Northeast Wealth Management VP | Field Director
Goldman Sachs Group, Inc.
A leading global investment firm is seeking a Vice President for the Northeast Executive Field Director position in New York. This strategic role involves leading a team of Regional Directors, driving sales strategies, and developing key client relationships across New York, New Jersey, and Pennsylvania. Ideal candidates will have 8+ years in asset management and a strong sales management background. The position requires regular travel within the Northeast region and emphasizes leadership in a collaborative environment. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Director, Vice President - (New York, New Jersey, Pennsylvania) New York, New York, United States Job Description Location: Northeast US (New York, New Jersey, Pennsylvania focus) About Goldman...SuggestedFull timeWork at officeHome office2 days per week3 days per week
$150k - $200k
...the growth of the Real Assets platform and involves close collaboration with the private wealth sales team. The ideal candidate will have over 7 years of experience in asset management, particularly in real estate, along with strong communication skills. The expected...Suggested- TwinThread, located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates...Suggested
- A rapidly growing firm in the wealth management space is seeking a Corporate Development Vice President to join its M&A team in New York. This role offers the opportunity to play a key part in sourcing, evaluating, and executing acquisitions within a highly fragmented and...SuggestedWork at office
$115k - $270k
Goldman Sachs is looking for a visionary Vice President to lead digital product design within Wealth Management. You will define and deliver world-class digital products by collaborating with cross-functional teams and mentoring junior designers. The ideal candidate has...Suggested- JPMorgan Chase & Co. is looking for a Vice President in Wealth Management Planning & Analysis to manage strategic financial reporting, assist... ...have a Bachelor’s degree in Accounting, Finance, or related field, along with 8+ years of experience in Financial Services. Advanced...Full timeWork at officeLocal areaRelocation package
- ...market share for our real estate products through the Private Wealth channel. You will lead efforts in developing a sales strategy,... ...presentation and relationship-building skills along with a robust understanding of real estate investment management. #J-18808-Ljbffr Aumni
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...
- ...financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence in...
- ...focusing on scalability and operational excellence within their wealth advisory platform. The ideal candidate will have extensive... ...initiatives, collaborating with senior leaders, and overseeing change management strategies. Qualifications include a relevant Bachelor's degree...
- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...
- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management...Day shift
$220k - $280k
...and hybrid work arrangements. About the role At Vantage, the VP, Northeast Region Distribution Leader, you'll serve as Vantage's primary... ...circumstances dictate) in line with the regional strategy. Actively manage meeting calendars, agendas, and follow‑ups with our key...Work at officeRemote workFlexible hours2 days per week3 days per week- ...DESCRIPTION Our Chief Data & Analytics Office within Asset & Wealth Management is reimagining how data is provisioned, governed, and consumed... ...transformation within financial services, including VP-level delivery in matrixed environments Apply deep subject...Work at office
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients... ...mortgages and deposits. Job Summary As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee...
$225k - $275k
...is the world’s largest alternative asset manager. We seek to create positive economic impact... ...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group,... ...application please complete the form below. Fields marked with a red asterisk \* must be completed...Local areaFlexible hours$120k - $205k
Background on the Team: Morgan Stanley Wealth Management is one of the largest retail broker‑dealers and investment advisers. It serves the needs... ...landscape applicable to registered investment advisers. This VP level position will be based in Purchase, Westchester or 750/...Temporary work- CVS Health Corporation is seeking an experienced Aetna International Sales Vice President for the Northeast region. You will drive revenue growth by building a robust sales pipeline and closing high-value deals for Aetna International. This role requires strong negotiation...
$83k - $134k
...lead high-impact events and executive programs that enhance stakeholder engagement and promote the BNY brand. This role involves managing events from leadership meetings to industry conferences while ensuring alignment with business objectives. With competitive compensation...- ...an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team... ...Bachelor’s or Master’s degree in a quantitative field (Finance, Mathematics, Engineering,...Bank staff
- About Titan Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this... ...their financial knowledge. You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management...Work at office
$200k - $225k
## Software Engineering Manager, VP - Private Wealth TechnologyApplylocations: New York: Miamitime type: Full timeposted on: Posted Yesterdayjob... ...Experience in the financial services industry or related field is preferred.* Bachelor's or master’s degree in computer science...Local area$115k - $270k
Goldman Sachs Bank AG seeks a Vice President for its Asset & Wealth Management division in New York. This role requires a dynamic self-starter with strong interpersonal skills to advise ultra-high net worth clients. Key responsibilities include building relationships, developing...Work at office- Business Change Manager - Vice President Apply (opens in new window) Job Req Id: 26941844 Location(s): London, England, United Kingdom... ...will lead efforts to understand and implement changes across the Wealth business to adapt to new local and cross border regulations as...Full timeCasual workLocal areaWork from home
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will... ...ideal candidate has 5-7+ years in wealth advisory or related fields, with strong communication skills and financial expertise. Join...
- ...client, a bank with office in Bucks County, fill a couple different Wealth Advisor openings. These individual contributor positions, aimed... ...-holders with 2-20 years of relevant banking experience, will manage a (mostly existing) portfolio of clients as well as generate new...Work at office
- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry Financial Services Type Privately Held About the Role The Company is in search of a Vice President of Wealth Strategies...Work at office
- ...Vice President, Tax, Wealth Management About the Company Delivers tailored wealth management strategies and tax planning for ultra-high... .... Applicants must have a Bachelor's degree in a relevant field, with a CPA certification preferred, and a minimum of 6 years...
- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a...Work at office
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their... ...solutions and work collaboratively with field leadership to implement the U.S. Wealth... ...approximately 300-400 advisors) in the Northeast Creating and coordinating workshops for...Work at officeRemote workFlexible hoursNight shift
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