Portfolio & Wealth Advisor - Lazard Wealth

About Lazard Wealth

Lazard is a global financial advisory and asset management firm known for combining deep experience with a collaborative, closely connected culture. With a team of just over 3,000 professionals, the organization emphasizes knowledge sharing, professional growth, and relationship-driven work. Its entrepreneurial environment and flat structure encourage original thinking, diverse perspectives, and practical problem-solving.

Lazard Wealth works with clients to simplify complex financial lives and deliver advanced investment guidance. The team focuses on strategic planning, investment management, and direct private investments, building customized approaches that support the preservation and long-term growth of family wealth across generations.

Role Overview

The Portfolio & Wealth Advisor will support relationship management, investment coordination, and financial planning for client families. This is a client-facing position that requires close interaction with both internal teams and external partners, along with a high level of judgment, discretion, and ownership.

Key Responsibilities

• Build and strengthen trusted client relationships by learning their priorities, anticipating needs, and serving as a dependable advisor.
• Take ownership of client questions, communicate clearly, and help drive issues through to resolution.
• Coordinate with internal teams and external partners to meet client needs efficiently and thoroughly.
• Lead projects connected to current and prospective relationships, including onboarding and transition-related work.
• Partner with the investment team to shape portfolio strategy based on risk appetite, objectives, and tax position.
• Contribute to decisions around asset allocation, portfolio construction, concentrated holdings, low-cost basis assets, and diversification ideas.
• Monitor market developments, investment themes, regulatory changes, and tax-related updates, and communicate relevant shifts to clients and colleagues.
• Engage specialists and advisors from different disciplines to address complex client requirements.
• Support integrated planning across financial, tax, estate, wealth transfer, insurance, and reporting needs.
• Help structure long-term legacy, succession, and philanthropic frameworks that preserve capital and support family governance goals.
• Manage the logistics and execution of portfolio-related work across the full wealth profile of the client.

Requirements

• At least 10 years of relevant professional experience.
• Strong background working with ultra-high-net-worth clients on investment and wealth management goals.
• Proven ability to serve as a trusted client advisor with excellent communication skills.
• Solid understanding of capital markets and alternative investment approaches.
• Demonstrated business development experience, including building relationships with prospective high-net-worth clients and helping convert them into the firm.
• Ability to contribute effectively in a team-based environment and integrate into existing client relationship teams.
• High ethical standards, professional maturity, and strong motivation.
• Strong analytical ability, intellectual curiosity, creativity, and resourcefulness.
• Careful attention to detail, strong work ethic, and a self-starting approach.
• Experience with performance reporting and portfolio analysis; Addepar is preferred.
• Strong skills in Microsoft Word, Excel, PowerPoint, and CRM systems; Salesforce is preferred.
• Interest in using emerging technologies, including AI, to improve workflow efficiency.

Compensation and Benefits

The expected base salary range for this position is approximately USD 175,000 to 225,000 per year. Actual pay may vary based on experience, tenure, education, certifications, licenses, and other relevant qualifications. Base pay is only one part of the overall package, which also includes comprehensive benefits and may include incentive compensation.

Lazard offers a competitive benefits program designed to support employee health and well-being, along with an individualized experience that helps balance career, family, and community commitments.

Representation at Lazard

Lazard is committed to hiring, developing, and retaining exceptional talent from a wide range of backgrounds and perspectives. The firm values inclusion and believes that diverse experiences strengthen judgment, creativity, and decision-making. With a long-standing global heritage, Lazard continues to support an environment where colleagues can thrive and contribute to shared success.