Senior Associate — Wealth Management, Exclusive Family Office

Job overview

The Senior Associate — Wealth Management, Exclusive Family Office role is hybrid in New York, NY, with annual compensation of $92,000–$125,000. Aspiriant is an independent, employee-owned wealth management firm; its Exclusive Family Office provides integrated advisory services to ultra-high-net-worth and multigenerational families. The associate supports wealth management leaders and client service teams by preparing financial analyses and coordinating work across tax, accounting, banking, and investment advisory groups. The role helps deliver integrated client engagements and supports clients’ financial planning needs.

What you'll do

• Assist with client strategy discussions and coordinate projects across service groups
• review financials and tax projections or returns
• gather client tax and financial information
• prepare net worth, cash flow, investment planning, and insurance summaries
• prepare long-term capital sufficiency analyses
• communicate with clients to request and clarify information
• attend client meetings and support preparation, notes, and follow-up.

What we're looking for

Skills & competencies

full-time

senior associate

wealth management

exclusive family office

hybrid

new york ny

$92k–$125k annually

financial planning

client service

tax projections

net worth statements

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Continuing education assistance, 401(k) with company match, bonus program, company contribution up to 95% for health insurance, and hybrid work arrangement.

Why this role

The posting lists a hybrid work arrangement, continuing education assistance, 401(k) with company match, bonus program, and company contribution of up to 95% for health insurance.

About the employer

ASPIRIANT LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.