Senior Investment Specialist

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As the firm continues to grow globally, we are strengthening our investment infrastructure, operational rigor, and client experience. To support this next phase, we are seeking a Senior Investment Specialist (SIS) based in our Manila office, responsible for the firm’s investment operations, portfolio framework, risk oversight, and custodial relationships across all regions.

Description and Responsibilities

The Senior Investment Specialist will oversee the firm’s entire investment lifecycle, from client onboar...