Senior Portfolio & Wealth Advisory Leader (Hybrid)

Bbr Partners Llc; New York (NY); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical coverage (employee/dependents)

401K plan with company match

Life insurance

Disability coverage

Wellness programs

Job summary

BBR Partners Llc is a premier wealth management firm providing investment and advisory services to high-net-worth individuals and families in New York. The VP of Portfolio and Wealth Advisory leads daily client portfolio management, asset allocation, and monitoring, while coordinating with external advisors to deliver integrated wealth strategies.

The role emphasizes collaboration, ethical standards, and a client-centric approach, with expansion of services and a strong emphasis on service

Qualifications

• 5+ years of relevant work experience in wealth management or portfolio advisory.
• Experience serving high-net-worth individuals and families with strong client service.
• Familiarity with portfolio management, tax efficiency, and trust/estate planning; knowledge of alternative investments.
• Ability to work in a team-based environment and integrate with client relationship teams.
• Highly motivated, ethical, and professionally mature.

Responsibilities

• Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity.
• Liaise with clients’ external advisors to deliver integrated advisory services.
• Provide proactive client coverage on market trends, tax law changes, trust/estate matters, and related issues.

Skills

Portfolio management

Client service

Team collaboration

Ethical standards

Financial markets knowledge

Job description

BBR Partners Llc is a premier wealth management firm providing investment and advisory services to high-net-worth individuals and families in New York. The VP of Portfolio and Wealth Advisory leads daily client portfolio management, asset allocation, and monitoring, while coordinating with external advisors to deliver integrated wealth strategies.

The role emphasizes collaboration, ethical standards, and a client-centric approach, with expansion of services and a strong emphasis on service