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VP, Investment Product Specialist — Wealth Management

Job in New York, New York County, New York, 10261, USA
Listing for: Aumni
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Location: New York

Twin Thread is seeking a Vice President, Investment Product Specialist to enhance advisor development and client satisfaction. This role involves presenting investment strategies and collaborating with leadership to implement the wealth management strategy.

The candidate will manage a portfolio of approximately 300-400 advisors in the Northeast, requiring strong communication skills and investment product expertise. A competitive salary and comprehensive benefits package are offered.

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