Senior Associate

District Partners is partnering with a growing RIA in Century City that is looking to add a Senior Associate to its wealth management team. This is an excellent opportunity for someone who enjoys building long-term relationships with ultra-high-net-worth clients and wants to grow within client relationship management, wealth operations, and financial planning support. If you're looking for a path outside of becoming a Financial Advisor, but still want meaningful exposure to sophisticated planning and investment work, this role is worth a conversation. What You'll Do Serve as a primary point of contact for UHNW clients. Manage client onboarding, money movement, account maintenance, and operational requests. Prepare client meeting materials and assist advisors with financial planning initiatives. Perform financial modeling, Excel analysis, and support ongoing planning projects. Partner with advisors, custodians, accountants, attorneys, and other client professionals to ensure an exceptional client experience. Help improve workflows and contribute to process improvement initiatives. What You'll Have 5+ years of wealth management or senior client service experience. Strong understanding of taxable, retirement, and trust accounts. Experience with client onboarding, money movement, account maintenance, and custodial platforms. Analytical mindset with strong Excel skills and attention to detail. Experience with Fidelity and/or Schwab is a plus. Series 65 preferred (or willingness to obtain). Series 63 or 66 also considered. Why This Opportunity Support a collaborative advisory team managing approximately $2.5B in assets. Greater exposure to financial planning and analytical work than a traditional Client Service role. Long-term career growth within client relationship management and operations. Competitive compensation, bonus, and comprehensive benefits. Team-first culture with strong mentorship and opportunities to grow internally. #J-18808-Ljbffr District Partners