Sr. Portfolio Advisor II - New York

We are representing a premier client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory.We seek Senior Financial Advisor to serve as primary steward for high-net-worth and institutional capital. · ...

We're looking for someone who can apply quantitative methods to real-world investment challenges. You will perform comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), engage FA teams to explain Investment Manager Analysis (IMA) o ...

Savvy is changing the wealth management industry with a digital-first solution that modernizes human financial advice. Advisors partner with Savvy to tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more tim ...

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. · ...

Wealth management is a $545 billion industry in the US yet remains archaic and inefficient with low technology penetration. · Conduct daily portfolio management activities including cash reviews drift analysis and tax-loss harvesting · ...

+Job summary · Vise is building the future of investment management—powered by technology and driven by advisor needs.As a Senior Investment Strategist you will play a key role in shaping our investment research portfolio design platform capabilities. · +Competitive salary equity ...

Wealthmanagementisa$545billionindustryintheUS,yetremainstheoricandalinefficientwithlowtechnologypenetration.Thisleads toapoorclientexperienceandresults infinancialadvisers spendingover70%oftimeonnon-clientfacingmanualwork. · Savvyischangingthat.We'rebuildingthemostadvisor-centric ...

A multi billion dollar investment management firm is looking to hire a Regional Director, External Wholesaler to call on Financial Advisors and sell municipal bond separately managed accounts. · The ideal candidate should have extensive business development/wholesaling experience ...

Head of Business Development · Remote with regular presence in New York City · About GoalVest Advisory · GoalVest Advisory is a New York based RIA delivering institutional-caliber investment portfolios and differentiated alternative and private market strategies to RIAs, family ...

Investment Strategy Advisors are a key tier of the Initio Sphere ecosystem, providing portfolio and investment strategy guidance to GPs, sponsors, and investors. · Advise funds and sponsors on investment strategy, asset allocation, and portfolio optimization · Mentor analysts and ...

The Accelerate Fellowship is a 3-month program designed to attract and train top builders by having them work on real, high-leverage Vise problems. · User Obsessed: Able to understand complex financial workflows quickly and deeply. · End-to-End Minded: Possess strong product inst ...

A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. · ...

We are seeking an Associate to serve as a Client Portfolio Manager (CPM) to support the Goldman Sachs US Multi-Asset Solutions (MAS) model portfolio business. · Support the delivery of portfolio construction expertise, education, and market insights through the production of GS M ...

We are seeking an Associate to serve as a Client Portfolio Manager (CPM) to support the Goldman Sachs US Multi-Asset Solutions (MAS) model portfolio business. · ...

+We are seeking an Associate to serve as a Client Portfolio Manager (CPM) to support the Goldman Sachs US Multi-Asset Solutions (MAS) model portfolio business. The individual will produce multi-asset investment content, portfolio thought leadership, and portfolio related collater ...

Wealth management is a $545 billion industry in the US, · Savvy is changing that. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. · The Role: · As an Investment Operations & Trading Associate, ...

A boutique private wealth advisory team managing approximately $1B in client assets is seeking a senior client service and operations professional to support high net worth and multi generational client relationships. · ...

We are a boutique Registered Investment Advisor hiring a Client Operations Associate to support day-to-day activities including trading, account administration, · Support rebalancing, cash movements and trade follow-upReview confirmations and resolve discrepancies ...

· About Vise: · Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the w ...

Vise is seeking an Investment Operations Specialist to join its Investment Strategy Team. The role involves applying financial services experience to learn and understand Vise established internal workflows and implement and improve the Vise middle and back office investment proc ...