Senior Advisor

Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City.

We are seeking a seasoned investment professional to join our New York team, and we want to be clear about what that means. This is not a business development role with some client service attached. It is not a relationship management role with some investment overlay. It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve.

If you are technically sharp, intellectually curious, and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and progress of the families we serve. The right candidate will find here something rare in this industry, which is a firm whose interests are structurally aligned with its clients', a team that holds itself to genuine standards, and a professional home designed for the long term.

• A deeply collaborative nature, and a genuine belief that the best outcomes are always collective ones
• Intellectual curiosity with a need to understand not just what a client wants, but why, and what they haven't yet thought to ask
• Purposeful and authentic in client relationships; comfortable with candour, not prone to telling people what they want to hear
• Tenacious in follow-through, humble in approach, and someone who takes the work seriously without taking themselves too seriously
• A natural inclination toward stewardship over salesmanship

• 15+ years of relevant investment experience, ideally with a significant focus on ultra-high net worth and affluent family clients
• A broad and working knowledge across asset classes, including private and alternative investments
• Strong command of integrated financial planning, and sold understanding how investment, tax, estate, and family governance decisions intersect
• Demonstrated ability to translate complex investment topics into clear, engaging, and actionable guidance for sophisticated (and non-specialist) family members alike
• Existing credibility and comfort as a public-facing professional, be it on panels, webinars, writing, or thought leadership

• Relevant qualifications as an Investment Advising Representative (IAR) CFA designation and/or relevant licensing required
• Priority given to candidates with direct experience advising family offices, ultra-high net worth individuals, and multi-generational families
• Bilingual/Spanish strongly preferred

• Client Relationships Own each client family's complete experience with the firm, not just their portfolio, but their confidence, clarity, and peace of mind Identify and advance client priorities beyond investments: multi-generational planning, family governance, philanthropy, family office structure, and operating business considerations
• Lead client meetings and ensure all deliverables are not only accurate and timely, but genuinely illuminating Translate complex investment and financial topics into insights that empower families to make better decisions, not just accept recommendations
• Serve as a trusted thought partner on matters both inside and outside the firm's formal purview, as needs arise

• Participate in business development efforts to bring the firm’s value proposition to prospective UHNW families
• Represent the firm at industry events, panels, and webinars,…