Associate Advisor

Company DescriptionAlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents. At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives. We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member. As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us. To learn more visit alti-global.comJob DescriptionAlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work directly with senior team members across offices to counsel clients across the spectrum of discretionary investment management and wealth planning to help them meet their financial goals. The Associate Advisor will be responsible for providing financial analyses, aid in the creation of financial presentations and communicate with clients directly. This is a great opportunity for someone looking to take on a proactive role in supporting and understanding client relationships.Job ResponsibilitiesDay-to-day delivery of Wealth Management services under the supervision of senior client team membersDirect communication with clients and their outside advisorsPartner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timelyCustomized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow managementDevelopment of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammatesMaintenance, creation, and analysis of performance reportsExecution of investment decisionsClient wealth forecastingOnboarding of new clientsBusiness development supportOpportunities for professional development and education QualificationsBachelor’s degree in economics, business, or related areasMinimum of five years of direct experience, including investment-related responsibilitiesAbility to work within a team environment, while also being a self-starterExcellent written and verbal communication skillsSuperior analytical skillsAbility to prioritize, be exceptionally organized, and have extreme attention to detailAbility to multi-task and manage work across a wide range of clients and advisorsHigh proficiency with Microsoft Excel, PowerPoint, and WordAbility to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship managementExperience communicating with and presenting to clients preferredApplications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $105,000 – 115,000