BBR Partners · 3 months ago
Vice President, Portfolio & Wealth Advisory
New York, NY
Full-time
Hybrid
Mid Level
$130K/yr - $170K/yr
4+ years expBBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The VP of Portfolio and Wealth Advisory is responsible for day-to-day client portfolio management, including asset allocation, performance, and trading activity, while ensuring the highest level of client service and ethical standards.
BankingFinancial Services
Responsibilities
Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity
Liaise with your clients’ team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services
Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client’s overall wealth management plan
Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff’s work product
Participate in client meetings with a focus on creating meaningful change
Act as a resource to other members of the firm by contributing to internal meetings regarding the firm’s strategies and offering your thoughts and suggestions
Assist new clients in defining investment goals as they transition into our firm
Nurture relationships with various service providers that may offer benefits to our client base
Contribute your insights to the sales and marketing process as it relates to prospective clients
Qualification
Required
Minimum of 4 years of relevant work experience
Experience working with high-net-worth individuals and families with a strong emphasis on client service
Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments
Ability to work in a team-based environment and to become an integral part of existing client relationship teams
Highly motivated, extremely ethical, and professionally mature
You will need to take the Series 65 exam unless you meet one of the other qualifications below
You have already passed the Series 65 and your exam has not expired
You have already passed both the Series 7 & 66 and your exams have not expired
You hold a certain professional designation such as CFA or CFP and your registration is active
Benefits
Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.
Volunteerism opportunities and matching gift program.
Flexible time off, paid parental leave, and Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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