Senior Level Client Associate Jobs
Senior level client associate jobs place experienced professionals in charge of portfolio oversight, client retention strategy, and the junior teams that deliver day-to-day service. Openings are concentrated across Law & Legal Services, Technology & Software, and Banking & Financial Services, with 60% remote or hybrid availability, and employers like Arta Finance, JPMorganChase, and Apex Group hiring at this level now.
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See related jobsThe Company
At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives—and we believe we can have fun doing it. If you’ve ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you.
The Role
We are looking for a client-centered Director of Client Advisory to join our growing advisory team. You’ll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance. You will partner closely with other product experts to design the right portfolio for members.
What You Will Do
- Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives
- Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams to provide a scalable solution to Arta's external partners
- Manage clients’ portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals
- Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content
- Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations
- Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards
- Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience
- Product Knowledge and Training: Have a deep understanding of Arta’s offering and tools, while staying up to date on our training
Who You Are
- Minimum 10 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations. Knowledge of life insurance and annuities is a plus
- Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration — such as Series 65, Series 7 + Series 66, or an approved designation like CFP®, CFA®, or ChFC®. Certifications like CFP or CAIA are a plus
- You are highly hands-on and thrive in a fast-paced environment where wearing multiple hats is the norm. You know when to roll up your sleeves and solve problems directly, and when to leverage the expertise of others. Above all, you are committed to delivering exceptional, end-to-end outcomes for clients and ensuring a best-in-class wealth management experience. Experience partnering cross-functionally to develop scalable investment planning frameworks; comfortable serving as a subject matter expert to external partners and translating sophisticated advisory methodologies into repeatable, automated workflows
- Have no disqualifying criminal, regulatory, or securities-related history
- Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable recommendations
- Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity. Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies
- Ability to create strong relationships and trust through an online remote environment
Arta's Compensation Philosophy
We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000
The Company
At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives—and we believe we can have fun doing it. If you’ve ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you.
The Role
We are looking for a client-centered Director of Client Advisory to join our growing advisory team. You’ll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance. You will partner closely with other product experts to design the right portfolio for members.
What You Will Do
- Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives
- Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams to provide a scalable solution to Arta's external partners
- Manage clients’ portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals
- Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content
- Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations
- Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards
- Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience
- Product Knowledge and Training: Have a deep understanding of Arta’s offering and tools, while staying up to date on our training
Who You Are
- Minimum 10 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations. Knowledge of life insurance and annuities is a plus
- Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration — such as Series 65, Series 7 + Series 66, or an approved designation like CFP®, CFA®, or ChFC®. Certifications like CFP or CAIA are a plus
- You are highly hands-on and thrive in a fast-paced environment where wearing multiple hats is the norm. You know when to roll up your sleeves and solve problems directly, and when to leverage the expertise of others. Above all, you are committed to delivering exceptional, end-to-end outcomes for clients and ensuring a best-in-class wealth management experience. Experience partnering cross-functionally to develop scalable investment planning frameworks; comfortable serving as a subject matter expert to external partners and translating sophisticated advisory methodologies into repeatable, automated workflows
- Have no disqualifying criminal, regulatory, or securities-related history
- Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable recommendations
- Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity. Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies
- Ability to create strong relationships and trust through an online remote environment
Arta's Compensation Philosophy
We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000
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Top Industries Hiring
- Law & Legal Services
- Technology & Software
- Banking & Financial Services
- Investment & Asset Management
Senior Level Client Associate Jobs: Frequently Asked Questions
How do I get a senior level client associate job?
Employers hiring at the senior level want candidates who have owned client relationships end-to-end, not just supported them. Highlight experience managing complex accounts independently, resolving escalations without supervision, and mentoring junior associates. Demonstrated ability to grow revenue within existing accounts and present strategic recommendations to stakeholders sets candidates apart at this stage.
Which companies hire senior level client associates?
Companies hiring senior level client associates right now include Arta Finance, JPMorganChase, and Apex Group, based on current listings on Migrate Mate as of August 2026. Hiring at this level tends to come from wealth management firms, financial services companies, and large enterprise organizations that rely on experienced professionals to retain and deepen high-value client relationships.
Are there remote senior level client associate jobs?
Yes, though availability varies by industry and employer. About 60% of senior level client associate openings are remote or hybrid as of August 2026, reflecting demand for experienced professionals who can manage complex client relationships without requiring daily in-office presence. Many fully remote roles still expect occasional travel for key client meetings or team offsites.
What makes a client associate role senior level?
Senior level client associate roles are defined by ownership rather than execution. At this stage, you are expected to manage a book of business independently, make discretionary decisions about client service strategy, and mentor or guide less experienced team members. The scope extends beyond task completion to include proactive relationship development, cross-functional coordination, and accountability for client outcomes.
Which industries hire the most senior level client associates?
Senior Level client associate roles concentrate in Law & Legal Services, Technology & Software, and Banking & Financial Services, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring at this level because their clients demand continuity, trust, and experienced professionals who can navigate complex service needs and long-term account relationships without close supervision.