VP, Client Solutions & Wealth Partnerships
Wilshire
Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and funds. You will support onboarding, KYC, and monthly investor reporting while staying informed on market trends and regulatory requirements. #J-18808-Ljbffr Wilshire
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the VP, Client Solutions & Wealth Partnerships in New York, NY vacancy
$100k - $250k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize... ...around the world with a dedicated partnership and focus on long-term... ...The role is part of the Client Solutions Group management and finance...Partnership$125k - $290k
...career with Goldman Sachs Asset & Wealth Management (GSAM) offers an opportunity to help clients globally realize their... ...investments, providing dedicated partnership and a focus on long-term performance... ...the Alternative Investment Solutions Group, part of Goldman Sachs...PartnershipFull timeTemporary workPart timeWorldwide- Wilshire Advisors LLC is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client delivery across wealth and retirement channels. You will coordinate with internal teams, oversee client activity, and contribute insights from market trends and data...Suggested
- ...the Private Bank’s investment solutions. Responsibilities Own the... ...Lead portfolio construction in partnership with the CIO and PMG Asset... ...implementation approaches to improve client outcomes and operational... ...analytics within wealth or asset management; experience...Partnership
$110k - $175k
...dedicated to providing customized portfolio solutions grounded in research and powered by next... ...worldwide. Job Description Wilshire’s Client Solutions team serves as the interface between... ...private markets, with a primary focus on wealth and retirement channels. Responsibilities...SuggestedWork at officeWorldwide- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions... ...their plan sponsor prospects/clients to lead consultative discovery,... ...business plan sponsors. In partnership with Financial Advisors, you will...PartnershipRemote work
Chase
New York, NY5 days ago - Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize their... ...the world with a dedicated partnership and focus on long‑term performance... ...Responsibilities Multi-Asset Solutions, “MAS” is an investing group...PartnershipFull timeTemporary workWork at office
- VP, Client Strategy & Success Opportunity SMArtX Advisory Solutions, a rapidly growing financial services technology company based... ...identification, and long-term partnership strategies. Oversee client... ...breakthrough innovations in the wealth management industry. We offer...PartnershipContract work
$300k - $400k
...This role resides in the Retirement Solutions business within the Client Solutions Group of Goldman Sachs... ...Strategic Accounts Team within our Asset & Wealth Management (AWM) Retirement... ...potential Build and maintain strong partnerships with key decision makers including...PartnershipFull timeTemporary workPart timeWork experience placement$110k - $185k
...securities, investment management and wealth management services. The Firm's employees serve clients worldwide including... ...Management team, the Insured Solutions Sales Hybrid is responsible for... ...developing a plan, and executing in partnership with home office, regional...PartnershipTemporary workLocal areaWorldwideHome office$200k - $240k
## VP, Product Management - Legal and Compliance Solutions (Hyrid- NY)Applylocations: Edgewood, NYtime... ...opportunities to meet evolving client needs. You will play a... ...internal development, partnerships, and potential... ...broker-dealer, banking, wealth, or capital markets environments...PartnershipLocal area$200k - $250k
...securities, investment management and wealth management services. The Firm's employees serve clients worldwide including... ...clients and to tailor value-added solutions which support the achievement... ...disability, marital and civil partnership/union status, pregnancy, veteran...PartnershipTemporary workWorldwide- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize their... ...the world with a dedicated partnership and focus on long‑term performance... ...innovative investment solutions through a global, multi-product...PartnershipFull timeTemporary workWork at office
$142.32k - $213.48k
...brokerage, transaction services, and wealth management. As a bank with a... ...responsible and in our clients’ best interests. As a... ...tech company. Our technology solutions are the foundations of everything... ...BlackRock Portfolio Solutions partnership, Unified Managed Accounts, and...PartnershipFull time$125k - $290k
...financial services firm in New York is seeking a Vice President for its Asset & Wealth Management division. This role focuses on client engagement and delivering custom investment solutions for High Net Worth and Institutional clients. The ideal candidate will have over...- ...matching "Family Office / VP jobs in New York, United States... ...(MSFO) within Private Wealth Management is responsible... ...delivering comprehensive solutions to Family Office clients across investment management... ...office relationships. #J-18808-Ljbffr InforCapital, partnershipPartnershipWork at office
$225k - $275k
...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group,... ...Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs, and other... ..., citizenship status, age, marital or partnership status, sexual orientation, gender identity...PartnershipLocal areaFlexible hours- ...Sachs Group, Inc. is seeking a Vice President for its Asset & Wealth Management in Quantitative Equity Solutions. This role demands an experienced professional committed to driving commercial outcomes through client engagement and portfolio management. The candidate must...
$225k - $275k
...This is a senior position within Ares Wealth Management Solutions (AWMS) that will work closely with... ...including Management, Private Wealth Partnerships, Sales, Marketing, Product Development... ...investment management, deal team, or client portfolio management experience. Series...PartnershipTemporary workFlexible hours- Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate... ...modification of the firm’s products and solutions, often in partnership with Technology, to fit complex client use cases Supports...Partnership
$200k - $225k
...Software Engineering Manager, VP - Private Wealth TechnologyApplylocations:... ...both internal and external clients, we work to build the next... ...Your team builds full-stack solutions using Python and C#... ...citizenship status, age, marital or partnership status, sexual orientation,...PartnershipLocal area- Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate... ...modification of the firm’s products and solutions, often in partnership with Technology, to fit complex client use cases. Identifies...Partnership
- ...New York is seeking a Vice President for Insurance Solutions Business Development. You will lead efforts to... ...business across North America, while developing new client relationships and expanding existing partnerships. This role involves driving complex sales processes...Partnership
- InforCapital, partnership is seeking a Vice President in New York to support corporate and sponsor clients in capital raising efforts, including private market syndication and... ...dynamic environment, providing market-agnostic solutions in both public and private markets,...Partnership
- Merchant Wealth Partners in New York seeks an analytical, relationship-oriented professional to drive value creation across its growing... ...each business and supporting growth, challenges, and solutions. You will monitor performance, build financial models, and collaborate...PartnershipRemote job
- ...distribution, deliver seamless client experience, and embed robust... ...: Strategic Partnership: Lead high-level relationships... ...offers innovative financial solutions to millions of consumers, small... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-...Partnership
J.P. Morgan
New York, NY7 days ago - Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize their... ...the world with a dedicated partnership and focus on long‑term performance... ...innovative investment solutions through a global, multi-product...Partnership
- ...sales professionals to deliver for clients, and building partnerships across the whole of JPMorgan. Job Summary... ...Experience in financial services, wealth management, or affluent banking.... ...nonprofits and cities grow, delivering solutions to solve all their financial needs....PartnershipWork at office
- The Wealth Management Operations Division is seeking an experienced... ...the firm's out-of-the-box AI solutions, while simultaneously leading... ...that augment employee and client-facing workflows, ensuring appropriate... ...model, working in close partnership with Operations core BI teams...PartnershipContract work
$133k - $190k
...function within the J.P. Morgan Wealth Management marketing... ...its products (e.g., Private Client). The objective of the role is... ...Morgan Financial Centers, in partnership with Consumer marketing Drive... ...opportunities/problems and recommend solutions Results-focused and highly...Partnership
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Client Solutions & Wealth Partnerships. Be the first to apply!
Related searches
- vice president operations manager New York, NY
- vice president transformation New York, NY
- vice president of operations New York, NY
- vp cloud New York, NY
- vp of strategy New York, NY
- vice president strategic initiatives New York, NY
- vice president of recruiting New York, NY
- vice president of customer success New York, NY
- vice president research New York, NY
- vice president innovation New York, NY