Registered Portfolio Associate
New York, NY
$120k-$130k plus discretionary bonus
Hybrid Work Environment
Are you ready to embark on a unique and rewarding journey in the wealth management space?
NYC-based Investment Management leader, is seeking an exceptional individual to join its Portfolio Management team. In this highly visible role in client relationship management, you will work alongside a dynamic group, including Partners, Portfolio Associates, and Research Analysts, to oversee more than $8B in managed high-net-worth client accounts, a task that requires a high level of client service skills and expertise.
Specific Responsibilities:
- Provide ultra high net worth clients with expert advice on account-related matters.
- Prepare client materials for account review meetings.
- Collaborate with the team on investment decisions.
- Execute trading requests with precision and attention to detail.
- Ensure accuracy in billing and account maintenance.
- Utilize technology to streamline processes and enhance team performance.
- Demonstrate ownership and initiative in daily tasks and projects
What You'll Bring:
- BA / BS degree in Finance, Economics, or a similar discipline
- 4+ years of financial services industry experience
- Active Series 7 & 66, (or 63 & 65) licenses are necessary!
- Proven ability to build strong relationships with clients
- Proficiency in technology, including Microsoft Excel
- Meticulous and highly organized mindset
- Efficient performance under pressure in a fast-paced environment
- Strong organizational skills and attention to detail
- Intellectual curiosity and an initiative-taking mindset
What They Offer:
- Competitive base salary range of $120k-$130k (DOE) plus discretionary bonus
- Excellent benefits package and work-life balance
- Flexible hybrid work environment
- A unique team structure fostering collaboration and growth
- Opportunities to leverage cutting-edge technology for enhanced performance
- A supportive environment where you’ll be challenged and empowered to drive organizational progress
Ready to take the next step in your career? Apply Now to unlock your potential in the world of wealth management!
Job Type: Full-time
Pay: $120,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid parental leave
- Paid time off
- Parental leave
- Prescription drug insurance
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Volunteer time off
- Wellness program
Physical Setting:
Education:
Experience:
- Financial services: 4 years (Required)
- Client services: 2 years (Required)
License/Certification:
Ability to Commute:
- New York, NY 10036 (Required)
Work Location: Hybrid remote in New York, NY 10036
