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Dock Street Asset Management
Remote
Nov 03, 2026
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Title : Senior Client Advisor Location : Remote Reports To : Spencer Ogden
About Dock Street
Dock Street Asset Management is a family-owned investment advisory firm founded in 1989. We help business owners turn hard-earned income into enduring, liquid, and compounding wealth. We do this by investing in high-quality public businesses with the same discipline and long-term mindset that our clients use to build their own businesses.
Mission
Advise Dock Street clients and lead the client service team. Build long-term client relationships by getting to know clients, understanding their needs, keeping them informed about our investment strategy, and helping them make decisions. Work alongside the team to deliver consistent service, improve processes, and support the firm's growth.
Key Responsibilities
Client Experience & Relationship Management
Lead client meetings and serve as a primary point of contact for client questions...
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