Vice President, Business Unit (Wealth Management)

TL;DR

Vice President, Business Unit (Wealth Management): Managing high-net-worth client relationships and executing business growth strategies for the private wealth division with an accent on financial market analysis and executive support. Focus on developing strategic client materials, managing social media presence for leadership, and coordinating high-level speaking engagements.

Location: New York, NY, United States

Salary: $141,000 - $338,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Cover ongoing client relationships and execute follow-ups for client and prospective client meetings.
• Analyze financial markets and industry trends to create talking points, content, and client materials.
• Develop and manage overall business strategy for the private wealth division.
• Conduct research on prospective clients and collaborate with teams to generate new business.
• Support long-term strategic initiatives and leadership committee positions.
• Prepare leadership for speaking engagements, press interviews, and internal firm events.

Requirements

• Bachelor’s degree in Economics, Mathematics, Statistics, Finance, Business Management, or a related field.
• 5 years of experience in financial markets, wealth management, or entrepreneurial/small business ecosystems.
• Experience in client-facing roles dealing with external partners and stakeholders.
• Proficiency in analyzing financial data, business metrics, and macroeconomic research.
• 4 years of experience in social media and marketing strategy, including copywriting for executives.
• Experience authoring publications and managing high-level corporate events.
• FINRA Series 7, 63 and SIE required (or must be obtained within 3 months of hire).