Strategic Business Analyst - Wealth Advisory Partner
BBR Partners
A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication and problem-solving skills, with a solid background in technology within the financial sector. This position offers competitive salary and benefits, and a flexible remote working environment. #J-18808-Ljbffr BBR Partners
$125k - $290k
...group that sits within Asset & Wealth Management (AWM) at Goldman... ...global Third-Party Wealth and Strategic Partnerships Portfolio... ...outlook on an as-needed basis. Partnering with the Central Trading Desk... ...and new strategies. Enhancing business scale by leading and overseeing...SuggestedFull timeTemporary workPart time$5,250 per month
...together — with customers, partners and colleagues. We... ...& Partner Strategy, Wealth Management is responsible... ...and executing the strategic vision for Voya's Retirement... ..., mutual funds, ETFs, advisory platforms, and related... ..., and long-term business growth through effective...SuggestedFull timePart timeWork experience placementLocal areaFlexible hours- ...nowhere like RSM.The Consulting Partner role involves leveraging... ...multidisciplinary teams, and driving business growth through effective client relationships and strategic initiatives. Candidates should... ...to join the Transaction Advisory Services (TAS) practice. In this...SuggestedFull timeWork experience placementLocal area
$100k - $170k
...solutions to private market limited partner investors and sponsors / fund... ...of private credit and strategic transactions with credit asset... ...investment strategies or advisory roles (Investment Banking or... ...key methodologies to analyse business models, competitive advantages...SuggestedFull timeTemporary workPart time$300k - $400k
...services firm to hire an Outsourcing Advisory Partner to lead, grow, and shape their outsourcing... ...Advisory practice Drive business development efforts by expanding the client... ...ability to operate independently and think strategically CPA or relevant advanced degree...SuggestedLocal area$100k - $160k
Asset & Wealth ManagementA career with Goldman Sachs... ...provide investment and advisory services for pension plans... ...and execution of (1) strategic M&A,(2) commercial partnerships, and (3) business strategy. As part of the... ...of the candidate, Analyst and Associate level candidates...Full timeTemporary workPart timeWork at officeShift work$100k - $250k
OverviewThe Business Solutions Group (BSG) team sits... ...supporting the firm with strategic program management and... ...remediation. The team partners with individual... ...engagements while combining advisory consulting, program... ...services industry, ideally Wealth ManagementBachelor’s...Temporary work$158.1k - $293.5k
Strategic Innovation Partner - Tax, Audit & Accounting ProfessionalsSenior Director | Strategic Accounts... ...Reuters is building a new senior advisory function to serve our most strategic... ..., technology transformation, and the business of professional tax and accounting services...Full timeWork at officeLocal areaFlexible hours2 days per week3 days per week- A staffing agency is seeking a Tax Partner to deliver compliance and consulting services in taxation for real estate clients. The ideal... ..., guiding clients on tax strategies, and developing new business opportunities. Successful candidates will have established connections...Local area
$85k - $160k
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Professional, Associate - New... ...) support all aspects of our business from an operational and relationship... ...opportunities for wealth advisory services for clients Understand...Full timeTemporary workPart timeWork at office$160k - $194k
...independence.The AI Executive Partner will serve as a strategic partner and executive... ...member relationships providing Advisory support to the C-Suite... ...strategy sessions, research analyst visits, roundtables and... ...complex large-scale IT/digital/business transformation programs7-1...Full timeRemote workWorldwide$115k - $270k
...determination are essential to building a successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...strategies and holistic wealth advisory recommendations to clientsWork with a team...Full timeTemporary workPart timeWork at office$150k - $180k
...grow revenue from our existing partner ecosystem. You’ll strengthen relationships with strategic partners, drive sales enablement... ...understanding of each partners business strategy as it applies to Coast... ..., access to an equity tax advisory service, and company-sponsored...Local areaRelocation packageFlexible hours$75k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - New York New York, NY, United... ...into the core of our business, directly influencing... ...Management, from strategically onboarding new client... ...clients Facilitate advisory business implementation...Full timeTemporary workPart timeWork at office- ...Senior Advisory Partner Solutions Consultant New York, New York Here at Appian, our values... ...with technical credibility and business insight. The Role We are hiring a... ...commercial partner ecosystem. This is a strategic individual contributor role for a leader...
