Wealth Advisory Vice President - New York

Compensation

: $185,380.00 - $185,380.00 /year *

Employment Type

: Full-Time

Industry

: Executive Management



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About The Opportunity

A recognized asset management firm located in New York City is actively seeking a diligent and experienced financial services professional for a promising opportunity as their new?Wealth Advisory Vice President. In this role, the?Wealth Advisory Vice President will be?responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. Apply today!

COMPANY DESCRIPTION

Asset Management Firm

JOB DESCRIPTION

The?Wealth Advisory Vice President will:

  • Oversee day-to-day client portfolio management and monitoring, including asset allocation, performance, and trading activity
  • Liaise with clients? team of external advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services
  • Provide pro-active client coverage that may include discussions on market trends, change in tax law, trust & estate matters, and other issues as they relate to a client?s overall wealth management plan
  • Manage client meeting process including initiating and coordinating agenda and materials with senior team members and managing more junior staff?s work product
  • Actively participate in client meetings
  • Act as a manager/resource to other members of the firm by participating in internal meetings regarding the firm?s strategies
  • Assist new clients in defining investment goals as they transition into the firm
  • Develop relationships with service providers that could be utilized by client base
  • REQUIRED SKILLS

  • Bachelor's degree
  • 4+ years of relevant work experience?
  • Experience working with high net worth individuals and families
  • Strong client service knowledge
  • Familiarity with various aspects of portfolio management
  • Ability to work in a team-based environment

  • Associated topics: analyst, cash, cfa, director finance, expense, finance director, financial controller, invest, pay, tax * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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