AscendHire Inc.
Portfolio Relationship Associate
Location:
Omaha, NE Compensation:
$75,000
$100,000 base salary + discretionary bonus Work Environment:
Hybrid
Prestigious, NYC-based wealth management boutique with a national presenceis seeking an exceptional individual to join their growing
Omaha
office. Youll be part of a collaborative, high-performing portfolio management team overseeing significant high-net-worth client relationships and assets. This is more than a support roleits an opportunity to
partner directly with senior Portfolio Managers , gain deep exposure to investment management, and play an integral role in delivering the exceptional client experience this firm is known for.
Your Impact As a key member of the Portfolio Management team, you will: Serve as a
trusted resource and first point of contact
for clients, handling account and portfolio-related inquiries with professionalism and precision. Support portfolio administration and operations , including new account openings, transfers, cash movements, and data updates. Prepare customized reports and meeting materials , translating portfolio data into clear, client-ready insights. Collaborate with Shared Services teams
(Client Service, Operations, and Compliance) to ensure seamless execution across all client accounts. Partner with colleagues in New York City , sharing best practices and aligning on client servicing standards across teams. Contribute to process improvements and operational excellence initiatives that enhance client satisfaction and team efficiency.
What You Bring Bachelors degree required. 4+ years of experience in financial servicesasset or wealth management preferred. Active
FINRA Series 7 and 66 (or 63 & 65)
licenses. Proven ability to
build strong relationships
with clients and colleagues. Technical proficiency
with portfolio management systems (PMS), CRM tools, and Microsoft Excel. Meticulous attention to detail
and a commitment to accuracy under pressure. A proactive, self-motivated approach with the confidence to take initiative and contribute ideas.
Why Join Prestige & Exposure:
Work directly with senior Portfolio Managers supporting clients with complex portfolios and significant assets under management. Career Development:
Gain hands-on experience in portfolio construction, client servicing, and investment operationsideal for future advancement within wealth management. Collaborative Culture:
Join a close-knit, high-performing team that values integrity, curiosity, and professional growth. Hybrid Flexibility:
Enjoy the balance of in-office collaboration and remote work flexibility. Competitive Compensation:
Strong base salary, discretionary bonus, and comprehensive benefits.
Shape the future of client wealth while advancing your own. If youre a registered professional seeking meaningful growth in a boutique, relationship-driven environmentthis is your opportunity to make an impact.
Apply today!
Omaha, NE Compensation:
$75,000
$100,000 base salary + discretionary bonus Work Environment:
Hybrid
Prestigious, NYC-based wealth management boutique with a national presenceis seeking an exceptional individual to join their growing
Omaha
office. Youll be part of a collaborative, high-performing portfolio management team overseeing significant high-net-worth client relationships and assets. This is more than a support roleits an opportunity to
partner directly with senior Portfolio Managers , gain deep exposure to investment management, and play an integral role in delivering the exceptional client experience this firm is known for.
Your Impact As a key member of the Portfolio Management team, you will: Serve as a
trusted resource and first point of contact
for clients, handling account and portfolio-related inquiries with professionalism and precision. Support portfolio administration and operations , including new account openings, transfers, cash movements, and data updates. Prepare customized reports and meeting materials , translating portfolio data into clear, client-ready insights. Collaborate with Shared Services teams
(Client Service, Operations, and Compliance) to ensure seamless execution across all client accounts. Partner with colleagues in New York City , sharing best practices and aligning on client servicing standards across teams. Contribute to process improvements and operational excellence initiatives that enhance client satisfaction and team efficiency.
What You Bring Bachelors degree required. 4+ years of experience in financial servicesasset or wealth management preferred. Active
FINRA Series 7 and 66 (or 63 & 65)
licenses. Proven ability to
build strong relationships
with clients and colleagues. Technical proficiency
with portfolio management systems (PMS), CRM tools, and Microsoft Excel. Meticulous attention to detail
and a commitment to accuracy under pressure. A proactive, self-motivated approach with the confidence to take initiative and contribute ideas.
Why Join Prestige & Exposure:
Work directly with senior Portfolio Managers supporting clients with complex portfolios and significant assets under management. Career Development:
Gain hands-on experience in portfolio construction, client servicing, and investment operationsideal for future advancement within wealth management. Collaborative Culture:
Join a close-knit, high-performing team that values integrity, curiosity, and professional growth. Hybrid Flexibility:
Enjoy the balance of in-office collaboration and remote work flexibility. Competitive Compensation:
Strong base salary, discretionary bonus, and comprehensive benefits.
Shape the future of client wealth while advancing your own. If youre a registered professional seeking meaningful growth in a boutique, relationship-driven environmentthis is your opportunity to make an impact.
Apply today!