Client Development & Portfolio Manager

Gray Private Wealth, LLC; Boston (MA); On-site; USD 140,000 - 150,000; Full time

Job summary

Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area.

As a lead advisor, you will mentor associate advisors, collaborate with tax/estate professionals, and ensure high client satisfaction through proactive communication and strategic growth initiatives.

Qualifications

• 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
• Demonstrable network of centers of influence, business owners, and high net worth individuals
• CFA or CFP designation or progress toward certification preferred.
• Experience guiding, developing, and supporting advisors to enhance their skills and capabilities.
• Strong communication, prioritization, and relationship-building skills.
• Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
• Experience with the Charles Schwab platform preferred
• Qualified candidates must submit a cover letter and resume when applying
• Must be present in-office at least 2 days per week, or more depending on needs of the department

Responsibilities

• Identify and pursue new business opportunities through networking and referrals.
• Qualify prospective clients and guide them through onboarding.
• Develop and present customized financial models and investment strategies.
• Mentor associate advisors and contribute to their development.
• Deliver comprehensive financial planning and investment advice for new and assigned clients.
• Maintain strong client relationships and communicate proactively.
• Coordinate with tax, estate, and insurance professionals to deliver holistic advice.
• Track and report on business development metrics.
• Stay informed on industry trends to position the firm.
• Support the development of associate advisors by sharing business development strategies.

Skills

Relationship building

Financial planning

CRM software

Microsoft Excel

Leadership mentoring

Communication

Networking

Schwab platform

Education

CFA designation

CFP designation

Tools

Charles Schwab platform

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional Canton, MA, US

Salary Range: $140,000.00 To $150,000.00 Annually

Candidates must reside in Greater Boston, MA

Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

Position overview

We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm’s value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals. This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client’s unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm.

Client Development

• Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
• Qualify prospective clients and guide them through the onboarding process.
• Collaborate with marketing and operations to support lead generation campaigns.
• Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects.
• Track and report on business development metrics (e.g., close rate, pipeline growth).
• Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
• Stay informed on industry trends and competitor offerings to position the firm effectively.
• Support the development of associate advisors by sharing business development strategies.
• Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice.
• Conduct discovery meetings to understand client goals, values, and financial considerations.
• Develop and present customized financial models and investment strategies.
• Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
• Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
• Ensure high levels of client satisfaction and retention through proactive communication and service.
• Mentor associate advisors and contribute to their technical and professional development.
• Participate in firm-wide initiatives to improve client experience and operational efficiency.

Qualifications

• 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
• Demonstrable network of centers of influence, business owners, and high net worth individuals
• CFA or CFP designation or progress toward certification preferred.
• Experience guiding, developing, and supporting advisors to enhance their skills and capabilities.
• Strong communication, prioritization, and relationship-building skills.
• Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
• Experience with the Charles Schwab platform preferred
• Qualified candidates must submit a cover letter and resume when applying
• Must be present in-office at least 2 days per week, or more depending on needs of the department

Compensation

• Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
• 401k Eligibility with Company Match
• Education and conferences reimbursement upon completion