Job Description

The Role

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.

Your Impact

• Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
• Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
• Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
• Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
• Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
• Handle the majority of client matters independently when the advisor is out of office

The Ideal Match

• 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
• Strong communication skills paired with calm, sound judgment under pressure
• Experience with custodial platforms, trading/rebalancing tools, and CRM systems
• Highly organized, with exceptional attention to detail and follow-through
• Comfortable operating with autonomy and trusted to make day-to-day judgment calls
• Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager

Bonus Points

• Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
• Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
• A genuine passion for building efficient, repeatable operational processes

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!