Vice President, Portfolio & Wealth Advisory

BBR Partners

New York, United States
Base: $130,000 - $170,000; bonus/equity: discretio...
On-site
Client portfolio management
Asset allocation and performance monitoring
Trading activity oversight
Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity

Job Summary

  • Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity.
  • Liaise with your clients’ team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services.
  • Competitive base salary and incentive compensation, comprehensive benefits, and personalized development opportunities are offered.

Matching Summary

Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity.

Salary

Base: $130,000 - $170,000; Bonus/Equity: Discretionary bonuses, alternative incentive packages, commission eligibility; Benefits: Company subsidized medical/Rx, dental, vision, 401K, life insurance, disability, One Medical membership, EAP, gym reimbursement, transit/parking programs, HSA, flexible spending programs

Skills & Requirements

Must-have

  • Client portfolio management
  • Asset allocation and performance monitoring
  • Trading activity oversight
  • Integrated advisory services
  • Market trends and tax law discussions

Nice-to-have

  • Entrepreneurial mind-set
  • Independent lateral thinkers
  • Diverse points of view
  • Community impact driven

Key Requirements

  • Minimum of 5 years of relevant work experience
  • Experience with high-net-worth individuals and families
  • Familiarity with portfolio management, tax efficiency, trust & estate planning, and alternative investments
  • Series 65 exam or equivalent (Series 7 & 66, CFA, CFP)

Work Rights

Not specified

Tailored Resume

Cover Letter