Associate Advisor - Seattle

AlTi Global, Inc.; Seattle, Northern (WA, KY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

AlTi Global, Inc. in Seattle seeks an Associate Advisor to join the Client Advisory team. You'll support discretionary investment management and wealth planning, preparing financial analyses and client presentations, and communicating directly with clients.

The role emphasizes teamwork, self-motivation, and constant learning, with opportunities for professional development and a discretionary bonus in addition to a comprehensive benefits package.

Qualifications

• Bachelor's degree in economics, business, or related areas.
• 1–3 years of related experience and/or education and training.
• Excellent written and verbal communication skills; ability to multi-task.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience presenting to clients preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under supervision of senior client team members.
• Partner with Client Service Team to process requests accurately and timely.
• Create customized client presentations including portfolio performance and planning recommendations.
• Develop investment portfolio allocations and trading decisions aligned with client goals.
• Communicate with clients and outside advisors.
• Maintain and analyze performance reports.
• Execute investment decisions.
• Forecast client wealth and onboard new clients.
• Support business development and ongoing professional development.

Skills

Teamwork

Self-starter

Analytical skills

Communication skills

Excel

PowerPoint

Word

Education

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

Job description

Associate Advisor

Department: Client Advisory

Employment Type: Full Time

Location: Seattle

Compensation: $75,000 - $90,000 / year

Description

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 Seattle Office, the expected base salary ranges from $75,000 -$90,000. 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.