NDVR builds and analyzes sophisticated custom portfolios, optimized by advanced algorithms to boost expected return and efficiency. These sophisticated portfolios are delivered within an exceptional client experience that leverages elegant client-facing applications. Our tight-knit team is headquartered in Boston, Massachusetts with a sizable presence in Budapest, Hungary, and is spearheaded by a tech industry veteran CEO who has led multiple companies from foundation through IPO.
About the Role
Our Financial Advisory team serves as the frontline of NDVR’s platform, working closely with clients to develop a customized goals-based financial plan using NDVR’s portfolio designing capabilities. As such, we are looking for someone who can simplify complex financial concepts while building rapport and credibility with NDVR’s high net worth and ultra-high net worth clients. The advisor is also expected to develop and maintain ongoing relationships with clients through regular meaningful contact which will be aided by technology.
This is a great opportunity for an advisor to take on a high-growth role at a VC-backed, fintech startup.
What You’ll Do
Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time
Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives then assist clients to implement these strategies
Support the growth of new product offerings and team development
Act as liaison between clients and NDVR’s Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
Our Ideal Candidate
At least 3 years' experience as part of an advisory team, servicing HNW & UHNW a plus
Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge
Series 65 or equivalent
What We Offer
Opportunity to join a well-funded, early-stage FinTech startup. You’ll have a chance to collaborate alongside a brilliant team (consisting of Quant PhDs, world-class engineers, and financial service veterans from companies including AQR, Fidelity, Morgan Stanley, State Street, and BlackRock), and have immediate impact. We offer comprehensive health & dental plans, 401K, unlimited PTO, a flexible work schedule, competitive pay with equity, paid parental leave & more.