Associate Advisor

AlTi Tiedemann Global; Manhasset (NY); On-site; USD 90,000 - 105,000; Full time

Job summary

AlTi Tiedemann Global in New York seeks an Associate Advisor to join the Client Advisory team. You will support wealth management services, prepare client presentations, and collaborate with internal and external advisors to meet client goals.

The role emphasizes a team environment, self-motivation, and continuous learning. A Bachelor’s degree and 1–3 years of related experience are preferred, with full-time hours in the New York office.

Qualifications

• Bachelor’s Degree in economics, business, or related areas.
• 1–3 years of related experience and/or a combination of education, experience, and training.
• Ability to work within a team environment, while also being a self-starter.
• Excellent written and verbal communication skills.
• Superior analytical skills and extreme attention to detail.
• Ability to multi-task across a wide range of clients and advisors.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience presenting to clients is preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under supervision.
• Partner with Client Service Team to ensure requests are processed accurately and timely.
• Customize client presentations including portfolio performance and cash flow planning.
• Develop investment portfolio allocations and trading decisions in line with client goals.
• Communicate with clients and outside advisors.
• Maintain, create, and analyze performance reports.
• Execute investment decisions.
• Provide client wealth forecasting and onboarding support.
• Support business development and ongoing professional education.

Skills

Teamwork

Self-starter

Written and verbal communication

Analytical skills

Attention to detail

Multi-tasking

Excel

PowerPoint

Word

Client presentation experience

Learning new systems

Education

Bachelor’s Degree in economics, business, or related areas

Tools

Excel

PowerPoint

Word

Job description

Associate Advisor

Department: Client Advisory

Employment Type: Full Time

Location: New York

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com

AlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work with team members across offices to service clients across the spectrum of discretionary investment management and wealth planning to help them meet their financial goals. The Associate Advisor will be responsible for providing financial analyses, aid in the creation of financial presentations and communicate with clients directly. We are looking for an individual that thrives in a team environment while also being a self-starter and has a passion for continued improvement and learning.

Key Responsibilities

• Day-to-day delivery of Wealth Management services under the supervision of senior client team members
• Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
• Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
• Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
• Communication with clients and outside advisors
• Maintenance, creation, and analysis of performance reports
• Execution of investment decisions
• Client wealth forecasting
• Onboarding of new clients
• Business development support
• Opportunities for professional development and education

Qualifications

• Bachelor’s Degree in economics, business, or related areas
• One to three years of related experience and/or a combination of education, experience, and training
• Ability to work within a team environment, while also being a self-starter
• Excellent written and verbal communication skills
• Superior analytical skills
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail
• Ability to multi-task and manage work across a wide range of clients and advisors
• High proficiency with Microsoft Excel, PowerPoint, and Word
• Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
• Experience communicating with and presenting to clients preferred

With respect to positions in our New York Office, the expected base salary ranges from $90,000 -$105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.