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Missouri State Employees' Retirement System

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Ontario, Canada

Texas Permanent School Fund Corporation

Austin, Texas

Texas Permanent School Fund Corporation

Austin, Texas

Picton Mahoney Asset Management

Toronto, Canada

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MacArthur Foundation

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London, United Kingdom

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PER, Private Equity Recruitment

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Oxford Knight

London, United Kingdom

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Associate Wealth Manager
The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships. Qualifications The ideal candidate will have an undergraduate degree or equivalent work experience and at least 2-4 years of experience in the investment industry. Progre


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