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
• Bachelor’s degree is required

Pay

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