Wealth Strategy Lead: Senior Analyst

One Capital Management LLC; Westlake Village (CA); Presencial; USD 100.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care

401(k) Plan

Wellness Program with reimbursement

Flexible PTO

Continuing education sponsorship

Descripción de la vacante

One Capital Management, LLC is seeking an experienced Wealth Management Director to support private clients, endowments and foundations with sophisticated analyses and strategic planning.

Based in Westlake Village, CA, you will lead advanced planning initiatives, mentor junior analysts and present complex findings to clients and intermediaries, while solving wealth- and investment-policy challenges with autonomy.

Formación

• Bachelor's degree required; advanced degree a plus.
• At least 3 years of wealth planning experience with complex client relationships.
• Mastery of eMoney, PowerPoint, Excel, and Morningstar Direct.
• Excellent communication and presentation skills; leadership and mentoring ability.
• Autonomy with ability to collaborate in a team.

Responsabilidades

• Lead the development of sophisticated, customized financial analyses and strategic solutions.
• Present complex analyses and recommendations directly to clients and intermediaries.
• Oversee planning software updates reflecting capital asset projections and regulatory changes.
• Produce firm-wide planning and strategy research to inform investment policy.
• Lead quality control for Wealth Forecasting Analyses to ensure accuracy.

Conocimientos

Wealth planning

Client relationship management

Analytical thinking

Financial modeling

Morningstar Direct

eMoney

Excel

PowerPoint

Educación

Bachelor's degree

Advanced degree

CPWA/ CFP/ CFA designation (preferred)

Herramientas

Holistiplan

Descripción del empleo

One Capital Management, LLC is seeking an experienced Wealth Management Director to support private clients, endowments and foundations with sophisticated analyses and strategic planning.

Based in Westlake Village, CA, you will lead advanced planning initiatives, mentor junior analysts and present complex findings to clients and intermediaries, while solving wealth- and investment-policy challenges with autonomy.