Associate Director, Private Wealth

Masis Professional Group; Boston (MA); On-site; USD 150,000 - 175,000; Full time

Job summary

Fanning- Masis is assisting a Boston wealth management client in finding an Associate Director, Private Wealth. The role focuses on advising UHNW clients on portfolio construction, tax and estate planning, and ongoing portfolio monitoring.

Candidates should have 8–12 years of UHNW experience; CFP/CFA are a plus. Base salary ranges from $150K to $175K per year, with bonus potential.

Qualifications

• 8–12 years of experience serving UHNW clients.
• Experience in portfolio construction, tax and estate planning.
• CFP or CFA certification is a plus.

Responsibilities

• Counsel clients on portfolio construction and tax/estate planning.
• Monitor portfolios and lead periodic reviews.
• Execute portfolio rebalancing when needed.
• Address daily client inquiries.
• Collaborate with multiple Firm departments.

Skills

UHNW client service

Portfolio construction

Tax planning

Estate planning

Portfolio monitoring

Portfolio rebalancing

Cross-functional collaboration

Education

Advanced degree or CFP/CFA

Job description

ASSOCIATE DIRECTOR, PRIVATE WEALTH opening

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW family client base, is seeking an Associate Director, Private Wealth.

The diverse duties of this role include working with the client's Advisory staff to provide counsel with their portfolio construction, including tax and estate planning needs, portfolio monitoring, leading periodic portfolio reviews, executing portfolio rebalancing as necessary, addressing daily client/ portfolio inquiries, and the like. This individual will have the opportunity to collaborate with multiple Firm departments during the execution of these duties.

This role is a FANTASTIC opportunity for an individual who offers 8-12 years or so of experience supporting an UHNW client base in this capacity.

Advanced degrees or certifications such as the CFP or CFA, while not a prerequisite to be considered a viable candidate for this role, is/are a plus.

Compensation includes a base salary in the $150K- $175K range, depending on experience, plus bonus