VP, Investments

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with approximately $26 billion in AUM.

We have more than 300 employees serving clients from 14 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client.

For more information on Wealthspire Advisory, please visit www.wealthspire.com.

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

Role on the Investment Team

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.

We are seeking a dynamic and experienced Vice President to join our elite team. This role demands intellectual energy and rigor.

As a key member of our team, you will be instrumental in shaping our investment strategies and have immediate exposure to top-tier external investment managers, internal investment expertise, senior management, and Advisors and their clients.

Responsibilities :

• Provide support to the Chief Investment Officer, the Head of Due Diligence, the Chief Market Strategist and broader Investment Team.
• Support the firms M&A activity via reviews of target firms’ investment portfolios and solutions prior to an acquisition.

Also facilitates the integration of investment platforms and model portfolios after a deal closure.

• Analyze existing and prospective managers and strategies both quantitatively and qualitatively to form a point of view.
• Participate in manager meetings and Investment Committee meetings.
• Serve as a resource to Advisors for anything investment related.
• 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.
• Initiate and pursue ideas furthering our Key Results, increased efficiency, and improved client experience.
• Support the one-off projects and research ideas of senior Investment Team members.
• Be intellectually dynamic and want to learn.

Qualifications

• 8-10yrs of relevant experience working in a wealth management capacity, preferably at an RIA.
• Completed or pursuing CAIA, CIMA, or CFA.
• Bachelors’ degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Desire to be a sought-out senior Investment team resource.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (eg, Morningstar Direct, Bloomberg, etc) is a plus.

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

Equal Opportunity : We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs.

We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.

Culture Add Over Culture Fit : Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it.

We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.

Inclusive Excellence : We believe that true excellence can only be achieved in an environment where every employee feels empowered and included.

Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms.

We're eager to learn about your unique talents and experiences.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $135,000 $220,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

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