What is the position? Evercore Wealth Management, LLC and Evercore Trust Company, N.A. are seeking a motivated and capable individual to support a team of Wealth and Fiduciary Advisors in the New York office.
Primary Responsibilities: This individual will serve as an additional point of contact to clients and their external advisors (e.g. CPA, attorney).They will support the team on its day to day administrative requirements and preparation for client meetings and compliance reviews. As part of the team, they’ll have the opportunity to work on a variety of assignments including:
Specific Qualifications:
Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high‐net‐worth individuals, families, foundations, and endowments, delivering customize investment management and financial planning services. Evercore Wealth Management is an investment advisor registered with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm manages $10.2 billion in client assets as of December 31, 2020. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank.
Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results. Our Partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years and all are committed to our culture of institutional and individual integrity. Our mission is to meet our clients’ financial goals, and to earn and sustain their trust. More information can be found at www.evercorewealthandtrust.com.
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia. For more information, please visit www.evercore.com
Inclusion and Equal Opportunity Employment: Evercore is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors.
This opportunity is closed to applications.