Associate, Client Advisory

Who Are We?

Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With approximately $3.6 billion of assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with more than 50 employees with offices in Boulder, Denver, Austin, Los Angeles and Salt Lake City. Crestone has been recognized three times by Outside magazine as one of the top 50 Best Places to Work in America.

What’s the Job? 

The Associate is a valued team member that primarily supports the Client Advisory team with increasing autonomy. Although this individual is not expected to manage client relationships or source/close new business, the Associate plays an important role assisting with client meeting preparation and follow up, providing the highest quality service to clients and client advisors.

What Will You Do? (this is what we know but expect the unexpected)

  • Play an important role on client advisory teams, assisting with client meeting preparation, follow-up and providing highest quality service to clients and client advisors;

  • Research, analysis and reporting using spreadsheets (including multi-scenario analysis and valuation analysis);

  • Assist client advisors with comprehensive analyses of client portfolio performance and other client-specific projects;

  • Assist in asset-allocation, portfolio rebalancing and asset-liability modeling projects;

  • Develop and implement strategies for divesting and/or protecting concentrated security positions;

  • Maintain current pulse of industry through research, conferences, networking events;

  • Continuously expand referral network, building Crestone's presence through frequent interaction and communication with external parties.

What Do You Need?

  • B.S. in Finance, Accounting and/or Business related field;

  • 3+ years of professional experience, preferably in the wealth management industry;

  • Strong quantitative and analytical skills;

  • Excellent attention to detail and problem solving skills;

  • Strong verbal and written communication skills;

  • Well-developed interpersonal skills and proven ability to be effective team player;

  • Sound judgment, ability to handle concurrent demands efficiently and to take ownership of results;

  • Basic understanding of wealth planning concepts required; knowledge of or interest in private alternative investment assets including: hedge funds, private equity, direct real estate, and commodities preferred

  • Advanced formatting skills

  • Ability to present in front of a group

  • Willingness to proficiently present in front of a group

  • Ability to act under pressure and tight deadlines; ability to prioritize competing tasks and projects

  • Desire to work in a fast-paced environment with highest level of integrity

The starting salary for this position is $75,000

Crestone Capital has a vaccine mandate in place for all employees who work from a Crestone office.