Senior Investment Advisor: Wealth Strategy Leader

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

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.