Wealth Management Assistant to Founder

Investment Boutique in Stamford, CT

  • Stamford, CT
  • $65,000-95,000 per year
  • Permanent
  • Full-time
  • 5 days ago
About the FirmWe are a respected boutique investment firm, specializing in managing retirement portfolios for high-net-worth families. Our tight-knit team is driven by intellectual curiosity, deep market knowledge, and an unwavering commitment to serving the best interests of our clients. We combine rigorous financial analysis with personalized client service to deliver exceptional results. Our founder/CEO is a thought-leader in wealth management.Why This Role Is UniqueThis is not a standard administrative position. We are seeking a polished, organized, and proactive individual to step into this rare and highly sought-after role to become the right hand to the founder, acting as a gatekeeper, liaison, and organizational strategist. You will interface daily with clients, prospective clients, professional peers, and centers of influence such as attorneys and accountants — all within an atmosphere of dignity, professionalism, and discretion.What You’ll Do
  • Manage and prioritize the founder’s day
  • Take charge of founder’s complex business and personal calendar with accuracy and foresight
  • Serve as the primary point of contact for internal staff, clients, and professional partners
  • Coordinate meetings, calls, and events, ensuring all related materials are prepared in advance
  • Interface with high-profile and high-net-worth individuals in a polished, articulate manner
  • Support both personal and professional logistics for the founder
  • Assist in document preparation, correspondence, presentation creation
  • Assist with library management
  • Handle sensitive and confidential matters with the utmost discretion
  • Proactively anticipate needs and solve problems before they arise
Best Preparation for Success
  • Proven experience supporting executives in financial services, law, or accounting
  • Ability to manage a fast-paced, quickly changing workload with multiple priorities
  • Comfort and professionalism when interacting with influential clients and partners
What We’re Looking For
  • Prior experience in a high-demand, client-facing role on Wall Street or in Law or Finance
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word, Access), Social Media
  • A proactive, problem-solving mindset, with the ability to work independently and as part of a team
  • Ability to commute to North Stamford regularly
  • Top academic performance from a respected institution
  • Required: Background check and professional references
Compensation & Benefits
  • Competitive compensation based on experience (Range: $65,000 - $95,000)
  • Medical coverage after 90 full-time days
  • Retirement plan benefits after 1 year of full-time employment
  • Opportunities for professional growth and development
How to ApplyPlease submit your résumé along with a cover letter describing how you see yourself thriving in this role, highlighting relevant experience and capabilities. Applications without a tailored cover letter will not be considered.

Investment Boutique in Stamford, CT