Senior Client Portfolio Strategist - Private Markets
Meketa Investment Group
Meketa Investment Group seeks a Client Portfolio Manager to join Meketa Capital's Client Portfolio Management Team. The role is client-facing, translating complex private markets strategies into clear insights for clients and prospects, and working across Business Development and Client Service to deepen relationships and win new business. This senior role emphasizes strong analytics, relationship management, and collaboration with investment professionals to guide clients through their #J-18808-Ljbffr Meketa Investment Group
- CIBC US is seeking a Market Manager to drive new business, manage a portfolio of HNW and UHNW clients, and deliver tailored banking and lending solutions. You will lead relationship... ...to closing, with collaboration across Private Wealth and banking teams. Success requires a...Private
$63k - $95k
...March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the... ...Client Success, Finance, and Marketing - to identify data-driven strategies... ...narratives, support a defined portfolio of enterprise accounts, and...SeniorWork experience placementLocal area$200k - $240k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...planning as part of CIBC Private Wealth’s integrated wealth... ...of educational and marketing materials.External & Internal...SeniorPrivateFull timeRemote work- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...Net Worth and Ultra High Net Worth clients. This leader will partner closely... ...may sit in additional major market locations within the Wells Fargo footprint...SeniorPrivateFull timeWork experience placementWork at office
- ...excited to offer a fantastic Senior Client Services Manager/Project... ...in the vibrant Southwest US market, which includes Southern California... ...markets.Lead large, complex portfolios with significant revenue and... ...for municipalities, private industry, and government agencies...SeniorPrivateFull timeTemporary workShift work
$120k - $140k
...oversees product development, distribution, marketing and client servicing efforts for the global... ...platform of industry leading credit, private equity, real estate and infrastructure... ...resources, we help investors diversify their portfolios with private market solutions that...SeniorPrivateFull timeTemporary workWork experience placementFlexible hours$200k - $250k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ..., please visit CIBC.comThe Senior Market Lead - Leveraged Finance... ...development efforts.Screen all Private Equity Sponsors in assigned... ..., goals, ambitions, portfolio, past, present and future Funds...SeniorPrivateFull timeRemote workFlexible hours- ...Business Banking Senior Relationship Manager - Denver Market Denver, Colorado To proceed... ...Growth and delivering for our clients, teammates, communities... ...Manages an extensive portfolio of complex clients and prospects... ....”). Bank of America Private Bank is a division of...SeniorPrivateWork experience placementWork at officeLocal areaShift workDay shift
- BOK Financial Corporation is seeking an Investment Strategist to manage portfolios within established guidelines using approved strategies from the... ...Officers to tailor investment strategies aligned with client objectives. The position emphasizes client communication,...Senior
$125k - $175k
...With us, you’ll tackle clients’ most meaningful challenges... ...seeking an experienced Senior Client Development... ...role requires both energy market knowledge and... ...Leverage client feedback and portfolio information to provide... ...across the public and private sectors have relied on...SeniorPrivateFull timeWork experience placementWork at officeLocal area- ...Senior Client Services Representative The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment... ...flow activities. You will use portfolio systems, CRM tools, and web-...SeniorPrivateWork at office
- ...to deliver fiduciary, fee-based investment guidance and personalized financial planning for clients. You will work with a collaborative team to implement comprehensive portfolios using stocks, bonds, ETFs, mutual funds, and other products, shaping long-term...Senior
- ROLE TITLE: Senior Managing Director, Emerging Markets (Full time)POSITION REPORTS TO: Vice President, Field FundraisingPRIORITY... ..., stewarding, and managing a portfolio of donors who share our commitment... ...goals for both public and private funding. In your role, you will...SeniorPrivateFull timeCasual workLocal areaRemote workAfternoon shift
- BOK Financial Wealth Management has grown alongside its clients for over a century, offering sophisticated investment solutions and personalized service. As an Investment Strategist, you will manage portfolios, consult with Wealth Advisors, and lead the analytics reporting...
