Strong organizational skills and attention to detail
Exceptional written and verbal communication skills
Ability to think critically and prioritize multiple projects
Familiarity with operational business aspects like account openings and disbursements
Excellent relationship-building skills within and outside the organization
Capacity to work in a fast-paced, high-pressure environment
Salesforce experience is a plus
CFA, CFP, or CAIA designation is a plus
Responsibilities
Support partners by providing service functions such as portfolio analysis and trade execution
Review alternative investments and communicate strategies to clients
Construct performance and asset allocation reports with recommended changes
Devise customized financial strategies for clients
Provide investment advice in client meetings, both one-on-one and group
Interact with clients to support their service needs and inquiries
Conduct quarterly performance reviews and manage follow-up communication
Possible travel based on business needs
Benefits
Opportunity to collaborate with senior leadership
Exposure to a diverse range of investment strategies
Personalized financial strategy development for clients
Engagement in high-stakes client interactions
Professional growth in a prominent wealth management firm
Dynamic and fast-paced work environment
Full Job Description
The Role
We are looking for a motivated professional to join our team as a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
Support to Partners and Managing Directors 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 Partners and Managing Directors (in some cases one-on-one with the client)
Interact with clients, supporting all aspects of their servicing needs;
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Some travel may be required based on business needs
Qualifications
6-9+ 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
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
