Vice President Client Advisory & Operations (RIA)

What is it for you :

Multi-family office and SEC-registered RIA that provides integrated investment management and financial advice to ultra-high-net-worth (UHNW) individuals, families, and institutions.

Focuses on holistic wealth management — investments, tax, estate, and philanthropic planning.

Operates on a fiduciary, client-first model with a strong emphasis on trust, empathy, and problem-solving.

outstanding benefit packages and a people-first work environment

Stable, growing company with tremendous opportunity for career advancement

Competitive compensation and benefits

What You Will Be Doing

Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice.

Conduct detailed financial planning covering estate, tax, and wealth transfer strategies.

Monitor and review portfolios, ensuring they align with client goals and performance expectations.

Collaborate with external advisors (attorneys, accountants, bankers) to coordinate comprehensive client solutions.

Ensure fiduciary responsibility and compliance, placing the client’s interests first.

Mentor and train internal client coverage teams, fostering collaboration and excellence.

Anticipate client needs, proactively providing insights and education to enhance decision-making.

Experience You Will Need

10+ years in financial services — ideally in private wealth management, investment banking, or an RIA.

Proven success advising UHNW clients or managing complex financial relationships.

Bachelor’s degree in finance, economics, or a related field.

Strong communication and relationship-building abilities.

Advanced Microsoft Office proficiency.

Deep understanding of portfolio management, financial planning, and wealth structuring concepts.

Preferred Qualifications

CFA, CFP, MBA, or other relevant certifications.

Advanced degree in business, economics, or finance.

Exposure to financial technology platforms or CRM tools.

Experience in tax and estate planning coordination with external professionals.

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