Exceptional organizational skills and attention to detail
Strong written and verbal communication skills
Critical thinking and project prioritization abilities
Familiarity with operational business aspects (e.g., account openings)
Exceptional relationship-building skills
Ability to thrive in a fast-paced, high-pressure environment
Experience with Salesforce and Fidelity Investments is a plus
CFA, CFP, or CAIA designation is a plus
Bachelor's degree required
Responsibilities
Support Managing Directors and Partners with service and support functions
Conduct portfolio analysis, trade execution, and account maintenance
Review non-publicly traded alternative investments and communicate strategies to clients
Construct performance and asset allocation reports with recommended portfolio changes
Devise customized financial strategies for clients
Provide investment advice during client meetings
Interact with clients to support their servicing needs
Research client inquiries and manage follow-up communication
Benefits
Hybrid work model
Opportunities for professional development
Collaborative team environment
Access to a diverse range of investment strategies
Supportive leadership and mentorship
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 Managing Directors 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 Managing Directors and Partners (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
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
Experience with Fidelity Investments is a plus
"No task is too small" mentality
Bachelor's degree is required
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
