AVP, Investments
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $17B in AUM. We have more than 200 employees serving clients from 18 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary:
The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading and capital markets assumptions, among other areas. The Chief Investment Officer is hiring for a dynamic Assistant Vice President. Intellectual energy and rigor are have to haves for this role. As a key member of a small but critical team, the role will provide immediate exposure to external investment managers and internal investment expertise, to senior management supporting our Key Results, and to Advisors and their clients.
Responsibilities:
Provide support to the Chief Investment Officer and Investment Team. Analyze existing and prospective managers and strategies both quantitatively and qualitatively, form a view. Participate in manager meetings and Investment Committee meetings. Serve as a resource to Advisors for anything investment related. Support Wealthspire's Outsourced Chief Investment Officer offering with third party RIAs. Work with other functional areas (Operations, Technology, etc) supporting client retention or growth. Initiate and pursue ideas furthering our Key Results, increased efficiency, and improved client experience. Support the one-off projects and research ideas of senior Investment Team members. Be intellectually dynamic and want to learn.
Qualifications:
4-6 years relevant experience working in a wealth management capacity, preferably at an RIA, is required. Completed or pursuing CAIA, CIMA, or CFA preferred. Bachelors' degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred. Continuously exhibits personal integrity and professional initiative. Reliable, follows through on commitments, self-starter when it comes to new challenges. Desire to be a sought-out senior Investment talent in time Must be organized, detail-oriented and able to manage and prioritize tasks. Demonstrates a commitment to accuracy by delivering high quality work. Collaborative and able to work effectively with others. Flexible team player who is highly adaptable to change and open to new ideas. Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (eg, Morningstar, Zephyr, Bloomberg, etc) is a plus. What We Offer NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. NFP and You Better. Together. NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Salary Range:
$150K -- $200K
Minimum Qualification
Investments, Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
Summary:
The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading and capital markets assumptions, among other areas. The Chief Investment Officer is hiring for a dynamic Assistant Vice President. Intellectual energy and rigor are have to haves for this role. As a key member of a small but critical team, the role will provide immediate exposure to external investment managers and internal investment expertise, to senior management supporting our Key Results, and to Advisors and their clients.
Responsibilities:
Provide support to the Chief Investment Officer and Investment Team. Analyze existing and prospective managers and strategies both quantitatively and qualitatively, form a view. Participate in manager meetings and Investment Committee meetings. Serve as a resource to Advisors for anything investment related. Support Wealthspire's Outsourced Chief Investment Officer offering with third party RIAs. Work with other functional areas (Operations, Technology, etc) supporting client retention or growth. Initiate and pursue ideas furthering our Key Results, increased efficiency, and improved client experience. Support the one-off projects and research ideas of senior Investment Team members. Be intellectually dynamic and want to learn.
Qualifications:
4-6 years relevant experience working in a wealth management capacity, preferably at an RIA, is required. Completed or pursuing CAIA, CIMA, or CFA preferred. Bachelors' degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred. Continuously exhibits personal integrity and professional initiative. Reliable, follows through on commitments, self-starter when it comes to new challenges. Desire to be a sought-out senior Investment talent in time Must be organized, detail-oriented and able to manage and prioritize tasks. Demonstrates a commitment to accuracy by delivering high quality work. Collaborative and able to work effectively with others. Flexible team player who is highly adaptable to change and open to new ideas. Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (eg, Morningstar, Zephyr, Bloomberg, etc) is a plus. What We Offer NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. NFP and You Better. Together. NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Salary Range:
$150K -- $200K
Minimum Qualification
Investments, Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
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