Wealth Planner Family Office

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities:

Client Relationship Management:

Exceed client expectations providing exceptional service and fostering strong relationships
Act as a key point of contact proactively addressing client needs and requests

Financial Planning & Analysis:

Prepare Excel-based financial exhibits and analyses for clients and prospective clients
Assist in the development of client meeting materials and ensure follow-through on all action items

Tax & Investment Support:

Track and organize tax documents and tax impact events to facilitate timely and accurate filings and payments
Build reports on private investments manage capital calls/distributions and coordinate subscriptions
Review quarterly investment portfolio performance reports and monitor client accounts

Collaboration & Coordination:

Liaise with clients external advisors (attorneys accountants etc.) to see through collaborative initiatives
Coordinate account management with internal teams (ie. transfers trading openings etc.)

Process & Technology:

Support the implementation of new processes and technology solutions
Leverage Salesforce to document and track client activity

Qualifications:

Skills & Attributes:

Highly organized detail-oriented multitasker who thrives in a fast-paced environment
Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
Entrepreneurial mindset proactively identify needs and solutions
Strong team player embodies a We mentality
Adept problem-solver and independently resourceful
Excellent verbal and written communication skills in a professional context

Technical Proficiency:

Advanced Excel abilities; strong working knowledge of Microsoft Office suite
Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)

Experience & Education:

1-5 years of experience in wealth management (Family Office/MFO is a plus)
Bachelors degree required; preferably in Finance Economics or a related field
Series 65 license or ability to obtain within three months of hire

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families blending expert financial estate and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity simplifying wealth management to provide peace of mind for our clients and their legacies.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.

Key Responsibilities:Client Relationship Management:Exceed client expectations providing exceptional service and fostering strong relationshipsAct as a key point of contact proactively addressing client needs and requestsFinancial Planning & Analysis:Prepare Excel-based financial exhibits and analy...