Private Wealth Portfolio Manager

Job Opportunity: Boutique Firm Seeks Experienced Portfolio ManagerGpac is pleased to partner with a reputable, established wealth management firm in the industry, offering highly customized, comprehensive investment services. They are eager to welcome a new Portfolio Manager to grow an already established book.This could be an ideal opportunity for an...

{"Job Title: Private Banker and Wealth ManagerJob Summary: We are seeking a highly skilled Private Banker and Wealth Manager to join our team at JPMorgan Chase. As a Private Banker and Wealth Manager, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.Key...

At U.S. Bank, we're dedicated to helping our clients achieve their financial goals. Our Private Wealth Management team provides personalized advice and guidance to high net worth individuals and families, helping them navigate complex financial decisions and create a tailored wealth strategy. As a Private Wealth Advisor, you'll work closely with clients to...

Unlock Your Potential as a Portfolio ManagerGpac is proud to partner with a renowned boutique firm in lower Fairfield County, offering unparalleled wealth management and investment services for over 30 years. This esteemed organization is seeking a seasoned Portfolio Manager to grow an established book, providing a unique opportunity for professionals to...

Senior Vice President, Manager, Wealth ManagerAt The Bank of New York Mellon, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets, creating solutions that benefit businesses, communities, and individuals worldwide.Key...

OverviewBNY Mellon is seeking a seasoned Senior Vice President, Wealth Manager to join our Wealth Management team in Greenwich, CT. As a leader in the industry, we empower our employees to grow and succeed in a dynamic and inclusive work environment.Key ResponsibilitiesLead a team of Wealth and Fiduciary Managers, providing guidance and support to ensure the...

Job SummaryWe are seeking a highly skilled Wealth Strategy Associate to join our team at UBS Financial Services. As a key member of our wealth management team, you will play a critical role in supporting our Financial Advisors in developing and implementing comprehensive wealth management plans for our clients.Key ResponsibilitiesConduct thorough due...

About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Job Summary:We are seeking a highly skilled and experienced Senior...

{"title": "Private Credit Investment Professional", "content": "About Putnam Hill Capital PartnersPutnam Hill Capital Partners is a private debt manager providing directly originated first and second lien financing, unitranche loans, and capital solutions to support our private equity partners' leveraged buyouts, growth financings, refinancings and...

{"title": "Investor Reporting Role", "description": "iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients....

Job Title: Lead Housekeeper Full TimeWe are seeking a highly skilled and experienced Lead Housekeeper to join our private household team. As a key member of our staff, you will be responsible for maintaining the highest standards of cleanliness and organization in our large residence.Responsibilities:Daily cleaning and organizing of interior rooms, including...

Job OpportunityWe are seeking a highly organized and proactive Personal Assistant to join our Private Family in Greenwich, CT. As a key member of our household team, you will provide administrative support, manage our property, and assist with various tasks to ensure the smooth functioning of our home.Key Responsibilities:Property Management:Ensure efficient...

Job DescriptionWe are seeking a highly skilled and experienced Housekeeper to join our private household team. As a key member of our staff, you will be responsible for maintaining the cleanliness and organization of our large residence.ResponsibilitiesOur ideal candidate will have a strong attention to detail and be able to work independently with minimal...

Investor Relations/Operations AssociateCoda Search│Staffing is seeking a highly skilled Investor Relations/Operations Associate to join our team. This individual will be responsible for driving product marketing plans, running end-to-end business strategy, and updating firms' marketing narrative/brand awareness.Key Responsibilities:Assist with North...

OverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector seeking to expand their Investor Services and Fund Marketing Team by adding an Investor Relations and Marketing Associate.Key ResponsibilitiesSupport North American client sales and marketing initiatives, investor servicing, and client relationship...

Position OverviewA prominent firm in the Alternative Asset Management sector is seeking an Investor Relations/Marketing Associate to enhance their Investor Service and Fund Marketing Team.This role is pivotal in executing product marketing strategies, managing comprehensive business plans, and refining the firm's marketing narrative and brand visibility. The...

Position OverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector, seeking an Investor Relations/Marketing Associate to enhance their Investor Service and Fund Marketing Team.This role involves spearheading product marketing initiatives, overseeing comprehensive business strategies, and refining the firm's...

Company OverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector, located in Greenwich, CT, that is looking to expand its Investor Service and Fund Marketing Team.Position SummaryThe Investor Relations/Marketing Associate will play a pivotal role in executing comprehensive marketing strategies, enhancing...

Position OverviewCoda Search│Staffing is representing a dynamic Alternative Asset Management firm that is seeking to expand its Investor Services and Fund Marketing Team by adding an Investor Relations/Marketing Associate.This role is pivotal in shaping the firm's marketing strategies, enhancing brand visibility, and executing comprehensive product...

Company OverviewCoda Search│Staffing is representing a dynamic firm in the Alternative Asset Management sector, seeking to enhance their Investor Services and Fund Marketing Team.Position SummaryThe Investor Relations/Marketing Associate will play a pivotal role in shaping the firm's marketing strategies and enhancing brand visibility. This position...