Top 6987 Portfolio lead Jobs in Brooklyn, Ny

Lead Planner - Certified Financial Planner
Zynergy Retirement Planning —Red Bank, NJ
- From $130,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Principal Advisor- bilingual in Korean
Cesna Recruitment —Totowa, NJ
- $130,000 - $175,000 a year
- Full-time
- 7 years
- English
- Senior level
- Health insurance
- Paid time off
Quick Apply
iOS Engineering Manager, CNBC
Versant Media —Englewood Cliffs, NJ
- $175,000 - $190,000 a year
- Email
- Hybrid work
- 7 years
- Office
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
Staff Product Manager, Observability Data Platforms
Datadog —New York, NY
- $244,000 - $305,000 a year
- Computer science
- Computer Science
- 8 years
- Employee stock purchase plan
- Health insurance
Quick Apply
Fund Controller
Confidential —New York, NY
- $200,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Okta on Okta Identity Architect
Okta —New York, NY
- $242,000 - $332,000 a year
- Hybrid work
- Product management
- Fair chance
- Senior level
Quick Apply
Architectural Sales Consultant
Northeast Architectural —Mamaroneck, NY
- Up to $90,000 a year
- Weekends as needed
- Hybrid work
- Background check
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Senior Property Manager – Rent-Stabilized Multifamily Portfolio (New York City)
Confidential —Bronx, NY
- $95,000 - $130,000 a year
- Full-time
- Spanish
- 7 years
- Team management
- Health insurance
- Dental insurance
Quick Apply
Manager, Technical Accounting & Policy
Versant Media —Englewood Cliffs, NJ
- $90,000 - $125,000 a year
- Email
- Hybrid work
- CPA
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Money Editor, CNBC Make It
Versant Media —Englewood Cliffs, NJ
- $90,000 - $130,000 a year
- Email
- Hybrid work
- 5 years
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
MS Special Education Teacher
Atmosphere Academy Public Charter Schools —Bronx, NY
- $57,000 - $130,000 a year
- Full-time
- School experience
- Classroom
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Sr. Design Manager
Promobile Marketing —Brooklyn, NY
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Management
- Office
- 8 years
- Profit sharing
- Health insurance
Quick Apply
Director, Platform SRO
Versant Media —New York, NY
- $180,000 - $210,000 a year
- Email
- Hybrid work
- Mentoring
- Senior level
- Leadership
- Retirement plan
Quick Apply
Director, Contract Services (Non-Profit) - Manhattan
AHRC NYC —Manhattan, NY
- $100,000 a year
- Full-time
- Microsoft Excel
- Research
- Office
- Paid training
- 403(b) matching
Quick Apply
6d
Implementation and Account Lead
Pronto Housing —New York, NY
- $110,000 - $135,000 a year
- Full-time
- Continuous improvement
- In-person
- Senior level
Quick Apply
3d
Sales Manager
Nine Orchard Hotel (MML Hospitality) —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Hotel
- Travel
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Regional Property Manager NY
Shamco Management —Edison, NJ
- $95,000 - $120,000 a year
- Full-time
- Office
- Residential
- 3 years
- Travel reimbursement
- Paid holidays
Quick Apply
Sr. Director, Platform Engineering
Versant Media —Englewood Cliffs, NJ
- $220,000 - $240,000 a year
- Email
- Hybrid work
- System design
- 11+ years
- Continuous improvement
- Retirement plan
Quick Apply
FESCO B2B National Sales Manager – Corporate Gift Programs (General Merchandise/Packaged Goods)
The Fesco Group —Brooklyn, NY
- $100,000 - $125,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Travel
Property Manager - Seasoned Manager with Co-op & Condo Experience Required
Veritas Property Management —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Sales
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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portfolio lead jobs near brooklyn, ny

Lead Planner - Certified Financial Planner

Zynergy Retirement Planning
Red Bank, NJ

Quick Apply

Job Details

Full-time
From $130,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance

Qualifications

Estate planning needs analysis
Financial planning software
Customer relationship building
CFP
Income tax planning
Customer inquiry handling
Bachelor's degree
Financial concepts
Computer skills
Investment risk management
Estate planning
Retirement planning advisory services

Full Job Description

We are looking for a Certified Financial Planner to learn our planning process and help support our members (clients) and planning team. We are a fee-only fiduciary who specializes in helping people with more than $3 million simplify retirement complexity with a focus on coordinating investments, taxes and legacy planning.

Zynergy is rooted in purpose, collaboration, and accountability. We hold ourselves to a high standard while working together towards shared success. Above all, we operate as a top-performing tea, celebrating wins together and taking responsibility for the impact we have on each other and those we serve.

