Confidential
Vice President, Portfolio and Wealth Advisory
Confidential, New York, New York, United States, 10001
Vice President, Portfolio and Wealth Advisory
About the Company
Prominent financial advisory firm specializing in wealth management & investment services
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Vice President for Portfolio and Wealth Advisory. The successful candidate will be responsible for leading the management of client portfolios and providing advisory services to high-net-worth individuals. This includes ensuring optimal asset allocation, performance monitoring, and collaborating with external advisors to deliver integrated wealth management solutions. The role also involves facilitating client meetings, contributing to firm-wide strategies, and engaging in sales and marketing processes. The ideal candidate will have a Bachelor's degree in a related field, a minimum of 5 years' experience in wealth management, and proficiency in portfolio management, tax efficiency, and alternative investments.
Key responsibilities for the Vice President of Portfolio and Wealth Advisory at the company include overseeing client portfolio management, coordinating with external advisors, and supporting the development of junior staff. The role requires a strong client service orientation, the ability to work collaboratively in a team-based environment, and a Series 65 certification or equivalent qualifications. The candidate should be highly motivated, ethical, and professionally mature, with a familiarity with trust and estate planning and market trends. The position is pivotal in fostering a collaborative and ethical work environment, and the successful candidate will be expected to embody the firm's values and culture.
Travel Percent Less than 10%
Functions
Finance
About the Company
Prominent financial advisory firm specializing in wealth management & investment services
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Vice President for Portfolio and Wealth Advisory. The successful candidate will be responsible for leading the management of client portfolios and providing advisory services to high-net-worth individuals. This includes ensuring optimal asset allocation, performance monitoring, and collaborating with external advisors to deliver integrated wealth management solutions. The role also involves facilitating client meetings, contributing to firm-wide strategies, and engaging in sales and marketing processes. The ideal candidate will have a Bachelor's degree in a related field, a minimum of 5 years' experience in wealth management, and proficiency in portfolio management, tax efficiency, and alternative investments.
Key responsibilities for the Vice President of Portfolio and Wealth Advisory at the company include overseeing client portfolio management, coordinating with external advisors, and supporting the development of junior staff. The role requires a strong client service orientation, the ability to work collaboratively in a team-based environment, and a Series 65 certification or equivalent qualifications. The candidate should be highly motivated, ethical, and professionally mature, with a familiarity with trust and estate planning and market trends. The position is pivotal in fostering a collaborative and ethical work environment, and the successful candidate will be expected to embody the firm's values and culture.
Travel Percent Less than 10%
Functions
Finance