Associate, Wealth Management

The Role

Support the Partners and their team by providing operational functions such as:

• Money movement (i.e. wire and journals)
• Account creation and maintenance
• Ad hoc project management
• Portfolio performance updates
• Database management

Communicate with clients regarding transactions, such as asset transfers and account opening procedures

Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business

Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.

Qualifications

• 1-2+ years of relevant work or internship experience preferred
• Deep curiosity about the financial markets
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Exceptional verbal and written communications skills
• Good relationship-building skills both inside and outside of the organization
• Ability to work in a fast-paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus
• “No task is too small” mentality

Compensation

The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.