$120k - $180k
...will need to be self-motivated and aware, highly autonomous and a go-getter who will go the extra mile. As the Wealth Management Recruiting Business Partner, you will report to our Executive Director of Wealth Management Client Segments Talent Acquisition and play a Recruiting...Temporary workWork at office$190k - $235k
Senior People Business Partner (Asset & Wealth Management Consulting - North America) New York Senior People Business Partner (AWM NA) at Alpha... ...the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new...For contractorsWork at officeRemote workWorldwideFlexible hours- ...depending on scope, deal size, and advisory engagement About Initio Sphere... ..., investors, operators, and analysts through live deal flow, institutional... ...relationships . GP Advisory Partners are a cornerstone of our ecosystem, providing strategic, high-touch guidance to fund...Hourly payFor contractors
$75k - $200k
Overview At Sax Advisory Group, LLC we are driven by... ...companies, family-owned businesses, not-for-profit... ..., and corporations on strategic mergers, acquisitions,... ...entrepreneurs, and advisors (wealth management firms, law... ...associations, and strategic partners Thought Leadership:...Temporary workSummer workRemote workFlexible hours$103.45k - $169.96k
...our team as a Lead Financial Business Analyst.The Lead Financial Business Analyst... ...for Client Solutions and Wealth Management (CSWM) leads the... ...actionable insights and support strategic decision-making across the CSWM business. This role partners closely with business leaders...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$140k - $203k
...Identity’s growth strategy through direct partner engagement, creative marketing... ...a global team to successfully meet our strategic goals.Build collaborative relationships... ...practical experience.7 years of experience in business development, partnerships, management consulting...- Thomson Reuters is building a new senior advisory function to serve our most strategic tax, audit, and accounting firm accounts. The Strategic Innovation Partner is a client‑facing role operating... ...technology transformation, and the business of professional tax and accounting...
- A leading consulting firm is seeking an experienced CFO to provide strategic business advisory services and assist in the buying and selling of privately held companies. The ideal candidate will have a proven track record in increasing cash flow and a minimum of 5 years...
$143.5k - $200k
...transformation—building and scaling technology solutions that unlock growth, efficiency, and competitive differentiation. The Strategic Business Partner team serves as the critical bridge between business strategy and technology execution.As Director, Strategic Business...Local area$80k - $160k
...are essential to building a successful business. This role is in our Goldman Partner Office (GPO) on the Investing side. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman... ...strategies and holistic wealth advisory recommendations to clientsWork with a team...Full timeTemporary workPart timeWork at office$80k - $160k
...planning? The GS PFO planning advisory team are experts are... ...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...advisor-led wealth management businesses provide financial planning, investment... ..., data and design.Goldman Partner Office (GPO)GPO provides...Full timeTemporary workPart timeWork at office- ...that’s why there’s nowhere like RSM.The Consulting Partner role involves leveraging regulatory technical... ..., managing multidisciplinary teams, and driving business growth through effective client relationships and strategic initiatives. Candidates should have extensive professional...Full timeLocal area
- ...safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across... ...structures, requiring strategic guidance and customized advisory services to navigate family... ...practice serves as a trusted partner, supporting families through...Full timeWork at officeLocal area
- ...is seeking a Senior Talent Acquisition Partner to design and lead recruiting across accounting... ...finance, HR, technology, insurance, and advisory services. You will partner with firm... ...sustained growth. The role emphasizes strategic impact beyond filling roles, including shaping...Remote job
$185k - $200k
...seeks a Chief of Staff for its Total Portfolio Management team. This position emphasizes driving execution of strategic priorities, providing high-level advisory support, and coordinating cross-functional initiatives. The ideal candidate has over 3 years of relevant...Work at office
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