$150k - $250k
...Client Portfolio Manager Introduction The Client Portfolio Manager sits on Meketa Capital's Client Portfolio Management Team and... ...Capital's alternative investment platform translating complex private markets strategies into clear, compelling insight for clients and...PrivateWork at officeWork from homeFlexible hours$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory... ...Accounting Advisory Services - Senior Associate, you will provide... ...markets topics. You will advise clients on complex accounting and... ...issues related to both public and private deals, as well as other...SeniorPrivateFull timeH1b$74.09k - $125.95k
Energy Markets Consultant / Senior ConsultantU.S. Remote (Reston, VA preferred)About ICFICF helps clients navigate the rapidly evolving energy landscape through market analysis, forecasting... ..., infrastructure investors, lenders, private equity firms, technology companies,...SeniorPrivateFull timeContract workWork experience placementWork at officeRemote work$149.52k - $175.9k
...One.Job DescriptionThe Credit Portfolio Manager partners with... ...Grows revenue as directed by senior management by successfully closing... ...programs for unit(s).PCGAM - Private Equity Summary: The Private Capital... ...debt products to middle market and large-cap private equity...SeniorPrivateFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Modern Family Law, a fast-growing national firm, seeks a Senior SEO Specialist to lead local, technical, and content SEO initiatives across 15 markets. You will own local search in 15 markets including Denver, Colorado Springs, Fort Collins, Oakland, San Jose, Palo Alto...SeniorLocal area
$80k - $90k
...Marketing ProfessionalCome for the Challenge. Stay for the Experience.At HCVT, we believe... ...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...services to our clients, which include private and public companies, high-net-worth...SeniorPrivateWork at officeRemote workShift work- ...into human truths. Partner with senior strategy leads to co-author... ...Sciences and Health System clients, serving as a critical right-... ...within an advertising agency, market research company, or strategic... ...systems, or life sciences portfolios). A strong understanding of how...Senior
$75k - $85k
...Senior Social & Community Strategist Denver, CO (Hybrid: In office Mon-Thurs) Matter... ...services and search marketing. We are focused on what matters... ...most: our people, our clients and our results. From... ...reporting across a diverse portfolio of client accounts. The ideal...SeniorFull timeWork at office$171.6k - $338.3k
...Transactions team helps guide clients through their most... ...strategic buyers and private equity investors And succeeding... ...today’s private equity market takes more than sharp... ...and apply to this Senior Manager role today!... ...structuring and financing, and portfolio value creation support....SeniorPrivateLocal areaVisa sponsorship- UL Solutions in Denver is seeking a Senior Manager, Portfolio Marketing to lead the Portfolio Marketing team, shaping strategies, narratives and campaigns that raise awareness and engage audiences across priority industries and megatrends. You will guide thought leadership...Senior
$160k - $180k
...Investment Management; Portfolio Management;... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...has grown alongside its clients, establishing itself as... ...Description The Investment Strategist manages investment... ...performance, securities markets, and economic trends....Private$31.13 - $41.8 per hour
...Senior Client Specialist As a Senior Client Specialist at Baird, you'll be a strategic partner... ...FA(s) business effectiveness and marketability. Initiates and completes all transactions... ...learn and effectively navigate Baird's Private Wealth Management technology platforms....SeniorPrivateWork experience placementWork at office$140k - $180k
...products for government and private sectors. This business... ...innovation, and market diversification. ROLE OVERVIEW... ...: We are seeking a Senior Product Manager to lead... ...SaaS and mobile product portfolio. This role will shape... ...government and private sector clients, ensuring scalability,...SeniorPrivateFull timeTemporary workWork at officeLocal area3 days per week- Key Private Bank is seeking a Senior Relationship Manager to serve high net worth clients, coordinating with trust, investment, and planning specialists to tailor financial strategies. The RM will drive growth within an existing book and nurture new opportunities through...SeniorPrivate
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...team helps guide clients through their most critical... ...as they evaluate their portfolio and engage in buy-side and... ..., and other forms of market eminenceDevelop "point-...SeniorPrivateOdd jobWork experience placementLocal area- ...motivated Asset Manager to join their team. This mid-senior level role offers ownership of a diverse portfolio, focusing on proactive asset strategy and financial... ...compensation includes a base salary and annual bonus. #J-18808-Ljbffr High Country: Private Equity SearchSeniorPrivate
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