Wealth Mangement Advisor

Ivy Way Placements; Offre d’emploi; Hybride; EUR 60 000 - 100 000; Plein temps

Résumé du poste

A financial consulting firm seeks a dedicated Wealth Management Business Manager to lead operational and strategic initiatives for ETF/mutual fund services. This remote position involves overseeing client relationships, portfolio management, and business development efforts while ensuring compliance with regulations. Ideal candidates will possess strong leadership and financial planning skills with a proven record in client-facing roles, seeking a flexible remote work environment.

Prestations

Competitive salary

Bonus based on individual and team goals

Financial support for professional accreditation

Qualifications

• Exceptional leadership, communication, and relationship management skills.
• 2+ years of client facing financial planning experience.
• Ability to thrive in an entrepreneurial, collaborative, small company environment.

Responsabilités

• Manage client relationships and understand their financial objectives.
• Oversee portfolio management including investment analysis and trading.
• Drive new business development and cultivate opportunities with prospects.

Connaissances

Leadership skills

Communication skills

Relationship management

Attention to detail

Financial planning

Emotional intelligence

Formation

Undergraduate degree in Finance or related areas

Outils

CRM systems

Portfolio management systems

Description du poste

Job Description

This is a remote position.

As the Wealth Management Business Manager, you will be instrumental in shaping the operational and strategic direction of our ETF/mutual fund initiatives. You will oversee daily operations, drive business development efforts, and ensure compliance with regulatory standards. This role requires a deep understanding of the investment landscape, strong leadership skills, and a passion for financial markets.

Duties and Responsibilities

• Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives
• Portfolio management: Includes investment analysis, security selection, trading, rebalancing
• Financial planning: Includes implementing strategies to achieve client retirement goals and providing assistance with budgeting, educational saving, charitable giving, and estate planning
• Client service: Includes portfolio reviews, account administration, and money movements
• New business development: Includes cultivating and closing opportunities with prospects
• Operations: Includes the use of key CRM, portfolio management, and rebalancing systems
• Community service: All employees are strongly encouraged to engage in community service as part of our B-Corp certification requirement and also be a community ambassador
• In sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.

Requirements

• Undergraduate degree in Finance or related areas
• Exceptional leadership, communication, and relationship management skills.
• Financial Planning experience (fee-only is a plus)
• 2+ years of client facing financial planning experience
• Series 65/66 registration
• Portable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)
• No non-competes or non-solicitation clauses - if there are any, we may be able to manage
• Clean U4/U5
• Strong communication and listening skills
• Reliability and attention to detail
• Emotional intelligence and resilience
• Team player, with leadership ability
• Self-reliance
• Writing, and social media skills
• Ability to thrive in an entrepreneurial, collaborative, small company environment
• Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)
• CFP®, CLU, CFA, RICP, ChFC, Ph.D., CPA, PFS designation current or in progress

Salary and Benefits

• Salary based on experience and ability (competitive with industry standards)
• Bonus based on achievement of individual and team goals
• Financial support for professional accreditation/continuing education