WETHERBY ASSET MANAGEMENT

Wetherby Asset Management provides investment advice and personal wealth for families and institutions.
Headquartered in NEW YORK, NY
Total Employees 50 - 100
Company Earnings $10M - $50M

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You will work with a team of wealth management professionals and other Wetherby team members to provide excellent service to our internal and external clients. Your Role and Responsibilities:. Partner with client service team to provide outstanding service to our wealth management clients. Respond to ad hoc requests from clients, CPAs, Estate Planning Attorneys and other third parties via phone, e-mail or in person. This requires an ability to interact with clients and third parties directly to support their varied needs. Open and close client accounts and complete any corresponding paperwork ... view job details

Communications and Marketing Associate. Working with our team, you will create content and support our firm’s marketing and communications strategy. Your responsibilities will include collaborating with colleagues to identify content opportunities; writing, revising and editing content; and supporting outreach and distribution across multiple channels to our audience. You will report to the Senior Business Development Associate. Your Role and Responsibilities:. Working with our Communications Committee, continue to formalize, inform and adapt our communications and marketing strategy. Write, s... view job details

The Compliance Associate is responsible for assisting the Chief Compliance Officer in managing the daily responsibilities and functions of the compliance monitoring activities for Wetherby Asset Management so as to ensure activities are appropriately controlled and in compliance with applicable Federal Securities Laws, including Rule 206(4)-7 and other rules and requirements established under the Investment Advisers Act of 1940, as amended. Additionally, the Compliance Associate will also be responsible for developing, implementing and maintaining internal control policies and procedures for t... view job details

You will work with a team of Financial Operations Associates and Managers to support the operations of the firm. Your main function is to maintain data integrity within our systems. The tasks required to complete this involve, but are not limited to: project and process management, data management, account reconciliation, transaction reconciliation, reporting, and individual projects that vary in scope. This position offers a good opportunity to gain experience and industry knowledge. Your Role and Responsibilities:. Maintain the integrity of the data in our accounting and reporting systems. E... view job details

You will work with a team of wealth management professionals and other Wetherby team members to provide excellent service to our internal and external clients. Your Role and Responsibilities:. Partner with client service team to provide outstanding service to our wealth management clients. Respond to ad hoc requests from clients, CPAs, Estate Planning Attorneys and other third parties via phone, e-mail or in person. This requires an ability to interact with clients and third parties directly to support their varied needs. Open and close client accounts and complete any corresponding paperwork ... view job details

The Investment Analyst position supports the Chief Investment Officer, Chief Impact Officer, Investment & Risk Committees, as well as our clients and internal client facing professionals. This position combines investment research, asset allocation, and portfolio/risk management skills, with a focus on fixed income and credit markets that spans traditional and alternative asset classes and impact-focused strategies. The Analyst is expected to source and diligence investment ideas, monitor existing portfolio investments, maintain domain expertise in fixed income and credit markets, build and ma... view job details

Wetherby Asset Management is looking for an Office Manager to join a dedicated team whose focus is to provide excellent service to our internal and external clients. This role contributes to an exceptional employee and client experience by ensuring our offices run smoothly and the workplace is conducive to productivity and collaboration. Your Role and Responsibilities:. Coach, develop, and manage Administrative Associates in our San Francisco and New York offices, in line with the firm’s mission and values. Order, track and maintain office supply inventory and equipment, including arranging fo... view job details

You will support senior Client Service members (Wealth Managers, Advisors) in servicing our client relationships. Your Role and Responsibilities:. Communicating effectively and concisely with clients and responding to clients' questions as required. Collaborating with a cross-functional team to serve our clients. Completing all your work in a timely and accurate manner while actively communicating with your team. Preparing error-free materials and reports for client meetings. Executing trades on behalf of clients without error. Reviewing and rebalancing portfolios at least quarterly. Ensuring ... view job details

You will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will work closely with a team of wealth management professionals and other Wetherby team members to provide excellent service to Wetherby clients. Your Role and Responsibilities:. Managing individual relationships with high net worth clients, which includes:. Establishing client relationships. Gathering client data, both quantitative and qualitative, and working with clients in understanding and defining their... view job details