Sanctuary Wealth is a private wealth management firm that provides personalized, fiduciary financial guidance and client services, including wealth management, bilingual support, and reporting solutions using platforms such as Addepar. The firm focuses on delivering tailored strategies and a relationship-driven process to help clients make confident, informed decisions about their financial future.
Open Positions
Senior Client Associate - Wealth Management
3+ years of experience in financial services, Series 7 license, strong organizational skills
Vice President, Advisor Growth Marketing
10-12 years of experience in marketing, growth strategy, or business development, with experience working with independent financial advisors and deep understanding of the independent advisory model
Senior Compliance Officer (Wealth Management)
Bachelor's degree preferred; 3+ years of experience in risk management or compliance; analytical and organizational skills
Financial Planner
3+ years of experience in the financial services industry, CFP certification preferred, experience with Fidelity or Charles Schwab platforms preferred
Operations Analyst
1+ years experience working in the independent financial services space, Bachelor's Degree, intermediate to advanced Excel spreadsheet proficiency
Financial Advisor
5+ years of experience, CFP® designation, strong experience with HNW clients, attention to detail and follow-through, ability to manage complexity
Project Manager
5-8+ years of experience, Bachelor's degree in business administration, finance, or related field, PMP certification preferred
Wealth Management Client Service Associate
1-3 years of experience in financial services, strong communication skills, and attention to detail required
Platform Enablement Specialist
2-5 years of experience in wealth management, fintech, platform enablement, training, implementation, or advisor-facing technology roles, and a bachelor's degree
Managing Director, Estate & Wealth Planning
15+ years of experience in advanced estate planning, JD or LLM in Taxation, and deep expertise in estate structures and UHNW client planning needs
+19 More Jobs Available!
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