acumen with an understanding of private markets, wealthmanagement, and/or Family Capital dynamics Ability to identify... with one of our premier investment management clients in New York, NY. This is a hybrid role - 4x per week onsite. The Team: The Global...
WealthManagement organization, managing sourcing, screening, interviewing, and offer negotiation to deliver a seamless... field. Front office financial services recruiting experience, particularly within WealthManagement, Private Banking...
advanced planning documents, including special-needs trusts, dynasty trusts, and other wealth-transfer or asset-protection... for high-net-worth clients and families, including coordination of tax-sensitive and asset-protection strategies. Collaborate...
(wills, trusts, charitable strategies), risk management, and investment strategy basics Track record managing multiple HNW... do the same. You’ll see marriages strengthened. Wealth aligned with purpose. Legacy that’s more than just assets — it...
results. You’ll work side-by-side with our Chief Growth Officer and leaders across the organization to stand up and scale... up to cross-serve the full portfolio of offerings. You will not manage a team directly;instead, you’ll drive outcomes...