Group Director, Investment Counselor - Wealth Strategy Lead
Flagstar Bank
Flagstar Bank in New York, NY is seeking a Group Director – Investment Counselor to deliver goals-based financial planning for high-net-worth clients. You will collaborate with private banking, portfolio management, and tax teams to offer holistic solutions. The role requires 10+ years of experience, relevant licenses, and a proven ability to translate complex concepts into actionable client guidance, while maintaining strict risk and regulatory standards. #J-18808-Ljbffr Flagstar Bank
$214.59k - $347.96k
Position Title Group Director - Investment Counselor Location New York, NY 10018 Job Summary This Group Director... ...(insurance, retirement, estate, tax strategy, risk management, philanthropy)... ...demonstrated understanding of investments, wealth planning, credit and banking...SuggestedTemporary workWork experience placementLocal area- ...Wealth At Work - Investment Counselor - Director The Investment Counselor Principal is a strategic professional who closely follows latest trends in... ...making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to...SuggestedLocal area
$100k - $170k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing... ....External Investing Group (XIG)XIG provides clients... ...solutions, across leading hedge fund managers,... ...managers, public equity strategies, fixed income...SuggestedFull timeTemporary workPart time$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs... ...of one of the world's leading asset managers with... ...participate in exciting investment opportunities while collaborating... ...income and real asset strategies, including providing... ...Multi-Asset Solutions group Support the XIG CPS...SuggestedFull timeTemporary workPart time$125k - $290k
...Management (GSAM) is one of the world’s leading investment managers. With more than $2... ...is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs.... ...pitch through model delivery, content strategy, and sales activation· Serve...SuggestedFull timeTemporary workPart time- Wealthspire is a leading wealth management, retirement advisory, and business management firm providing tailored investment strategies and comprehensive wealth solutions. Based in New York, the AVP, Advisor role focuses on delivering sophisticated financial plans while...
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$300k - $400k
...InforCapital, partnership in New York, is seeking a Director of Investments for its prestigious university endowment managing... .... This role involves developing investment strategies, conducting due diligence, and leading research across diverse asset classes. Ideal candidates...$100k - $170k
Goldman Sachs Asset & Wealth ManagementA career with Goldman Sachs... ...part of one of the world’s leading asset managers with over $3 trillion... ...to participate in exciting investment opportunities while... ...and individuals. Petershill Strategies Overview Established in 2007,...Full timeTemporary workPart time$85k - $160k
...Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The candidate will join a team... ...skills are also a must. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman... ..., our clients and customers, and leading-edge technology, data and design.Private...Full timeTemporary workPart time$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...clients on tax planning, compliance, and strategy. These individuals help businesses... ...success of our Firm. You are expected to lead with integrity and authenticity,...Full timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Wealth Management Regulated Investment Company (RIC) - Senior Manager... ...tax planning, compliance, and strategy within our Tax practice. You... ...of our firm.Responsibilities- Leading tax compliance projects for asset...Full timeH1b$85k - $160k
...business, and ability to think outside the box? Wealth Management Financial Risk Management Team... ..., and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth...Full timeTemporary workPart time- PNC Financial Services Group, Inc. seeks a Premier Client Advisor for its Wealth Management team in Clarks Summit, PA. You will consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering exceptional client service...
$211.28k - $316.92k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving... ...----------------------------Job Family Group: Private Client Product Services-------...Full time- ...efficiency.Job summary:As an Investment Platform Quantitative Researcher Executive Director on the Asset Management... ...Platform you will take a leading role in shaping and executing strategy and automation across... ...VeteransJ.P. Morgan Asset & Wealth Management delivers...
- Morgan Stanley is seeking a senior data scientist to lead end-to-end machine learning projects in Wealth Management. You will leverage AI/ML modeling, build scalable solutions, and partner with product, risk, and technology teams to deliver measurable business impact. You...
- ...candidate to drive growth and optimize operations in New York, NY. The ideal candidate will have 5+ years of relevant experience in wealth management or asset management, with strong analytical and project management skills. This role involves strategic planning, market...
- Macquarie Asset Management in New York is seeking a Business Manager for the Client Solutions Group aligned with the Wealth channel. You will help deliver new business initiatives, product development, fund formation, capital raising and client relations across regions....
$150k - $165k
...HAPPINESS matters to us. Big time. We invest in each colleagues' professional &... ...champion of media investment, the Group Director, Integrated Investment lead is responsible for delivering... ...manner RESPONSIBILITIES Investment Strategy Bring investment expertise in strategic...Permanent employmentTemporary workWork at officeLocal areaWork from homeWorldwideFlexible hours2 days per week3 days per week- ...Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief Investment Office (CIO) – Equities team, you... ...regional and global mandates.Lead the integration of quantitative... ..., advisors and institutions with strategies and expertise that span the full...Work at office
$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...part of one of the world's leading asset managers with over $3 trillion... ...to participate in exciting investment opportunities while... ...investing across public fixed income strategies including rates, currency,...Full timeTemporary workPart time- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...Remote jobFlexible hours
$112k - $210k
...Ohio The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a... ...align priorities, scope, and outcomes. Lead cross-functional delivery (Technology,... ...modernization, cloud enablement, integration/API strategy). Platform Architecture, Integration &...Work at officeRemote workFlexible hours- BMO Financial is seeking an Associate Investment Counsellor for Private Wealth in Burlington, ON. You will manage a high‑touch client book, crafting... ...asset allocations to meet client goals. You will execute strategies, monitor performance, and collaborate across teams to...
- ...reference:JL/64456Post Date:20 July 2026Senior Investment Risk Manager - Multi-StrategyNew York |... ...relative-value and arbitrage strategies.This is an investment-facing role within... ...encourage applicants from underrepresented groups to apply to our vacancies. Our commitment...Permanent employmentTemporary work
- ...Associate to support its family office/private wealth channel. This is a dynamic fund that has... ...closely with senior IR professionals, investment teams, and external investors. The... ...hedge funds, real estate, or multi-asset strategies) preferred Strong understanding of the...Work at office
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