The Financial Advisory Analyst is a key member of the team responsible for managing high net worth and ultra-high net worth clients. They handle tasks such as preparing client balance sheets, analyzing asset allocation, monitoring investment...
Senior Wealth Manager Rochester, NY JK Executive Strategies is partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join...
The Role What You ll Do As a Senior Consultant, you will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product...
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships...
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You ll advise clients on...
A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment...
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth...
Collaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and...