Senior Client Associate

We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families.

Requirements

• 7–15+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management
• Experience working in high-net-worth or ultra-high-net-worth client environments
• Strong operational background with deep understanding of brokerage, RIA, or custodial platforms
• Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred)
• Naturally relational, empathetic, and client-centered - not transactional
• Exceptionally organized, detail-oriented, and proactive
• Comfortable operating with autonomy and ownership in a founder-led environment

Benefits

• Competitive benefits package (health insurance, retirement plan, paid time off)
• Flexible hybrid work arrangement once fully onboarded
• Willingness to pay a signing or transition stipend for the right hire