Vice President of Wealth Advisory
Job Summary
To support a boutique wealth management firm, the full-time salaried Vice President of Wealth Advisory will manage day-to-day client portfolio oversight, liaise with external advisors, and provide proactive client coverage while fostering collaborative relationships.
Key responsibilities
- Oversee client portfolio management, including asset allocation and trading activity
- Liaise with clients' external advisors to deliver integrated advisory services
- Manage the client meeting process and contribute to internal strategy discussions
Required qualifications
- 5+ years of relevant work experience in wealth management
- Experience with high-net-worth individuals and families, emphasizing client service
- Familiarity with portfolio management, tax efficiency, and estate planning
- Ability to work collaboratively within client relationship teams
- Highly motivated, ethical, and professionally mature
Complete Job Description
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