Manager - Planning, Strategy & Research

ZipRecruiter; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

A leading independent wealth management firm seeks a Manager for their Client Experience group. This role involves enhancing their wealth management platform and requires deep technical knowledge in wealth management, strong project management skills, and a CFP designation. The position offers a collaborative environment and opportunities for career growth.

Benefits

Collaborative environment

Learning and career growth opportunities

Continuing education support

401(k) with match

Bonus program

Health insurance contributions

Hybrid work model

Qualifications

• 7+ years of client service experience in wealth management.
• Experience leading or participating in wealth management committees is a plus.

Responsibilities

• Develop and maintain processes to enhance decision-making and client experience.
• Support advisors in delivering personalized client service.
• Monitor and improve the client experience continuously.

Skills

Leadership

Project Management

Communication

Relationship Management

Attention to Detail

Education

Bachelor’s Degree in business, tax, finance, economics, or financial planning

CFP designation

Job description

Job Description

Aspiriant seeks to recruit a Manager for our Client Experience (Planning Strategy & Research) (PS&R) group. This is a nationwide search, with the opportunity to be located anywhere that Aspiriant has an office (Los Angeles, San Francisco, Mountain View, Irvine, San Diego, Austin, Minneapolis, Milwaukee, Cincinnati, or New York).

The Manager is a key generalist role, responsible for maintaining and enhancing our wealth management platform and its integration with client service areas. The role also involves providing technical financial planning expertise and supporting operational development.

The Manager will report to the Chief Client Officer and collaborate with other departments such as Client Service Practice, Investment Strategy & Research, Client Service Operations, and IT.

PS&R is tasked with building and maintaining Aspiriant’s wealth planning platform and advocating for the client experience. Its mission is to help advisors foster strong client relationships that support clients' financial goals and well-being. PS&R continuously evolves the platform with technology, tools, training, and materials to make client service seamless and satisfying.

Examples of PS&R initiatives include:

1. Preparing quarterly meeting materials for client meetings
2. Developing wealth planning conventions
3. Refining the client onboarding process
4. Enhancing client experience during major life events in coordination with other teams
5. Facilitating annual client surveys and communications
6. Supporting the Practice during crises with centralized resources
7. Ensuring compliance with regulations through process development

About Aspiriant

We are a leading, independent, employee-owned wealth management firm. Our values emphasize diversity, collaboration, and work-life balance. Benefits include:

• Collaborative environment
• Learning and career growth opportunities
• Continuing education support
• 401(k) with match
• Bonus program
• Health insurance contributions
• Hybrid work model

How you will contribute:

• Develop and maintain processes, tools, and communications to enhance decision-making and client experience
• Support advisors in delivering personalized client service
• Promote wealth planning philosophy and tools
• Stay updated on industry trends and law changes
• Identify external resources to support client needs
• Provide technical expertise and quality control for wealth planning materials
• Collaborate on training programs to build technical and relational skills
• Work with Compliance to meet regulatory requirements
• Partner with IT to implement technological solutions
• Monitor and improve the client experience continuously
• Analyze feedback to develop engagement strategies
• Create educational content for clients and prospects
• Represent Aspiriant externally to strengthen reputation
• Perform other duties as required

Is this you?

We seek motivated individuals aligned with our mission to empower families and foster genuine relationships. Key qualities include intellectual curiosity, collaboration, and compassion. Our relationships are professional yet warm and passionate.

Attributes for success:

Knowledge:

• Deep technical knowledge in wealth management, including tax, estate, family governance, and insurance
• Proactive and accountable team player

Skills:

• Excellent listening and relationship management skills
• Attention to detail and follow-through
• Leadership and growth mindset
• Strong project management skills

Abilities:

• Effective communication and presentation skills
• Collaborative and respectful interaction with colleagues
• Willingness to handle varied tasks
• Innovative and goal-oriented
• Embodies Aspiriant’s core values and culture

Experience and Education:

• Bachelor’s Degree, preferably in business, tax, finance, economics, or financial planning
• CFP designation required
• 7+ years of client service experience in wealth management, working with high-net-worth individuals
• Experience leading or participating in wealth management committees is a plus
• Proven financial planning process expertise
• Strong analytical skills
• Excellent references

Physical Demands and Work Environment:

Primarily sedentary office work, with occasional movements and physical activity. Use of computer and communication tools. Ability to lift up to ten pounds and perform repetitive motions. Visual and auditory acuity required.

Aspiriant values diversity and inclusion, fostering a community where everyone can thrive. We are an Equal Opportunity Employer committed to fair employment practices and compliance with applicable laws.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser under SEC regulation and requires disclosure of securities holdings and transactions. Candidates should inquire about these policies.