Job Description

The Director of Wealth Management will lead and support a collaborative team of experienced investment professionals and client service specialists to deliver wealth management services to the firms clients. The position will implement firm strategy as developed by the Senior Management team and approved by the Board. This position is management-focused, responsible for driving the team to develop new client relationships as well as supporting existing clients. While day-to-day portfolio management will be supported by a dedicated team, Portfolio Strategy is a key responsibility for this position.

Job Responsibilities

• Develop a deep understanding of the firm's philosophies
• Manage Wealth Advisory team
• Partner with an internal team of professionals to provide Wealth Advisory and clients/prospects with ongoing education on wealth planning strategies
• Collaborate with current Wealth Advisors and Senior Management to expand and develop the firm's Financial Planning service offering
• Act as a partner to Wealth Advisors to help identify prospective clients and position firm offerings
• Participate in community outreach, networking and marketing activities to drive new business opportunities
• Present at internal and client/prospect events

Qualifications

• 10+ years of experience in investment management and/or financial advisory services with demonstrated leadership and management skills
• Certified Financial Planner (CFP®) designation strongly preferred
• Bachelor’s degree required
• Experience in business development and relationship management
• Ability to articulate investment products’ features and benefits and speak knowledgeably about philosophy, process, portfolio holdings and the rationale behind portfolio construction
• Proven track record of working with high- and ultra-high-net-worth individuals and families
• Ability to work successfully in an entrepreneurial, small-company environment
• Proficiency in Microsoft Office; experience with software (financial planning, CRM, portfolio management and document management)
• Candidates must be eligible to work in the United States without sponsorship or restrictions

The base salary range for the position is $200,000 - 250,000 with a target annual bonus of 45% of base salary.

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