Senior Private Wealth Advisor

We are seeking an ambitious professional to drive market share growth across the family wealth distribution spectrum at Hines Private Wealth Solutions. This role requires a strong passion for client service and experience working with complex multi-generational families, family offices, large RIAs, and RIA aggregators.Key ResponsibilitiesBUILD CONSULTATIVE...

Company OverviewFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive and tailored wealth management experience.About the RoleWe're seeking an experienced Senior Product Design Director to elevate our design function as we enter our next growth phase. This critical leadership role will own the...

Job SummaryAmbitious and highly organized Senior Administrative Assistant sought to provide exceptional support to senior executive within Goldman Sachs' Private Wealth Management business. This is a complex role that requires discretion, integrity, and professionalism.The successful candidate will maintain and coordinate calendars, prioritize meetings,...

About Savvy WealthWealth management is a massive industry in the US with $545 billion annual revenue. However, it remains archaic and inefficient with low technology penetration. This inefficiency results in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.Savvy Wealth is a digital-first platform for...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...

Company Overview: Advantage xPO is a leading provider of high-quality financial services, recognized globally for its exceptional customer service and commitment to excellence.Salary: The estimated annual salary for this position is between $60,000 and $80,000, depending on experience.Job Description: We are seeking an energetic and organized Executive...

About The PeterSan Group and PeterSan Legal StaffingWe are a renowned staffing agency specializing in legal placements, dedicated to connecting exceptional talent with top organizations.The ideal candidate will possess 5+ years of experience in private wealth legal and compliance issues.

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

**Company Overview**iCapital is a leading financial technology platform that transforms how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.The company has been named to the Forbes Fintech 50 for six consecutive years (2018 - 2023); a three-time...

We are seeking a productive and focused wealth advisor passionate about helping others build wealth.GPAC, a recruitment company with over 30 years of experience, is partnered with a local RIA and Broker that is eager to bring on an exceptional wealth manager with proven success in building business and has an existing client base.Flexibility to focus on...

Job TitleFintech Senior Product ManagerAbout the RoleWe are seeking an experienced Fintech Senior Product Manager to lead our product development efforts and drive innovation in our wealth-tech firm.ResponsibilitiesProduct Leadership: Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products.Team...

About the PositionWe are seeking a skilled and detail-oriented Senior Wealth Management Professional to join our Family Office team at Anchin. As a key member of our team, you will play a vital role in delivering tailored financial solutions and services to high-net-worth families.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

Are you a seasoned professional with expertise in portfolio management, business development, and client service? Do you have a strong track record of success in managing complex accounts and building relationships with high-net-worth clients?Brown Brothers Harriman is seeking an experienced Relationship Manager IV to join our Private Banking Wealth...

Job DescriptionWe are seeking a highly skilled Senior Legal Advisor to join our team at StateJobsNY.About the RoleThis is a challenging and rewarding opportunity for a senior lawyer to provide expert legal advice on corporate and real estate matters, financing, grants, and loans. As a key member of our team, you will work closely with various departments to...

Company OverviewiCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform has revolutionized how advisors, wealth management firms, and asset managers evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

We are seeking a highly skilled and experienced wealth advisor who is passionate about helping individuals and families build their financial futures. GPAC, an award-winning search firm with over 30 years of experience in placing quality professionals across the United States, is partnered with a local RIA and Broker that is eager to bring on a talented...

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

About the RoleThe Senior Wealth Management Specialist is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This position requires a strong understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...

About iCapitaliCapital is a pioneering financial technology platform that has revolutionized the alternative investment marketplace. Our innovative solutions have 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.With a presence in...