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Strategic VP, Portfolio & Wealth Advisory

Job in New York, New York County, New York, 10261, USA
Listing for: BBR Partners
Full Time position
Listed on 2026-03-16
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Location: New York

A boutique wealth management firm in New York is seeking a VP of Portfolio and Wealth Advisory to lead client portfolio management and ensure ethical service delivery. Candidates should have a minimum of 5 years experience working with high-net-worth clients and possess strong portfolio management knowledge. The role emphasizes team collaboration and the ability to communicate effectively with various stakeholders in managing investments.

The firm offers competitive salary and benefits including hybrid work options and professional development opportunities.
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Position Requirements
5+ Years work experience
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