About WSMP VIII
WSMP VIII has evolved over the years. Today, our New York home office supports more than 100 wealth advisory practices across 34 states, amplifying the success our wealth management and investment professionals have attained by guiding clients through their financial goals.
We seek professionals who value excellence, responsibility and long-term perspective. The WSMP VIII culture fosters professional growth, rewards diligence and above all, elevates client service.
Our WSMP VIII HIGHflex work model includes the ability to be in the office three days a week and work from home two days a week, an option to work a month a year from any U.S. location, and a generous vacation policy.
Interested in contributing to WSMP VIII’s legacy of success and helping advisory practices succeed?
About WSMP VIII Advisory Practices
WSMP VIII’s advisory practices operate under a supportive model that blends entrepreneurial spirit with institutional resources. WSMP VIII’s robust infrastructure includes compliance, human resources, marketing, technology, investment resources, and succession planning. We recruit for a wide range of financial advisory functions, from client-facing wealth advisors and portfolio managers to behind-the-scenes roles in operations, compliance, and financial planning – ensuring each hire aligns with the practice’s values and commitment to fiduciary excellence.
Working for WSMP VIII Home Office
Want to find out why we are a leading investment firm in the industry? Want to be a part of a company that is thoughtful, future-focused, and making an impact across the country? Lend your talent to helping our investment strategies succeed, contribute to our portfolio management team, bring your financial expertise to our efforts, step into a dynamic operations role, and keep us ahead of regulations. The opportunities are endless.
We work hard and we work fast, but we love what we do. Plus, we have candy in the break rooms — as well as collaborative work days with catered lunches and breakfasts…and a lot more that makes WSMP VIII corporate’s office one of the best.
WSMP VIII HIGHflex
UNLIMITED PTO
No more accruing vacation time — take what you need
WORK FROM ANYWHERE
Choose four weeks a year to work from anywhere in the domestic U.S.
HYBRID WORK SCHEDULE
3 days a week in the office,
2 days a week flexible
PARENTAL LEAVE PROGRAM
Primary caregiver leave is 16 weeks, Secondary caregiver leave is 8 weeks
In Their Own Words
KATE HORNELL
Sr. Operations Manager
"I work with great people at WSMP VIII every day, and I’m grateful for the opportunity to build my career with cross-functional promotion to another internal team. Wealth means balance to me. I feel balance between feeling financially secure yet enjoying my life however I see fit!”
TARA MEANS
Senior Manager, Event Operations
“I appreciate that WSMP VIII offered me the chance to take paid maternity leave to spend with my daughter while continuing to value my contributions — I was asked to participate in a leadership program upon my return, and I’m excited that my career can move forward. For me, wealth is having this balance in all areas of my life.”
ANTHONY VALDEZ
New York Office Coordinator
“I love working at WSMP VIII because of the people and the culture. Wealth to me means you have the freedom and prosperity to live the life that you choose.”
Internships at WSMP VIII Home Offices
Our 10-week intern program has grown to include most departments in the New York home office, and there’s no getting coffee or making copies. WSMP VIII interns are hands-on with the team they’ve chosen and are given an opportunity to meet with senior leaders across the company over lunch-and-learn sessions. WSMP VIII interns collaborate on projects and make great connections.
Internships at WSMP VIII Advisory Practices
WSMP VIII investment practices, whether WSMP VIII is included in their name or not, operate under a supportive model that blends entrepreneurial spirit with institutional resources. We offer internship opportunities across a variety of investment functions, from client-facing roles to operations and portfolio management support. These positions provide students with hands-on experience and insight into the values-driven, fiduciary culture that defines our practices.
Working for WSMP VIII Advisory Practices
WSMP VIII’s advisory practices across the country provide investment, financial and retirement planning services to individuals — but they do far more than that. They are active members of the communities they are part of; they pitch in to help those in need through pro-bono financial planning; they work with families for generations on decisions that can be hugely important and intensely personal.
As fiduciaries, they put client interest first, every time; as some of the leading practices in the industry, they make us proud to work with them.
200 West Street,
New York, NY 10282
Office:+1(646)379-7565
Email:[email protected]
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
WSMP VIII Client Relationship Summary
Securities offered through WSMP VIII Investment Holdings C, L.P. WSMP VIII is an SEC-registered investment company (CIK #0001956789), committed to transparent stewardship and disciplined research.
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