I’m partnering with a leading wealth management firm to identify an experienced professional for an exciting Associate Director opportunity supporting high-net-worth and ultra-high-net-worth clients.
This individual will play a key role in managing complex client relationships, coordinating across investment, advisory, and service teams, and delivering a highly personalized family office experience.
Key Responsibilities:
Manage complex client relationships and coordinate comprehensive wealth management and family office services. Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation. Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests. Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery. Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery.
Qualifications:
8+ years of experience in wealth management, family office services, estate planning, and/or tax planning. Strong understanding of investment portfolios, financial planning, and complex client service needs. Bachelors degree and Series 65 or equivalent qualification required. Excellent organizational, communication, project management, and analytical skills. Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus.
This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience.
Key Responsibilities:
Manage complex client relationships and coordinate comprehensive wealth management and family office services. Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation. Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests. Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery. Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery.
Qualifications:
8+ years of experience in wealth management, family office services, estate planning, and/or tax planning. Strong understanding of investment portfolios, financial planning, and complex client service needs. Bachelors degree and Series 65 or equivalent qualification required. Excellent organizational, communication, project management, and analytical skills. Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus.
This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience.