Senior Portfolio Manager: Wealth Strategy & Growth
Koitecc Solutions
BMO Financial Group in New York is seeking a seasoned investment professional to lead client relationships and translate fiduciary expertise into actionable investment strategies. You will analyze risk, develop model portfolios, and present investment proposals to clients and senior leaders. The role requires 7+ years of experience, MBA/finance credentials, and strong regulatory knowledge for compliant decision making. #J-18808-Ljbffr Koitecc Solutions
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager: Wealth Strategy & Growth in New York, NY vacancy
- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business opportunities, maintaining client communications, and strengthening client relationships...SeniorWork at office
$162.7k - $220.2k
...ideas are possible, at any stage of growth, and any level of funding. This is why... ..., choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible... ...technology partners - Execute engagement strategies with research laboratories and...SeniorLocal areaWorldwideFlexible hours- A dynamic technology firm is looking for an experienced Capture Manager to support business growth. This full-time remote role involves developing capture strategies, managing proposals, and leading cross-functional teams. The ideal candidate should have a Bachelor's degree...SeniorRemote jobFull time
- Adyen seeks a Senior Manager, Commercial Strategy & Enterprise Offering - Unified Commerce to own the global and domestic omnichannel enterprise offering... ...like H&M and Joe & the Juice. You will drive revenue growth by expanding, differentiating, and accelerating product...Senior
$198.7k - $391.6k
Position Summary Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative...SeniorLocal area- ...and Affiliates in New York is seeking a Senior Manager of Business Development for Finance to... ...You will advise partners, shape client strategy, and elevate the firm’s profile within... ...industry research databases to identify growth #J-18808-Ljbffr Skadden, Arps, Slate,...Senior
- Fanatics Betting & Gaming in New York is seeking a Senior Manager, App Strategy & Operations to define commercial strategies for Shop and Ticketing... ...This role is pivotal for driving customer engagement and growth through data-driven initiatives. #J-18808-Ljbffr Fanatics...Senior
- Talkiatry is seeking a results-driven Senior Manager of Creative Strategy to craft direct response campaigns that forge deep, meaningful connections... ...drive patient acquisition and deliver meaningful business growth. Performance marketing is only as strong as the...Senior
$162.7k - $220.2k
...relationships at a consulting firm — managing alliance partnerships, driving innovation... ...This role sits at the intersection of strategy consulting and startup innovation. You... ...Key job responsibilities As a Senior Portfolio Growth Manager, you will build the bridge between...SeniorLocal areaWorldwideFlexible hours- About the Team The DashMart Growth team is responsible for accelerating consumer growth... ...-party retail business. We own the strategies that drive customer acquisition, retention... ...experiences. About the Role As Senior Manager on our DashMart Strategy & Operations team...SeniorHourly payWork at officeLocal areaRemote workFlexible hours
- A major retail company is seeking a Manager of Asset Protection in New York, NY. The role involves leading shortage prevention strategies, managing theft investigations, and fostering... ..., comprehensive benefits, and opportunities for career growth. #J-18808-Ljbffr Macy'sSenior
$163.4k - $322.1k
Position Summary Cyber Senior Manager / Senior Manager, Strategy, Growth, and Transformation Are you interested in improving the cyber and organizational risk profiles of leading companies? Do you want to be involved in delivering Cyber services including identifying...SeniorLocal areaVisa sponsorship- Citigroup Inc. is seeking a highly skilled Senior Portfolio Manager for its Multi-AssetClass Solutions team in New York, New York. This role involves daily management of customized portfolios and requires over 15 years of multi-asset class portfolio management experience...Senior
$250k
Caxton Associates is looking for an experienced Portfolio Manager to manage substantial capital allocation across various investment strategies including Discretionary Macro, Equity Long/Short, and Commodities. The role demands strong investment acumen and a proven track...Senior- ...States Digital Space LLC seeks a senior investment professional to manage discretionary portfolios for high-net-worth clients in... ...monitor, and adjust investment strategies, oversee risk controls, and coordinate... ...teams to deliver comprehensive wealth solutions. The role requires 10...Senior
