Robertson Stephens Wealth Management (RSWM) is a San Francisco-based wealth management firm with offices in New York and Sun Valley. The firm serves the financial planning and investment strategy needs of high net worth individuals and family offices. Employees of the firm share a solid work ethic and a drive to innovate within a high-performing firm where clients come first.
Opportunity to work within Robertson Stephens’ Investment Office and build out its Investment analysis and reporting infrastructure. Will consider Full time, Part time, and Internship Candidates. The position will be in New York.