Vice President, Portfolio & Wealth Advisory
BBR PartnersSan Francisco, California, United States
Posted October 17, 2025
130000 - 170000 USD year
Full Time
About the Company
BBR Partners is a boutique wealth management firm specializing in highly customized investment strategies for wealthy families. They offer meticulously bespoke advice to simplify complexity, providing tailored solutions through their multi-family office services. BBR stands out by delivering personalized attention and expertise to a select clientele.
Job Description
BBR Partners is seeking a Vice President, Portfolio & Wealth Advisory to lead client portfolio management and monitoring activities within a boutique wealth management firm. This role requires collaboration, a strong work ethic, and a passion for client service, with a commitment to ethical standards. The ideal candidate will be driven, entrepreneurial, and thrives in a collaborative environment.
Requirements
- Minimum of 4 years of relevant work experience
- Experience working with high-net-worth individuals and families
- Familiarity with portfolio management, tax efficiency, and trust and estate planning
- Highly motivated, ethically mature, and professional
Benefits
- Competitive base salary and incentive compensation
- Company subsidized medical/Rx, dental and vision insurance
- 401K plan
- Life insurance
- Short & long-term disability coverage
- One Medical membership
- Employee assistance program
- Health Savings Account
- Flexible spending programs
- Personalized development and career growth opportunities
- Volunteerism opportunities
- Hybrid remote work environment
- New office space
- Catered lunches and stocked pantry
