Position Title: Wealth Management Director
Reports to: CEO
Position Location: 950 Tower Lane, Suite 1800 Foster City
Relocation offered: Not Applicable
Pay Range / Details / Bonus: $125-150k base/ $10K bonus
Role Type (Perm/Temp) : Permanent
Interview Process: 4 rounds
Does client do background checks: Yes
The Role
We are looking for a motivated professional to join our Foster City-based 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 that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
Support to CEOs 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 CEOs 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
- 5-7 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
Career Path
You should expect to hold the Director position for 18-24 months. During that time, you will be evaluated on the impact of your contributions and have the opportunity to take on more responsibility to lead you to the Vice President role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality. Directors will be exposed to a variety of opportunities to further their knowledge on our investments, and to deepen their relationships with our clients.
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Apply Now
To apply, the interested candidate may submit his/her updated English resume with photo by clicking the "apply now" button below.
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