Wealth Management Professional (Asset Management)

TL;DR

Wealth Management Professional (Asset Management): Providing operational support for alternative investment portfolio construction and trade execution with an accent on client onboarding, compliance, and lifecycle management. Focus on streamlining trade processes, collaborating with internal stakeholders, and ensuring accurate account maintenance for high-net-worth clients.

Location: Must be based in Dallas, TX, United States

Company

A leading global financial institution providing a wide range of investment banking, securities, and investment management services.

What you will do

• Liaise with PWM teams, Compliance, Legal, and Operations to support client account onboarding and management.
• Facilitate initial onboarding, including guidance on account opening and master subscription document completion.
• Assist with accurate and timely booking of trades across private equity, private credit, and private real assets.
• Process and reconcile subscription activity and resolve discrepancies.
• Manage ongoing transaction processing and ad hoc requests related to trade support.
• Collaborate with internal departments to facilitate issue resolution and process improvement.

Requirements

• Bachelor's Degree required.
• Minimum of 2 years of professional experience.
• Must obtain SIE, Series 7, and 63 licenses within three months of employment.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Excellent communication and organizational skills.
• Proficiency in Windows technology (Outlook, Excel, Word).

Culture & Benefits

• Opportunity to work within a premier global financial institution.
• Exposure to complex alternative investment strategies and institutional portfolio management.
• Collaborative environment working across multiple internal business lines.
• Focus on professional development and process automation.