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
$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...SuggestedLocal areaRelocation packageFlexible hours$75k - $200k
...Business Development Specialist - M&A Advisory At Sax Advisory Group, LLC we are driven by... ...investors, and corporations on strategic mergers, acquisitions,... ..., and advisors (wealth management firms, law firms... ...associations, and strategic partners. Thought Leadership:...SuggestedTemporary workSummer workRemote workFlexible hours- ...Strategic Sales Partner New York, New York, United States About the Job Position: Strategic Sales Partner Location: Remote, US-Based... ...motivated and entrepreneurial sales professionals to generate new business for our custom software development and web development...SuggestedFor contractorsRemote work
$10k
...flow of every dollar a business spends. We automate how... ...About the Role Ramp's Advisory & Services channel is one of the most strategically important growth levers... ...an Advisory & Services Partner Development Representative... ...or as a business analyst in a strategy consulting...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hours- ...Senior Channel Partner Manager Ramp is building the financial operating system for modern businesses, and our strategic technology partnerships are a core lever for enterprise growth... ...in joint engagements, partner advisory boards, and strategic roadmap conversations...Suggested
- ...Business Development Manager We are conducting a search for a Business... ...also have Transactional & Advisory Group experience. What You... ...Advisory Group practice-area partners to develop and execute the... ...activities in support of the firm's strategic initiatives. Essential Job...
$200k
...performance-driven team of transaction advisory experts, dedicated to... ...be critical in providing strategic advice, leading engagements,... ...to advise and support their business needs at all stages of the investment... ...collaboration with the other Partners and practice leaders...Remote jobPrivate practiceLocal areaWorldwide- ...Publicisgroupe is seeking an Executive Assistant in New York, NY, to function as a strategic partner to senior executives. The role demands 5+ years in similar settings, particularly adept in managing calendars, organizing meetings, and providing high-level administrative...Flexible hours
- ...Publicis Groupe ANZ is looking for an Executive Assistant in New York to support senior executives as a strategic partner. You will manage complex calendars, plan meetings, and ensure operational excellence. The ideal candidate has over 5 years of experience, strong organizational...Work at officeFlexible hours
$110k - $185k
...Business Development Manager Morgan Stanley is a leading global... ...securities, investment management and wealth management services. The Firm... ...markets, executing strategic and tactical initiatives, providing... ...to the right internal partner Deeper specific knowledge...Temporary workWork at officeLocal areaWorldwideFlexible hours- ..., but also to help drive business priorities and manage strategic initiatives across the organization... ...managed solutions (Core, Advisory, SMAs, mutual funds) in a... ...-agnostic lens, we partner with each region and... ...in Private Bank and U.S. Wealth Management) to understand...Worldwide
$85k - $160k
...Wealth Management Across Wealth Management, Goldman Sachs helps... ...-led wealth management businesses provide financial planning, investment... ...client portfolios, spanning strategic and tactical asset allocation... ...and work with a variety of partners across the firm...Full timeTemporary workPart time$160k - $194k
...A Gartner Executive Partner (EP) is an indispensable advisor for... ...coaches, content-providers and business advisors to Executive Programs... ...onsite, as well as research analyst visits, roundtables, and webinars... ...make the difference as an advisory organization. Experience with...Local areaRemote workWorldwide$130k - $165k
...Strategic Product Partner Manager Daloopa is transforming how investment professionals work. Our... ...Founded by a former equity research analyst and top engineers, we built an AI-powered... .... What You'll Do Drive new business by identifying, evaluating, negotiating...$96.4k - $120.5k
...role is not open for staffing partners or corp‑to‑corp candidates.... ...technology solutions for the best business outcomes and then deploys... ...will you be doing? IT Senior Analyst position will assist in... ...an IT Senior Analyst for the Strategic Partner Integration (SPI) team...Permanent employmentFull timeWork experience placementH1bRemote workVisa sponsorshipShift work$150k - $250k
...Overview The Business Solutions Group (BSG) team... ...supporting the firm with strategic program management and... ...remediation. The team partners with individual... ...engagements while combining advisory consulting, program delivery... ...banking, or wealth management ~ Experience...Full timeTemporary work$10 per hour
...goals. We are seeking a Partner for our Client Accounting and... ...fastest growing accounting and advisory firms in the industry You... ...evaluates exhaustive sets of strategic options, makes clear and concise... ..., rapidly changing, growth business. Demonstrated strategic...Local area- ...structured products journeys end to end, partnering with Sales, CIB, Technology and... ...that aligns with our global business. Job responsibilities: Strategic Partnership: Lead high-level relationships... ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-...
