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You will be responsible for cultivating sources of qualified high net worth prospective clients, as well as developing and managing high net worth client relationships and portfolios. You will work closely with a team of wealth management professionals and other Wetherby team members to provide excellent service to Wetherby clients.
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings.
Our Certified SF Green Business office space, fully equipped with standing desks, is close to BART, Muni and cable cars in San Francisco's Financial District. We take a hybrid in-office/remote working approach.
We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance.
Wetherby Asset Management is a San Francisco-based wealth management firm founded in 1990. We are 100% privately-owned and currently have over 80 employees. In 2022 we joined forces with Laird Norton Wealth Management, allowing us to evolve our service offerings to meet the changing needs of our clients and their families. Our minimum account size is $10 million and our assets under advisement total over $7.4 billion*. Wetherby provides services to individuals, families, and institutions. Wetherby was recognized as a B Corp Best for the World for Workers in 2017, 2018 and 2019.
Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
Wetherby is an equal opportunity employer. Wetherby prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).
*As of 10/1/22
Full Time
Business Services
10/29/2022
11/30/2022
wetherby.com
NEW YORK, NY
50 - 100
1990
Private
<$5M
Business Services
Wetherby Asset Management provides investment advice and personal wealth for families and institutions.
The job skills required for Wealth Manager include Wealth Management, Planning, Investment Management, Asset Allocation, Client Relationship, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Manager positions, which can be used as a reference in future career path planning. As a Wealth Manager, it can be promoted into senior positions as a Top Trust Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Manager. You can explore the career advancement for a Wealth Manager below and select your interested title to get hiring information.