Vice President, Portfolio & Wealth Advisory

BBR Partners•New York, NY

13d•$130,000 - $170,000•Hybrid

About The Position

BBR Partners is a boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. Founded in early 2000, the firm manages over $35 billion in assets. The Vice President of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring, including asset allocation, performance, and trading activity. The role calls for a collaborative, energetic, team-oriented professional committed to exceptional client service and high ethical standards. The successful candidate is motivated, has a strong work ethic and entrepreneurial mindset, and enjoys working collaboratively. The role involves providing integrated advice to clients, coordinating client meetings, contributing to firm strategy and prospective-client efforts, and helping new clients define investment goals as they join the firm. BBR values independent thinking, diverse perspectives, community impact, and an inclusive and collaborative culture.

Requirements

At least 5 years of relevant work experience.
Experience working with high-net-worth individuals and families, with a strong emphasis on client service.
Familiarity with portfolio management, tax efficiency, trust and estate planning, and alternative investments.
Ability to work in a team-based environment and become an integral part of existing client relationship teams.
Highly motivated, extremely ethical, and professionally mature.

Responsibilities

Oversee day-to-day client portfolio management and monitoring, including asset allocation, performance, and trading activity.
Liaise with clients’ external advisors, such as attorneys and tax accountants, to deliver integrated advisory services.
Provide proactive client coverage, including discussions about market trends, tax-law changes, trust and estate matters, and other issues related to clients’ overall wealth management plans.
Manage the client meeting process by initiating and coordinating agendas and materials with senior team members and developing junior staff’s work product.
Participate in client meetings with a focus on creating meaningful change.
Contribute to internal meetings about the firm’s strategies and offer thoughts and suggestions as a resource to other firm members.
Assist new clients in defining investment goals as they transition into the firm.
Nurture relationships with service providers that may offer benefits to the client base.
Contribute insights to the sales and marketing process for prospective clients.

Benefits

Competitive base salary and incentive compensation.
Company-subsidized medical/Rx, dental, and vision insurance for employees, partners, and dependents.
401(k) plan, life insurance, and short- and long-term disability coverage.
One Medical membership covered for employees and dependents, an employee assistance program (EAP), gym reimbursement, and other wellness offerings.
Pre-tax transit and parking programs, a Health Savings Account (HSA), and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.
Volunteerism opportunities and a matching gift program.
Flexible time off, paid parental leave, and sabbatical with company tenure.
Hybrid remote work environment and “Work from Anywhere” weeks.
Casual dress.
New office space with perks and amenities, including catered lunches and a stocked pantry.