Vp Asset Management Jobs

VP opportunity with growing asset manager. The Vice President of Financial Advisory is a critical member of the relationship management team for high net worth and ultra-high net worth clients, helping to serve their increasingly complex needs across investments, tax/estate planning and structuring, and life management & advisory services. This opportunity offers career growth and the chance to work with a collaborative, supportive team.

Principal Responsibilities:

• Perform ad hoc analyses for clients' financial and estate planning needs.
• Oversees CPA relationships, ensuring all information is provided in a timely manner and that planning opportunities are proactively evaluated.
• Serves as the key member of relationship management team and point of contact for clients.
• Exercise a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Maintain relationships with Trust & Estate attorneys, collaborate closely with them to drive strategy and then to communicate it to the clients.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Direct involvement with leadership and managerial oversight of Family Office team.

Qualifications:

• Detail-oriented and thorough.
• Superior communication and analytical skills.
• Bachelor's degree.
• Passion for investment management and client service.
• Excellent academic background and strong cognitive ability.
• Eight to ten years of relevant professional services experience.
• Highly motivated, trustworthy, intellectually curious, and mature.