needed... ...market trends into actionable strategies, while maintaining a client-focused,...
$110k - $188.75k
...individual with a proven track record that can manage a team of client service professionals supporting a... ...support these custody functions. The VP will also act as project lead on a... ...Developing understanding of client's strategies and seeks business solutions to meet their...Temporary workFlexible hours- Ares Wealth Management Solutions is seeking a Vice President, Defined Contribution to join the RIA & Family Office Partnerships team in Boston. You will execute the defined contribution strategy across retirement-focused channels, serving as a relationship manager and subject...Work at office
- BNY Mellon is seeking a Vice President, IWM Portfolio Management in Boston, MA. In this role, you will develop investment strategies and manage client portfolios, ensuring alignment with client objectives and market trends. The ideal candidate will have a Bachelor's degree...
- ...Senior Vice President, Social & Influencer Strategy for Healthcare to lead integrated social and influencer programs for high-profile clients, balancing innovation with regulatory... ...teams, shape compelling narratives, and manage large, multi-channel initiatives from planning...
- ...Investment Strategist in Boston to join the OCIO Investment Strategy team. You will design asset allocation, analyze... ...and support governance frameworks for charitable asset management and planned giving clients. You’ll also contribute to policy development and market...
- ...Street Markets (SSM) seeks a seasoned Product Strategy professional to drive the FCM strategy,... ...Compliance, Finance and Technology to deliver client-focused solutions. You will guide product design and development, manage regulatory change, and ensure offerings meet...
- MERGE is seeking a seasoned Vice President, Pharma Media to lead client strategy and media delivery for pharma accounts, driving HCP and DTC initiatives. You’ll guide high-impact relationships, collaborate with data and activation teams, and shape integrated media plans...
- ...seeking a Senior Vice President, Fiduciary to lead fiduciary administration within our Wealth Management team in Boston, MA. You will oversee trust interpretation, risk management, and client relationships while guiding junior staff and collaborating with trustees,...
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