Portfolio Management Associate

N10 Assets; Greenwich (CT); On-site; USD 70,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Bonuses

Job summary

N10° Wealth in Greenwich, Connecticut seeks a Portfolio Management Associate to support both N10° Wealth and N10° Assets as they build a high-touch wealth and asset management platform.

You will collaborate with advisors and staff, manage client inquiries, schedule meetings, and help with fund transfers while ensuring regulatory compliance.

Qualifications

• Master's degree or at least 2 years wealth management experience.
• Strong attention to detail and organizational skills.
• Excellent communication and multitasking abilities.
• Series 65 license preferred or willing to obtain upon hire.
• Experience with custodial platforms, financial planning software, and performance reporting tools is a plus.
• Experience as an Executive Assistant or in a call center is a plus.

Responsibilities

• Collaborate with advisors and BD staff across both N10° Wealth and N10° Assets to support and develop client relationships.
• Execute a tailored service plan for each client based on their unique needs and goals.
• Respond to client inquiries same-day with a solutions-focused approach.
• Schedule advisor-client meetings.
• Draft written or electronic communications on behalf of advisors.
• Logging and tracking customer calls or emails.
• Maintaining databases of client information for advisors.
• Recording and resolving customer complaints.
• Filing and organizing client paperwork.
• Helping with client requests, such as transferring funds.
• Ensuring that regulatory rules are followed.

Skills

Attention to detail

Client service

Multitasking

Communication skills

Team collaboration

Education

Master's degree

Tools

Custodial platforms

Financial planning software

Performance reporting tools

Job description

N10° Wealth - Intelligence, Delivered to Intelligent People

About N10°

N10° is a Greenwich, Connecticut-based enterprise comprising of two distinct fiduciary operating entities registered with the SEC—N10° Wealth, an exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale managed investment products.

The two firms operate independently, with their own governance, their own fiduciary obligations, and their own regulatory architectures. Connecting them is a shared intellectual heritage and a commitment to the clients and institutions who entrust capital to either.

Overview

N10° is seeking a Portfolio Management Associate to support both N10° Wealth and N10° Assets as part of its growing team. This is a unique opportunity to work across both advisory firms as they build and scale a high-touch wealth and asset management platform, with the chance to contribute meaningfully to an enterprise in its earliest stages.

What We're Looking For:

We are seeking a highly motivated, service-oriented professional with exceptional attention to detail, strong client service instincts, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate brings intellectual curiosity, strong interpersonal and organizational skills, and a genuine interest in the financial services industry.

This role requires professionalism, sound judgment, and a calm, solutions-focused approach, along with high integrity and discretion in handling sensitive information. Well-suited candidates are collaborative team players who take pride in delivering a seamless client experience.

Key Qualifications:

• Master's degree or at least two years of wealth management experience.
• Strong attention to detail and organizational skills.
• Excellent communication skills and the ability to multitask.
• Series 65 license preferred or willingness to obtain upon hire.
• Experience with custodial platforms, financial planning software, and performance reporting tools is a plus.
• Experience as an Executive Assistant or working within a call center is a plus.

Primary Responsibilities:

• Collaborating with advisors and business development staff across both N10° Wealth and N10° Assets to support and develop client relationships.
• Executing a tailored service plan for each client based on their unique needs and goals.
• Responding to client inquiries same-day, with a solutions-focused approach.
• Scheduling advisor-client meetings.
• Drafting written or electronic communications on behalf of advisors.
• Logging and tracking customer calls or emails.
• Maintaining databases of client information for advisors.
• Recording and resolving customer complaints.
• Filing and organizing client paperwork.
• Helping with client requests, such as transferring funds.
• Ensuring that regulatory rules are followed.

Compensation & Benefits:

The salary for this position is $70,000 to $125,000 per year, depending on experience and qualifications. In addition to base pay, we offer the following benefits: health, dental, and vision insurance, a 401(k) plan, paid time off, and bonuses.

N10° Wealth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.