Senior Financial Advisor, SVP

Senior Financial Advisor, SVP

Multi-Billion AUM Boutique RIA
February 14, 2021
Boston-based, United States


Senior Financial Advisor, SVP

Multi-Billion AUM Boutique RIA




  • Dynamic Independent Registered Investment Advisor seeks a Senior Financial Advisor, Senior Vice President level, to develop and implement strategies to source new clientele and grow fee-based AUM.
  • The Firm provides advisory services to domestic and international high net worth and ultra high net worth clientele in addition to institutional clients (pension funds and small to mid-sized foundations, endowments, etc.).
  • With an emphasis on strategic asset allocation, the firm offers discretionary and non-discretionary investment management solutions and has significant expertise in the use of alternatives such as private equity, real estate and hedge funds.



  • Significant base compensation plus long-term payouts in perpetuity, no cap on upside; path towards equity partnership
  • Collegial culture with extensive operational, investment and relationship management support
  • Opportunity to work and be based outside of the Boston region


• Track record of successful business development with high net worth and/or small to midsize institutional clientele

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