Senior Client Associate

Evolve Private Wealth; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows.

This role suits individuals with hands-on wealth management experience who are ready for deeper client-facing and analytical responsibilities. Collaboration with custodians and internal teams is essential.

Qualifications

• 2–4+ years of experience in wealth management or related field.
• Strong analytical skills, attention to detail, and ability to anticipate client needs.
• Excellent communication and relationship-building skills.
• Ability to navigate a fast-paced, high-volume environment with accuracy and composure.
• Experience with advisory operations (account opening, money movement, proposals, CRM workflows).
• Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is a plus.
• Series 65, or progress toward certification is a plus.

Responsibilities

• Provide advanced support to Advisors, including: portfolio analysis and investment proposals.
• Trade execution and portfolio rebalancing to support client strategies.
• Manage complex account maintenance, transfers, and money movement.
• Prepare detailed performance reports and asset allocation analyses.
• Be primary client contact for servicing needs and inquiries.
• Assist in client meetings with operational and investment discussions.
• Collaborate with custodians and internal/third-party teams for seamless delivery.
• Contribute to process improvements across advisory operations.
• Uphold compliance standards and maintain client confidentiality.

Skills

Wealth management

Analytical skills

Communication

Relationship building

Attention to detail

CRM workflows

Series 65

Tools

Fidelity

Schwab

Addepar

Wealthbox

Job description

Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net-worth individuals and families from our offices in New York City and Los Angeles. We are an independent, 100% employee-owned firm built around a multi-family office model that combines institutional-quality investment access with deeply personalized client relationships. Our multigenerational team is entrepreneurial, collaborative, and growing.

Role Description

We are seeking a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational execution. Senior Associates serve as a key extension of Advisors, independently owning complex servicing needs and contributing directly to client experience and investment workflows.

This role is well suited for individuals with hands on wealth management experience who are ready to step into deeper client-facing and analytical responsibilities.

Responsibilities

• Provide advanced support to Advisors, including:
• Portfolio analysis and preparation of investment proposals
• Trade execution and rebalancing
• Complex account maintenance, transfers, and money movement
• Prepare detailed performance reports, asset allocation analyses, and recommended portfolio adjustments
• Serve as a primary point of contact for many client servicing needs
• Research and resolve client inquiries with clear, proactive follow‑up
• Participate in client meetings, speaking to operational and increasingly investment‑related topics
• Assist Advisors in developing customized financial and investment strategies for clients and prospects
• Collaborate with custodians, internal teams, and third‑party providers to ensure seamless client delivery
• Contribute to ongoing process improvements across advisory operations and client experience initiatives
• Uphold firm compliance standards and maintain strict client confidentiality

Qualifications

• 2–4+ years of experience in wealth management or a related field
• Strong analytical skills, attention to detail, and ability to anticipate client needs
• Excellent communication and relationship‑building skills
• Ability to navigate a fast‑paced, high‑volume environment with accuracy and composure
• Experience with advisory operations (account opening, money movement, proposals, CRM workflows)
• Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is a plus
• Series 65, or progress toward certification is a plus