UHNW & Institutional Investment Wealth Advisor

Simplex•Rochester, NY

2d•Hybrid

About The Position

A growing independent investment advisory firm is seeking a senior, client-facing advisor to serve ultra-high-net-worth families, business owners, and select institutional clients, including endowments and foundations. This is a relationship-driven advisory role for someone who combines strong investment judgment with the ability to earn trust, lead complex client conversations, and develop new business. This is not a portfolio-management, investment-research, or administrative role.

Requirements

5+ years of experience in wealth management, investment advisory, institutional consulting, investment management, or a related field.
Experience serving UHNW families, business owners, institutional investors, or other sophisticated clients.
Strong investment knowledge and the ability to discuss complex portfolio topics with sophisticated audiences.
Proven relationship-management and business-development capability.
Executive presence, sound judgment, strong communication skills, and high emotional intelligence.
Ability to translate institutional investment disciplines into practical advice for private clients.
Intellectual curiosity, integrity, a collaborative style, and interest in becoming a long-term leader within the firm.

Nice To Haves

CFA, CFP, CAIA, MBA, or similar credentials are valued, but they are not a substitute for strong client-advisory, relationship-building, and business-development ability.

Responsibilities

Partner with senior advisors and marketing to turn the firm’s brand, expertise, events, and market presence into new-business opportunities.
Develop relationships with attorneys, CPAs, trustees, and other influential referral partners.
Cultivate prospects, support presentations and follow-up, and help convert opportunities into long-term client relationships.
Create new opportunities and meetings proactively rather than relying solely on inbound referrals.
Build a pipeline of UHNW and institutional prospects through direct outreach, professional networks, centers of influence, board relationships, community involvement, and firm-sponsored activities.
Partner closely with internal investment, planning, reporting, and client-service teams while maintaining ownership of senior client relationships.
Serve as a primary client advisor and coordinate with attorneys, CPAs, trustees, and other external professionals.
Help UHNW clients navigate integrated investment, tax, estate, succession, liquidity, and wealth-transfer considerations.
Advise clients on investment strategy, asset allocation, governance, liquidity, spending, and long-term objectives.
Build trusted relationships with UHNW families, business owners, investment committees, and institutional decision-makers.
Continue developing expertise in institutional investing, wealth management, governance, and related advisory issues.
Participate in investment discussions and remain current on capital markets and portfolio implications.
Maintain a strong understanding of the firm’s investment philosophy and capabilities across UHNW and institutional client segments.
Demonstrate the judgment, initiative, and leadership potential to take on broader responsibilities over time.
Mentor colleagues and strengthen a collaborative, growth-oriented culture.
Contribute to strategic initiatives and represent the firm in the marketplace and community.