Are you a passionate, collaborative, and ethical finance professional ready to take your career to the next level? This senior role involves being a key player in managing client portfolios, ensuring exceptional service, and driving impactful financial strategies.
What You’ll Do
Oversee daily client portfolio management, including asset allocation, performance, and trading.
Collaborate with clients’ external advisors, such as attorneys and tax accountants, to deliver comprehensive advisory services.
Provide proactive client support on market trends, tax law changes, trust and estate matters, and other wealth management issues.
Manage client meetings, coordinate agendas and materials with senior team members, and guide junior staff in their contributions.
Actively participate in client meetings to foster meaningful changes and improvements.
Contribute to internal strategy discussions and offer insights to enhance firm-wide initiatives.
Assist new clients in setting investment goals as they join the firm.
Build and maintain relationships with service providers to benefit the client base.
Share expertise in sales and marketing efforts to attract new clients.
What We’re Looking For
At least 4 years of relevant experience in portfolio management and client service.
Proven experience working with high-net-worth individuals and families.
Strong familiarity with various aspects of portfolio management.
A collaborative team player who integrates seamlessly into existing client relationship teams.
Highly motivated, ethical, and professionally mature.
Qualifications
Series 65 exam required, unless you hold one of the following:
A passed Series 65 exam (valid and unexpired).
Passed both Series 7 & 66 exams (valid and unexpired).
Active CFA or CFP designation.
What We Offer
An entrepreneurial, fast-paced work environment with talented colleagues.
Competitive base salary and performance-based incentives.
Comprehensive health, dental, and vision insurance for employees and their families.
401(k) plan, life insurance, and short & long-term disability coverage.
Wellness programs including gym reimbursement, One Medical membership, and more.
Flexible time off, paid parental leave, and opportunities for sabbatical based on tenure.
Hybrid work environment with “Work from Anywhere” weeks and a casual dress code.
Modern office space with perks like catered lunches and a well-stocked pantry.
Additional Information
The base salary ranges from \(125,000 to \)160,000 per year, depending on experience, qualifications, and market factors. This range is part of a comprehensive compensation package that may include bonuses and other benefits. This position is at-will, with the company reserving the right to adjust salary and benefits based on performance and market conditions.
We are committed to diversity and inclusivity. Our environment values collaboration, curiosity, and respect for all individuals. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Employment Type: Full-Time
Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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