CH Investment Partners

Associate – Relationship Manager

Firm Overview

CH Investment Partners develops and maintains relationships with ultra-high-net-worth Partner Families, advising them on ways to build and protect generational wealth while providing superior on-demand service.

In addition, CH Investment Partners serves a network of co-investors, which we refer to as Platform Partners. This group invests alongside our Partner Families and employees through various investment opportunities.

Position Overview

This is a support role ensuring an exceptional client experience. In this role the Associate will provide operational support to the Partner Advisory Team while maintaining a high degree of confidentiality and urgency. Attention to detail, strong communication skills and a task driven approach are essential for success.

Responsibilities include:

• Work closely with a team of Advisors and external Partners to support client needs
• Support all aspects of the business from an operational standpoint with a focus on creating positive Partner experiences.
• Plan and manage on boarding process including documentation, account opening, overseeing transfers and ensuring all supporting documentation is compliant.
• Perform routine operational tasks including account opening, asset transfers and updating client accounts or company records
• Accurately populate account and investment documentation in a timely manner
• Track documentation and process of Fund closing for the team
• Manage cash transfers including daily and periodic wires, checks and ACH payments
• Monitor and handle administrative client service issues and account exceptions
• Review and maintain client, account and firm records including scanning and filing documents to the company’s standards and ensuring they are compliant and organized
• Interact with reporting team to verify firm account records are in sync with custodian
• Adhere to compliance, legal and regulatory requirements and guidelines associated with our firm, business partners and the SEC.
• Promote and nurture a positive team culture

Experience, Education, and Executive Skill Requirements

  • Undergraduate degree required. Minimum of 2-4 years of experience
  • Background in brokerage or Wealth Management preferred
  • Self-motivated and able to work both independently and collaboratively; team oriented
  • Strong verbal, written and communication skills
  • Strong operational and task driven organization skills; exceptional detail orientation
  • Ability to create and foster strong working partnerships
  • Aptitude for technology and ability to quickly learn software applications

Desired Personal Traits

  • Alignment with CH Investment Partners’ culture and values
  • Collaborative nature; able to work with numerous teams; flexible and open-minded
  • Solutions-oriented philosophy; ability to solve problems in the process of building relationships
  • Strong work ethic and commitment to service. Servant-leader mentality. Reputation for following through on commitments despite challenges
  • Leadership, sound judgment, and self-motivation. Ability to plan and prioritize projects, regardless of how simple or complex
  • Well-developed interpersonal skills to deal effectively with Partners, Prospects, appointees, influencers, and other stakeholders

To apply, please send a resume to
poaxaca@chinvestments.com