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2023-07-07 11:12:52
Key Skills:
Director, Client Advisory Team Location - Seattle WA / SFO,CA / NJ / DE
2023-07-07 11:12:52
Job Type:
Job Responsibilities
Develop and maintain trusted advisor relationships with clients
Engage collaboratively with each member of the client team to deliver on the firm’s holistic proposition
Work with clients to build customized investment and wealth planning strategies
Effectively communicate firm views and strategies when implementing client objectives
Proactively prepare for and deliver materials (i.e. client presentations, quarterly reports, market overviews, financial planning analysis, etc.) in client meetings, with the support and engagement of other team members
Preemptively assess client needs and organize the team around client projects, like sustainability analyses, estate planning strategies, or portfolio migration to greater impact alignment
Think proactively about client situations (i.e. births, deaths, divorces, liquidity events, large purchase decisions, estate planning needs, etc.) and develop appropriate analysis and resources to suit
Demonstrate proficiency in reading performance reports in order to offer feedback/corrections to the production team, as well as manage any questions from the client
Responsible for management and oversight of multiple complex client relationships
Coordinate with outside advisors of the client (CPAs, Attorneys, etc.)
Review, assess and discuss cash flow forecasting models (Monte Carlo)
Comfort in discussing trusts and estate planning concepts at a high level and know when to bring in additional internal or external resources to further refine any planning
Offer constructive advice, feedback and mentorship to other teammates
Aid in business development efforts of the firm, contributing meaningfully to proposal development, RFP editing / construction, developing prospect materials, etc. with the ultimate goal of closing and serving new client relationships
Participate in team and / or firm wide meetings and review global communications to remain present to our ongoing proposition and investment positioning
Engage in other projects to enhance the proposition and / or culture of the firm
Qualifications
Bachelor’s degree or higher in Finance, Economics or Business – or relevant work or life experience
Minimum 12 years of relevant industry experience in a client facing role
Excellent communicator, showing attentive listening skills married with empathetic and educated speaking and writing capabilities
Non-negotiable integrity in dealing with clients and with the firm
Collaborative, introspective, and energetic team player
Represent and our work with utmost professionalism in external events and within one’s network
Ability to speak on our business proposition with understanding and authenticity
Strong organizational skills with the ability to maintain details around multiple complex clients simultaneously
Experience in working with HNW / UHNW clients from a planning and investment perspective
Demonstrable knowledge in financial markets, investment management, asset allocation, manager attribution, portfolio construction and ability to speak fluently and with confidence about these concepts
Independently motivated self-starter able to manage workflow without regular oversight and demonstrates willingness to support broader efforts of the firm
Humble, curious learner who seeks out expertise from colleagues, and works to attain greater knowledge themselves
Ability to travel within the United States as business needs arise
Experience with or interest in Impact Investing concepts preferred
CFA, CTFA, CPA or CFP designation preferred
Key Skills:
