SAGE MOUNTAIN 945 East Paces Ferry Rd NE, Suite 2660, Atlanta, GA 30326
Career
We are always seeking extraordinary talent to help bring our vision to life.
Job Family Descriptions
Wealth Advisor Job Family Career Path
This job family defines a structured career path for Wealth Advisors, centered on providing holistic, integrated financial advice and exceptional relationship management to multifamily office clients. The path progresses from providing foundational support and learning the firm’s approach, to managing a book of business and acting as a lead advisor, and finally to a senior leadership role responsible for the most complex client relationships and strategic business development. The emphasis at every level is deep client relationships, sophisticated financial planning, and a comprehensive understanding of client needs beyond just investment management.
Portfolio Management Job Family Career Path
This job family is centered on sophisticated analytical capabilities, strategic portfolio management, comprehensive financial planning integration, and direct client engagement. Roles progress from a strong analytical and client-facing foundation to expert portfolio management, financial planning, strategic leadership, and potentially Chief Investment Officer (CIO) like responsibilities. The emphasis is on deep technical expertise, strategic oversight, and direct client interaction at every level from the Senior Financial Analyst onward.
Investment Strategy Job Family Career Path
This job family defines a structured career path within the Investment Strategy department, distinguishing it from the day-to-day portfolio management function. This job family is centered on in-depth research, due diligence, and strategic oversight of investment opportunities, with a particular emphasis on alternative investments and the evaluation of unique client-sourced opportunities. Roles progress from foundational research and data analysis to strategic leadership, due diligence, and ultimate responsibility for the firm’s investment platform and capital allocation decisions.
Client Service Job Family Career Path
This job family defines a structured career path within Client Services, emphasizing the critical role of supporting financial advisors in managing and deepening client relationships. The focus shifts from routine transactional tasks to proactive client engagement, communication, meeting preparation, and advanced planning support.
Client Transition Job Family Career Path
This job family defines a structured career path within the Client Transition team, emphasizing specialized expertise in welcoming and integrating new clients into the firm’s ecosystem. The focus remains on providing a seamless, personalized, and “white glove” experience from the very first interaction.
Operations Job Family Career Path
This job family focuses on the efficient and accurate execution of routine operational tasks, freeing up client service staff for direct client interaction. It also emphasizes process improvement and leveraging technology for scalability and efficiency.
Reporting Job Family Career Path
This job family defines a structured career path within the Reporting job family, focusing on the critical function of delivering accurate, timely, and sophisticated performance reporting to clients. The family is centered on expertise in financial reporting software, particularly Addepar, and the ability to handle the complexities of ultra-high-net-worth client portfolios and entity structures. Roles progress from foundational data management and report generation to strategic leadership of the entire reporting function.
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