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NewEdge Wealth · 1 day ago

Associate, Portfolio Strategy

New York, NY

Full-time

Onsite

Mid Level

$120K/yr - $160K/yr

3+ years exp

NewEdge Wealth is part of EdgeCo Holdings, which provides technology and support services to financial intermediaries and their clients. The Portfolio Strategist will be responsible for delivering investment and wealth solutions, managing client relationships, and collaborating with the client service team to implement tailored strategies for clients' financial goals.

FinanceFinancial ServicesWealth Management

Responsibilities

Build and maintain strong client relationships through proactive communication across various channels, ensuring exceptional service and personalized attention

Support the lead advisor in prospect and client communications

Collect and manage appropriate documentation to build out a compressive understanding of client needs and preferences for wealth and investment planning

Gather financial profile data to support in-depth wealth strategy discussions

Utilize eMoney and other software to present tailored solutions

Collaborate with the team’s client service member to implement wealth strategies that align with client goals

Construct recommended portfolio allocations for clients and prospects, incorporating investment research and reporting

Input orders within appropriate system and complete associated paperwork, if registered

As a registered representative, determine suitable trade activity to complement the portfolio strategies and manage cashiering needs

Review daily team reports and alerts, taking necessary actions promptly

Assist in the preparation of marketing and review reports to keep clients informed and engaged

Maintain CRM systems with up-to-date key client information to enhance relationship management

Support the team calendar with respect to client meetings, prospecting activities and investment manager updates

Ensure risk awareness and regulatory knowledge

Proactively develop personal knowledge, skills and credentials to improve service delivery

Communicate development needs to ensure continuous professional growth

Assist with onboarding new members to the firm, fostering a client-focused culture

Qualification

Wealth management experienceSeries 766 licensedMicrosoft Office SuiteSalesforce experienceOrionWealthscape experienceHighly organizedMulti-tasking skillsCommunication skillsInterpersonal skillsTime-management skillsFast-paced environment adaptability