Senior Investment Advisor

Investment Management Associate - Senior LevelOur client seeks a mid-level to senior associate (JD) to join the Investment Management sub-group within the Corporate & Finance Group in New York or San Francisco.Key Responsibilities:Experience in investment management transactional work, particularly in private fund formation.Familiarity with the Investment...

LACERA – Senior Investment Officer (Private Equity)The Senior Investment Officer plays a key role in overseeing the management of one of LACERA's primary asset classes, including risk management, asset allocation, and performance reporting.Key Responsibilities:Supervise staff who assist in the management of these categoriesDevelop and implement strategies...

Job OpportunityWe are seeking a Senior Investment Manager to join our Corporate Finance Group in either the New York or San Francisco office.The ideal candidate will have experience in investment management transactional work, particularly in private fund formation and familiarity with regulatory requirements such as the Investment Advisers Act of 1940 and...

Senior Investment Officer Job DescriptionWe are seeking a highly skilled Senior Investment Officer to oversee the management of one of our primary asset classes or cross-asset category initiatives.Key Responsibilities:Supervise and manage the overall investment process, including risk management, asset allocation, and performance reporting.Provide direction...

Investment OpportunitiesBivium Capital Partners is a boutique investment firm that builds customized portfolios for institutional investors. We focus on identifying and investing with talented money managers, with a focus on emerging and sustainable managers, in select asset classes where we believe skill and motivation can deliver exceptional results.Job...

Job DescriptionWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at TalentLink Solutions. As an Investment Associate, you will be responsible for supporting Senior Advisors with the preparation of well-polished documentation and presentation materials for meetings. You will attend meetings with prospects and existing...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the...

About Us: Our client is a prominent law firm with a long history of commitment to social responsibility and community engagement. With locations in major cities across the United States, we strive to create a diverse and inclusive work environment that values equality and fairness.Job Summary: We are seeking a highly motivated and experienced Senior...

Job SummaryCentura Wealth Advisory is seeking a seasoned Wealth Advisor Recruiter to join our team. As a critical member of our recruitment team, you will be responsible for identifying, attracting, and recruiting top talent in the wealth management industry. Your primary focus will be on sourcing and acquiring high-quality financial advisors and wealth...

Job DescriptionWe are seeking a highly skilled Senior Fintech Investment Analyst to join our team at Selby Jennings.About the RoleThis is an exciting opportunity for a motivated and analytical individual to contribute to our investment activities. As a Senior Fintech Investment Analyst, you will be responsible for conducting in-depth financial and credit...

Skillset RequiredTo excel in this Senior Technical Advisor role, you will need 6+ years of recent end-user technical support experience, extensive macOS and Windows Desktop experience, and expertise in Microsoft related technologies: Windows Server, Active Directory, Exchange, and Office 365.You should also have experience with implementing and supporting...

Job OverviewLegalist is a pioneering institutional alternative asset management firm leveraging data-driven technology to invest in credit assets at scale. Founded in 2016 and incubated at Y Combinator, we're always seeking talented professionals to join our team.About the RoleWe're hiring a Senior Investment Litigation Specialist to lead the monitoring of...

First Citizens Bank is seeking a Senior Portfolio Strategist to join our team. This role requires a strong understanding of investment services and relationship management.About UsWe are a leading bank with a commitment to providing exceptional service to our clients. Our Wealth associates work closely with high net worth individuals to manage their...

Soteriare Seeks a Skilled Senior Investment ManagerAt Soteriare, we are committed to delivering exceptional investment solutions to our high-net-worth clients. As a result, we are seeking an experienced Senior Investment Manager to join our Private Wealth Management team.About the RoleThe successful candidate will be responsible for managing complex client...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're seeking a seasoned Advisor to High Net Worth Individuals to join our team and help us build a better personal finance experience.As a Senior Financial Advisor, you'll have maximum autonomy to...

Job Opportunity: Senior Legal Advisor for EducationIn the San Francisco Unified School District, our mission is to ensure all students graduate as independent thinkers with a sense of agency who have attained academic and creative skills to lead productive lives and contribute to our community.We are seeking a highly skilled Senior Legal Advisor for...

We are seeking a seasoned sales professional to join our team at Selby Jennings in the Bay Area. This is a full-time, in-person position that requires a strong ability to develop relationships with existing and prospective investment advisors, banks, and broker-dealers across the US.About the RoleThis role involves involvement in sales, relationship...

The role of a Senior Wealth Management Advisor at Disability Solutions involves collaborating with clients to plan their short- and long-term financial objectives, building a financial plan with brokerage products, and recommending banking and investments strategies aligned with client financial goals and needs. The key responsibilities include triaging...

Job Title:Senior Wealth Management Consultant for Regional AdvisorsAbout the Role:We are seeking a highly experienced Senior Wealth Management Consultant to join our team as a Regional Advisor. As a key member of our advisory team, you will be responsible for providing expert wealth management advice and strategic insights to advisors within a designated...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. This individual will partner with Wealth associates to manage high net worth clients, providing exceptional investment expertise and portfolio management services.Key Responsibilities- Develop and implement customized investment strategies for...