Director of Wealth Management & Client Strategy
Lead Advisor
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City. We are seeking an experienced wealth management professional to join our team as a Director. In this role, you will lead key client relationships, manage strategic aspects of our advisory practice, and serve as a bridge between clients and our investment and operations teams. #J-18808-Ljbffr Lead Advisor
- Addepar, a global data and AI platform, seeks a Head of Client Strategy & Operations to translate client strategy into execution across teams, systems, and operating rhythms — particularly as new capabilities and platform intelligence are embedded in how work gets done....Suggested
$220k - $235k
EY-Parthenon - Strategy and Execution - Deal Management - Director Location: New York Other locations: Anywhere in Region... ..., across a broad portfolio of clients and industry sectors. We are a... ...advisers, which enables us to bring a wealth of deep sector and functional...SuggestedWork experience placementSummer holidayFlexible hours$135k - $175k
...seeking to transform traditional wealth management. Our quest is to integrate... ...and collaboration with our clients. We are an independent,... ...join our team as an Associate Director. In this role, you will work... ...etc.) and communicate these strategies to clients Construct performance...SuggestedFull time- Citi’s Wealth COO Office seeks an Assistant Vice President to lead the design and maintenance of a centralized KPI reporting suite, measuring the financial impact of strategic programs. The role requires deep-dive analytics to identify trends, risks, and opportunities,...SuggestedFull timeWork at office
- Citi Wealth COO Office seeks a Vice President to lead administrative and analytics functions, including audits, business continuity planning, and regulatory oversight, across a global wealth management framework. This role emphasizes cross-functional collaboration with...SuggestedWork at office
- ...As a Lead Technical Program Manager in Asset Management Technology... ...operational plans and risk management strategies, ensuring the highest quality... ...goals and create value for clients, employees, and stakeholders.... ...J.P. Morgan Asset & Wealth Management delivers industry-...
$220k - $235k
...$235,000Job Function: Strategy and ExecutionEmployer:... ...with confidence.Deal Management works on the most complex... ...a broad portfolio of clients and industry sectors.... ...enables us to bring a wealth of deep sector and functional... ...responsibilitiesAs a Director in Deal Management,...Work experience placementSummer holidayFlexible hours$215k - $275k
...Director - Consumer Sector - Consumer Goods Strategy Simon-Kucher's sole focus is on unlocking better growth for our clients, increasing their long-term sales, value, and profit. We achieve... ...market strategy, revenue growth management (e.g., consumer pricing, price-pack...Work at officeWork from homeFlexible hours$220k - $235k
...combination of transformative strategy, transactions and corporate... ...key responsibilities As a Director with EY-Parthenon's Strategy... ...attributes for success Project Management - lead and manage project... ...acumen to drive value to our clients. Business Development -...Work experience placementSummer holidayWork at officeFlexible hours3 days per week$250k - $290k
...combination of transformative strategy, transactions and corporate... ...Our team partners with management teams to identify critical business... ...delivering results and shaping client outcomes. Your key responsibilities As a Senior Director with EY-Parthenon's Strategy...Work experience placementInterim rolePrivate practiceSummer holidayWork at officeFlexible hours3 days per week- ...JPMorgan, you will ensure your clients are optimally positioned to... ...requirement intake calls with hiring managers and offer guidance on the... ...J.P. Morgan Asset & Wealth Management delivers industry-... ...advisors and institutions with strategies and expertise that span the full...
$120k - $160k
...Description: Pathstone is a growing wealth management firm serving ultra-high net... ...by a clear purpose: to help clients pursue their Preferred Life... ...key areas such as tax strategy, risk management guidance, wealth... ...Overview: The Associate Director, Client Advisory is a key...Work at officeFlexible hours- ...Description Job Description About the Role Our client, a rapidly growing alternative investment manager, is seeking a Chief Operating Officer to partner... ...This executive will lead the firm's operational strategy, governance framework, and business infrastructure,...
