Client Advisory Manager

Duties And Responsibilities

• Manage the flow of all projects for assigned clients to a successful completion.
• Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including investments, estate planning, tax planning, debt management, and insurance.
• Research on investment ideas and wealth management strategies.
• Assess financial decisions and situations and think creatively to evaluate the client’s options and put together a quantitative and qualitative analysis.
• Prepare financial reports and presentations for clients.
• Coordinate and execute investment strategies.
• Attend client meetings and provide input in these meetings, talk to clients on the phone, and coordinate most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc..).
• Ensure that all work products presented are timely, accurate, and well thought out.
• Delegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory Team.
• Mentor analysts and senior analysts by training, teaching, and developing their careers at the firm.

Minimum Position Requirements

• Bachelor’s degree from an accredited university with a major focus in accounting or finance.
• 5-10 years’ of work experience which is industry related.
• Completed the CFP program or in process of completion and IMCA, CPWA, CPA, CFA, or JD designation a plus.
• Strong understanding of wealth management process, asset allocation, and application to each client’s goals, performance reporting, and how to interpret numbers, estate planning and estate reduction strategies, charitable planning strategies, ability to perform property and casualty assessment, understand how to evaluate life insurance and the product options, strong Excel, PowerPoint, and Word skills, ability to learn new systems, and internet savvy.
• Strong financial and analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal wealth management business.