VP, Wealth Portfolio Strategy & Client Solutions

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

Job summary

Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York.

You will help Wealth Advisors construct multi-asset portfolio solutions, translate complex data into insights, present recommendations to clients and groups, and collaborate across Private Wealth on investments, planning, tax, and trust. This role also involves data analysis and ongoing ad-hoc projects for the team.

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

Public & private markets knowledge

Asset allocation

Portfolio construction

Data analysis

Travel willingness

Job description

Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York.

You will help Wealth Advisors construct multi-asset portfolio solutions, translate complex data into insights, present recommendations to clients and groups, and collaborate across Private Wealth on investments, planning, tax, and trust. This role also involves data analysis and ongoing ad-hoc projects for the team.