Portfolio Management Associate, Private Wealth Management

Role overview

In this position, you will work closely with Financial Advisors, Private Wealth Advisors, and their teams to deliver high-touch service and help shape client financial plans and investment approaches. The role is centered on putting the client first, maintaining strong relationships, and supporting a premium client experience.

You will need a solid grasp of market movements, broader economic conditions, and investment trends so you can contribute effectively to the team’s advisory work.

Key responsibilities

• Support the team by adding new asset allocations or updating existing ones when directed by the FA/PWA/team.
• Prepare and review client-facing reports for current or prospective clients using systems approved by the firm, when requested by the client or the advisory team.
• Assist with research tasks through firm-approved tools as needed.
• Join existing or prospective client meetings when asked, representing the service perspective.
• Update estate, trust, retirement, and insurance-related client objectives when directed by the client or advisory team.
• Review new prospects generated through leads and referrals in line with the team’s client service approach.
• Carry out the administrative parts of digital and in-person marketing efforts, including conferences, seminars or webinars, websites, social channels, and regular email outreach.
• Share feedback and recommend improvements to portfolio management partners regarding firm-approved tools and resources.

Experience, education, and licensing

This role asks for at least 2 years of experience in a related field. A four-year college degree or a professional certification is preferred.

An active Series 7 license and either Series 66 or the Series 63 plus Series 65 combination are required. Additional product licenses may also be needed.

Skills and working style

The ideal candidate understands financial services products such as equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. They should be comfortable learning new platforms quickly, highly organized, detail-oriented, and able to prioritize effectively.

Strong computer skills are important, especially with MS Office, including Excel, as well as internet-based applications. Excellent writing, communication, and client service skills are essential, along with good time management, teamwork, adaptability, multitasking ability, and a self-driven, goal-focused mindset.

Reporting line

This role reports to the Business Service Officer.

Compensation and benefits

The expected base pay range for this role is $68,000 to $120,000 per year at the start of employment. Actual pay is determined individually and may be supplemented by commission, incentive pay, discretionary bonuses, and short- or long-term incentive programs, along with other company-sponsored benefits.

The organization also notes that employees and their families are supported through a broad benefits and perks offering, and there may be opportunities for internal mobility for employees who demonstrate strong commitment and performance.

Equal opportunity and workplace values

The company states that it is an equal opportunity employer and is committed to maintaining a diverse workforce with inclusive hiring, development, and advancement practices.

Additional information

The organization emphasizes a client-first approach, high standards of collaboration, and a culture that values integrity, exceptional ideas, diversity, inclusion, and giving back. It also highlights a global presence across 1,200 offices in 42 countries and a long history spanning 90 years.