VP, Client Advisory & Wealth Growth
Pathstone
Pathstone is seeking a Vice President, Client Advisory in New York City to cultivate the next generation of business development and advisory leaders. You will originate new client relationships, grow an advisory practice, and become a trusted advisor to ultra-high-net-worth families and institutions. You’ll gain exposure to the full client lifecycle from prospecting to investment implementation and ongoing relationship management, with a structured training program starting in late summer 2027. #J-18808-Ljbffr Pathstone
- ...Designation: Hybrid - 3 days per week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within Wealth Management at... ...serve the complex financial needs of our most sophisticated clients. This team delivers a fully integrated wealth management...SuggestedWork at officeLocal area3 days per week
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering... ...candidate has 5-7+ years in wealth advisory or related fields, with strong...Suggested
- ...Position Overview This individual will serve as an integral member of the client advisory team with a primary focus on supporting the firm’s long-only separate account clients and a secondary focus on serving as a product specialist for the firm’s U.S. products. The ideal...SuggestedFull timeWork at office
$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign...SuggestedFull timeTemporary workPart time$110k - $190k
...team as a Vice President in Wealth Management Finance. The Wealth... ...transformation and support new business growth. As a key member of this team... ..., review, analysis and advisory services of the Firm's... ...innovating to better serve our clients and our communities in more than...SuggestedTemporary work1 day per week$240k - $260k
...strategic and execution-oriented VP, Product– Wealth Digital Assets to lead the vision... ...digital asset solutions that meet client needs and support business growth, across areas including Self-... ...cryptocurrencies, along with the broader advisory services sophisticated wealth...Local area- Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York. You will help Wealth Advisors construct multi-asset portfolio solutions, translate complex data into...
$170k - $220k
...New York City, and Las Vegas. ( ) Overview The role of SVP, Client Management serves as the leader across a cross functional team,... ...strong agency leadership and client relationships resulting in growth through campaign success, innovation, and development of opportunistic...Temporary workFreelanceFlexible hours- Publicis Groupe seeks a VP, Client Management to lead strategic client initiatives and drive growth across Influential’s portfolio. You will oversee a high-performing team, manage client relationships, and ensure deliverables align with business goals while maintaining...Work at office
- EPM Scientific is seeking a Vice President of Client Services to lead a portfolio of strategic pharmaceutical and biotech accounts, delivering senior-level client partnerships and driving organic growth. This role requires guiding cross-functional teams to achieve exceptional...
- iCapital seeks a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team, focusing on existing relationships within Wires & Private Banks. The role quarterbacks client delivery across the full suite of iCapital offerings and coordinates...Remote job
- ...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ...partner to senior leadership, helping drive growth initiatives, optimize business...Full time
$225k - $275k
...Business Partner to support its Global Client Solutions (GCS) and Wealth Management Solutions (WMS)... ...strategies that support the continued growth and evolution of these businesses.The... ...to move seamlessly between strategic advisory and hands-on execution, exercise sound...Full timeTemporary workWork experience placementWork at officeFlexible hours$130k - $170k
...Partners is a premiere, boutique wealth management firm providing... ...billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the... ...for day-to-day client portfolio management and monitoring... ...development and career growth opportunities. ~ Volunteerism...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours- iCapital is seeking a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team focused on Wires & Private Banks in New York. This role will quarterback delivery of iCapital’s full suite of solutions, deepening client relationships and...Remote job
- ...a Vice President to lead coverage of a multinational healthcare or consumer banking portfolio in the U.S., driving client acquisition, relationship growth and wallet expansion. You will partner with Citi's platform to originate opportunities, deepen engagement, and deliver...
- ...looking for a Senior Vice President in New York to lead multiple teams and drive strategic growth within the practice area. You'll be responsible for P&L accountability, client management, and mentoring staff. This role involves overseeing business development activities...
- Influential is seeking a Vice President, Client Management to lead client excellence and drive growth opportunities across the client portfolio. You will oversee the Client Management function, ensuring best-in-class creator-led campaigns while strengthening agency partnerships...
- Razorfish, Inc. is seeking a Group Vice President, Brand Strategy to drive growth across people, product, reputation and revenue. You will lead mid-to-large clients or portfolios with revenue greater than $5MM, own senior client relationships, and shape strategic quality...
- JPMorgan Chase & Co. Wealth Management is seeking a highly experienced Wealth Client Specialist to address the complex wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market and sell JPMorgan Chase wealth management services, source...
- The Special Advisory Services team at J.P. Morgan is a dedicated group... ...to the firm’s most valued clients. Leveraging J.P. Morgan’s extensive... ...objectives. Job Summary: The VP-level Client Liaison is... ...Manage a portfolio of top-tier and growth clients, serving as their primary...
$130k - $290k
...StatesPosted: 2026-10-12Asset & Wealth ManagementA career with... ...Management is an opportunity to help clients across the globe realize... ...Sachs, we provide investment and advisory services for pension plans,... ...(private equity, venture growth, private credit, or real assets...Full timeTemporary workPart timeShift work$125k - $290k
...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments... ..., real estate, infrastructure, growth equity, sustainability,... ...commercial strategy, capital formation & client engagement. This involves leading...Full timeTemporary workPart time- ...Job Description Wealth Management, VP Product Development Description... ...and managing fee based, advisory products for distribution across... ...the offering to clients to optimize resource use and... ...areas of revenue and asset growth ~ Provide ongoing product...
- # 1st VP, National Accounts – Private Wealth GroupHome » Job Openings » 1st VP, National Accounts – Private Wealth... ...Deliver periodic sponsor reviews to clients, including firm overviews,wholesaler... ...strategic initiatives and business growth.* Ability to work in a collaborative...16 hoursWork at officeLocal areaRemote workHome office
$150k - $250k
...firm manages over $530 billion in assets, offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client Portfolio to support their Private Wealth division. Job Responsibilities:...- ...VP Partner – Risk Service Line – Insurance Advisory Location: New York, NY, US Bonus Potential: Up to 25% Target... ...an Individual Contributor with growth potential, you will shape enterprise... ...& Annuities, and Reinsurance clients. Solution Architecture: Translate...Permanent employmentFull timeRemote work
- ...Designation: Hybrid - 3 days per week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within Wealth Management at... ...serve the complex financial needs of our most sophisticated clients. This team delivers a fully integrated wealth management...Work at officeLocal area3 days per week
- Critical Mass in New York seeks a Vice President, Client Partner to lead Client Services, drive client success, and grow revenue across... ...direct all aspects of your clients’ business, cultivate organic growth, and mentor multidisciplinary teams to deliver high-impact work....
- ...The J.P. Morgan Wealth Management Liquidity Specialist team leads... ...term investment solutions for clients. Our team partners with... ...clients. You will guide the growth of the short-term investment... ...investment solutions, and wealth advisory Work actively within a team...Temporary work
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