Wealth Management Associate

We are seeking a highly organized, detail-driven Portfolio Specialist to support the Portfolio Management team at a privately held investment firm. This role focuses on the smooth execution of all non‑trading processes, providing administrative and operational support for Ultra High Net Worth clients. The Portfolio Specialist serves as a primary point of contact for service‑related needs and must handle sensitive information with absolute discretion.

Significant long‑term growth potential is available for the right candidate.

Base pay: $80,000.00 – $ per year (determined by skills and experience).

• Serve as a liaison between clients and external banking partners to resolve operational and service‑related issues.
• Open new accounts with multiple financial institutions; review subscription documents and prepare due‑diligence materials.
• Deliver exceptional service on client requests, inquiries, and transactions with accuracy and timeliness.
• Collaborate with internal teams—including Portfolio Managers, Operations, Accounting, Office Management, and Executive Assistants—to ensure seamless workflows.
• Maintain strict adherence to compliance and documentation protocols.

• Bachelor’s degree in business, finance, accounting, or a related field preferred.
• Strong proficiency in Excel, Word, PowerPoint, and Adobe Acrobat.
• Excellent organizational, project management, and interpersonal communication skills.
• Exceptional attention to detail and accuracy.
• Proven ability to multi‑task, follow up consistently, and manage competing priorities.
• Spanish fluency strongly preferred (written and verbal).

Associate

Full‑time

Finance

Investment Banking and Financial Services

Medical insurance
Vision insurance