Director – Wealth Management

5-7+ years of wealth management experience
Exceptional organizational skills, attention to detail
Exceptional written and verbal communications skills
Ability to think critically, anticipate issues and prioritize multiple projects
Familiarity with operational aspects of business (new account openings, disbursements, etc.)
Exceptional relationship building skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
Bachelor’s degree is required

Support to CEOs and Partners by providing service and support functions such as portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
Construct performance and asset allocation reports along with the recommended portfolio changes
Provide exceptional service and devise customized financial strategies for existing/prospective clients
Provide investment advice to clients in meetings with CEOs and Partners (in some cases one-on-one with the client)
Interact with clients, supporting all aspects of their servicing needs; researching client inquiries, managing follow up communication and conducting quarterly performance reviews