Requirements
- Bachelor's degree required
- Valid Series 65 license
- Minimum of 15 years of professional experience, preferably in investment research, portfolio management, or client-facing financial roles
- In-depth understanding of global financial markets, portfolio design, and investments spanning traditional and alternative asset categories
- Proven track record in developing and sustaining trusted relationships with ultra-high-net-worth individuals, families, and institutional clients
- Superior communication abilities, with skill in conveying complex investment ideas clearly and effectively to varied audiences
- Strong analytical, organizational, and project management capabilities, with demonstrated success managing multiple priorities and meeting deadlines
- Collaborative mindset with a history of working effectively across teams to achieve superior client results
- High level of professionalism, integrity, and meticulous attention to detail
Nice to Have
- Advanced certifications such as MBA, CFA, or CFP
Benefits
- Annual cash bonus
- Comprehensive benefits package
Work Arrangement
On-site