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
- ...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
- ...Salary Type AnnuallyIndustry Wealth ManagementSelling Points... ...cross-functional teams driving strategic solutions. Gain exposure to... ...Job DescriptionPrivate Wealth Business Analyst OverviewThe Private Wealth... ...efficiency and client outcomes.Partner with data governance teams...Suggested
$210k - $300k
Partner - Finance Advisory Ready to turn bold ideas into real-world impact? At... ...are transforming the way businesses work, and we’re at the forefront... ...Define and lead the strategic direction of the finance advisory... ..., Chartered Financial Analyst (CFA) - ICFAI University,...SuggestedRemote workShift work$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...SuggestedFull 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...SuggestedFull timeRemote workWorldwide$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- ...Consultant to join the Wealth & Investment... ...career areas and business divisions at wellsfargojobs... ..., and strategic priorities across... ...businesses, encompassing advisory, brokerage,... ...offerings, including partner screening, deal economics... ...and rotational analysts.Required...Full timeWork experience placementRelocation package
$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...$188k - $225k
...dexterity, managing shifting business models and serving... ...of their Executive Partner, our Gartner for General... ...Do Provide executive advisory services to GC members... ...with Research Analysts to help identify potential... ...results. Ability to build strategic internal partnerships...Work at officeRemote workWorldwideShift work$140k - $203k
...implementation and ongoing operations of complex strategic partnerships.Identify, evaluate, and prioritize potential partners globally by driving the development of... ...practical experience.7 years of experience in business development, partnerships, management consulting...$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$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- ...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
- ...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
$110k
Business Unit: Capital Solutions Industry: No Industry... ...independent strategic and financial advice to... ...financial and valuation advisory. Our unmatched transaction... ...our clients. General Partner (\"GP\") Advisory Houlihan... ...Description Summer Analysts will work alongside the...Summer work$200k - $300k
...Job detailsTax Partner- High Net Worth (REMOTE) / $... ...law, tax planning, tax advisory, and tax compliance. The... ...for providing strategic tax planning advice and... ...development by identifying new business opportunities and... ...with trust, estates, wealth planning.QualificationsA...Local areaRemote work- JPMorgan Chase & Co. in New York is seeking a Business Relationship Manager I to manage a portfolio of 70-90 business clients with annual... ...maintaining risk controls. You will collaborate with Chase Wealth Management, Home Lending, and Branch Teams to connect clients with...
$149.8k - $223.3k
The RoleEverlaw’s Business Development team builds and manages Everlaw’s partner ecosystem, working with Managed Service Providers, Advisory Services, and other strategic partners to help bring Everlaw’s technology to market. We work closely with colleagues across Sales...Full timeWork at officeLocal areaRemote workWork from homeWork visa- Job SummaryAs an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate in the "full cycle... ...Job ResponsibilitiesDevelop content for strategic meetings with clients regarding M&A or capital...Work experience placement
$218.59k - $286.9k
...ourselves—one that behaves like a doctor in the family.About the role:The Senior Director, Strategic Finance Tech Partner coordinates, monitors, analyzes, and forecasts business unit & overall company financial performance for the technology organization. The Senior Director...Full timeWork at officeFlexible hours$112k - $161k
Develop a deep understanding of the partner’s core business, priorities, and challenges and work with Google leaders on overall partner strategy... ...monetization solutions in live events and connected TV.As Strategic Partner Lead, Entertainment, Sports and Streaming...Contract work- ...depending on scope, deal size, and advisory engagement About Initio... ..., investors, operators, and analysts through live deal flow, institutional... .... GP Advisory Partners are a cornerstone of our ecosystem, providing strategic, high-touch guidance to fund GPs...Hourly payFor contractors
$150k - $200k
...including Bond Capital, Menlo Ventures, Lightspeed Venture Partners, IVP, Forerunner, Union Square Ventures, Alkeon, Quiet... ...of its partnerships with the music industry. The Strategic Partner Manager, Music Business Development role will serve as the primary POC for partner...Full timeContract workWork at officeLocal area$85k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...-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...Full timeTemporary workPart time- Stripe is seeking a Finance and Strategy Partner to join our growing team. You will... ...improvements in integrated financial systems with business partners, financial colleagues, and... ...engineers. The ideal candidate has 7-9 years in strategic finance or FP&A, a BA/BS, and strong SQL...
- ...excellent customer service, this is the position for you! The Strategic Business Analyst plays a critical role in enabling our clients’ digital... ...fun and be your authentic self. What you’ll do… Partner with client’s Program Manager lead and cross-functional teams...Work experience placementRemote workFlexible hours
- Equativ seeks a Strategic Account Lead in the United States to drive growth across brand-direct and Holdco accounts. You will manage senior-level relationships with Fortune 500 brands and their trading desks, while aligning Equativ’s programmatic solutions to client strategies...
- MacDermid Alpha Electronics Solutions, a business segment of Element Solutions Inc., is seeking a Strategic Business Partner to align marketing strategies with overall business goals. You will lead strategic plans, budgets, and performance targets, analyze ROI, and provide...
- ...depending on scope, deal size, and advisory engagement About Initio... ...managers, investors, operators, and analysts through live deal flow,... ...relationships . Sponsor Advisory Partners represent a senior advisory tier—providing strategic, sponsor-focused guidance...Hourly payFor contractors
- ...sciences cloud company, is seeking an Account Executive / Account Partner for its RD, Quality, and Vault Cloud solutions in the United... ...CMO, and Generics markets, generating opportunities and building strategic customer relationships. Leverage deep industry knowledge and...Remote jobContract work
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