Senior Wealth strategy Associate

Job description

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