Senior Director, Wealth & Portfolio Advisory
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
B Partners is a premier wealth management firm delivering investment and wealth management services to high-net-worth individuals and families. The VP of Portfolio and Wealth Advisory will oversee day-to-day client portfolio management, asset allocation, performance, and trading activity, while liaising with external advisors to deliver integrated services.
The role requires 5+ years in a client-centric investment environment, strong teamwork, ethical standards, and an entrepreneurial mindset.
The Senior Director, Wealth & Portfolio Advisory role at B Partners is now open for applications in New York, NY, United States.
Our group is growing, and we are hiring a Senior Director, Wealth & Portfolio Advisory in New York, NY, United States.
This opening is for the Senior Director, Wealth & Portfolio Advisory role at B Partners.
We are seeking a motivated Senior Director, Wealth & Portfolio Advisory to join B Partners in New York, NY, United States.
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