Wealth Manager

Our client, a prominent wealth management firm with over $20M AUM, is actively seeking an experienced Wealth Manager.

Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the Firm’s clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispensable resource for the Firm's clients. Through frequent communication and collaboration, the Wealth Manager supports the Senior Wealth Manager, partnering with them to manage and service client relationships.

Wealth Managers will benefit from the Firm's in-house, comprehensive, and differentiated approach to wealth advisory services, including the Firm's legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Our client offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, their communities, and the Firm's clients.

Duties and Responsibilities

• Serve as a primary point of contact for Senior Wealth Manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service
• Receive/review prospect leads and set appointments for Senior Wealth Managers
• Prepare for prospect and client meetings by collecting financial information, completing various financial analyses, and creating presentation materials for meetings
• Coordinate deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by Senior Wealth Managers
• Address cash management needs to ensure sufficient funds are available to meet funding requirements
• Maintain an in-depth knowledge of Firm’s products and ensure adherence to allocation policies
• Maintain and track prospect and client engagement in Firm's relationship management system
• Prepare reports and materials for periodic client reviews
• Travel as needed

Requirements

• Bachelor’s degree required
• Minimum of 3 years of experience in wealth management industry or related field; minimum of 2 years of experience in client-facing capacity
• Series 65 or 66 is required or must be attained within timeframe determined by manager
• Must be highly organized, technically strong, and an enthusiastic, effective team player
• Ability to think strategically and creatively in fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results
• Excellent written and verbal communication
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel

UBER Search Partners and all our clients are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.