Associate Advisor, Wealth Management & Planning

AlTi Global, Inc.; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Generous benefits package

Discretionary bonus

Job summary

AlTi Tiedemann Global seeks an Associate Advisor in New York to join the Client Advisory team. The role supports discretionary investment management and wealth planning, delivering financial analyses, creating client presentations, and communicating with clients directly.

The candidate thrives in a team setting yet is a self-starter with a passion for continuous improvement and learning, contributing to service delivery across offices.

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.
• 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.

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 including portfolio performance and analysis, planning recommendations, and cash flow management.
• Development of investment portfolio allocations, Investment Policy Statements, and trading decisions.
• 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.

Skills

Teamwork

Self-starter

Communication skills

Analytical skills

Attention to detail

Multi-tasking

Client communication

Education

Bachelor’s degree in economics, business

Tools

Microsoft Excel

PowerPoint

Word

Job description

AlTi Tiedemann Global seeks an Associate Advisor in New York to join the Client Advisory team. The role supports discretionary investment management and wealth planning, delivering financial analyses, creating client presentations, and communicating with clients directly.

The candidate thrives in a team setting yet is a self-starter with a passion for continuous improvement and learning, contributing to service delivery across offices.