Senior Investment Advisor

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds

Ballentine Partners is looking for a Senior Investment Advisor to join our growing Investments team. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.

Responsibilities Include:

• Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance.
• Hold discovery discussions with clients to ascertain their goals, objectives, and risk tolerance.
• Actively participate in prospective client situations to present Ballentine Partners’ investment value proposition.
• Manage the work of junior team members assigned to client engagements, including reviewing and approving rebalancing, trade plans, and tax loss harvesting strategies.
• Mentor junior team members.
• Contribute to the leadership of the investment group.
• Ensure compliance mandates are met for assigned clients.
• Other duties as assigned.

The ideal candidate will:

• Have strong knowledge of investments and portfolio management.
• Possess a broad understanding of multiple asset classes and securities markets.
• Have the ability to interface with clients at all knowledge levels and provide investment advice involving large, complex situations.
• Demonstrate the ability to analyze and resolve problems at both a strategic and functional level.
• Possess strong math skills.
• Demonstrate a strong client orientation.
• Possess excellent interpersonal and communication skills, including presentation skills.
• Have the ability to work independently.

A Bachelor’s degree in economics, finance, mathematics, or a quantitative science is required, and a CFA is preferred. A minimum of 12 years of experience in investment management, financial services, or investment research is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position starts at $180k - $265k base commiserate with experience and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.