Remote Vice President, Wealth & Portfolio Advisory | WFH

Job Overview

Join our esteemed boutique wealth management firm, renowned for delivering unparalleled investment and wealth management services to high-net-worth individuals and families. With a substantial portfolio of over $25 billion in assets under management, we are committed to fostering positive community impact while achieving excellence in client service.

As the Vice President of Portfolio and Wealth Advisory, you will play a crucial role within our Advisory team, managing daily client portfolio oversight and ensuring adherence to best practices in asset allocation, performance evaluation, and trading oversight. We are seeking a results-driven, collaborative, and enthusiastic professional dedicated to upholding the highest ethical standards and client satisfaction. If you possess a strong work ethic, entrepreneurial spirit, and a passion for wealth management, we invite you to explore this opportunity.

Key Responsibilities

• Oversee daily management and monitoring of client portfolios, focusing on asset allocation, performance metrics, and trading activities.
• Collaborate with external advisors, including attorneys and tax accountants, to provide integrated and comprehensive advisory services to clients.
• Engage clients proactively on relevant market trends, tax law changes, trust and estate matters, and overall wealth management strategies.
• Coordinate client meetings by preparing agendas and collaborating with senior team members, while mentoring junior staff.
• Actively participate in client meetings to address needs and implement meaningful solutions.
• Share insights and recommendations during internal strategy discussions.
• Assist new clients in articulating their investment objectives as they transition to our firm.
• Cultivate and maintain relationships with service providers to enhance the value offered to our client base.
• Provide strategic input to the sales and marketing efforts aimed at prospective clients.
  
  

Required Skills

• Minimum of 4 years of relevant experience in wealth management or portfolio advisory roles.
• Demonstrated success in servicing high-net-worth individuals and families, with a strong client service orientation.
• Proficiency in various dimensions of portfolio management.
• Capacity to thrive in a collaborative team environment while becoming an essential member of existing client relationship teams.
• High motivation, ethical standards, and professional maturity.
  
  

Qualifications

Candidates must meet one of the following requirements to avoid taking the Series 65 exam:

• Successful completion of the Series 65 exam (unexpired).
• Passing both the Series 7 and 66 exams (unexpired).
• Holding an active relevant professional designation such as CFA or CFP.
  
  

Career Growth Opportunities

We offer personalized development and advancement opportunities within our firm, enabling you to grow your career while collaborating with accomplished colleagues in a dynamic environment.

Company Culture And Values

Our firm champions a culture of collaboration and integrity, where ethical standards and exceptional client service are paramount. We embrace diversity of thought and promote an inclusive work environment that stimulates curiosity and cooperation.

Compensation And Benefits

• Competitive base salary and performance-based incentive compensation.
• Company-subsidized health, dental, and vision insurance for employees and dependents.
• 401(k) plan, life insurance, and coverage for both short- and long-term disabilities.
• Wellness offerings, including a One Medical membership, gym reimbursement, and Employee Assistance Program (EAP).
• Flexible time off, paid parental leave, and potential sabbaticals based on tenure.
• Hybrid remote work options, including ‘Work from Anywhere’ weeks and a casual dress code.
• Access to a modern office space with various amenities, including catered lunches and a well-stocked pantry.
  
  

Employment Type: Full-Time