Director, Wealth Management

About the role

We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional service and devise customized financial strategies for existing/prospective clients Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client) Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews