We’re always on the lookout for exceptional talent to deepen and diversify our team. Current open positions include:
Client Relationship Manager
We are seeking a highly experienced Client Relationship Manager (CRM) to work closely with new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits.
Responsibilities: The primary responsibilities of the position involve managing client relationships, constructing investment portfolios, preparing client reports and other wealth management planning. In addition to managing client relationships, the CRM will also have an opportunity to serve on the firm’s Investment Committee.
Requirements: Bachelors degree, 7+ years client relationship experience and 10+ years investment industry experience. Strong client focus, proven ability to think in terms of client experience and perspective. Must be highly motivated and personable with strong verbal and written communication skills, excellent judgment and analytic abilities, keen attention to detail and solid organizational skills. Must have great depth of experience in managing high-net-worth client relationships and an outstanding technical foundation in investment management. Basic computer skills are also required. Desirable: CFP or CFA, estate planning or tax background, experience with Orion portfolio management software. LOCAL CANDIDATES ONLY.
Please send a cover note and resume to email@example.com.