14 Feb Senior Financial Advisor, SVP
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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