About the Firm
Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures.
Our practice integrates:
- Institutional-quality investment management
- Advanced trust and estate planning coordination
- ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance)
- Tax-aware wealth structuring
- Long-term family governance and capital preservation
We operate in a founder-led, relationship-intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all in-house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.
As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional.
The Opportunity
We are seeking a CFA Charterholder to serve as a senior investment authority within the firm.
This is a hybrid role that combines:
- Institutional portfolio strategy
- UHNW client-facing engagement
- Cross-disciplinary wealth planning integration
This role is designed for a sophisticated investment professional who wants to operate in a high-trust, high-complexity advisory environment — not a mass-market platform.
Core Responsibilities
Investment Leadership
- Design and oversee strategic asset allocation frameworks
- Conduct rigorous manager and fund due diligence
- Monitor portfolio risk exposures across market cycles
- Develop capital market assumptions and forward-looking outlooks
- Present portfolio strategy and performance to UHNW clients
UHNW Client Engagement
- Participate in high-level client meetings alongside senior advisors
- Articulate portfolio positioning and macroeconomic insights with clarity
- Address complex liquidity, risk, and concentration issues
- Reinforce the firm’s investment discipline and long-term philosophy
Advanced Planning Integration
Develop working expertise in:
- Trust planning structures and estate strategy coordination
- Generational wealth transfer considerations
- ERISA fiduciary standards
- 401(k), Defined Benefit, and Cash Balance plan design
- Integration of retirement plans within broader family balance sheets
You will collaborate closely with senior advisors to ensure seamless alignment between investment management and comprehensive wealth strategy.
Ideal Candidate Profile
- CFA Charterholder strongly preferred
- 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment
- Experience presenting to sophisticated high-net-worth investors
- Strong executive presence and professional polish
- Clear, articulate communicator — capable of commanding a room
- Demonstrated intellectual rigor and independent thinking
- High discretion and emotional intelligence
Preferred:
- Exposure to estate planning structures
- Familiarity with ERISA and retirement plan advisory
- Experience with complex, multi-entity family wealth structures
What This Role Is Not
- Not a junior analyst role
- Not a commission-driven sales position
- Not a siloed back-office function
This role requires both technical excellence and client-facing confidence.
Who Will Thrive Here
This role is ideal for a professional who:
- Values intellectual rigor over sales theatrics
- Wants direct access to decision-makers
- Seeks exposure to complex UHNW planning environments
- Desires long-term growth within a boutique, high-integrity platform
Compensation & Benefits
- Base Salary Range: $150,000 – $250,000 (commensurate with experience and depth of expertise)
- Performance-based bonus aligned with investment oversight, client impact, and strategic contribution
- Long-term growth pathway into senior advisory or investment leadership role
Benefits
- 401(k) retirement plan
- Comprehensive health insurance coverage
- Dental insurance
- Vision insurance
