Client Development & Portfolio Manager Candidates must reside in Greater Boston, MAPosition overview: We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm's value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals. This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client's unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm.
Client Development: - Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
- Qualify prospective clients and guide them through the onboarding process.
- Collaborate with marketing and operations to support lead generation campaigns.
- Maintain a strong understanding of the firm's value proposition and communicate it effectively to prospects.
- Track and report on business development metrics (e.g., close rate, pipeline growth).
- Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
- Stay informed on industry trends and competitor offerings to position the firm effectively.
- Support the development of associate advisors by sharing business development strategies.
Portfolio Manager:- Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice.
- Conduct discovery meetings to understand client goals, values, and financial considerations.
- Develop and present customized financial models and investment strategies.
- Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
- Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
- Ensure high levels of client satisfaction and retention through proactive communication and service.
- Mentor associate advisors and contribute to their technical and professional development.
- Participate in firm-wide initiatives to improve client experience and operational efficiency.
Qualifications:- 8-10 years' experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
- Demonstrable network of centers of influence, business owners, and high net worth individuals
- CFA or CFP® designation or progress toward certification preferred.
- Experience guiding, developing, and supporting advisors to enhance their skills and capabilities.
- Strong communication, prioritization, and relationship-building skills.
- Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
- Experience with the Charles Schwab platform preferred
- Qualified candidates must submit a cover letter and resume when applying
- Must be present in-office at least 2 days per week, or more depending on needs of the department
Compensation:- $140,000 -150,000 Base salary
- Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
- Healthcare, Vision, Dental
- 401k Eligibility with Company Match
- Education and conferences reimbursement upon completion
