Portfolio Associate – Wealth Management Growth Role

Finance
New York, NY
April 17, 2025
$125,000 - $135,000
Full Time
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  • Job Description

Are you ready to take your career in wealth management to the next level? Join a collaborative, high-performing investment team managing over $2B in high-net-worth client accounts. This is more than a role—it’s a long-term opportunity to grow, evolve, and truly make an impact.

Why Join Our Client?

Team-First Culture: Work side-by-side with two seasoned Portfolio Managers, a CFP®, a Wealth Advisor, and fellow Associates in a structure built for mentorship and development.
Career Advancement: Reporting to a Senior Portfolio Associate, you’ll be positioned to grow into greater responsibility with direct client impact and decision-making power.
Innovation-Focused: They encourage the use of technology and data to enhance workflows and improve client outcomes. If you’re curious and proactive, your ideas will be welcomed and implemented.

What You’ll Do:

  • Deliver high-touch client service, including account setup, trade allocations, and client communications
  • Serve as a key liaison with internal trading, operations, and compliance teams
  • Drive portfolio reviews and analysis with Portfolio Managers and the CFP®
  • Execute and manage complex trades, ensuring tax sensitivity and alignment with client objectives
  • Troubleshoot and solve a variety of operational and performance issues
  • Own quarterly billing reviews and handle client-specific customizations

The Expertise They Require:

  • BA / BS degree in Economics, Finance, or related discipline
  • Active Series 7 & 66 OR (63 & 65) licenses
  • 4+ years in financial services, ideally with asset or wealth management exposure
  • Advanced Excel skills
  • Detail-obsessed, people-savvy, and thrive under pressure
  • Exceptional relationship management and communication skills
  • Self-starter who takes initiative and adapts quickly
  • You value team chemistry as much as technical skills

The Big Picture:

This is a hands-on role where no two days are the same. You’ll work closely with clients, stay plugged into the markets, and help steer a fast-paced, high-trust team. If you’re looking to build deep expertise and grow your influence in wealth management, Apply Today!

 

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