UHNW & Institutional Investment Advisor

LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families business owners endowments foundations nonprofits and other sophisticated investors. The firm combines institutional-quality investment expertise with a highly personalized advisory approach to help clients navigate complex investment decisions long-term wealth objectives and evolving financial needs.

LVW is seeking an exceptional UHNW & Institutional Investment Advisor to join its team in Rochester New York (or in the East Coast area). This is a senior outward-facing role that combines investment expertise client advisory relationship management and business development. The successful candidate will build trusted relationships with sophisticated clients deepen existing partnerships cultivate new opportunities and help translate LVWs investment expertise into meaningful client outcomes.

This position is hybrid and offers an opportunity to take on broader leadership responsibilities as LVW continues to grow and develop its next generation of leaders.

Primary Responsibilities:

The UHNW & Institutional Investment Advisor will serve as a senior advisor to ultra-high-net-worth families business owners institutional investors and other sophisticated clients while contributing to the firms business development and long-term growth. This individual will work closely with clients prospects internal investment professionals and external advisors to deliver thoughtful comprehensive investment advice.

The role is primarily focused on relationship development client leadership investment advisory and firm development. This is not a portfolio management primary research or administrative position.

Relationship Development & Business Growth - 40%

• Develop and cultivate a pipeline of institutional and UHNW prospects through direct outreach professional networks centers of influence board relationships community involvement and firm-sponsored activities.
• Proactively create meetings and opportunities rather than relying solely on inbound referrals.
• Partner with senior advisors to advance prospect opportunities through cultivation presentations follow-up and successful conversion to client relationships.
• Build relationships with key professional influencers while effectively communicating LVWs investment philosophy capabilities and independent advisory approach.
• Partner with marketing to convert the firms brand intellectual capital events and community presence into business-development opportunities.

UHNW & Institutional Advisory / Client Leadership - 40%

• Build trusted relationships with institutional and UHNW clients including families business owners investment committees and key decision-makers.
• Advise UHNW families and business owners on integrated investment tax estate succession liquidity and wealth transfer strategies.
• Serve as the primary advisor and coordinate with attorneys CPAs trustees and other external professionals to deliver a cohesive wealth strategy.
• Lead strategic discussions around portfolio strategy asset allocation governance liquidity spending and long-term objectives.
• Partner across internal investment planning reporting and client service teams while maintaining ownership of senior client relationships.

Investment Knowledge & Professional Development - 10%

• Maintain a deep understanding of LVWs investment philosophy and broad expertise across institutional and UHNW investment strategies.
• Participate actively in investment committee discussions and collaborate with the research team to ensure client advice reflects the firms best thinking.
• Maintain awareness of capital-market developments and their implications for client portfolios.
• Continue professional development across institutional investing UHNW wealth management governance and related advisory issues.

Leadership & Firm Development - 10%

• Contribute to strategic initiatives and serve as a visible representative of the firm in the marketplace community and broader leadership efforts.
• Mentor colleagues and help strengthen the firms collaborative growth-oriented culture. Demonstrate the judgment initiative and leadership potential to assume broader responsibilities as the firm evolves.

Qualifications:

• Bachelors degree required preferably in Finance Economics Accounting Business or a related field
• 5 years of experience in investment management institutional consulting wealth management investment advisory or a related field
• Demonstrated experience working with institutional investors ultra-high-net-worth families business owners or other sophisticated investors
• Strong understanding of investments portfolio construction asset allocation and institutional investment strategies
• Ability to communicate complex investment concepts effectively to sophisticated clients and decision-makers
• Demonstrated relationship-development and business-development capabilities
• Strong track record of building and cultivating professional relationships and creating new business opportunities
• Excellent verbal and written communication skills with strong executive presence and the ability to engage sophisticated stakeholders confidently and credibly
• Strong emotional intelligence sound judgment integrity and professionalism
• Understanding of how institutional investment disciplines can be applied to sophisticated private wealth
• Ability to collaborate effectively across investment planning client service and leadership teams
• Demonstrated intellectual curiosity initiative and commitment to continuous professional development
• Desire to contribute to the firms long-term growth and develop into a broader leadership role
• Relevant professional credentials such as the CFA CFP CAIA or MBA are valued but are not substitutes for strong relationship advisory and business-development capabilities

What Success Looks Like:

• Building meaningful institutional and UHNW client relationships that contribute to new business growth
• Expanding LVWs institutional presence and supporting renewed growth within the institutional channel
• Serving as a trusted senior advisor to sophisticated clients across both institutional and UHNW markets
• Demonstrating investment expertise credibility and sound judgment in client and prospect interactions
• Effectively leveraging LVWs investment platform team and intellectual capital to deliver differentiated advice
• Working seamlessly across institutional and private wealth client segments
• Strengthening LVWs overall advisory capabilities and client relationships
• Developing into a key leader supporting the firms long-term growth and client relationship strategy

The annualized base pay range for this role is expected to be between $150000-$180000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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LVW Advisors is part of the Focus Financial Partners network firm community. As part of the partnership LVW Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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