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Senior Client Associate: Wealth Mgmt & Portfolio
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-29
Listing for:
Evolve Private Wealth
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Location: New York
Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows.
This role suits individuals with hands-on wealth management experience who are ready for deeper client-facing and analytical responsibilities. Collaboration with custodians and internal teams is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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