Global Wealth Management Leader

At Saxon Global, we are seeking a highly skilled Global Wealth Management Consultant to join our team in NYC. This role offers a competitive salary of $110,000 per annum and 3 days of hybrid work from day one.The ideal candidate will have strong analytical and problem-solving skills, with experience in wealth management and data analysis. They will be able...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

Company Overview: Avior Executive Search is a leading recruitment agency specializing in placing top talent within the ultra high net worth space. Our client, a global multi-family office with headquarters in Europe, serves as a trusted partner to families worldwide.">About the Role: As Senior UHNW Relationship Manager, you will cater to our client's...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Job Title: Financial Analyst with Wealth Management ExpertiseAbout the Role: We are seeking an experienced Financial Analyst to join our team at Saxon Global. As a Financial Analyst, you will be responsible for analyzing financial data and providing insights to help drive business growth.Key Responsibilities: Analyze financial data to identify trends and...

Company OverviewSia Partners is a leading management consulting firm that optimizes client projects worldwide through its Consulting for Good approach. With a global footprint and expertise in over 30 sectors and services, we develop innovative CSR solutions for clients, making sustainability a lever for profitable transformation.We believe that knowledge...

We are seeking a highly skilled Global Wealth Tax Lead to join our team at Schonfeld Strategic Advisors. As a global multi-strategy investment platform, we strive to deliver risk-adjusted returns with a focus on people driving performance.This role will require you to have strong knowledge of partnership and individual tax concepts, as well as exposure to...

About PIMCOPIMCO is a global leader in active fixed income, with a rich history dating back to 1971. We introduced investors to a total return approach to fixed income investing and have since worked tirelessly to help millions of investors pursue their objectives.Our goal is not just to find opportunities but to create them. We remain firmly committed to...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

About the OpportunityWe are excited to offer an exceptional opportunity for an experienced Executive Assistant to join our team and support our COO leadership team within the Global Wealth Management Solutions and Client & Product Solutions groups. This role offers a unique chance to work with two C-level Executives and be part of a community of...

About Global Channel Management, a leading provider of innovative technology solutions. We are seeking an experienced IT Project Manager to lead our global IT strategy. With a strong focus on implementation and deployment, this role requires 7+ years of experience in managing IT projects. The successful candidate will have excellent leadership skills and be...

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...

About UsBlue Owl is a leading asset manager redefining alternatives. With over $235 billion in assets under management, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer...

Wealth Portfolio Manager OpportunityAt Goodwin Recruiting, a leader in shaping the future of wealth management through innovative fintech solutions, we are seeking an experienced Wealth Portfolio Manager to join our dynamic team. This exciting role offers a unique chance to leverage your expertise and build long-term relationships with high-net-worth clients...

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

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...

We are seeking a highly skilled Wealth Management Specialist to join our team at Citigroup, Inc.Job Description:The successful candidate will be responsible for identifying and building relationships with affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional service. This role requires a strong understanding of...

Are you a results-driven professional looking to take your career to the next level? Neos Talent is seeking an accomplished Director to join our global management consultancy in the asset and wealth management industry.About the OpportunityAs a senior consultant, you will play a pivotal role in helping our clients navigate the complexities of wealth...