Senior Wealth Advisory Manager
Bakerave
About this role
BakerAvenue is seeking a Senior Wealth Advisory Manager to support their team by providing comprehensive wealth management and client relationship management services to high-net-worth individuals and families. The role involves portfolio management, financial planning, and client interaction to help grow assets under management and maintain strong client relationships.
Skills
Qualifications
About Bakerave
bakerave.comBakerAvenue Wealth Management is a wealth and investment advisory firm that provides financial and investment planning strategies to guide families and individuals through life's transitions. They offer tailored services including investment management, comprehensive financial and life planning, and legacy/multi‑generation planning designed to preserve and grow wealth over the long term. The firm emphasizes a disciplined investment process, personalized advice, and client access to digital tools and resources to support ongoing relationship and planning needs.
About Bakerave
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Bakerave.
Salary
$95k – $125k
per year