Investment Counselor Principal
2 weeks ago
The Investment Counselor Principal is a senior professional who provides strategic investment advice to ultra-high net worth clients. This role requires a deep understanding of investment markets and a strong ability to analyze complex financial data.
Key Responsibilities:- Provide investment advice and solutions to clients, leveraging expertise in traditional and alternative investments.
- Build and manage relationships with clients, leveraging a wide array of internal partners to deliver exceptional service.
- Develop and implement investment strategies that meet clients' unique needs and goals.
- Collaborate with cross-functional teams to identify opportunities for growth and improvement.
- Stay up-to-date on market trends and regulatory changes, applying this knowledge to inform investment decisions.
- 15+ years of experience in investment counseling or a related field.
- Extensive knowledge of investment markets, products, and strategies.
- Strong analytical and problem-solving skills, with the ability to think critically and outside the box.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- CFA, MBA, or other advanced degree a plus.
- A competitive salary range of $200,000 to $300,000.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A 401(k) plan with company match.
- Opportunities for professional growth and development.
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Investment Counselor Principal
3 hours ago
Greenwich, Connecticut, United States Citigroup Full timeJob Title: Investment Counselor PrincipalCiti Private Bank is seeking a highly skilled Investment Counselor Principal to join our team. As a key member of our investment team, you will be responsible for providing expert investment advice and solutions to our ultra-high net worth clients.Key Responsibilities:Develop and implement investment strategies for...
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Financial Solutions Advisor
2 weeks ago
Greenwich, Connecticut, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing...
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Sustainability Marketing Lead
4 weeks ago
Greenwich, Connecticut, United States Counterpointe Sustainable Advisors Full timePosition: Marketing ManagerLocation: Greenwich, CTReports To: President/COOStatus: Exempt – Full TimeCounterpointe Sustainable Advisors is a prominent investor in the commercial real estate and energy sectors, focusing on ESG Infrastructure investments, including PACE, mortgage project finance, and various financial instruments.Since 2014, the company,...
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Tax Expert Associate
2 days ago
Old Greenwich, Connecticut, United States Andersen Full timeAbout AndersenAt Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of tax, valuation, and business expertise.The RoleAs an Experienced Associate in Private Client Services (PCS), you'll...
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Senior Marketing Strategist
4 weeks ago
Greenwich, Connecticut, United States Counterpointe Sustainable Advisors Full timePosition: Marketing ManagerLocation: Greenwich, CTReports To: President/COOStatus: Exempt – Full TimeCounterpointe Sustainable Advisors operates at the crossroads of the commercial real estate and energy sectors, focusing on diversified ESG Infrastructure investments, including PACE financing, mortgage project finance, and other financial instruments.As a...
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Senior Marketing Strategist
1 month ago
Greenwich, Connecticut, United States Counterpointe Sustainable Advisors Full timePosition: Marketing ManagerLocation: Greenwich, CTReports To: President/COOStatus: Exempt – Full TimeCounterpointe Sustainable Advisors operates at the crossroads of the commercial real estate and energy sectors, focusing on diversified ESG Infrastructure investments, including PACE, mortgage project finance, and other financial instruments.As a leader in...
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Merrill Financial Solutions Advisor
2 weeks ago
Greenwich, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Senior Accountant
4 months ago
Greenwich, United States Tandym Group Full timeAn investment services company in Connecticut is looking to add a new Senior Accountant to their growing team. In this role, the Senior Accountant will be responsible for the accounting & financial reporting of the firm's portfolio companies across a wide range of industries. Responsibilities: The Senior Accountant will be responsible for: Overseeing...
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Senior Accountant
3 days ago
Greenwich, United States Tandym Group Full timeAn investment services company in Connecticut is looking to add a new Senior Accountant to their growing team. In this role, the Senior Accountant will be responsible for the accounting & financial reporting of the firm's portfolio companies across a wide range of industries. Responsibilities: The Senior Accountant will be responsible for: Overseeing...
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Tax Manager
4 weeks ago
Greenwich, United States Andersen Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
