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$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net... ...candidates will have a strong background in wealth management, exceptional communication skills, and a...SuggestedWork at office$43.26 per hour
...Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are... ...college or university Are business proficient in English See... ...banks, platforms and sub-advisory relationships. Within U.... ...Accounts team act as strategic partners, providing highly...SuggestedHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- ...Summer Internship - Global Wealth Management , Strategic Accounts Analyst, US PIMCO is a global... ...college or university Are business proficient in English... ...banks, platforms and sub-advisory relationships. Within U.... ...Accounts team act as strategic partners , providing highly...SuggestedFull timeWork experience placementInternshipSummer internshipWork at officeShift work
$75k - $80k
...leading independent financial advisory services firm. Originally... ...Firm has evolved to offer strategic advice to ultra- and high-net... ...30, 2026. Position The Wealth Planning Analyst is a member of the Global Family... .... Engage specialists and partners to address client needs and...SuggestedWork at officeLocal area- Gartner is seeking an Executive Partner to advise State and Local Government clients, guiding CIOs and IT leaders through digital transformation... ...initiatives. You’ll collaborate with Gartner teams, create strategic service plans, and drive member engagement across a global...Local area
$205k - $250k
SVP, Commercial Insurance, Strategic Business Partner (NY, Boston-hybrid/remote) 3 days ago Be among the first 25 applicants Direct message the job... ...the globe address their most significant risk, workforce, wealth management and retirement challenges through custom...Remote jobFull timeWork at officeLocal 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 Management Across Wealth Management, Goldman... ...strategies and holistic wealth advisory recommendations to clients Work with a team...Full timeTemporary workPart timeWork at office$85k - $160k
...to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and... ...business. This role is in Goldman Partner Office - Invest. OUR IMPACT... ...Identify opportunities for wealth advisory services for clients...Full timeTemporary workPart timeWork at office- 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
- Fujitsu is seeking an Associate Partner, Data Advisory & Transformation within Wayfinders, to own client relationships and grow strategic data initiatives across modernization, governance, and AI-enabled data transformations. You will guide enterprise data migration programs...
$80k - $160k
...planning? The GS PFO planning advisory team are experts are... ...success in this role. OUR IMPACT Wealth Management Across Wealth Management... ...-led wealth management businesses provide financial planning, investment... ..., data and design. Goldman Partner Office (GPO) GPO provides...Full timeTemporary workPart timeWork at office$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$72k - $90k
AIG is seeking a Financial Analyst in New York, NY. This role involves financial planning, analysis, and reporting to support the Lexington department's strategic goals. The ideal candidate will possess strong analytical and communication skills and have a minimum of 3...$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$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$100k - $160k
Asset & Wealth Management A 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... ...experience of the candidate, Analyst and Associate level...Full timeTemporary workPart timeWork at officeShift work$80k - $115k
Summary Neuberger Wealth is seeking a highly motivated... ...the Neuberger Wealth business by evaluating current... ...requires a blend of strategic thinking, operational... ...role of the Business Analyst will be responsible for... ...adoption and performance Partner with Enterprise Data...Local areaShift work- ...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...
$300k
...accounting firm in New Jersey is seeking a Tax Partner to oversee their tax practice. The... ...for various entities and provide strategic advisory services to clients. Additionally, they... ...a team of tax professionals and foster business growth through strong client relationships...- Centri, a premier advisory firm, seeks a Tax Partner to lead the growth of Centri's Tax Advisory practice across the US. You will develop strategic plans, drive client engagements, and mentor teams... ..., and strong leadership, business development, recruiting, training...
$80k
2027 Evercore Wealth Management Summer Analyst Program - New York Evercore... ...Wealth Management business located in New York,... ...business development, strategic wealth planning,... ...will work closely with partners and teams across... ...investment banking advisory firm. We are dedicated...Summer workInternshipSummer internshipWork at officeLocal area$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$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...$140k - $203k
...and technical requirements, while managing business and technical trade-offs with internal stakeholders.Manage a portfolio of partners and drive growth initiatives to meet... ...ability to identify, evaluate, and prioritize strategic partnership opportunities that align with...$70k - $85k
...unique global perspective across four market‑leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family... .... Overview of Role Business Application Support Analyst provides front‑line support for Global Advisory’s client...Work at office$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$187k - $337.3k
...Rewards. Employees enjoy multiple wealth-building opportunities... ...large companies to achieve joint business outcomes and drive growth. It... ...and customers by providing strategic value and securing new business... ...with customers and internal partners Elevate customer...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...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... ...enterprises and serves as a trusted partner, supporting families through...Full timeWork at officeLocal area
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