Private Wealth Administrator

📋 Description

• Admin, sales support, and client development for Head of Private Wealth Strategies
• Coordinate advisor engagements, referrals, and onboarding
• Prepare pitch materials and client meeting prep in partnership with planning teams
• Track pipeline activity and update CRM data (Salesforce, ThoughtSpot or equivalent)
• Assist onboarding new advisory relationships, data gathering, and coordination
• Maintain sales collateral and product overviews for advanced wealth strategies

🎯 Requirements

• 3-5+ years in wealth management, financial services, or sales support
• Strong understanding of advisor distribution models and UHNW clients
• Experience supporting sales cycles, referrals, or complex onboarding
• Proficient in Microsoft Office; CRM experience required
• Excellent organizational, communication, and follow-up skills
• Ability to manage multiple priorities independently with discretion

🎁 Benefits

• Competitive base pay and extensive benefits
• Medical, dental, and vision insurance options
• Flexible spending accounts and HSA contributions
• Generous 401K contributions and PTO
• Flexible working arrangements
• Equity Purchase Program eligibility