Senior Institutional Client Advisor — Strategy & Relationships

Endowment Partners; Las Vegas (NV); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with employer matching

15 days of paid time off

Health, dental, and vision insurance

Access to a concierge doctor

Bonus structure based on performance

Job summary

A prominent investment advisory firm is seeking an Institutional Client Advisor to build and maintain deep relationships with institutional clients. This senior role requires a strong background in capital markets and excellent communication skills. The ideal candidate will have over 7 years of industry experience and a Bachelor's degree, with proficiency in portfolio analysis tools. This position offers competitive compensation and an opportunity to influence the firm’s direction while working closely with senior leadership.

Qualifications

• 7+ years of industry experience.
• Exceptional interpersonal, presentation, and written communication skills.
• Alignment with core values: integrity, excellence, discipline, and continual improvement.
• Proficiency with portfolio analysis and reporting tools.

Responsibilities

• Serve as primary point of contact for institutional clients.
• Build deep relationships with investment committees, boards, and executive leadership.
• Analyze client financial situations and assist in developing Investment Policy Statements.
• Lead quarterly performance reporting and portfolio review meetings.

Skills

Strong interpersonal skills

Presentation skills

Written communication skills

Deep understanding of capital markets

Highly organized

Education

Bachelor's degree in related field

Series 65

Tools

Portfolio analysis and reporting tools

Job description

A prominent investment advisory firm is seeking an Institutional Client Advisor to build and maintain deep relationships with institutional clients. This senior role requires a strong background in capital markets and excellent communication skills. The ideal candidate will have over 7 years of industry experience and a Bachelor's degree, with proficiency in portfolio analysis tools. This position offers competitive compensation and an opportunity to influence the firm’s direction while working closely with senior leadership.