UHNW Wealth Advisory Associate (NYC)
Sapient Capital
Sapient Capital, an independent advisory firm, is seeking an Advisory Associate to support lead and secondary advisors in delivering comprehensive financial services to UHNW clients and institutions. The role focuses on client relationship management, portfolio management, financial planning, and operational support. This in-person NYC-based position requires 3+ years of industry experience and active CFP pursuit, with collaboration across investments, family office, and operations to ensure #J-18808-Ljbffr Sapient Capital
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...economy for all New Yorkers. Position Overview The Senior Associate will work on the Funds & Advisory team within the Strategic Investments Group. The Funds... ..., is dedicated to expanding opportunity and enriching NYC’s economy. Investments are made directly in companies...Temporary workSummer workFlexible hours- Job Summary We are seeking a highly motivated Associate to join our North American Private Capital Advisory team. The Private Capital Advisory team sits within M&... ...partners, including private equity funds, sovereign wealth funds, alternative and credit investors, pension...Work experience placementFlexible hoursShift work
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Junior to Midlevel Corporate Associate - NYC (Hybrid) L Lord Gurman & Lewis Primary Location/Place/Mode New York City Metropolitan Area Navigating... ...years in top-tier NYC firms often find themselves with a wealth of options, ranging from partnership tracks to high-level...Work at officeRemote workShift work- ...member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...and Banking Services, and Investment Advisory Services. The Senior Associate is expected... ...and/or reviewing tax returns of UHNW individuals (personal, trust, privately...Work at office
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