Private Wealth Associate

Job overview

The Private Wealth Associate role is described as remote in Charlotte, NC, with a stated annual salary range of $80,000–$130,000. The position supports Dwight Investment Management’s private wealth team and its real estate credit and private lending platforms. The associate supports distribution and business development across wealth management channels by engaging financial advisors and institutional partners, responding to product inquiries, preparing due diligence and meeting materials, and maintaining CRM records. The work helps senior team members develop relationships and pursue capital-raising opportunities while following securities regulations and firm policies.

What you'll do

• Support capital raising and business development across intermediary channels
• conduct relationship-based outreach and virtual meetings with approved advisors and institutional partners
• respond to advisor inquiries about fund strategy, portfolio updates, performance, yield, and subscription/redemption logistics
• assist with due diligence materials and platform approval questionnaires
• maintain CRM records and sales pipelines
• prepare pitch decks, fact sheets, product summaries, and proposals.

What we're looking for

Skills & competencies

private wealth associate

full-time

remote charlotte nc

dwight investment management

wealth management

real estate credit

private lending

financial advisor support

business development

capital raising

crm

$80k–$130k annual salary

Work arrangement

• Weekend coverage required

About the employer

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