Manager - Wealth Management

Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements.

Manager - Wealth Management

Description

What we are looking for –

We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements. The position requires self-starters who take responsibility for their work, are team players who will thrive in a fast-paced environment, and demonstrate the ability to set priorities among a variety of tasks and an occasionally heavy volume of work. 

 

You will –

• Manage most day-to-day aspects of client engagements as a member of a client service team.
• Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management.
• Coordinate bringing proactive planning opportunities to clients that enhance their overall plan with the other departments within Family Office Services.
• Perform high level reviews of the risk management posture of clients and supervise work with outside vendors to develop and implement insurance programs (life, property and casualty, health, long term care and disability).
• Supervise and co-ordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
• Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.
• Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation.
• Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for making sure everything gets done.
• Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner (within 24 hours).
• Other duties as assigned.
• Actively participate in business development efforts, including building referral network and actively participating in prospect meetings.

You must have –

• Sophisticated understanding of estate planning techniques, executive compensation, income taxation, company-granted stock compensation, deferred compensation techniques, and retirement planning.
• Supervise the preparation of meeting materials, including agendas, planning analyses, and investment materials.  
• Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.

We want –

• CPA with tax compliance and tax planning experience with Ultra High New Worth Individuals
• Certified Financial Planner designation. If not currently held, the successful candidate must be willing to pursue this designation after commencing employment.
• Bachelor's degree required.  Prefer Accounting, Finance, Law, Economics and/or significant experience in a related field.  Graduate degree, EA and / or CPA designation highly desirable.