BBR Partners

Vice President, Portfolio & Wealth Advisory

Chicago, IL · Exec

Sponsorship not specifiedDetected 15 days ago

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About the role

The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity.
The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment.
We prize independent lateral thinkers with diverse points of view.

Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services
Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product

5+ years of relevant work experience
Experience working with high-net-worth individuals and families with a strong emphasis on client service
Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments
This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards.
Ability to work in a team-based environment and to become an integral part of existing client relationship teams
Highly motivated, extremely ethical, and professionally mature

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.
Competitive base salary and incentive compensation.

Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Flexible time off, paid parental leave, and Sabbatical with company tenure.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan
Nurture relationships with various service providers that may offer benefits to our client base

This listing is sourced directly from BBR Partners's careers page and normalized into a canonical job model.