Family Wealth Strategist - Tarrytown - beBeeFiduciary

    beBeeFiduciary
    beBeeFiduciary Tarrytown

    3 weeks ago

    $94,000 - $175,000 (USD) per year

    Job title: Family Wealth Sr. Fiduciary Advisor

    Description
    • Fosters strong relationships with clients and their beneficiaries through proactive communication, trustworthiness, and exceptional service delivery.

  • Work in company

    Principal Wealth Strategist

    Only for registered members

    Monstro is hiring a senior Wealth Strategy Subject Matter Expert to serve as the internal authority on comprehensive wealth management across cashflow, tax, legal, investment, and financial planning domains. · ...

    New York $252,000 - $281,000 (USD) Full time

    1 month ago

  • Work in company

    Senior Wealth Strategist

    Only for registered members

    Senior Wealth Strategist · Ultra High Net Worth  · Overview · Dynamic, fast growing Multi-Family Office/RIA is seeking a Senior Wealth Strategist to provide best in class wealth management advice to ultra-high net worth clientele (50M+ level) with a strong focus on estate and tax ...

    New York, , United States $130,000 - $260,000 (USD) per year

    1 week ago

  • Work in company

    Senior Wealth Strategist

    Only for registered members

    Senior Wealth Strategist opportunity to join established Wealth Planning Team at top-tier financial services firm serving Canadian clients residing in the US. · Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable ...

    New York $130,000 - $260,000 (USD) per year

    6 days ago

  • Work in company

    Wealth Strategist, Trust

    Only for registered members

    · Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. T ...

    New York, NY $250,000 - $350,000 (USD) per year

    1 week ago

  • Work in company

    Principal Wealth Strategists SME's

    Only for registered members

    · About Monstro · Monstro is the operating system for governed financial intelligence. We build the control layer that allows artificial intelligence to be deployed safely, explainably, and at institutional scale. · We exist because the kind of guidance historically reserved for ...

    New York City

    6 days ago

  • Wealth Management Global Investment Strategist Job Description The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients the media and internal constituents whi ...

    New York, NY

    1 month ago

  • The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents. · Deliver cross-asset class investment views via client presenta ...

    New York Full time

    1 month ago

  • Description · The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents, while also relating key market developments to the ...

    New York, NY, United States

    1 week ago

  • Job Description · YOUR IMPACT · Are you an accomplished and forward-thinking professional eager to leverage your deep understanding of client needs and complex financial strategies in a broader wealth management context? At Goldman Sachs Ayco, we empower high-net-worth individual ...

    New York

    1 week ago

  • YOUR IMPACT · Are you an accomplished and forward-thinking professional eager to leverage your deep understanding of client needs and complex financial strategies in a broader wealth management context? At Goldman Sachs Ayco, we empower high-net-worth individuals, executives, and ...

    New York Full time

    1 week ago

  • Description · YOUR IMPACT · Are you an accomplished and forward-thinking professional eager to leverage your deep understanding of client needs and complex financial strategies in a broader wealth management context? At Goldman Sachs Ayco, we empower high-net-worth individuals, e ...

    New York, New York, United States

    1 week ago

  • YOUR IMPACT · Are you an accomplished and forward-thinking professional eager to leverage your deep understanding of client needs and complex financial strategies in a broader wealth management context? At Goldman Sachs Ayco, we empower high-net-worth individuals, executives, and ...

    New York, NY

    1 week ago

  • Work in company

    Wealth Strategist, CPA/JD/CFP

    Only for registered members

    Wealth Strategist position at an Independent RIA seeking Senior Wealth Advisor to manage ultra high net worth client relationships. · Manage all aspects of ultra-high net worth client relationships with complex estate and tax planning strategies. · Work in tandem with the Interna ...

    New York

    1 month ago

  • Work in company

    Asset & Wealth Management - Strategist - Associate - New York

    Only for registered members

    +Job summary · A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. · +Responsibilities · Within Asset Management, Strategists (also known as Strats) play important roles in research, ...

    New York $150,000 - $250,000 (USD)

    1 month ago

  • Work in company

    Asset & Wealth Management - Strategist - Associate - New York

    Only for registered members

    Description · Asset Management · A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers, you can expect to participate in exciting i ...

    New York, New York, United States

    1 week ago

  • Work in company

    Asset & Wealth Management - Strategist - Associate - New York

    Only for registered members

    A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential. · ...

    New York $150,000 - $250,000 (USD) Full time

    1 month ago

  • Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models that ...

    New York $110,000 - $130,000 (USD) Full time

    1 month ago

  • +Job summary · We are looking for a Quantitative Strategist to join our PWM Portfolio Analytics team. As a member of this team, you will use your mathematical skills to construct models that drive our success in global financial markets. · +ResponsibilitiesWork closely with wealt ...

    New York

    1 month ago

  • Work in company

    Asset & Wealth Management - Strategist - Associate - New York

    Only for registered members

    We build the core analytics and modeling platforms used by Portfolio Strategy, Portfolio Management and Investment teams to make data driven investment and fund management decisions. · Design, build and own production-grade backend systems and APIs that support portfolio analysis ...

    New York $115,000 - $180,000 (USD)

    3 weeks ago

  • +Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. · ...

    New York $110,000 - $130,000 (USD)

    1 month ago

  • Description · Asset & Wealth Management –Analyst Quantitative Strategist in PWM Portfolio Analytics: · Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use ...

    New York, New York, United States

    1 week ago

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Tarrytown