Overview
Company Overview: A multi-family office and wealth management firm provides financial advisory services to ultra-high-net-worth individuals, families, and institutions. They are seeking a Director to assist in managing complex client relationships and deliver multidisciplinary solutions.
Responsibilities
- Understand fundamentals of financial, tax, retirement, and estate planning
- Offer consultation on client’s strategic asset allocation, portfolio structure design, report overview, and performance monitoring
- Provide comprehensive guidance to clients regarding investment and portfolio needs
- Proactively work with FOMT members and Portfolio Analysts to problem-solve and troubleshoot portfolio client implementation, trading, servicing, and reporting
- Prepare for client meetings, presentations, and conference calls, and oversee the timely internal administration of client accounts and assets
- Develop strategies that enhance client service delivery
- Oversee client servicing activities, including the coordination of client infrastructure documentation and portfolio trading
- Spearhead and recommend portfolio rebalancing strategies
- Prepare client follow-up memoranda and other supporting reports/documents
- Oversee and manage annual client tax reporting efforts
- Assist with new client onboarding and coordination of asset management and trust/custody relationships
- Monitor client portfolios, including cash management and liquidity provisioning
- Prepare client-ready draft emails on portfolio and financial planning actions
- Work with firm personnel in preparing internal management memoranda
Qualifications
- 10+ years of experience in wealth management, estate planning, and/or tax planning
- Bachelor’s degree and Series 65 (or equivalent certification) required
- Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, LLM, etc.) strongly preferred
- Technology savvy and ability to handle industry software programs
Compensation
Salary: $125,000 – $250,000, Plus Bonus
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