A financial services company in New York City is currently seeking an experienced Finance professional to join their staff as their new Vice President of Wealth Advisory. In this role, the Vice President of Wealth Advisory will be responsible for day-to-day client portfolio management and monitoring including asset allocation, performance and trading activity. Apply today! COMPANY DESCRIPTION Financial Services Company JOB DESCRIPTION The Vice President of Wealth Advisory will: Oversee day-to-day client portfolio management and monitoring including asset allocation, performance and trading activity Act as a liaison with clients team of External Advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services 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 The Execu|Search Group is a leading recruitment, temporary staffing, and workforce management solutions firm with offices throughout the U.S. Whether you're a professional interested in making your next move, or an employer looking to improve your hiring strategy, we're here to help! Associated topics: accounting, audit, chief finance officer, corporate banking, finance director, financial planning, financial services, investor, kpmg, treasure
* 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.