Senior Wealth Client Growth & 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

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.