Strong organizational and attention to detail skills
Excellent written and verbal communication abilities
Critical thinking and project prioritization skills
Familiarity with operational processes (new accounts, disbursements)
Outstanding relationship-building skills internally and externally
Ability to thrive in a fast-paced, high-pressure environment
Salesforce experience is advantageous
CFA, CFP, or CAIA designation preferred
Experience with Fidelity Investments is a plus
Emphasis on a 'no task is too small' mentality
Bachelor's degree required
Responsibilities
Provide service and support functions for CEOs and Partners
Review and communicate non-publicly traded alternative investments to clients
Construct performance and asset allocation reports with recommendations
Devise customized financial strategies for clients
Offer investment advice in meetings with CEOs and Partners
Research client inquiries and manage follow-up communication
Conduct quarterly performance reviews with clients
Benefits
Hybrid work environment
Professional development opportunities
Collaborative team culture
Access to industry-leading resources and tools
Potential for performance-based bonuses
Full Job Description
The Role
We are looking for a motivated professional to join our 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
3-5+ 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.
