The Senior Advisory Associate serves as the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who thrives on building efficient systems, managing complex workflows, and delivering an exceptional client experience. You will serve as the operational backbone of the team, directly supporting advisors, interfacing with clients, and driving process improvements that support the firm's growth. This is a high comp role with benefits.
Key Responsibilities
• Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care
• Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients
• Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors
• Maintain accurate client records by documenting service requests and transactions in the CRM
• Partner closely with advisors to prioritize tasks, provide status updates, and escalate issues when needed
• Coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly
• Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables
• Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices
• Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy
Skills and Qualifications
• 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability
• Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents
• Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment
• Excellent written and verbal communication skills, comfortable interacting with clients and external partners
• High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred. Experience with Fidelity and Schwab platforms are a huge plus.
