Vice President of Wealth Advisory

Job Summary

To enhance client portfolio management, the full-time Vice President of Wealth Advisory will oversee day-to-day client portfolio activities, including asset allocation and performance monitoring, while collaborating with external advisors and managing client relationships in a hybrid work environment.

Key responsibilities:

• Oversee day-to-day client portfolio management, including asset allocation, performance, and trading activity
• Liaise with clients' external advisors to deliver integrated advisory services and manage client meetings
• Provide proactive client coverage on market trends, tax law changes, and overall wealth management strategies

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 trust and estate planning
• Ability to work collaboratively in a team-based environment
• Highly motivated, ethical, and professionally mature