NexWealth is a boutique, RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation (or Level III Candidate) that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.
Responsibilities include, but not limited to, the following:
Requirements
About the Firm
NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia, Pennsylvania and Palm Beach Gardens, Florida.
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NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
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