Senior Advisory Associate

Senior Advisory Associate 

About Vivaldi 

Vivaldi Capital Management is a privately-owned wealth and investment management firm serving high-net-worth individuals, families, and institutions. Our firm was originally formed to manage the wealth of our clients, our partners, and their families. To this day, our partners continue to be significant investors alongside our clients, with the overarching goal of preserving wealth through diversified strategies and in finding unique solutions for growth and income. We take great pride in providing the same wealth management advice to our clients, as we do for our own families. 

Job Description 

The Senior Advisory Associate (“SAA”) partners with advisors on all aspects of managing client relationships.  This includes financial planning, asset allocation & investment selection, reporting, meeting preparation and follow up.  This is an experienced position that offers the potential for career growth within Vivaldi. 

Responsibilities 

• Financial Planning: Assists advisors in the analysis of each clients’ situation (using eMoney) in preparation for client meetings.  Investigates, as necessary, any specific planning strategies per client or advisor requests, including the following areas – retirement, cash flow, tax, estate, insurance, education, etc.  
• Asset Allocation & Investment: Articulates Vivaldi’s investment philosophy to clients and assists Wealth Advisors in building customized portfolios 
• Reporting: SAA assists our Advisors with reporting and client portal requests (Orion & eMoney).   
• Client Meetings: Supports and leads client meetings, including the preparatory and ongoing follow-up work needed to service relationships  

• Systems: Understands our various systems (Orion, eMoney, BOA, Salesforce etc.) and is comfortable with keeping up with technological advancement   

Requirements 

Ideal candidates will have earned a CFP and have a bachelor’s degree in financial planning or a related field (finance, economics, accounting, etc) as well as 4-7 years of experience within a wealth management firm and client facing experience.  

Top Candidates will possess the follow attributes: 

• Financial planning experience 
• Solid understanding of investment strategies and asset allocation, as well as familiarity with alternative investments 
• Positive attitude 
• Self-starter 
• Quick learner / Intellectual curiosity 

Interested Candidates should apply to Careers@vivaldicap.com with a Cover Letter and Resume with “Sr. Advisory Associate” in the Subject Line.