24 Nov Senior Wealth Manager
Senior Wealth Manager
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
- 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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