Director of Portfolio and Wealth Advisory -Chicago

Bbr Partners Llc; Chicago (IL); Híbrido; USD 180.000 - 220.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental & Vision

401K plan

Life insurance

Disability coverage

One Medical membership

Transit & parking

HSA

Career growth

Volunteer program

Parental leave

Sabbatical

Casual dress

Catered lunches

Descripción de la vacante

BBR Partners in Chicago seeks a senior professional to manage client relationships and overall investment strategy for ultra-high-net-worth individuals. You will identify prospective clients, nurture relationships, and coordinate with external advisors to deliver holistic wealth management solutions.

The role requires a self-driven, creative professional with a track record of success and willingness to travel for meetings; hybrid remote work options are available.

Formación

• 10+ years of relevant work experience.
• Extensive experience working with ultra and high net worth individuals and families on wealth needs.
• Strong business development skills and onboarding of new clients.
• Comfortable in a collaborative, team-based environment.
• Knowledge of portfolio management and asset allocation theory.
• Familiar with wealth transfer, tax planning, insurance, and philanthropy.

Responsabilidades

• Develop new business opportunities and expand referral sources.
• Cultivate client relationships and transition new clients to the firm.
• Lead client relationship management and understand client needs.
• Develop and execute strategies for clients’ investment plans.
• Oversee asset allocation and portfolio monitoring to align with strategies.
• Coordinate with external advisors to deliver integrated services.
• Contribute to internal strategy discussions and lead client teams.

Conocimientos

Business development

Relationship management

Portfolio management

Team collaboration

Strategic planning

Descripción del empleo

BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $39 billion in assets.

We are currently seeking an entrepreneurial, dynamic, senior professional to join the firm in our Chicago office. This person will help manage the firm’s client relationships, overall strategy for clients’ investment and wealth management plans, and identification of prospective clients. This is an enterprising business development and client service focused opportunity and requires someone with experience working with ultra-high-net-worth individuals and families on their investment and wealth management needs.

This position requires an individual who is self-motivated, creative and enjoys developing new clients on a continuous basis and has a track record of success. Flexibility to travel for client meetings is expected.

Key Responsibilities:

• Develop new business opportunities as well as maintain and expand referral sources. Establish relationships with prospective clients and transition new clients into the firm.
• Primary cultivator of client relationships; actively nurture and deepen strong rapport with clients to win confidence, establish mutual trust and gain intimate knowledge of their lives in order to be able to anticipate their needs
• Develop and execute the overall strategy for clients’ investment and wealth management plans
• Determine asset allocation, oversee on-going portfolio management and proactively monitor performance and clients’ financial situation to ensure alignment with clients’ customized strategies
• Work with clients’ team of external advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services
• Contribute to internal meetings regarding the firm’s strategies, offering your thoughts, solutions and suggestions
• Lead and manage internal BBR client teams

Qualifications:

• 10+ years of relevant work experience
• Extensive experience working with ultra and high net worth individuals and families on their investment and wealth management needs
• Strong business development skills, including experience building relationships with prospective clients to identify their needs, determining client fit and successfully onboard them into the firm
• Comfort and ability working in a collaborative, team-based environment
• Skill in various aspects of portfolio management, including asset allocation theory
• Strong familiarity with other wealth management issues (e.g., wealth transfer strategies, tax planning, insurance, single stock risk management, philanthropy)

What We Offer:

• Competitive base salary and incentive compensation.
• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Personalized development and career growth opportunities.
• Volunteerism opportunities and matching gift program.
• Flexible time off, paid parental leave, and Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Additional Information:

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $180,000 and $220,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.