Senior Associate, Financial Advisory (New York and San Francisco)

The Opportunity: Senior Associate, Financial Advisory

The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning i...

Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies. The role offers a clear path toward broader relationship ownership and leadership within the team.

Serve as day-to-day contact for client relationships, with ownership of execution and communication
Develop and implement portfolio strategies aligned with client objectives
Lead portfolio monitoring and performance analysis, delivering clear client insights
Execute portfolio activity including rebalancing and transactions
Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
Drive planning and execution across trust, estate, and charitable initiatives
Manage external advisors (CPAs, attorneys) ensuring alignment
Identify opportunities to deepen client relationships

 

6+ years of relevant experience with HNW/UHNW clients
Ability to manage complex workstreams independently
Strong portfolio construction and investment implementation knowledge
Experience with trust, estate, and charitable planning
Strong judgment and attention to detail
Excellent communication skills
Experience managing junior team members preferred
Bachelor’s degree required