Job Description

Are you an experienced Private Wealth Manager looking to take on a more challenging and encompassing position? Our client, a Los Angeles-based boutique investment advisory firm with over $9 billion in AUM is looking for a polished and experienced VP to join their team. On a day-to-day basis, you will be interacting with high-net-worth individuals and organizations; you may also assist with overseeing/mentoring Associates. In this role, you will be working closely with the Partner in managing current clients, overseeing portfolio investments, and assisting with business development. In the long-term, the VP will take on higher-level responsibilities. This is an ideal role for an experienced and entrepreneurial professional looking to join a high-caliber team and develop on the client-facing side of private wealth management.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • MBA and/or CFA preferred
  • Extensive direct experience in wealth/investment management
  • Proven background in portfolio and asset management and managing client relationships
  • Deep knowledge of investment strategies and asset allocation
  • Ability to work in a small team and in an entrepreneurial environment
  • Strong oral and written communication skills

For consideration, please send your resume to Mariam Manukyan at mmanukyan@provenrecruiting.com. Thank you.

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Application Instructions

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