VP Portfolio and Wealth Advisory

We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

Job DescriptionJob DescriptionAbout Us:The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has...

Bank Hapoalim seeks VP - Portfolio Manager, Commercial and Industrial Lending (New York, NY)Job Duties: The Portfolio Manager (“PM”) works closely with the Credit Analysis Unit (“CAU”)/ Underwriting and the Relationship Manager (“RM”) in the underwriting of loans, monitoring/maintaining the overall health of the portfolio and the strengthening of...

Fortis Lux is a comprehensive financial planning firm that provides wealth management, risk management, trust and estate planning advice and solutions to address the present and future financial needs of our clients. We are looking for a Portfolio Manager that will work with our Asset Management team. Role DescriptionThis is a full-time remote role as a...

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Job DescriptionJob DescriptionRobert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking....

Fortis Lux is a comprehensive financial planning firm that provides wealth management, risk management, trust and estate planning advice and solutions to address the present and future financial needs of our clients. We are looking for a Portfolio Manager that will work with our Asset Management team. Role DescriptionThis is a full-time remote role as a...

Fortis Lux is a comprehensive financial planning firm that provides wealth management, risk management, trust and estate planning advice and solutions to address the present and future financial needs of our clients. We are looking for a Portfolio Manager that will work with our Asset Management team. Role DescriptionThis is a full-time remote role as a...

Our client, a leading international bank, is seeking a Project Finance / Renewable Energy VP to join their New York branch. This role will sit within the Project Finance Credit team, which sits on the 1st LoD, and will work closely with the originations group. You will be responsible for debt sizing, credit analysis, due diligence, and portfolio management....

VP of Donor Relations: The VP of Donor Relations will manage a portfolio of donors while contributing to the strategic and creative direction of development activity. Responsibilities:Manage a portfolio of major donorsIncrease contributions from individuals by creating and implementing tailored cultivation, solicitation, and stewardship strategies. Develop...

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset...

Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting...

Regulatory Policy VPFinancial FirmNY, NY – MidtownVP Level150-200K base +bonusCitizen/GC Holders onlyHybrid, 2 days/week onsiteJob Summary: Seeking a Regulatory Policy VP with strong knowledge of Basel III with specific expertise in Basel capital regulations. Seeking VP level person with 8+ years of relevant industry experience. Open to considering a...

Expert Portfolio Manager ConsultancyArootah is a renowned leader in personal and professional development, empowering individuals and companies through Coaching and Business Advisory Services. Our mission is to elevate performance and provide cutting-edge SaaS Technology solutions.We offer business advisory services tailored to the multifaceted needs of...

Job Title: Wealth Management RecruiterLocation: Midtown Manhattan, New York, NY (In-Office Position)Employment Type: Full-TimeExperience Required: 3+ Years in Recruitment (Wealth Management Focus)About Us:At Kingswood U.S., we are a leading financial services firm committed to delivering personalized wealth management solutions. With a focus on growth and...

Job Description: Private Credit Associate / VPLocation: New York, NYTeam Size: Lean team of 4-5 investment professionalsAUM: Multi-billion dollar portfolioAbout the Role:Our client, a multi-billion dollar investment platform, is seeking an Associate or VP to join its lean, high-performing private credit team. The team manages investments across the capital...

Job Description: Private Credit Associate / VP Location: New York, NYTeam Size: Lean team of 4-5 investment professionalsAUM: Multi-billion dollar portfolio About the Role: Our client, a multi-billion dollar investment platform, is seeking an Associate or VP to join its lean, high-performing private credit team. The team manages investments across the...

Job Description: Private Credit Associate / VP Location: New York, NY Team Size: Lean team of 4-5 investment professionals AUM: Multi-billion dollar portfolio About the Role: Our client, a multi-billion dollar investment platform, is seeking an Associate or VP to join its lean, high-performing private credit team. The team manages investments across the...

Requisition Number2233620 Description & Requirements Ready to Accelerate Your Career? Join our rapidly expanding advisory team! Our Financial Services Regulatory Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a...