Associate, Portfolio Strategy (NY, New York City)
NewEdge Advisors, New York, New York, us, 10261
Associate, Portfolio Strategy (NY, New York City)
By: NewEdge Advisors January 17, 2026 Careers
Job Summary:
The Portfolio Strategist is responsible for providing investment and wealth solutions to clients. You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through by working with the Client Service team to provide exceptional service and analytic support. This individual will commit to working with home office for best practices and operational efficiencies and be the driver of firm initiatives.
Duties/Responsibilities:
Relationship Management
Build and maintain strong client relationships through proactive communication across various channels, ensuring exceptional service and personalized attention
Support the lead advisor in prospect and client communications
Collect and manage appropriate documentation to build out a compressive understanding of client needs and preferences for wealth and investment planning.
Wealth Strategy
Gather financial profile data to support in-depth wealth strategy discussions
Utilize eMoney and other software to present tailored solutions
Collaborate with the team’s client service member to implement wealth strategies that align with client goals
Investment Solutions
Construct recommended portfolio allocations for clients and prospects, incorporating investment research and reporting
Input orders within appropriate system and complete associated paperwork, if registered
As a registered representative, determine suitable trade activity to complement the portfolio strategies and manage cashiering needs
Review daily team reports and alerts, taking necessary actions promptly
Assist in the preparation of marketing and review reports to keep clients informed and engaged
Practice Management
Maintain CRM systems with up-to-date key client information to enhance relationship management
Support the team calendar with respect to client meetings, prospecting activities and investment manager updates
Ensure risk awareness and regulatory knowledge
Talent Management
Proactively develop personal knowledge, skills and credentials to improve service delivery
Communicate development needs to ensure continuous professional growth
Assist with onboarding new members to the firm, fostering a client-focused culture
Required Skills/Abilities:
3-5 years of wealth management or a related field
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
College degree preferred
Excellent skills in Microsoft Office Suite
Experience with Salesforce, Orion and Wealthscape preferred
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Experience working at an independent registered investment advisor (RIA) preferred
Salary:
$120,000 – $160,000 annually, based on experience.
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Job Summary:
The Portfolio Strategist is responsible for providing investment and wealth solutions to clients. You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through by working with the Client Service team to provide exceptional service and analytic support. This individual will commit to working with home office for best practices and operational efficiencies and be the driver of firm initiatives.
Duties/Responsibilities:
Relationship Management
Build and maintain strong client relationships through proactive communication across various channels, ensuring exceptional service and personalized attention
Support the lead advisor in prospect and client communications
Collect and manage appropriate documentation to build out a compressive understanding of client needs and preferences for wealth and investment planning.
Wealth Strategy
Gather financial profile data to support in-depth wealth strategy discussions
Utilize eMoney and other software to present tailored solutions
Collaborate with the team’s client service member to implement wealth strategies that align with client goals
Investment Solutions
Construct recommended portfolio allocations for clients and prospects, incorporating investment research and reporting
Input orders within appropriate system and complete associated paperwork, if registered
As a registered representative, determine suitable trade activity to complement the portfolio strategies and manage cashiering needs
Review daily team reports and alerts, taking necessary actions promptly
Assist in the preparation of marketing and review reports to keep clients informed and engaged
Practice Management
Maintain CRM systems with up-to-date key client information to enhance relationship management
Support the team calendar with respect to client meetings, prospecting activities and investment manager updates
Ensure risk awareness and regulatory knowledge
Talent Management
Proactively develop personal knowledge, skills and credentials to improve service delivery
Communicate development needs to ensure continuous professional growth
Assist with onboarding new members to the firm, fostering a client-focused culture
Required Skills/Abilities:
3-5 years of wealth management or a related field
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
College degree preferred
Excellent skills in Microsoft Office Suite
Experience with Salesforce, Orion and Wealthscape preferred
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Experience working at an independent registered investment advisor (RIA) preferred
Salary:
$120,000 – $160,000 annually, based on experience.
Read More
#J-18808-Ljbffr