Senior Investment Director - Lead HNW Client Portfolios
Waldron Private Wealth
A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes. Candidates should have a strong background in investment management and excellent communication skills. Leadership in decision-making regarding investments is crucial for success in this position. #J-18808-Ljbffr Waldron Private Wealth
- A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...SeniorHigh net worth
$194.23k - $228.5k
...at—all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and... ...high-quality credit decisions. Key Responsibilities • Lead and manage a team of underwriters focused on commercial...SeniorTemporary workLocal area$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience advising... ...building long-term relationships and developing tailored investment strategies to meet clients' goals. Compensation is...High net worth- ...Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and...SeniorWork at office
$211.28k - $316.92k
The Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO) , dedicated to delivering comprehensive... ...different Citi Wealth client segments. The position is... ...and Citi as a whole. The Senior Portfolio Specialist will...SeniorHigh net worthFull timeWork at office$200k - $250k
A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax-exempt...SeniorHigh net worth$200k - $250k
...Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10-15 years of...SeniorHigh net worth$200k - $250k
...LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-adjusted returns for high-net-worth clients. Candidates should have 10-15 years of relevant experience, strong...SeniorHigh net worth$194.23k - $228.5k
...Supervises a team of loan officers/relationship managers on a portfolio of corporate accounts. Provides subordinate officers with functional... ...loans. Handles the most complex accounts and sensitive client relationships, and is trusted to make difficult credit decisions...Temporary work$175k - $225k
...technology, and hands-on client expertise. Our mission... ..., tax-aware portfolios at scale. We're not... ...We're looking for an investment athlete who can sit at... ...The Role As a Senior Client Portfolio Manager... ...Exposure: Work alongside leading investment, quant, and...Senior$175k - $250k
PineBridge Investments in New York is seeking a Vice President/Senior Vice President, Client Portfolio Manager to lead client engagement and asset allocation strategy. The ideal candidate will have 7+ years of experience, with strong communication skills and an analytical...Senior$180k - $200k
...Senior Client Portfolio Manager New York, NY Vise is hiring a Senior Client Portfolio Manager... ...to serve as the bridge between our investment team and advisor clients. You'll work... ...technology. Embracing this trend, Vise is leading the charge to bring this level of...SeniorCasual workWork at officeAfternoon shift$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory. We...High net worthShift work$200k - $250k
...premier global financial services firm seeks an experienced Head of Client Portfolio Management & Strategy to lead a team and engage with ultra high-net-worth clients. This role requires 15+ years of investment experience and expertise in portfolio management strategies....High net worth- ...Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree, CPA or EA certification, and at least 8 years of tax experience in either private or...SeniorHigh net worth
$150k - $190k
...Brown Brothers Harriman & Co. is seeking a Senior Tax Officer in New York to manage complex tax returns and develop tax strategies for... ...role involves reviewing tax returns, financial statements, and leading junior accountants. The ideal candidate will have 7-10 years of...SeniorHigh net worth$250k
A leading financial services corporation is seeking a Banker Team Leader to manage senior Banker professionals, focusing on growing business with UHNW and HNW clients. The role demands over 15 years of experience in Private Banking, with responsibilities including driving...SeniorHigh net worth$90k - $125k
...Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income... ...Solutions, within Public Investing, manages more than $1.7 trillion... ...Income Solutions team is a leading provider of customized... ...Client Acquisition: Support senior sales leaders in presenting...High net worthFull timeTemporary workPart time- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorHigh net worth
- ...Resources, Inc. is looking for a Relationship Manager specializing in HNW Tax & Family Office Services in New York City. The ideal... ...environments, focusing on reviewing complex tax returns and providing client advisory services. This role offers an opportunity to work...SeniorHigh net worthWork at office
- ...Staffing is partnering with a leading global alternative asset... ...identify a high-caliber investment professional for a Senior Associate or Vice President... ...role within their Credit Portfolio Management Strategy team in... ...construction and client engagement, executing customized...Senior
$125k - $250k
...Management is an opportunity to help clients across the globe realize... ...part of one of the world’s leading asset managers with over $2... ...expect to participate in exciting investment opportunities while... ...mandates including institutional portfolios, high net worth accounts, and...High net worthFull timeTemporary workPart timeWork at office$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth...SeniorHigh net worth$225k - $300k
...Harbor Capital Solutions is looking for a Head of Derivatives, Portfolio Manager to lead the new Navigator suite of derivatives-based ETFs. The... ...role involves collaboration across teams and emphasizes a client-driven approach to revenue growth. The compensation package...Senior- Darwin Recruitment is seeking an experienced Managed Payroll Lead to support and oversee payroll operations across a portfolio of clients. In this client-facing leadership role, you will ensure payroll accuracy and compliance, manage various payroll cycles, and mentor...Senior
- ...Manager to drive growth within their Sports & Gaming portfolio. This remote position requires managing key client relationships, expanding account offerings, and... ...client-facing roles, be skilled in engaging with senior stakeholders, and possess strong knowledge of the...SeniorRemote job
- A leading financial institution located in New York is seeking an experienced Financial... ...performance history, and the ability to build client relationships. Responsibilities include... ...strategies and maintaining client portfolios. A bachelor's degree is preferred, along...Senior
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...SeniorHigh net worth
- A leading financial advisory firm is seeking a Portfolio Reporting Team Lead in New York City. The role involves providing support for client performance reporting systems, leading teams, and ensuring... ...should have 7-10 years of investment services experience, strong leadership...SeniorRemote jobFlexible hours
$124k - $155k
Nuveen in New York is looking for a Portfolio Manager, Private Asset Management to oversee investment portfolios for high net worth clients. This role requires direct interaction with clients and implementation of asset allocation strategies informed by market conditions...SeniorHigh net worth
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