Associate Advisor

About the role

AlTi Tiedemann Global (“AlTi”) is a NASDAQ-listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. We steward families, fiduciaries, and institutions through creation, transition, and evolution. We help clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

The Associate Advisor will work with team members across offices to service clients across the spectrum of discretionary investment management and wealth planning to help them meet their financial goals.

Responsibilities

• Day-to-day delivery of Wealth Management services under the supervision of senior client team members
• Partner with the Firm’s internal Client Service Team to ensure requests are processed accurately and timely
• Create customized client presentations including portfolio performance and analysis, planning recommendations, and cash flow management
• Develop investment portfolio allocations, Investment Policy Statements, and trading decisions reflecting firm investment themes and individual client goals in collaboration with teammates
• Communicate with clients and outside advisors
• Maintain, create, and analyze performance reports
• Execute investment decisions
• Perform client wealth forecasting
• Onboard new clients
• Support business development
• Participate in professional development and education opportunities

Requirements

• Bachelor’s Degree in economics, business, or related areas
• One to three years of related experience and/or a combination of education, experience, and training
• Ability to work within a team environment while also being a self-starter
• Excellent written and verbal communication skills
• Superior analytical skills
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail
• Ability to multi-task and manage work across a wide range of clients and advisors
• High proficiency with Microsoft Excel, PowerPoint, and Word
• Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
• Experience communicating with and presenting to clients preferred

Pay

For positions in our San Francisco Office, the expected base salary ranges from $75,000 to $95,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.