Home Office Research & Due Diligence, Assistant Vice President - US Wealth

Ladders; United States; Remote; USD 100,000 - 168,000; Full time

Benefits offered by this job

401K retirement savings plan with 401K

Comprehensive insurance coverage (med,

Paid time off

Employee Assistance Program

Annual performance-based awards

Job summary

Ladders seeks a Home Office Research & Due Diligence, Assistant Vice President - US Wealth to support intermediary distribution through research placement, due diligence, and onboarding across key relationships.

The role partners with sales, investment, and client-facing teams to strengthen coverage, respond to research needs, and expand market opportunities, with a remote US-based work arrangement.

Qualifications

• Bachelor's degree required.
• Series 7 and 63/65 licenses required.
• 3-5 years of experience in asset management or related roles preferred.
• CFA, CIMA, or similar investment designation preferred.
• Strong understanding of intermediary distribution and due diligence processes.

Responsibilities

• Support product onboarding and research placement across intermediary relationships.
• Build and maintain relationships with home office research and investment teams.
• Coordinate ticker-specific onboarding and expansion opportunities.
• Prepare due diligence materials and respond to client research requests.
• Support National Account Managers on strategic relationships and research initiatives.
• Partner with various teams to ensure coordinated coverage and support sales priorities.
• Develop client presentations and research-ready content.

Skills

Series 7 license

Series 63/65 licenses

Education

Bachelors degree

Job description

For our client, we are seeking a Home Office Research & Due Diligence, Assistant Vice President - US Wealth to join the team of a leader in the Finance & Insurance space.

This role focuses on supporting intermediary distribution through research placement, due diligence, and coordinated onboarding across key relationships. The successful candidate will partner closely with sales, investment, and client-facing teams to strengthen coverage, respond to research needs, and help expand market opportunities. This is a highly collaborative position that blends relationship management, investment knowledge, and tactical execution in support of wealth distribution priorities.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $100,000 – $167,500 annually

Responsibilities

• Support product onboarding and research placement across intermediary relationships
• Build and maintain relationships with home office research and investment teams
• Coordinate ticker-specific onboarding and expansion opportunities
• Prepare due diligence materials and respond to client research requests
• Support National Account Managers on strategic relationships and research initiatives
• Partner with various teams to ensure coordinated coverage and support sales priorities
• Develop client presentations and research-ready content

Qualifications

• Bachelor's degree required
• Series 7 and 63/65 licenses required
• 3-5 years of experience in asset management or related roles preferred
• CFA, CIMA, or similar investment designation preferred
• Strong understanding of intermediary distribution and due diligence processes

Benefits

• 401K retirement savings plan with company match
• Comprehensive insurance coverage including medical, dental, and vision
• Paid time off for vacation, sick leave, and family care
• Access to Employee Assistance Program
• Eligibility for annual performance-based awards

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.