- ...of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments... ...a benefits manager to lead healthcare strategy and play a key role in designing the Firm’s health...Full timeTemporary workWork experience placementLocal areaWorldwide
- ...About the Role We are seeking an experienced Managing Director / Partner, M&A and Exit Strategies to lead mergers, acquisitions, divestitures, and exit planning initiatives for our clients. This leadership role will work closely with executive teams to identify, evaluate...Full time
- ...talent in Media Thought Leadership, and Strategy! The Executive Vice President (EVP) Media... ...strategy rooted in a deep understanding of our clients, their needs, and the changing... ...capabilities and increase automation. ~Define, manage, and improve success metrics across all...Remote work
- Alvarez & Marsal (A&M) seeks a Senior Director in New York to lead engagements with CEOs... ...capital markets challenges and investor strategies. You will strengthen equity value, prepare... ...scenarios, and collaborate with clients’ advisors to protect shareholder value....
$150k - $190k
...digital transformation consultancy is seeking a Director of Marketing Technology to guide enterprise B2B clients in modernizing their marketing tech ecosystems.... ...drive account-based marketing and revenue growth strategies, consolidating data-driven methodologies to deliver...- KPMG is currently seeking a Director, IT TMT M&A - Due Diligence, Integration and Separation - Strategy to join our KPMG Strategy practice. Responsibilities: Manage and oversee comprehensive Buy-Side... ...critical IT domains for potential client acquisitions, with a focus on...H1b
$155k - $281k
...provider based in New York is seeking a Director, Delivery Practitioner for its Wealth Services team. This role involves... ...on BNY's platform and enhancing client relationships by delivering... ...and a deep understanding of wealth management operating models. The position offers...- ...head of Learning to guide content and certification across product lines, sit in release planning, and shape a learning strategy that drives client adoption. You will lead a team including learning experience designers, a technical writer, training consultants, and learning...
$155k - $410k
...providing strategic advice and support to clients in areas such as mergers and... ...in their business deals. Those in deal strategy at PwC will focus on providing strategic... ...businesses, unlocking growth opportunities. As a Director, you set the strategic direction, lead business...Temporary workH1b$250k - $290k
...combination of transformative strategy, transactions and... ...confidence. Deal Management works on the most... ...a broad portfolio of clients and industry sectors.... ...enables us to bring a wealth of deep sector and functional... ...As a Senior Director in Deal Management, you...Work experience placementSummer holidayFlexible hours- ...Executive Vice President, Digital Strategy, Technology & Analytics About the Company... ...track record in team leadership, business management, and global impact. This role is pivotal... ...teams to deliver integrated solutions for clients. The EVP will also be responsible for...
$96k - $120k
...Summary Title: Associate Director, Digital Marketing and Strategy (Distribution) Reports to... ...servicing Distribution clients. The role will support continued... ...between partners, managers and artists and maintaining... ...with School of Live WEALTH: 401(k) program with company...Local areaFlexible hours- Wealth Management CoachThe Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice... ...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative...Full timeWork at office
- ...KPMG is currently seeking an Associate Director, Corporate Strategy to join our Corporate Strategy... ...Evaluate the external market landscape, client demand shifts, macroeconomic trends,... ...for executive leadership and senior management; clearly articulate complex strategic...H1bShift work
- ...strategic priorities of a leading alternative asset manager. The Associate Director will partner with the broader Corporate Strategy team, senior leadership, and subject matter... ...experience serving financial-services clients and/or prior experience in financial services...
$70k - $140k
...Join to apply for the Associate Director, Engagement Strategy role at CMI Media Group 3 weeks ago Be among... ...and business objectives. Champion Client Partnerships: Cultivate strong relationships... ...Advertising, Strategy/Planning, and Management Industries Advertising Services and...Full time$95k - $135k
...lot to learn, there is room to grow. Our Strategy function is responsible for the success of... ...; that’s from guiding the product to client success. Today, we have an opening with this... ...commercial launch Proven ability to influence and manage executive-level customers and...Work experience placementWork at officeLocal areaWork from homeFlexible hours
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