Seeks an experienced investment professional to manage client and trust account assets, focusing on retention and growth within private wealth management.
Requires a bachelor’s degree or equivalent experience and 10+ years of investment expertise.
Strong knowledge of investment management, finance, and economics, with excellent client relationship and communication skills.
Responsibilities include developing and presenting investment strategies, making critical decisions, and maintaining client relationships.
This hybrid role offers a salary range of $143,905 to $169,300 plus comprehensive benefits, including health, retirement, paid leave, and more.
Equal opportunity employer, with consideration for applicants’ background and compliance with employment verification and safety policies.