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- Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
- The Investment Team provides centralized expertise and insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions, among other areas.
- Provide support to the Chief Investment Officer, the Head of Due Diligence, the Chief Market Strategist and broader Investment Team.
- Support Wealthspire's Outsourced Chief Investment Officer offering with third party Wealth Managers.
- Work with other functional areas (Client Operations, Data Operations, Technology, etc) supporting organic growth and client retention.
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