Registered Portfolio Associate

Finance
Omaha, Nebraska
November 7, 2025
$85,000 - $100,000
Full Time
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  • Job Description

Empower Clients. Advance Your Career. Join a Team That Invests in You.

Our client—a prestigious, NYC-based wealth management boutique with a national presence—is seeking a Registered Portfolio Associate to join their growing Omaha office. You’ll be part of a collaborative, high-performing portfolio management team overseeing significant high-net-worth client relationships and assets.

This is more than a support role—it’s an opportunity to partner directly with senior Portfolio Managers, gain deep exposure to investment management, and play an integral role in delivering the exceptional client experience this firm is known for.

Your Impact

As a key member of the Portfolio Management team, you will:

  • Serve as a trusted resource and first point of contact for clients, handling account and portfolio-related inquiries with professionalism and precision.
  • Support portfolio administration and operations, including new account openings, transfers, cash movements, and data updates.
  • Prepare customized reports and meeting materials, translating portfolio data into clear, client-ready insights.
  • Collaborate with Shared Services teams (Client Service, Operations, and Compliance) to ensure seamless execution across all client accounts.
  • Partner with colleagues in New York City, sharing best practices and aligning on client servicing standards across teams.
  • Contribute to process improvements and operational excellence initiatives that enhance client satisfaction and team efficiency.

What You Bring

  • Bachelor’s degree required.
  • 5–7 years of experience in financial services—asset or wealth management strongly preferred.
  • Active FINRA Series 7 and 66 (or 63 & 65) licenses.
  • Proven ability to build strong relationships with clients and colleagues.
  • Technical proficiency with portfolio management systems (PMS), CRM tools, and Microsoft Excel.
  • Meticulous attention to detail and a commitment to accuracy under pressure.
  • A proactive, self-motivated approach with the confidence to take initiative and contribute ideas.

Why Join

  • Prestige & Exposure: Work directly with senior Portfolio Managers supporting clients with complex portfolios and significant assets under management.
  • Career Development: Gain hands-on experience in portfolio construction, client servicing, and investment operations—ideal for future advancement within wealth management.
  • Collaborative Culture: Join a close-knit, high-performing team that values integrity, curiosity, and professional growth.
  • Hybrid Flexibility: Enjoy the balance of in-office collaboration and remote work flexibility.
  • Competitive Compensation: Strong base salary, discretionary bonus, and comprehensive benefits.

Shape the future of client wealth while advancing your own. If you’re a registered professional seeking meaningful growth in a boutique, relationship-driven environment—this is your opportunity to make an impact.

 

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