About The Position
The Wealth Management Professional works directly with clients to provide exceptional client service, operational support, and risk management. The role serves as a primary point of contact for clients and is responsible for operational management and oversight of the client experience, including onboarding client relationships, supporting investment objectives, managing fraud risk, trade execution, liquidity management, and ongoing relationship management. Working closely with Private Wealth Advisors, the Senior Analyst supports high-net-worth and ultra-high-net-worth clients, family offices, university endowments, and nonprofits. The role contributes to relationship management, prepares client-facing portfolio and market materials, supports advisory services, and coordinates account and investment operations.
Requirements
- Bachelor's degree.
- Ability to work in a fast-paced environment and think clearly under pressure.
- Strong interest in client service.
- Self-motivated, with the ability to work autonomously and collaboratively.
- Ability to multitask and work with numerous colleagues and desks across the firm.
- Strong verbal and written communication skills.
- Strong organizational and interpersonal skills.
- SIE, Series 3, Series 7, and Series 63 licenses must be obtained within three months of employment.
Responsibilities
- Work with Private Wealth Advisors on relationship management for high-net-worth and ultra-high-net-worth clients, family offices, university endowments, and nonprofits.
- Prepare client-facing materials covering asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
- Help execute, process, and reconcile client trades in products including equities, equity options, fixed income, and currencies.
- Contribute operational experience to the growth of the business.
- Support Private Wealth Advisors and their PWM clients.
- Identify opportunities for wealth advisory services and coordinate those services within the client base.
- Manage advisory business implementation and rebalancing.
- Manage account cash balances and private banking services.
- Liaise with other areas supporting the PWM business.
- Plan and manage the new-account onboarding process.
- Explain client reporting and web capabilities to potential new clients.
Benefits
- Training and development opportunities
- Firmwide networks
- Benefits
- Wellness offerings
- Personal finance offerings
- Mindfulness programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
