UHNW & Institutional Investment Advisor

The role

This senior role involves serving as an advisor to ultra-high-net-worth families, business owners, and institutional investors. The person will focus on relationship development, client leadership, investment advisory, and firm development.

What you will do

• Develop and cultivate a pipeline of institutional and UHNW prospects
• Partner with senior advisors to advance prospect opportunities
• Build relationships with key professional influencers
• Partner with marketing to convert brand and events into business opportunities
• Build trusted relationships with institutional and UHNW clients
• Advise UHNW families and business owners on integrated investment, tax, estate, succession, liquidity, and wealth transfer strategies
• Coordinate with attorneys, CPAs, trustees, and other external professionals
• Lead strategic discussions around portfolio strategy, asset allocation, governance, liquidity, and spending
• Participate in investment committee discussions
• Mentor colleagues and contribute to strategic initiatives

Required qualifications

• Bachelor's degree
• 5+ years of experience in investment management, institutional consulting, wealth management, investment advisory, or a related field
• Experience working with institutional investors, ultra-high-net-worth families, business owners, or other sophisticated investors
• Strong understanding of investments, portfolio construction, asset allocation, and institutional investment strategies
• Ability to communicate complex investment concepts effectively
• Demonstrated relationship-development and business-development capabilities
• Strong track record of building and cultivating professional relationships
• Excellent verbal and written communication skills
• Strong emotional intelligence, sound judgment, integrity, and professionalism
• Understanding of how institutional investment disciplines can be applied to sophisticated private wealth
• Ability to collaborate effectively across teams
• Demonstrated intellectual curiosity, initiative, and commitment to continuous professional development

Nice to have

• Degree in Finance, Economics, Accounting, Business, or a related field
• CFA, CFP, CAIA, or MBA

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors. It is part of the Focus Financial Partners network.