Senior Wealth Manager

Senior Wealth Manager

Well established, multi-billion dollar, Independent RIA
November 24, 2020
Boston, MA, United States


Senior Wealth Manager

Boston, MA

Managing Director Level


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

  • 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)
  • 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
  • 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


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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