Senior Client Associate: Wealth Mgmt & Portfolio Support

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

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.