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Wealth Management Advisor

Wealth Management Advisors Rye Brook, NY Competitive Compensation D.O.E. If you've got a book of business of HNW clients, why not get paid at a higher rate than what you're making now? And have better opportunity for more business and a better quality of life. Eventually take over several house accounts. A leading investment management firm Westchester County is seeking a producing, Wealth Management Advisor, to join their team. As the Advisor you will be responsible for the management of private placement data, facilitation of communications amongst functional groups when material events occur, and oversight of private placement end-to-end processes. Responsibilities for the Wealth Advisor: Maintain data for new and existing deals, especially during security creation and lifecycle events Validatesecurity and issuer relationships Ensure stakeholders receive consistent, timely and accurate communication for operational events associated with private placements Coordinate decision making across private placement operational teams Develop and publish metrics for Private Placement deals and operational impact Support (data needs for) all functional teams involved in the Private Placement process Support validation that trade has been settled and Fair Value has information to conduct valuation Confirm data integrity and validity for Private Placement deals Conduct detailed review of all security documentation to ensure data accuracy Coordinate decision making across functional teams Coordinate with Client Integration any operational aspects of private placements i.e. documentation sourcing, disposal of share and communication with other teams Coordinate activities when an event that will impact the security has been identified such as IPOs, cleaning of restricted shares, SEC registration, capital calls, and distributions Requirements for the Private Placements Analyst: Bachelor' s Degree with at least a 3.0 GPA from a top rated University Strong interpersonal skills with a customer service focus Some experience building a book of business A working knowledge of operations and relationships in all functional groups associated to the Private Placement process Ability to identify, research and resolve unfamiliar issues (i.e. business analysis skills) Technical skills include Excel, Access, and SharePoint Technology savvy with a strong knowledge working with Microsoft Office Strong organizational skills with great attention to detail Strong multi-tasking and prioritizing skills with the ability to meet deadlines Excellent written and verbal communication skill Ability to work independently and as part of a team Must be eligible to work in the U.S. without sponsorship
Salary Range: $290K - $300K
Minimum Qualification
Less than 5 years

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