Associate Relationship Manager - Geller Advisors

Geller Advisors LLC is a SEC registered investment adviser providing financial services to individuals and families of significant wealth, non-profit foundations, and operating businesses. Geller & Company is the ultimate parent of Geller Advisors.

Geller Advisors provides the following services to our clients: Investment Management, Strategic Financial Planning, Tax Services, CFO Services and Cyber Services, as well as bespoke financial and business advisory services.

Your Impact

• Executing and monitoring client portfolio investment activities
• Providing research and data gathering for team effort to produce and deliver comprehensive financial plans for financial management clients
• Financial planning assistance including the ability to generate and update client data as events occur for clients, budgeting, needs, preparation and presentation of client financial plans
• Assisting with the responding to client ad-hoc inquiries
• Assisting with financial reporting and preparation of client deliverables
• Review and follow up on operational items such as wires, journals, opening new accounts, charitable requests and other custodian specific forms
• Review quarterly, monthly and ad-hoc performance reports for accuracy, formatting, and timeliness. Ensure alternative investments are reflected accurately as well
• Monitor asset allocations and making sure they are aligned with client’s investment policy statement and overall goals and objectives
• Working with the team to develop, test and automate improvements to asset allocation and financial planning software
• Providing investment reporting on selected clients
• Delivering and/or supervising ongoing investment monitoring services including annual rebalancing reviews for financial planning clients
• Client meeting prep, presentation and follow up agenda items
• Working with and developing a rapport with client’s third party advisors such as T& E attorneys, CPAs and other investment advisors
  
  

What You’ll Offer

• Approximately 2+ years related client service experience either at wirehouse, family office or boutique wealth management firm
• Hands-on trade execution experience (ETFs, mutual funds, equity & fixed income securities)
• Understanding of financial markets; ability to speak with clients about macro events and volatility; anticipate client calls and preparedness
• Notable experience interacting with clients, understanding their needs and being proactive with communication
• Financial planning experience working with a variety of clients, preferably in the high net worth market
• Understanding of estate planning documents, including Wills, Trusts, and other family entity structures
• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
• Superior analytical and problem-solving skills
• Effective interpersonal and communication skills
• Reliable organizational skills with a demonstrated ability to multi-task and prioritize client deliverables
• Bachelor’s degree in Accounting, Finance or Business Management
• Strong MS Office skills (Outlook, Word, Excel, PowerPoint)
  
  

We’d Love To See

• CFP or progress towards completion
• Addepar experience
• Salesforce experience
  
  

Why join Geller & Company?

• Opportunity to scale your experience beyond the scope of your role
• 100% funded health, vision, and dental insurance
• 401K plan with company match
• Generous PTO and paid holidays
• Philanthropic opportunities
  
  

What's next?

If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match.

Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status.

The Base Salary Range For This Position Is

$90,000 - $110,000

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.