Senior Associate, Financial Advisory (New York and San Francisco)

The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.

• →Serve as day-to-day contact for client relationships, with ownership of execution and communication
• →Develop and implement portfolio strategies aligned with client objectives
• →Lead portfolio monitoring and performance analysis, delivering clear client insights
• →Execute portfolio activity including rebalancing and transactions
• →Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
• →Drive planning and execution across trust, estate, and charitable initiatives
• →Manage external advisors (CPAs, attorneys) ensuring alignment
• →Identify opportunities to deepen client relationships

• 6+ years of relevant experience with HNW/UHNW clients
• Ability to manage complex workstreams independently
• Strong portfolio construction and investment implementation knowledge
• Experience with trust, estate, and charitable planning
• Strong judgment and attention to detail
• Excellent communication skills
• Experience managing junior team members preferred
• Bachelor’s degree required

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.