New York, New York, United States · On-site
Description About Sapient Capital Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions…
Skills: Client Relationship Management, Portfolio Management, Financial Planning, Investment Analysis, Financial Reporting
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The associate supports lead advisors in delivering comprehensive financial services to ultra-high net worth clients and institutions. Key duties include managing client relationships, conducting investment research, and executing financial planning and operational tasks.
Candidates should hold a bachelor's degree in a finance-related field and possess at least 3 years of direct industry experience. Preference is given to those pursuing CFP or Series 65 certifications with advanced proficiency in Microsoft Office.
Description
Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.
Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.
Client Relationship Management:
Portfolio Management:
Financial Planning:
Operational Support:
Requirements
Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.
Craft Your Legacy
Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW individuals, endowments, and foundations. As a fiduciary registered investment advisor (RIA), Sapient builds lasting relationships grounded in trust, transparency, and meaningful results. The firm is headquartered in Indianapolis, with offices in New York, Miami, Chicago, and Los Angeles. Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.
Offices: Indianapolis, IN, US · Los Angeles, CA, US · Miami, FL, US · New York City, New York, US · Chicago, Illinois, US
Craft Your Legacy
Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW individuals, endowments, and foundations. As a fiduciary registered investment advisor (RIA), Sapient builds lasting relationships grounded in trust, transparency, and meaningful results. The firm is headquartered in Indianapolis, with offices in New York, Miami, Chicago, and Los Angeles. Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.
Offices: Indianapolis, IN, US · Los Angeles, CA, US · Miami, FL, US · New York City, New York, US · Chicago, Illinois, US
