Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

LVW Advisors is seeking an exceptional UHNW & Institutional Investment Advisor to join its team in Rochester, New York (or in the East Coast area). This is a senior, outward-facing role that combines investment expertise, client advisory, relationship management, and business development. The successful candidate will build trusted relationships with sophisticated clients, deepen existing partnerships, cultivate new opportunities, and help translate LVW's investment expertise into meaningful client outcomes. This position is hybrid and offers an opportunity to take on broader leadership responsibilities as LVW continues to grow and develop its next generation of leaders.

Responsibilities

Serve as a senior advisor to ultra-high-net-worth families, business owners, institutional investors, and other sophisticated clients.
Contribute to the firm's business development and long-term growth.
Work closely with clients, prospects, internal investment professionals, and external advisors to deliver comprehensive investment advice.
Develop and cultivate a pipeline of institutional and UHNW prospects through direct outreach, professional networks, centers of influence, board relationships, community involvement and firm-sponsored activities.
Proactively create meetings and opportunities rather than relying solely on inbound referrals.
Partner with senior advisors to advance prospect opportunities through cultivation, presentations, follow-up and successful conversion to client relationships.
Build relationships with key professional influencers while effectively communicating LVW's investment philosophy, capabilities and independent advisory approach.
Partner with marketing to convert the firm's brand, intellectual capital, events and community presence into business-development opportunities.
Build trusted relationships with institutional and UHNW clients, including families, business owners, investment committees, and key decision-makers.
Advise UHNW families and business owners on integrated investment, tax, estate, succession, liquidity, and wealth transfer strategies.
Serve as the primary advisor and coordinate with attorneys, CPAs, trustees, and other external professionals to deliver a cohesive wealth strategy.
Lead strategic discussions around portfolio strategy, asset allocation, governance, liquidity, spending, and long-term objectives.
Partner across internal investment, planning, reporting, and client service teams while maintaining ownership of senior client relationships.
Maintain a deep understanding of LVW's investment philosophy and broad expertise across institutional and UHNW investment strategies.
Participate actively in investment committee discussions and collaborate with the research team to ensure client advice reflects the firm's best thinking.
Maintain awareness of capital-market developments and their implications for client portfolios.
Continue professional development across institutional investing, UHNW wealth management, governance and related advisory issues.
Contribute to strategic initiatives and serve as a visible representative of the firm in the marketplace, community and broader leadership efforts.
Mentor colleagues and help strengthen the firm's collaborative, growth-oriented culture.
Demonstrate the judgment, initiative and leadership potential to assume broader responsibilities as the firm evolves.

Requirements

Bachelor's degree required, preferably in Finance, Economics, Accounting, Business, or a related field
5+ years of experience in investment management, institutional consulting, wealth management, investment advisory, or a related field
Demonstrated experience working with institutional investors, ultra-high-net-worth families, business owners, or other sophisticated investors
Strong understanding of investments, portfolio construction, asset allocation, and institutional investment strategies
Ability to communicate complex investment concepts effectively to sophisticated clients and decision-makers
Demonstrated relationship-development and business-development capabilities
Strong track record of building and cultivating professional relationships and creating new business opportunities
Excellent verbal and written communication skills with strong executive presence and the ability to engage sophisticated stakeholders confidently and credibly
Strong emotional intelligence, sound judgment, integrity, and professionalism
Understanding of how institutional investment disciplines can be applied to sophisticated private wealth
Ability to collaborate effectively across investment, planning, client service, and leadership teams
Demonstrated intellectual curiosity, initiative, and commitment to continuous professional development
Desire to contribute to the firm's long-term growth and develop into a broader leadership role
Relevant professional credentials such as the CFA, CFP, CAIA, or MBA are valued but are not substitutes for strong relationship, advisory, and business-development capabilities

Skills

Investment expertise
Client advisory
Relationship management
Business development
Portfolio construction
Asset allocation
Institutional investment strategies
Wealth management
Financial planning
Tax strategies
Estate planning
Succession planning
Liquidity management
Wealth transfer strategies
Communication
Executive presence
Emotional intelligence
Judgment
Integrity
Professionalism
Collaboration
Intellectual curiosity
Leadership

Location

Rochester, New York
East Coast area

Work Type

Hybrid

Experience Level

5+ years of experience

Education Level

Bachelor's degree

Salary/Compensations

$150,000-$180,000 base salary

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)

About the Company

LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors.
The firm combines institutional-quality investment expertise with a highly personalized advisory approach to help clients navigate complex investment decisions, long-term wealth objectives, and evolving financial needs.
LVW Advisors is part of the Focus Financial Partners’ network firm community.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Equal Opportunity

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.