Senior Portfolio Strategist for High‑Net‑Worth Clients
Northern Trust Corp
Northern Trust Corp is seeking a Sr. Portfolio Advisor II in San Francisco, CA. The role involves managing investment activities for high net worth personal trusts and developing investment strategies tailored to individual client needs. The ideal candidate should have 8 to 12 years of investment experience and a strong background in investment management and decision-making skills. Northern Trust offers a comprehensive benefits package and values a collaborative and inclusive workplace culture. #J-18808-Ljbffr Northern Trust Corp
- JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored...SeniorHigh net worth
$189.29k - $331.2k
...is seeking an experienced investment manager to handle high net worth personal trusts and complex individual portfolios. The ideal candidate will manage investment activities, develop strategies tailored to client needs, and drive new business initiatives. With 10-15 years...SeniorHigh net worth- ...specified location(s). As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better... ...documentation approach in a highly regulated environment. Your... ...professionals, and high-net-worth client scenarios. * Ability...High net worthWork at office
- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...SeniorHigh net worth
- Empower is seeking a senior Wealth Advisor to lead a dedicated client team serving high net worth clients in the San Francisco area. You will collaborate with a Wealth... ...will manage onboarding, education, and ongoing portfolio reviews, with travel to meet clients as...SeniorHigh net worthFlexible hours
- ...endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can... ...CRM systems. • Provide regular updates to senior leadership on client retention, new business...SeniorHigh net worthWork at officeLocal areaWorldwide
- Northern Trust is seeking an experienced Senior Portfolio Advisor in San Francisco to manage a select set of large, fee-revenue producing UHNW... ...You will advise on investment strategy, coordinate with the client service team, and contribute to market growth by pursuing new...Senior
$96k - $125k
Tax Experienced Senior, Private Client Services Private Client Services at BDO... ...our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families... ...with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint...SeniorHigh net worthPrivate practiceWork at office- Charles Schwab is seeking a Portfolio Strategist in San Francisco to assist clients in transitioning their holdings into managed strategies. This client-facing... ...experience in asset allocation and working with high-net-worth clients. This position fosters in-office...High net worthWork at office
- ...management business serving high net worth individuals, family offices,... ...We are seeking an experienced Senior Analyst to join our GC Wealth... ...Wealth investment team, driving portfolio research and analysis across asset classes and leading client‑facing investment reporting....SeniorHigh net worth
$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General Function Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships ( $10MM investable and/or $15 million in net worth) involving complex financial...SeniorHigh net worthBank staff- ...with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and individuals. This role involves collaboration with the Private Client Industry Group, supporting...SeniorHigh net worth
- BDO USA, LLP’s Private Client Services group seeks a Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. The role focuses on engagements, planning, and client advisory services within a boutique practice of the firm. You will oversee...SeniorHigh net worth
$150k
JPMorgan Private Client in San Francisco seeks a Relationship Manager to nurture high-net-worth client relationships with bespoke solutions and tailored advice. You will acquire new clients while deepening existing relationships, collaborating with partners across business...SeniorHigh net worth- ...Business Development Director to drive growth within the Private Client sector. This senior role will focus on identifying business opportunities and developing client relationships with high-net-worth individuals and family offices. Candidates should possess a strong...SeniorHigh net worth
- Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping...SeniorHigh net worth
$80k - $111k
...What You'll Be Doing The Senior Client Service Associate-1919 will... ...support to one or more 1919 Portfolio Managers, Investment... ...institutional and trust portfolios. High-touch client service is a... ...firm primarily serves high net worth clients which often require...SeniorHigh net worthInternshipFlexible hours$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorHigh net worthWork at office$189.29k - $331.2k
...80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their... ...investment objectives for specific individual clients. Analyze and plan the overall investment...SeniorHigh net worthWork experience placementLocal area$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within...SeniorHigh net worth$96k - $125k
...prominent financial services firm is seeking a Tax Experienced Senior for their Private Client Services in San Francisco. This role involves providing tax compliance and consulting services to high net-worth clients, managing tasks in a fast-paced environment, and...SeniorHigh net worthWork at office- ...Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and risk...SeniorHigh net worth
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthTemporary workPrivate practiceLocal area
- Bank of Montreal in San Francisco offers a senior wealth advisor role focused on developing and managing profitable relationships with high-net-worth clients. The position involves collaborating with branch and regional teams to grow banking revenue while adhering to risk...SeniorHigh net worth
- ...Francisco, California, seeks a seasoned investment professional to manage high-value investment accounts. The role encompasses developing investment programs and strategies tailored to individual client needs while collaborating with various teams to ensure top-tier...Senior
- A leading law firm in San Francisco is seeking a Senior Business Development Specialist to enhance the firm's market visibility and client relationships. The role involves strategizing for new business and executing development plans. Ideal candidates will have significant...Senior
- We're seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth Management team. This role... ...relationship manager and primary point of contact for ultra-high net worth client relationships. Drive face-to-face client meetings,...SeniorHigh net worthWork experience placementLocal area
- ...to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthTemporary workPrivate practiceLocal area
- ...a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals. Through the Associate Development Program, you will...High net worth
$189.29k - $331.2k
...partners, and to provide to our clients and the communities we serve... ...representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity... ...organization is encouraged, senior leaders are accessible, and you...SeniorHigh net worthWork experience placementH1bLocal areaWorldwideFlexible hours
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