Vice President – Wealth Investment Client Portfolio

Landing Point; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses on constructing customized multi-asset portfolios and delivering recommendations to clients and prospects.

You will collaborate with Private Wealth teams to ensure comprehensive solutions across investments, planning, tax, and trust. The successful candidate will analyze client information, translate data into actionable portfolio decisions, and present to

Qualifications

• Strong understanding of both public and private markets, asset allocation, and portfolio construction.
• Ability to analyze and synthesize complex data into actionable insights.
• Willingness to travel as needed for client presentations and meetings.

Responsibilities

• Support Wealth Advisors in constructing customized multi-asset portfolio solutions aligned with client objectives and constraints.
• Evaluate and synthesize client-specific information to inform actionable portfolio implications based on the firm's Asset Allocation Committee views.
• Deliver recommendations to end clients and present to various client/prospect groups, including individuals, families, and select institutions.
• Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust.
• Analyze and manipulate data to create compelling client-facing and internal content, ensuring high standards for accuracy and data integrity.
• Support the team with ad-hoc projects and requests, including strategic and training initiatives for the Private Wealth organization.

Skills

Asset allocation

Portfolio construction

Data analysis

Travel readiness

Job description

Company Overview

An independent, employee-owned global asset management firm manages over $530 billion in assets, offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client Portfolio to support their Private Wealth division.

Job Responsibilities

• Support Wealth Advisors in constructing customized multi-asset portfolio solutions aligned with client objectives and constraints.
• Evaluate and synthesize client-specific information to inform actionable portfolio implications based on the firm's Asset Allocation Committee views.
• Deliver recommendations to end clients and present to various client/prospect groups, including individuals, families, and select institutions.
• Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust.
• Analyze and manipulate data to create compelling client-facing and internal content, ensuring high standards for accuracy and data integrity.
• Support the team with ad-hoc projects and requests, including strategic and training initiatives for the Private Wealth organization.

Qualifications

• Strong understanding of both public and private markets, asset allocation, and portfolio construction.
• Ability to analyze and synthesize complex data into actionable insights.
• Willingness to travel as needed for client presentations and meetings.

Compensation

Salary: $150,000 – $250,000, Plus Bonus