Vice President, Financial Advisor

Launch Ventures; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Launch Ventures in New York seeks an experienced, client-facing VP Financial Advisor to manage an established ultra-high-net-worth client base and deliver comprehensive wealth management and estate planning guidance.

The role focuses on onboarding, cross-team coordination with tax, estate, and investment professionals, and driving client retention and organic growth, while representing the firm with poise and diplomacy in all client interactions.

Qualifications

• 5–10 years of client-facing advisory experience.
• Experience in Multi-Family Office/RIA/Wealth Mgmt.
• Strong interpersonal and executive presence.
• Ability to manage multi-generational client relationships.

Responsibilities

• Relationship management for ultra-high-net-worth clients.
• Lead onboarding with tax, estate, and investment teams.
• Drive client retention and organic growth.
• Collaborate on wealth planning strategies.
• Represent the firm with professionalism and diplomacy.

Skills

Wealth management

Relationship management

Client onboarding

Executive presence

Self-motivated

Job description

Our client is an established Multi-Family Office and Wealth Management firm based in New York City, dedicated to providing holistic, high-touch wealth advisory, estate, and financial management solutions to high-net-worth individuals and families. Due to continued organizational growth, they are expanding their senior advisory team to steward existing family relationships and seamlessly onboard new clients.

Position Overview

We are seeking an experienced, client-facing VP Financial Advisor. In this role, you will be responsible for managing relationships with an assigned portfolio of clients, ensuring high retention, and delivering comprehensive wealth management services.

Note on Origination: A portable book of business is not required, although nice to have. Your primary focus will be delivering white-glove service to our established client base and driving organic client satisfaction and retention.

Key Responsibilities

• Relationship Management: Serve as the primary point of contact for ultra-high-net-worth and high-net-worth clients, maintaining overall relationship health and client satisfaction.
• Client Onboarding: Direct the onboarding process for incoming clients, coordinating across internal tax, estate, and investment teams to establish personalized wealth strategies.
• Client Retention & Organic Growth: Drive high retention rates across your portfolio through proactive communication, regular portfolio reviews, and responsive service execution.
• Wealth Planning & Strategy: Collaborate with internal specialist teams (tax, estate, portfolio management) to deliver comprehensive wealth planning solutions tailored to each family's goals.
• Firm Representation: Represent the firm with a high level of professional poise, market acumen, and client diplomacy in all written and verbal interactions.

Candidate Qualifications

• Experience: 5-10 years of direct, client-facing financial advisory or relationship management experience within a Multi-Family Office, Registered Investment Advisor (RIA), or Wealth Management firm.
• Technical & Soft Skills: Deep knowledge of wealth management principles combined with superior interpersonal skills and executive presence.
• Work Style: Self-motivated, collaborative, and accustomed to managing complex multi-generational family dynamics.