Position Overview

As a Lead Planner, you play a central and valued role in the lives of our members (clients). You’ll spend more than 60% of your time with the individuals and families you serve, building meaningful relationships, understanding what matters most to them, and guiding them toward the financial future they envision.

In this role, you will create comprehensive financial plans, manage portfolios, lead member relationships, learn to close prospective clients and provide ongoing advice that adapts as member needs, goals, and market conditions evolve. Your commitment to personal connection and high-quality service helps members feel confident, supported, and truly understood.

While you will work with members on your own, we do work as a team. You will be supporting the Senior Planner on their member relationships and train/mentor our associate planner.

These positions may cultivate new member referrals through offering a high-level of service to existing members, but they are not required to develop new member relationships through business development and/or marketing channels. You will be responsible for leading prospective member meetings using our firm’s process.

To thrive here, you will be ready to work with members from day one and will bring strong communication skills, analytical thinking, and a genuine passion for helping people make smart, values-aligned financial decisions.

Responsibilities include:

Conduct Regular Member Meetings: Schedule and hold annual/semiannual review meetings to review and discuss changes in member situations.
Educate Members: Explain complex financial concepts in understandable terms to help members make informed decisions.
Respond to Member Inquiries: Address members questions and concerns promptly, providing accurate and helpful information
Develop Customized Financial Plans: Create tailored financial strategies that align with members short-term and long-term goals.
Provide Investment Advice: Recommend appropriate investment options based on members objectives and risk profiles.
Monitor and Review Portfolios: Regularly review and adjust members investment portfolios to ensure they remain aligned with their goals and market conditions.
Financial Planning: Help members plan by assessing needs, recommending solutions, and creating financial strategies in all key areas, including Cash Flow, Budgeting, Retirement Planning, Investments, Estate Planning, Tax Planning, Education Planning, and Risk Management.
Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice.
Support Senior Planners: Assist in behind the scenes planning work and sit in on any meetings with member that will be transitioned to you.
Train Junior Planners: Assist in the training of planners’ junior to your role.

Skills and knowledge requirements:

Financial Expertise: In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Analytical Skills: Strong ability to analyze financial data, assess risk, and develop effective financial strategies.
Communication Skills: Excellent verbal and written communication abilities to explain complex financial concepts clearly to members.
Interpersonal Skills: Strong relationship-building skills to establish trust and rapport with members, understanding their needs and goals.
Problem-Solving Skills: Ability to identify financial issues and develop creative solutions tailored to members' unique situations.
Technological Proficiency: Familiarity with financial planning software, investment platforms, and other technology tools to enhance efficiency and service quality. At Zynergy we use Salesforce, eMoney, and Orion/Eclipse. Previous experience with these platforms would be useful, but is not required.

Experience and education requirements:

Certifications: CFP Designation
Education: Bachelor’s degree required. Degree in accounting, finance, business administration or relevant field; additional professional certifications are a plus.
Experience: 10+ years of experience in financial planning or advisory roles, with a proven track record of working directly with clients.
Skills Development: Enhanced expertise in specific areas such as retirement planning, tax strategy, or estate planning.

Benefits:

Salary ranges from $130,000 - $160,000 depending on experience. Additional incentive pool paid out quarterly based on company performance.
401(k)
401(k) match
Employee discount on services
Dental insurance
Health insurance
Vision insurance
Life insurance
Paid time off
Professional development assistance
Monday & Friday work from home with the exception of meeting seasons (September & February)
Off Fridays Memorial Day – Labor Day and November – December

Job Type: Full-time

Pay: From $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 10 years (Required)

License/Certification:

CFP (Required)

Work Location: In person

Quick Apply

Refine Your Search

portfolio lead jobs in brooklyn, ny

Lead Planner - Certified Financial Planner

Principal Advisor- bilingual in Korean

iOS Engineering Manager, CNBC

Staff Product Manager, Observability Data Platforms

Fund Controller

Okta on Okta Identity Architect

Architectural Sales Consultant

Senior Property Manager – Rent-Stabilized Multifamily Portfolio (New York City)

Manager, Technical Accounting & Policy

Money Editor, CNBC Make It

MS Special Education Teacher

Sr. Design Manager

Director, Platform SRO

Director, Contract Services (Non-Profit) - Manhattan

Implementation and Account Lead

Sales Manager

Regional Property Manager NY

Sr. Director, Platform Engineering

FESCO B2B National Sales Manager – Corporate Gift Programs (General Merchandise/Packaged Goods)

Property Manager - Seasoned Manager with Co-op & Condo Experience Required

I want to receive the latest job alert for portfolio lead in brooklyn, ny

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