Vice President, Investment Associate

The Company is seeking an Investment Associate to join their team. The successful candidate will work closely with Financial Advisors to provide personalized service to ultra-high net worth clients. This role involves advising on portfolio construction, market implementation of complex investment solutions, and conducting regular client portfolio reviews. The Investment Associate will also be responsible for identifying and developing new business opportunities, attending product rollouts and research meetings, and providing investment support across a diverse suite of products and applications. Additionally, the role includes developing marketing strategies, building presentations, and handling ad hoc service requests on behalf of the team and clients. Applicants must have a minimum of 8 years' experience in the financial services industry, a Bachelor's degree or equivalent experience, and the ability to obtain Series 7 and 66 licenses. The role requires a proactive, self-starting individual with the ability to work independently in a fast-paced environment. Strong communication skills, the ability to maintain professionalism in difficult situations, and a proven track record of delivering appropriate solutions to client needs are essential. Preferred qualifications include the ability to adapt to changing technology and regulatory policies, and proficiency in Word, PowerPoint, and Excel. The company is an equal-opportunity employer and values diversity and inclusion in the workplace.