Associate Advisor, Wealth Management & Client Planning

AlTi Tiedemann Global; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

AlTi Tiedemann Global is seeking an Associate Advisor to support senior team members across offices in discretionary investment management and wealth planning, helping clients meet their financial goals. You will provide financial analyses, aid in creating financial presentations, and communicate with clients directly to strengthen relationships.

This role offers exposure to a global wealth platform, cross-office collaboration, and opportunities for professional development within a client-first

Qualifications

• Bachelor’s degree in economics, business, or related areas.
• One to three years of direct experience, including investment-related responsibilities.
• Professional fluency in Spanish.
• 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.

Responsibilities

• Day-to-day delivery of Wealth Management services under the supervision of senior client team members.
• Direct communication with clients and their outside advisors.
• 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.
• 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.

Skills

Spanish fluency

Communication skills

Analytical thinking

Organizational skills

Multi-tasking

Team player

Self-starter

Attention to detail

Client relations

Data analytics

Performance reporting

Education

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

Tools

Excel

PowerPoint

Word

Job description

AlTi Tiedemann Global is seeking an Associate Advisor to support senior team members across offices in discretionary investment management and wealth planning, helping clients meet their financial goals. You will provide financial analyses, aid in creating financial presentations, and communicate with clients directly to strengthen relationships.

This role offers exposure to a global wealth platform, cross-office collaboration, and opportunities for professional development within a client-first