Job DescriptionAs a Senior Associate, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Family Learning & Communication.
This includes responsibilities such as:
- Preparing financial plans, reviews, projections, and periodic updates
- Reviewing, modeling, analyzing, and rebalancing investment portfolios
- Researching, implementing, and helping coordinate wealth strategies
- Managing accounts and cash positions
- Researching and responding to client requests or questions
- Assisting with various projects and firm-related initiatives
Qualifications- You have a minimum of seven years in the financial services industry, including significant client-facing experience.
- You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
- You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
- You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.
- CFP, CFA, CPA, or MBA is preferred but not required.
- Experience serving family office-level clients is preferred but not required.
Benefits- Competitive Salary and Annual Performance Based Bonus
- Medical and Dental Health Plans
- Supplemented Health Savings Account and Health Flexible Spending Account
- Dependent Care Flexible Spending Account
- Employer Supplemented Health Reimbursement Account Plan
- Short- and Long-term disability coverage paid for by employer
- Paid Group Life Insurance
- Flexible 401(k) retirement benefits with employer matching
- 10 paid holidays per year plus competitive vacation and sick leave
- Cell phone reimbursement plan
- Opportunity for advancement based on performance, personal growth, and cultural fit
- Work with a team-oriented culture that supports continuing education and career growth
- Strong support for volunteer, community and/or industry involvement