$250k - $300k
...join the leadership team as a General Partner. In this capacity, the successful candidate... ...admitting high‑potential teams, and strategically guiding early‑stage startups through their... ...Founder Mentorship & Strategic Advisory: Deliver rigorous, structured feedback...Full timeWork at officeImmediate startRemote workRelocation- ...Financial Advisor within PNC Wealth Management, you will be based... ...and manage an assigned book of business. PNC Wealth Management... ...comprehensive, holistic and strategic approach will harmoniously keep... ...teamwork resulting in branch partners having a vested interest in our...Full timeTemporary workPart timeWork experience placementWork at office
$80k - $110k
...Expert Corporate Title Analyst- Assistant Vice President... ...the US to the Private Banking business in the areas of Discretionary, Trust Planning, Custody, Wealth Advisory, Brokerage and Lending as well... ...committees Oversee and execute strategic and tactical projects,...Work at officeWork from home$300k
...Services Professionals. Tax Partner - Fully Remote Compensation:... ...based on experience and book of business) Book of Business:... ...growing Tax practice. This is a strategic leadership opportunity focused... ...tax compliance, planning, and advisory services Collaborate with leadership...Full timeRemote workFlexible hours$70k - $94k
...visit Position Summary We are seeking a Strategic Operations Analyst to support cross-functional teams... ...performance improvement opportunities Partner with cross-functional teams to design... ..., and communications Gather business requirements and translate them into...Local areaFlexible hours$105k - $150k
...About GoalVest Advisory GoalVest Advisory is a New York based RIA... ...seeking an exceptional Head of Business Development to architect and... ..., then serve as their strategic partner by developing tailored investment... ...in OCIO or high-net-worth wealth management Strong understanding...Work at office$50k - $115k
...Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(... ...policies, procedures and new platforms. Business Development & Operational Support... ...executing against their business plan, partnering closely with other market stakeholders...Temporary workWork experience placementLocal area$75k - $125k
...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients... ...policies, procedures and new platforms Business Development Support: • Assisting... ...executing against their business plan, partnering closely with other market...Temporary workWork experience placementLocal area- ...ease. We make it possible for businesses of all sizes to recruit, pay,... ...as a Senior People Business Partner. You'll be embedded directly... ...your client groups. This is a strategic, high‑impact role - not a generalist... ...‑hiring and bring local wealth to developing countries. At...Full timeWork experience placementLocal areaImmediate startRemote workHome officeFlexible hours
$250k - $360k
.... The Global Head of Crisis Advisory and Risk Consulting is a US-based... ...advisory and risk consulting business. This individual will lead a... .... Key Responsibilities Strategic Leadership Execute the... ...ideas across the practice. Partner with Security leadership, Clients...Full timeWork at officeLocal areaImmediate startRemote workFlexible hours- ...A leading government services provider based in New York is seeking an experienced Business Analyst to support a large federal agency. This role requires a Bachelor’s degree, 7+ years of relevant experience, and proficiency in tools like Jira and Microsoft products. Successful...Full time
- ...Partner Operations Analyst Role Overview At Cornerstone OnDemand, we empower organizations and their people to grow and succeed through innovative... ...development and tracking of execution plans. Translate strategic initiatives into operational workflows that drive consistency...Local area
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