Senior Wealth strategy Associate

No role-specific sponsorship explanation has been verified. Check the employer's current policy before applying.

Are you passionate about investing, portfolio management, and helping clients navigate complex market environments? Our Private Wealth Management team is seeking a Senior Wealth Strategy Associate who thrives on market analysis, investment research, and client engagement. This individual will play a key role in our investment platform, helping drive portfolio implementation, research, trading, and client communication for high-net-worth families and business owners. We're looking for someone who's: • Hungry to learn, grow, and make an impact from day one • Energized to serve — bringing enthusiasm and a client-first mindset to every interaction • Always finding the way to "yes" — creative, resourceful, and solution-oriented • Driven by an owner mentality — you take initiative and follow through • Committed to a growth mindset — you see feedback as fuel and challenges as opportunities What You'll Do • Serve as the team's portfolio management and investment function lead • Oversee and execute trading activity across client portfolios • Conduct research on asset classes, investment managers, and portfolio strategies • Monitor portfolio performance and identify opportunities to improve client outcomes • Listen to manager calls, market updates, and strategy discussions, translating insights into portfolio recommendations and client communications • Lead investment committee discussions and strategic portfolio reviews • Join client meetings and calls to explain portfolio positioning, market developments, and drivers of performance • Help clients understand periods of underperformance and outperformance while reinforcing long-term investment objectives • Partner with Financial Advisors to develop customized investment solutions aligned with client goals and risk tolerance • Support the continued enhancement of our team's investment platform and research process