Managing Director & Lead Advisor
About the Company
Premier wealth management firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Managing Director/Lead Advisor to join their team. The successful candidate will be responsible for the satisfaction and retention of the firm's wealth management clients, as well as for developing comprehensive financial plans and long-term investment strategies. This role requires a professional with a strong investment background, in-depth knowledge of UHNW wealth planning strategies, and a proven track record in business development. The Managing Director will also be tasked with maintaining assigned client relationships and expanding the client base through referrals and external networking. Applicants for the Managing Director/Lead Advisor position at the company should have a minimum of 10 years' of experience in managing and growing a HNW client base, with a preference for those who have worked with clients with $5MM+ investable assets. The ideal candidate will hold strong credentials such as CFA, CPA, JD, CFP, and MBA. The role demands a professional with strong business development skills, capable of meeting the firm's high standards for client service and collaboration. The focus is on serving clients with complex planning needs, and the candidate should be adept at providing tailored solutions in this regard.
Travel Percent
Less than 10%
Functions
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