Who We Are
Ellevest is a fast-growing, venture-backed financial services start-up built by women, for women. Our mission is to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.
Ellevest was co-founded by Wall Street veteran Sallie Krawcheck after she realized that the financial services industry was built by men, for men, systemically leaving women behind. During her Wall Street days, she served as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citi. Ellevest has raised$145 millionfrom investors including Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, and Venus Williams.
Diversity, Equity & Inclusion
Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are moreinnovative, makebetter decisions, and lead to greateremployee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About This Position
As a Private Wealth Management (PWM) Analyst at Ellevest, you will play a critical role in growing our Private Wealth Management client base. You will work closely with both Ellevest Financial Advisors as well as Ellevest clients to ensure a best-in-class experience for our high net worth (HNW) and ultra high net worth (UHNW) clients. You will work in partnership with the Financial Advisors, Client Services & Investment teams to create bespoke investment proposals and deliverables for prospects and clients.
Day-to-day you will:
- Help win new business opportunities by working closely with Financial Advisors and Investments to create bespoke investment proposals
- Partner with Ellevest Financial Advisors as well as the Investments team on meeting material preparation, investment analysis, and portfolio implementation
- Analyze prospective client portfolios via portfolio screens (i.e. health checks) to analyze how our clients’ portfolios are invested vs. ESG factors
- Partner with Financial Advisors as they onboard new client relationships and service existing clients
- Support clients and Financial Advisors in 401k and IRA rollover decisions by analyzing existing accounts vs. Ellevest IRA investment opportunities
We’re looking for:
- 1-2+ years of work experience in an analyst position within financial services - specifically the private wealth/asset management sphere
- Advanced skills with Excel; some experience with modeling and portfolio analytic tools
- Outstanding communication skills and intellectual curiosity
- Strong understanding of investment portfolios across all asset classes
- Interest in and knowledge of financial markets and comfortable speaking across asset classes to clients and internal teams
- Comfort working with Financial Advisors to support their high net worth clients
- Ability to adapt to a fast-paced and dynamic work environment; this includes working independently and on a team
- Passion for our women-oriented mission
Ellevest's compensation framework is based on data, benchmarking, research for comparable companies, and our internal pay equity policies. The prospective annual salary range for this role is $64,000-80,000. In addition to base salary, Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to an Ellevest digital account and discounts on our financial planning and Private Wealth Management offerings. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.
Working at Ellevest
Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.
We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.
Do you think you could thrive in this role?
Please send us your application — even if you don’t check everysinglebox. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.
Note:Instead of a cover letter, we ask you to answer the questions at the bottom of this application.