VP, Wealth Solutions & Portfolio Strategy
JPMorgan Chase & Co.
A leading global financial services firm in New York seeks a Portfolio Manager. You will design and manage security-level model portfolios and lead portfolio construction efforts. Qualified candidates must have at least 7 years of experience in portfolio management, including advanced data analytics skills and proven expertise in Excel and Python. Strong leadership skills and effective communication with senior stakeholders are essential for success in this role. The firm offers a dynamic work environment focused on high performance. #J-18808-Ljbffr JPMorgan Chase & Co.
$150k - $200k
...Blue Owl Capital Holdings LLC is looking for a portfolio strategist to join their Global Portfolio Solutions & Strategy team in New York. This role focuses on enhancing... ...involves close collaboration with the private wealth sales team. The ideal candidate will have over...Suggested$175.84k - $263.76k
Citi is seeking a Portfolio Consultant in New York to provide asset allocation strategies and investment product solutions for high net worth clients. This role involves collaborating closely with Financial Advisors and presenting tailored investment opportunities. The...Suggested- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...Multi-Asset Solutions, “MAS” is an investing group... ...customized multi‑asset class portfolios and funds, including discretionary... ...asset classes and investment strategies. Core Responsibilities Managing...SuggestedFull timeTemporary workWork at office
$125k - $250k
Goldman Sachs Bank AG is seeking a Portfolio Manager for its Asset & Wealth Management division in New York.... ...role involves managing Liquidity Solutions mutual funds and engaging directly... ...clients on investment performance and strategies. Candidates should have 5-10 years...Suggested- ...Description Fixed Income & Liquidity Solutions Overview Fixed Income and... ...clients, including private wealth mandates and institutional... ...investing across public fixed income strategies including rates, currency,... ...collaboration between portfolio managers, research analysts,...SuggestedShift work
- ...Group, Inc. is seeking a Vice President for its Asset & Wealth Management in Quantitative Equity Solutions. This role demands an experienced professional... ...driving commercial outcomes through client engagement and portfolio management. The candidate must exhibit substantial...
- ...Vice President, Technology Strategy & Portfolio Management About the Company Top-tier media, entertainment, & broadcasting company... ...executive will be a pivotal member of the Enterprise Business Solutions leadership team, responsible for defining the strategic direction...Weekend work
- ...Specialist is to manage a high‑performance model portfolio team that handles multi‑ and single‑... ...across the Private Bank’s investment solutions. Responsibilities Own the design,... .../risk, or quantitative analytics within wealth or asset management; experience with model...
- Mufgamericas is seeking a Vice President for Solution Architecture to drive business strategy alignment with technology execution. This senior role requires a blend of business and technical expertise to deliver scalable solutions and guide implementation across applications...Remote work
- A leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President to manage tax-aware investment strategies. The role involves daily management of separate managed account portfolios, requiring extensive analytical skills, and the ability to translate...
- 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...
- BBR Partners is seeking a Vice President, Wealth Strategies, to provide expert advice on individual income tax planning. In this role, you will support client teams and engage directly with clients to offer comprehensive planning across multiple financial disciplines. The...
$200k
...New York is seeking a strategic professional to drive the agenda for Carlyle Global Wealth. You will analyze key performance indicators and leverage data-driven insights to guide strategy. The ideal candidate will possess 8+ years of relevant experience and expertise in...- ...is seeking an Equity Quantitative Investment Analyst / VP to join its innovative Equity Portfolio Management team. The role requires strong analytical... ...analysts and contribute quantitative insights to investment strategies. The position offers a competitive rewards package...
- VP, Client Strategy & Success Opportunity SMArtX Advisory Solutions, a rapidly growing financial services technology company based... ...Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions... ...innovations in the wealth management industry. We offer...Contract work
- ...classes and instrument types, partnering with Portfolio Management, Risk, Legal, Compliance, and... ...quality issues, and delivering scalable solutions using tools such as Excel, Python, and... ..., fund administration, and/or asset or wealth management platforms. Strong knowledge...Work experience placement
$200k - $240k
## VP, Product Management - Legal and Compliance Solutions (Hyrid- NY)Applylocations: Edgewood, NYtime... ...and compliance solutions portfolio. This is a highly... ...you will lead product strategy and execution across a... ...broker-dealer, banking, wealth, or capital markets environments...Local area- A leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President in New York. The ideal candidate will manage tax-aware investment strategies, focusing on daily portfolio management and performance oversight. Responsibilities include partnership...
$140k - $200k
PowerToFly is seeking a Vice President - Portfolio Specialist & Client Strategy located in New York. This hybrid role involves supporting institutional clients through effective investment strategies, managing client relationships, and leading content development. The...$200k - $240k
...Management - Legal and Compliance Solutions to help shape the future of... ...and compliance solutions portfolio. This highly visible, high‑impact... ...role will lead product strategy and execution across a strategic... ...including broker‑dealer, banking, wealth, or capital markets...Local area- A leading recruitment platform is seeking a VP, Head of Data Solutions to drive enterprise data strategies within a remote environment in the United States. The role involves overseeing modern data platforms, ensuring governance, and mentoring teams. Applicants should...Remote job
- Avantor is seeking a Vice President of Portfolio Management to oversee the VWR private label portfolio. This role involves developing strategies to optimize profitability and market position across global channels. The ideal candidate will have over 10 years of leadership...
- ...DESCRIPTION Position Overview: The candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the trading and... ...and its donors. The role involves contributing to the strategy, design, and integration of new DAF product launches...Shift work
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing... ...includes participating in team discussions and strategy around structuring, pricing and closing trust...- 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...
- ...focusing on scalability and operational excellence within their wealth advisory platform. The ideal candidate will have extensive... ...collaborating with senior leaders, and overseeing change management strategies. Qualifications include a relevant Bachelor's degree and over 8...
$125k - $290k
...individuals. OUR IMPACT Multi Asset Solutions (MAS) is a multi-asset class... ...that sits within Asset & Wealth Management (AWM) at Goldman... ...art techniques for multi-asset portfolio design and implementation and... ...model delivery, content strategy, and sales activation Serve as...Full timeTemporary workPart time- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes...Remote work
- ...strategic function within the J.P. Morgan Wealth Management marketing organization, based... ...value propositions, and developing strategies to promote and sell the products effectively... ...opportunities/problems and recommend solutions * Results-focused and highly organized...Full time
$150k - $210k
...Expectations To contribute or set strategy, drive requirements and make... ...business strategies. Create solutions based on sophisticated... ...transformative journey as a VP, USCB COO Strategy. At Barclays... ...executive visibility, and a diverse portfolio of high-profile work, this...Hourly payFull timeTemporary workWork experience placement
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