Exceptional organizational and attention to detail skills
Strong written and verbal communication abilities
Critical thinking and project prioritization skills
Familiar with business operations like account openings
Excellent relationship-building skills
Ability to thrive in a fast-paced, high-pressure environment
Salesforce experience a plus
CFA, CFP, CAIA designations preferred
Experience with Fidelity Investments a plus
'No task is too small' mindset
Bachelor's degree required
Responsibilities
Support C-suite members with service functions like portfolio analysis and meeting prep
Review and explain alternative investments to clients
Create performance and asset allocation reports with recommendations
Develop tailored financial strategies for clients
Offer investment advice during client meetings
Manage client inquiries, follow-ups, and quarterly performance reviews
Benefits
Employee-owned structure that emphasizes client-first priorities
Collaborative and values-driven company culture
Opportunity for professional growth and development
Assignment to a diverse range of clients and investment strategies
Engagement in a high-impact role within a smaller, agile team
Full Job Description
The Role
We are looking for a motivated professional to join our San Francisco - based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
Support to CEOs and Partners by providing service and support functions such as:
Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
Construct performance and asset allocation reports along with the recommended portfolio changes
Provide exceptional service and devise customized financial strategies for existing/prospective clients
Provide investment advice to clients in meetings with CEOs and Partners
Interact with clients, supporting all aspects of their servicing needs:
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
4-7+ years of wealth management experience
Exceptional organizational skills, attention to detail
Exceptional written and verbal communications skills
Ability to think critically, anticipate issues and prioritize multiple projects
Familiarity with operational aspects of business (new account openings, disbursements, etc.)
Exceptional relationship buildings skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
CFA, CFP, CAIA designation is a plus
Experience with Fidelity Investments is a plus
"No task is too small" mentality
Bachelor's degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