- First Citizens Bank is seeking a senior investment professional to lead TMT portfolio strategy in a hybrid role based in Morristown, NJ or New York City. This position focuses on developing investment policies, servicing major client accounts, and overseeing securities...Senior
- Dyson is seeking a Senior Revenue Growth Manager in New York to optimize the cost of acquisition and drive revenue growth across... ..., sales, finance and supply to run market entry strategies, pricing, promos and SKU portfolio management. The role requires strong analytical,...Senior
- Mercer is seeking a Senior Portfolio Manager for US Insurance to manage multi-asset insurance portfolios, emphasizing fixed income and alternatives. You will work within Mercer's governance framework and collaborate across the investment organization to deliver tailored...SeniorWork at office
- A prominent real estate management firm in New York seeks a Regional Manager to oversee multiple sites and ensure financial performance.... ...competitive compensation and a supportive work environment with opportunities for growth. #J-18808-Ljbffr C+C Apartment Management, LLCSenior
- ...multi-family office providing integrated wealth and investment solutions to entrepreneurial... ...across the United States. The Associate Portfolio Manager will work with Portfolio Managers to deliver personalized investment strategies, coordinating with the Client...Work at office
- Moody's Investors Service is seeking a strategic leader to shape growth opportunities across insurance customer sub-segments and workflows. You will analyze demand, trends, and technologies, identify opportunities, and build data-driven business cases for market expansion...Senior
- ...Corporation is seeking a strategic leader to shape insurance market strategy across sub-segments and workflows. You will analyze demand,... ...and support commercial execution, while leveraging AI-enabled insights to drive growth. #J-18808-Ljbffr Moody's CorporationSenior
- People Inc. in New York, NY is seeking a Senior Director of Social Strategy & Operations to lead the enterprise social growth strategy, partnering with editorial, revenue, product, and executive teams. You will oversee a team of strategists and operations professionals...Senior
- Real Chemistry is seeking a Senior Group Director, Strategy to lead high-impact, insight-driven strategy across healthcare communications and marketing... ...creative, execution, and commercial leadership to drive growth and client value. The ideal candidate has 10+ years in...Senior
- ...an Executive Director, Affiliate Marketing Strategy in Card Acquisition Marketing to own the affiliate channel strategy, growth, experimentation, and performance. You will... ...deliver measurable business impact. You will manage risk while driving partner growth through rigorous...Senior
- PwC is seeking an Oracle Alliance Driver, Senior Director, to lead strategic initiatives... ...Firm Services practice, driving revenue growth and enhancing brand visibility through... ...needs and translate vision into actionable strategies while mentoring future leaders. You will...Senior
- ...their Amazon business in the US, Canada, and Mexico. This role is pivotal in driving performance through key growth levers such as content and advertising, managing external marketing agencies and ensuring proper execution of promotional activities. The ideal candidate...SeniorRemote work
- ...seeking an Enterprise Client Success Manager to own a book of institutional and wealth management clients, driving... ...present ROI and business reviews to senior stakeholders, advocate best practices for retention, and lead growth initiatives across B2B SaaS and financial...
$140.04k - $195.62k
Hi, we're Oscar. We're hiring a Senior Manager, Insurance Growth Strategic Implementation to join our Strategic Implementation Team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members...SeniorWork at officeFlexible hours- TNTP, a national education nonprofit, seeks a Senior Manager, Fundraising, to lead national pipeline building and grant proposals. Based in a home office in the U.S., you will partner with leadership to execute fundraising plans, steward key funders, and strengthen systems...SeniorHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Manager: Wealth Strategy & Growth. Be the first to apply!
Related searches
- senior portfolio manager New York, NY
- funding manager New York, NY
- portfolio manager New York, NY
- associate portfolio manager New York, NY
- hedge fund manager New York, NY
- fund operations manager New York, NY
- assistant portfolio manager New York, NY
- fund accounting manager New York, NY
- portfolio property manager New York, NY
- strategic portfolio manager New York, NY