Family Office Investment Manager

Family Office Fiduciary AdvisorAt Westport One, we are seeking a seasoned fiduciary and investment management professional to join our team as a Family Office Fiduciary Advisor. This role requires a strong background in providing exceptional client service to ultra-high net worth (UHNW) clients with assets exceeding $20MM.Key Responsibilities:Manage the...

Company Description Tomcat Family Office is a one person office adminstration center for multiple trusts, family limited partnerships, passive limited partnerships, holding companies, project SPVs, aircraft, residences and associated staff and professional relationships. Role Description This is a full-time on-site role as a Chief Administrative Officer at...

Company Description Tomcat Family Office is a one person office adminstration center for multiple trusts, family limited partnerships, passive limited partnerships, holding companies, project SPVs, aircraft, residences and associated staff and professional relationships. Role Description This is a full-time on-site role as a Chief Administrative Officer at...

Family Office Fiduciary AdvisorOur client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and...

Family Office Fiduciary AdvisorOur client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and...

Senior Fiduciary Advisor for Family OfficesWestport One is seeking a highly skilled fiduciary and investment management expert who excels in delivering exceptional client service to ultra-high-net-worth individuals with assets exceeding $20 million. The ideal candidate will have a proven track record of working with affluent families and managing the...

Larson Maddox is seeking a seasoned Chief Compliance Officer to lead their compliance program for infrastructure investments. As a key member of the investment management team, you will be responsible for ensuring the firm's compliance with regulatory requirements and industry standards.Key Responsibilities:Develop and implement a comprehensive compliance...

About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Ascensus. As a key member of our Investment and Fiduciary Consulting team, you will play a critical role in supporting investors through all phases of the investment process.Key ResponsibilitiesProactively advise corporate plan sponsors on plan investment...

Job Title: Senior Investment ConsultantAscensus is seeking a highly skilled Senior Investment Consultant to join our team. As a key member of our Investment and Fiduciary Consulting team, you will be responsible for providing expert investment advice and services to our clients.Key Responsibilities:Proactively advise corporate plan sponsors on plan...

Job Summary:Overview: We are seeking a seasoned Portfolio Manager to oversee a portfolio of multifamily properties and drive strategic growth. As a key member of our team, you will be responsible for analyzing property performance, developing and implementing investment strategies, and ensuring alignment with our company's goals.Key...

About the Role:As a Wealth Management Consultant at Fisher Investments, you will serve as the primary contact for our esteemed clients across the United States. Our firm is dedicated to a unique model that emphasizes the separation of sales and client service, allowing you to focus solely on delivering exceptional client experiences without the distractions...

About the RoleWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Ascensus. As a key member of our Investment and Fiduciary Consulting team, you will play a critical role in supporting investors through all phases of the investment process.Key ResponsibilitiesProactively advise corporate plan sponsors on plan...

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....

Overview:As a vital member of our Private Client Group, you will serve as the primary contact for our esteemed clients at Fisher Investments. Our firm has been dedicated to enhancing the investment landscape since 1995, employing a unique methodology that prioritizes the needs of our private clientele. In this role, you will not be burdened with the dual...

Overview:As a pivotal member of our Private Client Group, you will serve as the primary contact for our esteemed clientele. Your role as an Investment Counselor at Fisher Investments is integral to delivering exceptional service to our high-net-worth clients.The Role:In this position, you will collaborate closely with our internal teams, including portfolio...

About Matter Family OfficeMatter Family Office is a purpose-driven organization that prioritizes the needs of families. We combine technical excellence with a family's goals and values to guide them through strategies that foster communication, planning, and intentional decision-making around wealth.Our team is dedicated to helping families thrive for...

Job Summary:Overview: We are seeking a seasoned Portfolio Manager to oversee a portfolio of multifamily properties and drive strategic growth. As a key member of our team, you will be responsible for analyzing property performance, developing and implementing investment strategies, and ensuring alignment with our company's goals.Key...

About the RoleWe are seeking a highly skilled Canadian Investment Counsellor to join our team at Fisher Investments. As a key member of our Canadian client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in Canada.Key ResponsibilitiesWork closely with our Canadian clients to understand...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...