Senior Investment Advisor

Ballentine Partners; Boston (MA); On-site; USD 180,000 - 265,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Medical insurance cost sharing

Generous vacation time

Sabbaticals

Job summary

Ballentine Partners is seeking a Senior Investment Advisor to independently drive investment strategy within the Investments team. You will collaborate with Senior Client Advisors to design strategies aligned with client goals and risk tolerance, while mentoring junior staff and ensuring compliance across engagements.

The ideal candidate has deep knowledge of investments, broad asset class experience, and strong client-facing communication skills. CFA preferred; 12+ years in the field.

Qualifications

• Bachelor’s degree in economics, finance, mathematics or a quantitative science is required.
• CFA is preferred; a minimum of 12 years of experience in investment management, financial services, or investment research is required.

Responsibilities

• Lead the investment side of client engagements with Senior Client Advisors to develop strategies aligned with goals and risk tolerance.
• Hold discovery discussions to ascertain client goals and risk tolerance; present Ballentine Partners’ investment value proposition.
• Manage junior team members, review rebalancing and tax strategies; mentor and contribute to leadership of the investment group.
• Ensure compliance mandates are met for assigned clients; perform other duties as assigned.

Skills

Investments knowledge

Portfolio management

Client relations

Strong math skills

Interpersonal skills

Independent work

Presentation skills

Education

Bachelor’s degree in economics/finance/math

Job description

About this position

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds

Ballentine Partners is looking for an enthusiastic Senior Investment Advisor to join our growing Investments team. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.

Responsibilities Include:

• Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance.
• Hold discovery discussions with clients to ascertain their goals, objectives, and risk tolerance.
• Actively participate in prospective client situations to present Ballentine Partners’ investment value proposition.
• Manage the work of junior team members assigned to client engagements, including reviewing and approving rebalancing, trade plans, and tax loss harvesting strategies.
• Mentor junior team members.
• Contribute to the leadership of the investment group.
• Ensure compliance mandates are met for assigned clients.
• Other duties as assigned.

The ideal candidate will:

• Have strong knowledge of investments and portfolio management.
• Possess a broad understanding of multiple asset classes and securities markets.
• Have the ability to interface with clients at all knowledge levels and provide investment advice involving large, complex situations.
• Demonstrate the ability to analyze and resolve problems at both a strategic and functional level.
• Possess strong math skills.
• Demonstrate a strong client orientation.
• Possess excellent interpersonal and communication skills, including presentation skills.
• Have the ability to work independently.

A Bachelor’s degree in economics, finance, mathematics, or a quantitative science is required, and a CFA is preferred. A minimum of 12 years of experience in investment management, financial services, or investment research is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family‑friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Stakeholder Report and our Culture page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position starts at $180k - $265k base commiserate with experience and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position will be commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds.

Ballentine Partners is looking for an enthusiastic Senior Investment Advisor to join our growing Investments team. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.

Responsibilities Include:

• Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance.
• Hold discovery discussions with clients to ascertain their goals, objectives, and risk tolerance.
• Actively participate in prospective client situations to present Ballentine Partners’ investment value proposition.
• Manage the work of junior team members assigned to client engagements, including reviewing and approving rebalancing, trade plans, and tax loss harvesting strategies.
• Mentor junior team members.
• Contribute to the leadership of the investment group.
• Ensure compliance mandates are met for assigned clients.
• Other duties as assigned.

The ideal candidate will:

• Have strong knowledge of investments and portfolio management.
• Possess a broad understanding of multiple asset classes and securities markets.
• Have the ability to interface with clients at all knowledge levels and provide investment advice involving large, complex situations.
• Demonstrate the ability to analyze and resolve problems at both a strategic and functional level.
• Possess strong math skills.
• Demonstrate a strong client orientation.
• Possess excellent interpersonal and communication skills, including presentation skills.
• Have the ability to work independently.

A Bachelor’s degree in economics, finance, mathematics, or a quantitative science is required, and a CFA is preferred. A minimum of 12 years of experience in investment management, financial services, or investment research is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family‑friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Stakeholder Report and our Culture page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position starts at $180k - $265k base commiserate with experience and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position will be commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.

The pay range for this role is: 180,000 - 265,000 USD per year (Waltham)
180,000 - 265,000 USD per year (Boston)