I’m currently an analyst with 2 years of experience in Wealth Management. I’m looking to pivot into something more challenging and less sales heavy. I want to find something in South Florida (anything from West Palm to Miami). I’ve considered IB, PE, Real Estate Finance, Family Office, etc. Any advice?

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Some in my firm have jumped between functions like that. If your company has those kinds of roles, you might start by figuring out if your supervisor would support your goals and meeting the folks on other teams.

If you want IB, it would be tough to pivot unless you pursue an MBA. However, I do know that JP Morgan lets you move internally into IB from other roles (source: I’ve seen 2 people on LinkedIn who spent 2 years as private bankers at JPM before moving to the IB division)

Our office is in S. Florida. What did you do in the Weatlh Managemet role?

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