Portfolio Relationship Associate

• Job Description

Shape the Future of Client Wealth. Grow with a Firm that Invests in You.

Step into a role that goes beyond numbers and transactions. Our client—a prestigious Midtown Wealth Management Boutique with $35B+ AUM—is seeking an exceptional individual to join one of their high-performing portfolio management teams.

In this role, you will work directly with the Partners, Portfolio Associates, and Research Analysts in a collaborative environment managing over $2B in client assets, where your insights will directly impact investment decisions, client outcomes, and the continued success of the firm. This is an extraordinary opportunity for a driven professional who thrives at the intersection of client engagement, portfolio strategy, and analytical excellence.Your Impact

As a Portfolio Relationship Associate, you’ll play a key role in ensuring exceptional client experiences and operational excellence across managed accounts. You will:

• Serve as a trusted resource for clients, addressing account and portfolio-related inquiries with professionalism and precision.
• Prepare customized client reports and meeting materials that highlight performance, allocations, and strategic positioning.
•  Partner closely with Portfolio Managers and Analysts on investment implementation and trading execution.
• Analyze portfolio data to support rebalancing, performance attribution, and asset allocation decisions.
• Ensure accuracy across all aspects of account maintenance, billing, and compliance documentation.
• Leverage technology to streamline processes, increase transparency, and elevate service delivery.
•  Take ownership of projects that enhance client service and operational efficiency.

What You’ll Bring

• Bachelor’s degree in Finance, Economics, or a related discipline
• 2-7 years of experience in financial services (asset or wealth management highly preferred)
• Active Series 7 & 66 (or 63&65) licenses
•  A proactive mindset with the ability to anticipate client and team needs
• Strong relationship-building, communication, and organizational skills
• Technical proficiency across portfolio management systems (PMS), CRM tools, and Microsoft Excel
•  Exceptional attention to detail, accuracy, and accountability under pressure
•  Intellectual curiosity and a desire to grow within a collaborative, entrepreneurial culture

Why Join

• Direct exposure to senior leadership: Work alongside Partners and gain firsthand insight into investment strategy and client relationship management.
•  Career growth & mentorship: Build a long-term career path in portfolio management, client advisory, or operations leadership.
• Cutting-edge technology: Utilize advanced systems that empower you to work smarter and deliver greater client value.
• Collaborative culture: Be part of a tight-knit, high-trust team that values curiosity, accountability, and excellence.
•  Comprehensive rewards: Competitive base salary, annual bonus potential, generous PTO, and flexible hybrid work environment.

If you are ready to accelerate your career within a respected wealth management firm that blends the sophistication of an institutional platform with the agility of a boutique, Apply Today!