This is an associate level, client relationship and portfolio management position in our Wealth Management Group (WMG). The WMG is responsible for managing the relationships and accounts of our taxable, high-net-worth clients and the consultants who represent them.

The primary responsibilities of this position will include portfolio execution, client interaction, general relationship management and business development.

The ideal candidate will have a strong investment orientation, familiarity with the wealth management marketplace, a basic understanding of US tax law related to equity investments and effective presentation skills.

Duties and tasks include:

• Assist in executing portfolio transactions related to new accounts, deposits, withdrawals, tax-management and model investment actions.
• Conduct market and new business opportunity research for firm strategies.
• Review/monitor cash balances, tax positions and compliance with client objectives for wealth management accounts.
• Maintain current relationship details and specific account information in firm CRM system.
• Assist in the set up and follow up of client meetings.
• Participate in and eventually lead meetings with existing and potential new client relationships.
• Maintain a deep understanding of the investments in client portfolios.

Wealth Management Associate | Sands Capital Management – Career Center