Senior Wealth Management Associate

Leeds Professional Resources; Naples (FL); On-site; USD 80,000 - 130,000; Full time

Job summary

Leeds Professional Resources in Naples, FL seeks a client development professional to partner with senior wealth management advisors to identify, engage, and convert prospective clients, supporting new client acquisition and business growth in the local market.

You will analyze investment strategies, coordinate onboarding, and collaborate with analysts to prepare proposals and materials, leveraging asset allocation knowledge to advance client conversations and drive scalable results.

Qualifications

• MBA required.
• Minimum of 5 years in financial services with wealth management exposure.
• Knowledge of asset allocation and investment portfolio analysis.

Responsibilities

• Partner with senior advisors and relationship managers to develop and execute strategies for identifying, engaging, and converting prospective clients while supporting business development goals.
• Develop knowledge of investment strategies, portfolio analysis, asset allocation, and wealth management solutions to support client discussions.
• Facilitate a smooth client onboarding experience by coordinating the transition from prospect to client and partnering with internal teams throughout the process.
• Work closely with analysts and other team members to prepare client analyses, proposals, and presentation materials.

Skills

Financial services experience

Wealth management exposure

Asset allocation modeling

Portfolio analysis

Education

MBA

Job description

This position is in Naples, FL. In this role, you will partner with senior wealth management professionals to identify, engage, and develop relationships with prospective clients, supporting new client acquisition and business growth within your assigned market.

Responsibilities

• Partner with senior advisors and relationship managers to develop and execute strategies for identifying, engaging, and converting prospective clients while supporting business development goals.
• Develop and apply knowledge of investment strategies, portfolio analysis, asset allocation, and wealth management solutions to support client discussions.
• Facilitate a smooth client onboarding experience by coordinating the transition from prospect to client and partnering with internal teams throughout the process.
• Work closely with analysts and other team members to prepare client analyses, proposals, and presentation materials.

Qualifications

• MBA required
• A minimum of 5 years of prior experience in Financial Services, with some exposure to Wealth Management, Investment Management, Investment Banking, or related fields.
• Knowledge of asset allocation modeling and analysis of investment portfolios, fixed income portfolios, and more.