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  1. Programs
  3. Private Wealth Management

Private Wealth Management

William Paterson University of New Jersey

Post-Baccalaureate CertificateCIP: 52.0899

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

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Requirements

What you need to earn this credential

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Financial Aid

Eligible funding programs

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Scholarships

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Locations

Where this program is offered

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 11-3031.03

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingJudgment and Decision MakingComplex Problem SolvingWritingMonitoringActive LearningManagement of Financial ResourcesCoordinationTime Management

Knowledge

Economics and AccountingMathematicsAdministration and ManagementEnglish LanguageCustomer and Personal ServicePersonnel and Human ResourcesAdministrative

Abilities

Deductive ReasoningOral ComprehensionWritten ComprehensionOral ExpressionInductive ReasoningInformation OrderingWritten ExpressionProblem SensitivityMathematical ReasoningSpeech ClarityNear Vision

Tasks

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet ris
  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendat
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securit
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to fac
  • Establish and maintain relationships with individual or business customers or provide assistance wit
  • Oversee the flow of cash or financial instruments.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establ

Technology

Accounting softwareSpreadsheet softwareHuman resources softwareComputer aided design CAD softwareData base user interface and query softwareMap creation softwareEnterprise resource planning ERP softwareCustomer relationship management CRM softwareDocument management softwareBusiness intelligence and data analysis softwareFinancial analysis software

Tools

Desktop computersLaptop computersMultiline telephone systemsPersonal computersTeleconferencing equipmentVideoconferencing equipment10-key calculatorsNotebook computersPersonal digital assistants PDATablet computersScanners

Work Values

AchievementRecognitionWorking ConditionsIndependenceRelationshipsSupport
Career Pathways

Occupations this program prepares you for

  • Investment Fund Managers11-3031.03
  • Treasurers and Controllers11-3031.01
  • Financial Managers11-3031.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: proficient (Level 3)(based on Post-Baccalaureate Certificate)

  • Investment fund portfolio — manage end-to-end across full market cycles to maximize risk-adjusted returns for institutional or retail clients with full autonomy.
  • Fund investment strategies — develop and implement comprehensive frameworks aligned with client mandates, market conditions, and regulatory requirements.
  • Security selection process — lead across asset classes using rigorous proprietary research, valuation models, and macroeconomic analysis within a diversified investment fund.
  • Non-routine portfolio risk scenarios — diagnose and resolve using systems analysis and inductive reasoning to protect fund performance in volatile market environments.
  • Valuation policy frameworks — design, implement, and monitor across the full fund, ensuring consistent application and alignment with industry standards and regulatory expectations.
  • Cross-functional investment research — direct and synthesize from internal analysts, external advisors, and data platforms to support high-conviction investment decisions.
  • Complex client investment presentations — deliver with clarity and persuasion, articulating performance attribution, risk exposures, and forward strategy to sophisticated stakeholders.
  • Trade execution strategy — evaluate and direct optimal execution approaches, managing market impact and transaction costs for large-scale fund operations.
  • Investment mandate compliance — oversee continuously across all holdings, ensuring portfolio adherence to stated fund objectives, legal constraints, and ESG or other overlay criteria.
  • Emerging market intelligence — integrate proactively into fund strategy by applying active learning habits and broad knowledge of economics, law, and global capital markets.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported