Senior Advisor OpportunityOur client, a leading wealth management, planning, and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City.The OpportunityWe are seeking a seasoned investment professional to join our New York team. This is not a business development role with some client service attached. It is not a relationship management role with some investment overlay.
It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve. If you are technically sharp, intellectually curious, and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and progress of the families we serve.
The right candidate will find here something rare in this industry, which is a firm whose interests are structurally aligned with its clients', a team that holds itself to genuine standards, and a professional home designed for the long term.Character and CultureA deeply collaborative nature, and a genuine belief that the best outcomes are always collective onesIntellectual curiosity with a need to understand not just what a client wants, but why, and what they haven't yet thought to askPurposeful and authentic in client relationships; comfortable with candor, not prone to telling people what they want to hearTenacious in follow-through, humble in approach, and someone who takes the work seriously without taking themselves too seriouslyA natural inclination toward stewardship over salesmanshipExperience and Expertise15+ years of relevant investment experience, ideally with a significant focus on ultra-high net worth and affluent family clientsA broad and working knowledge across asset classes, including private and alternative investmentsStrong command of integrated financial planning, and sold understanding how investment, tax, estate, and family governance decisions intersectDemonstrated ability to translate complex investment topics into clear, engaging, and actionable guidance for sophisticated (and non-specialist) family members alikeExisting credibility and comfort as a public-facing professional, be it on panels, webinars, writing, or thought leadershipQualificationsRelevant qualifications as an Investment Advising Representative (IAR)CFA designation and/or relevant licensing requiredPriority given to candidates with direct experience advising family offices, ultra-high net worth individuals, and multi-generational familiesBilingual/Spanish strongly preferredPrimary ResponsibilitiesClient RelationshipsOwn each client family's complete experience with the firm, not just their portfolio, but their confidence, clarity, and peace of mindIdentify and advance client priorities beyond investments: multi-generational planning, family governance, philanthropy, family office structure, and operating business considerationsLead client meetings and ensure all deliverables are not only accurate and timely, but genuinely illuminatingTranslate complex investment and financial topics into insights that empower families to make better decisions, not just accept recommendationsServe as a trusted thought partner on matters both inside and outside the firm's formal purview, as needs ariseBusiness DevelopmentParticipate in business development efforts to bring the firm's value proposition to prospective UHNW familiesRepresent the firm at industry events, panels, and webinars, thereby contributing to the brand as a credible, independent voice in the wealth advisory spaceProduce and contribute to thought leadership content that addresses the evolving needs of affluent families and reflects the firm's distinctive point of viewStrategic Investment PlanningDevelop integrated investment plans anchored in each client family's unique goals, values, and circumstancesLead the development and ongoing updating of clients' Investment Policy StatementsReview new client families' existing investments for alignment with their objectives and our investment principlesPartner closely with clients' external tax advisors to ensure a fully integrated financial strategyStay attuned to the changes in clients' lives that may warrant adjustments to their plans — sometimes before clients recognize those changes themselvesInvestment AllocationsProvide non-discretionary clients with recommendations that are clear, actionable, and appropriately contextualizedManage discretionary client capital in accordance with clients' IPSs and the firm's investment principlesCoordinate with tax advisors on asset placement strategyAttend Investment Committee meetings and remain actively engaged in the firm's investment activitiesEnsure seamless investment execution in partnership with practice group members, client service, and operationsReporting and MonitoringProvide ongoing information, analysis, and education to client families on their investmentsOversee the timely delivery and accuracy of investment reportingManage the design and delivery of custom portfolio analysesBase Salary $250,000-$350,000 Final determination of salary will be based on an evaluation of experience, education, budget, etc.