Senior Wealth Manager

Job OverviewOur client, a leading Global Multi Family Office/ RIA, is seeking an experienced Senior Wealth Manager to join their team. As a key member of the organization, you will be responsible for building and maintaining relationships with high net worth clients worldwide.Key ResponsibilitiesDevelop and execute strategies to attract and retain ultra high...

Unlock Your Potential as a Senior Wealth AdvisorHarrison Gray Search & Consulting is seeking a skilled and ambitious Senior Wealth Advisor to join our team. As a pioneering member of our advisor team, you will have the opportunity to make a significant impact on the company and shape the future of wealth management.About the Role:We are looking for a highly...

About the Job**Senior Private Banker - New York**Our client, a leading independent wealth management boutique, is seeking a seasoned professional to expand their presence in existing regions or develop new markets.**Key Responsibilities:*** Advise international ultra-high net worth clients on investment management, private assets, and family office services*...

Job OpportunityWe are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm.Key Responsibilities:Provide comprehensive wealth management services to high net worth individuals and families.Develop and implement customized investment management...

Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

Job Title: Wealth Relationship Management Senior AnalystCiti is seeking a highly skilled Wealth Relationship Management Senior Analyst to join our team. As a key member of our Wealth Management team, you will be responsible for managing complex client relationships and providing exceptional service to our high net worth clients.Key Responsibilities:Manage a...

Job DescriptionHarrison Gray Search & Consulting is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.About the Firm:Transforms advisors into fintech entrepreneurs.Emphasizes automation and efficiency to enhance client interactions.Grows by acquiring and enhancing traditional wealth management firms.Founded by seasoned...

Financial Planning and Wealth Management InternshipAt Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Financial Planning and Wealth Management Intern to join our team in New York, NY. As a key member of our Financial Planning Team, you will have the opportunity to gain valuable experience in the financial planning industry...

Job SummaryAs a Senior Client Advisor at M&T Bank, you will work closely with the President of Family Wealth, Eastern Region to deliver exceptional service to our ultra-high net worth clientele. Your primary responsibility will be to manage our most complex and largest client relationships, ensuring their unique needs are met with precision and care.Key...

Senior UHNW Relationship ManagerOur client, a Global Multi Family Office/ RIA with headquarters in Europe, is seeking a seasoned professional to join their team as a Senior UHNW Relationship Manager. With over 15B AUM and growing, this firm is a leader in the Ultra High Net Worth Space.The ideal candidate will have a proven track record of catering to this...

Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...

Job Summary:Fidelity Investments is seeking a skilled Wealth Management Senior Relationship Manager to provide exceptional client service and relationship management expertise. As a key member of the Wealth Management team, you will be responsible for managing a book of clients and delivering a white-glove service and relationship experience through...

About Goldman Sachs Asset & Wealth ManagementAt Goldman Sachs Asset & Wealth Management, we help clients across the globe achieve their financial goals while fostering a culture of innovation and excellence.Our MissionWe strive to deliver exceptional investment solutions and services to our clients, leveraging our global expertise and resources to drive...

Job SummaryThe Senior Wealth Management Professional is a key role within Citigroup Inc. that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal...

Job SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

A highly skilled professional is sought by Tandym Group in New York City to fill the role of Private Wealth Senior Manager.ResponsibilitiesThe successful candidate will be responsible for:Conducting in-depth reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.Preparing for...

Job Title: Head of Wealth Management MarketingJob Summary:The Head of Wealth Management Marketing will be responsible for developing and executing a comprehensive marketing strategy for the Wealth Management division. This role will involve collaborating with senior leadership, product development teams, and sales departments to create compelling marketing...

Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions...

Unlock Your Potential as a Wealth Planning Intern at Corient Private Wealth LLCAre you a motivated and ambitious individual looking to launch your career in wealth planning? Do you have a passion for helping high-net-worth individuals and families achieve their financial goals? Look no further than Corient Private Wealth LLC, a leading wealth management firm...