Private Wealth Administrator

📋 Description

• Coordinate advisor, referral partner, and prospective client engagements.
• Manage referrals: outreach, meeting scheduling, and next steps.
• Gather, organize, and document client data for meetings and planning.
• Prepare customized pitch materials and decks with planning/advisory teams.
• Track pipeline activity and CRM metrics (Salesforce, ThoughtSpot).
• Provide executive support to Head of Private Wealth Strategies; onboarding and handoffs.

🎯 Requirements

• Bachelor's degree preferred (Business, Finance, Economics, or related).
• 3–5+ years in wealth management or financial services.
• Strong understanding of advisor distribution models and HNW clients.
• Experience supporting sales cycles, referrals, or onboarding.
• Proficiency in MS Office; CRM experience required.
• Excellent organizational, communication, and follow-up skills.

🎁 Benefits

• Medical, dental, and vision insurance options.
• Flexible spending accounts and healthcare savings plans.
• Flexible working arrangements.
• Generous 401K contributions and equity options.
• Paid time off and 11 holidays.
• Opportunity for growth within the company.