Senior Associate

Senior Associate

District Partners is partnering with a growing RIA in Century City that is looking to add a Senior Associate to its wealth management team. This is an excellent opportunity for someone who enjoys building long-term relationships with ultra-high-net-worth clients and wants to grow within client relationship management, wealth operations, and financial planning support.

If you're looking for a path outside of becoming a Financial Advisor, but still want meaningful exposure to sophisticated planning and investment work, this role is worth a conversation.

What You'll Do:

• Serve as a primary point of contact for UHNW clients.
• Manage client onboarding, money movement, account maintenance, and operational requests.
• Prepare client meeting materials and assist advisors with financial planning initiatives.
• Perform financial modeling, Excel analysis, and support ongoing planning projects.
• Partner with advisors, custodians, accountants, attorneys, and other client professionals to ensure an exceptional client experience.
• Help improve workflows and contribute to process improvement initiatives.

What You'll Have:

• 5+ years of wealth management or senior client service experience.
• Strong understanding of taxable, retirement, and trust accounts.
• Experience with client onboarding, money movement, account maintenance, and custodial platforms.
• Analytical mindset with strong Excel skills and attention to detail.
• Experience with Fidelity and/or Schwab is a plus.
• Series 65 preferred (or willingness to obtain). Series 63 or 66 also considered.

Why This Opportunity?

• Support a collaborative advisory team managing approximately $2.5B in assets.
• Greater exposure to financial planning and analytical work than a traditional Client Service role.
• Long-term career growth within client relationship management and operations.
• Competitive compensation, bonus, and comprehensive benefits.
• Team-first culture with strong mentorship and opportunities to grow internally.