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AlTi Tiedemann Global · 1 day ago

Associate Advisor

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

AlTi Tiedemann Global is a NASDAQ listed global wealth and investment advisory firm, and they are seeking an Associate Advisor to join their team. The Associate Advisor will work directly with senior team members to counsel clients on discretionary investment management and wealth planning, providing financial analyses and supporting client relationships.

AdviceAsset ManagementFinanceFinancial ServicesWealth Management

Hiring Manager

Stewart Mitchell

Responsibilities

Day-to-day delivery of Wealth Management services under the supervision of senior client team members

Direct communication with clients and their outside advisors

Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely

Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management

Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates

Maintenance, creation, and analysis of performance reports

Execution of investment decisions

Client wealth forecasting

Onboarding of new clients

Business development support

Opportunities for professional development and education

Qualification

Investment managementFinancial analysisClient communicationMicrosoft ExcelAnalytical skillsMulti-taskingTeamworkOrganizational skillsPresentation skills

Required

Bachelor's degree in economics, business, or related areas

Minimum of five years of direct experience, including investment-related responsibilities

Ability to work within a team environment, while also being a self-starter

Excellent written and verbal communication skills

Superior analytical skills

Ability to prioritize, be exceptionally organized, and have extreme attention to detail

Ability to multi-task and manage work across a wide range of clients and advisors

High proficiency with Microsoft Excel, PowerPoint, and Word

Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management

Preferred

Experience communicating with and presenting to clients preferred

Benefits

Opportunities for professional development and education

Company

AlTi Tiedemann Global

AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations.

Founded in 1980

Aspen, Colorado, USA

201-500 employees