Vaco Recruiter Services
Financial Advisor/Client Portfolio Manager
Vaco Recruiter Services, New York, New York, us, 10261
Senior Financial Advisory/Client Portfolio Manager
Location:
New York, NY
Salary:
$250,000-300,000 +
We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory. We are seeking a Senior Financial Advisor to serve as a primary steward for high-net-worth and institutional capital.
This is a strategic appointment for a seasoned professional (12+ years) who possesses the technical depth to manage complex portfolios and the entrepreneurial drive to transition and scale a significant book of business within a high-conviction investment ecosystem.
Key Responsibilities
Strategic Advisory:
Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.
Bespoke Portfolio Construction:
Develop and implement tailored investment strategies that leverage firm-wide research while remaining aligned with individual client risk tolerances and time horizons.
Internal Collaboration:
Act as the bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity.
Growth & Relationship Management:
Manage and expand your existing book of business while proactively identifying new opportunities through your professional network and our firm's sterling reputation.
High-Touch Communication:
Deliver clear, consultative updates on portfolio performance, macroeconomic shifts, and tactical strategy adjustments.
Firm Leadership:
Contribute to strategic firm-wide initiatives and mentor junior advisory professionals to foster a culture of excellence.
Candidate Profile
Tenure:
Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management.
Proven Assets:
A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).
Technical Literacy:
Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework.
Communication Mastery:
The intellectual and social "soft skills" required to maintain deep, multi-generational trust with principals and family offices.
Credentials:
CFA, MBA, or CFP® preferred; Series 7/65 licensing is a plus.
#J-18808-Ljbffr
New York, NY
Salary:
$250,000-300,000 +
We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory. We are seeking a Senior Financial Advisor to serve as a primary steward for high-net-worth and institutional capital.
This is a strategic appointment for a seasoned professional (12+ years) who possesses the technical depth to manage complex portfolios and the entrepreneurial drive to transition and scale a significant book of business within a high-conviction investment ecosystem.
Key Responsibilities
Strategic Advisory:
Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.
Bespoke Portfolio Construction:
Develop and implement tailored investment strategies that leverage firm-wide research while remaining aligned with individual client risk tolerances and time horizons.
Internal Collaboration:
Act as the bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity.
Growth & Relationship Management:
Manage and expand your existing book of business while proactively identifying new opportunities through your professional network and our firm's sterling reputation.
High-Touch Communication:
Deliver clear, consultative updates on portfolio performance, macroeconomic shifts, and tactical strategy adjustments.
Firm Leadership:
Contribute to strategic firm-wide initiatives and mentor junior advisory professionals to foster a culture of excellence.
Candidate Profile
Tenure:
Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management.
Proven Assets:
A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).
Technical Literacy:
Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework.
Communication Mastery:
The intellectual and social "soft skills" required to maintain deep, multi-generational trust with principals and family offices.
Credentials:
CFA, MBA, or CFP® preferred; Series 7/65 licensing is a plus.
#J-18808-Ljbffr