Senior Wealth Manager

Senior Wealth Manager

Boston, MA

Managing Director Level

Overview
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

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