Vice President, Private Client Group (Investments)

Primary Responsibilities

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee any manual reporting coordination
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
• Participate in client meetings and assist with client inquiries and requests in a timely manner
• Serve as first point of contact for some clients
• Think creatively and strategically about client needs
• Capitalize on experience to drive process and efficiency improvements
• Support new business development activities

Qualifications

• Minimum of a Bachelor’s degree; CFP or CFA designation highly preferred
• 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
• Fluency in planning and/or investment topics
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; Problem solve effectively
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills
• Willingness to travel on occasion for client meetings

Pay

The annualized base pay range for this role is expected to be between $140,000 - $160,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Benefits

Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.