#835

Managing Director, Wealth Manager

Boston, MA

Multi-Billion Dollar, Independent RIA

Overview

Well established, multi-billion dollar, Independent RIA seeks a Senior Wealth Manager at the Managing Director level.

The Firm employs a long-term investment approach to the market comprised of mostly  individual stocks and bonds as well as high quality ETFs resulting in their core strategies annually beating the S&P for the last sixteen years

Highlights

  • Inherit relationships from retiring advisors as well as newly sourced clientele
  • Advise high net worth clientele with regards to customized portfolio construction and strategic asset allocation (2-30 million level clientele)
  • Work in partnership with internal estate and financial planning professionals to provide holistic wealth advisory services
  • Collaborate with the internal Business Development team to close prospective clients
  • Collaborative culture comprised of lead relationship managers, tenured investment management professionals, estate and financial planners and a robust client service team

Requirements

  • A track record of success managing relationships with high net worth clientele and collaborating with the business development team to close prospective clients.

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