Director, Client Advisory

About the role

We are seeking a Director of Client Advisory to join our dynamic team at Arta Finance. This role involves supporting U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. Key responsibilities include designing tailored strategies, managing implementation, and monitoring performance. You will also educate clients on investment options, stay updated on market trends, and ensure compliance with regulatory requirements.

Responsibilities

• Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives
• Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams to provide a scalable solution to Arta's external partners
• Manage clients’ portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals
• Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks
• Develop market and investment content
• Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations
• Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards
• Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience

Requirements

• Minimum 10 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations
• Knowledge of life insurance and annuities is a plus
• Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration — such as Series 65, Series 7 + Series 66, or an approved designation like CFP®, CFA®, or ChFC®
• Certifications like CFP or CAIA are a plus
• Hands-on approach and ability to wear multiple hats in a fast-paced environment
• Experience partnering cross-functionally to develop scalable investment planning frameworks
• Commitment to delivering exceptional, end-to-end outcomes for clients and ensuring a best-in-class wealth management experience

Qualifications

• No disqualifying criminal, regulatory, or securities-related history
• An analytical mindset with the ability to translate market, economic, and financial data into actionable recommendations
• Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity
• A strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies
• Ability to build strong relationships and trust through an online remote environment

Skills

• Exceptional communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Excellent organizational and time management skills
• Proficiency in financial modeling and investment analysis tools

Benefits

Arta Finance offers competitive compensation and benefits, including:

• Competitive salary based on experience and performance
• Equity compensation
• Health, dental, and vision insurance
• 401(k) matching
• Flexible work schedule
• Professional development opportunities

Pay

Compensation range: IC I: $110,000 - $180,000, IC II: $160,000 - $230,000, IC III: $180,000 - $300,000

Schedule

Full-time position, remote work