Private Wealth Management, Business Development Professional, Associate - Washington D.C

In this role, you support Private Wealth Advisors to grow client relationships and generate new business. You will analyze client portfolios, monitor macro trends, and organize outreach to prospective clients using strategy, research, and client events. You serve as a bridge between PWAs, clients, and internal teams, with a path to advance into a Private Wealth Advisor role. The work blends relationship building, market insight, and cross firm collaboration to drive PWM growth.

• Support PWAs in managing existing client relationships and generating new business
• Conduct client-facing portfolio analyses including asset allocation and risk/return considerations
• Monitor macroeconomic trends and internal research for portfolio impact
• Act as growth engine for PWM across wallet share and new business
• Develop a sustained outreach system for prospects through presentations, research, and events
• Serve as PWM team contact for client relationship management in Salesforce
• Attend prospective client meetings and coordinate follow-up
• Manage internal new business strategy meetings with agendas and action items

• Bachelor's degree
• 3+ years of related financial services experience
• Interest in pursuing Private Wealth Advisor career
• Ability to work in fast-paced environments and under pressure
• Strong interest in financial markets and investment sense
• Ability to multi-task across firm partners
• Entrepreneurial spirit and teamwork orientation
• Excellent verbal and written communication
• Strong interpersonal skills and network-building ability
• Creative problem-solving and strong project management and organizational skills
• SIE, Series 3, 7 and 63 (must be obtained within three months)
• CFA Charter and/or CFP encouraged and sponsored by firm policy

• strong interpersonal skills
• excellent communication
• team collaboration
• portfolio analysis
• asset allocation
• risk/return assessment