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
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...Senior Client Portfolio Manager (CPM) As a Senior Client Portfolio Manager (CPM), you'll translate... ...management, wealth management, or investment consulting with direct client responsibility... ...SMAs. Exposure: Work alongside leading investment, quant, and fintech...Senior$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- Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking... ...corporate, government and institutional clients. We focus on our clients'... ...Fargo is seeking an Executive Director, Senior Lead Commercial Real Estate Portfolio Manager / Underwriter to manage...SeniorPermanent employmentFull timeWork experience placementWork at officeLocal area
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...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
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Morgan Stanley is seeking an experienced professional to manage client portfolios for UHNW clients. The candidate should possess 6-8 years in wealth management and be fluent in Spanish. Responsibilities include portfolio management, client engagement, and collaborating...Senior$90k - $130k
Tidal Financial Group is seeking an AVP of Trading and Portfolio Management in New York City. The role involves managing ETF portfolios, providing operational support, and liaising with clients. Ideal candidates have a Bachelor's degree in finance or related fields and...Senior$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...SeniorHigh net worth- ...York is looking for an experienced Investment Associate to provide extensive... ...investment advice to Ultra High Net Worth clients. You will collaborate closely with senior members of the investment team to... ...insights, and manage investment portfolios. The ideal candidate will bring 5...SeniorHigh net worth
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...to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment. Qualified candidates should have a minimum of 10 years of experience...SeniorHigh net worth
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