LHH Recruitment Solutions is currently hiring a Director to manage client relationships, participate in portfolio recommendations, and engage in investment strategy discussions while ensuring high-touch client service. This role requires 6+ years of wealth management experience, and strong client relationship management skills. This role is in San Francisco, CA and offers a hybrid work environment with 3 days onsite. The anticipated salary is $120,000 -$200,000 annually.
Responsibilities:
· Provide exceptional client service to existing and prospective clients, including leading client meetings, developing customized financial strategies, and confidently discuss investments with clients
· Manage portfolio analysis, trade execution and account maintenance
· Assist with preparation of client meeting materials, reports, and presentations
· Engage in investment strategy discussions
· Participate in portfolio recommendations
· Construct performance and asset allocation reports
· Monitor investment performance and manage portfolios
· Review alternative investment strategies
· Research client inquiries and conduct quarterly performance reviews
Qualifications:
· Bachelor's degree required
· Minimum 6 years of wealth management experience required
· CFA, CFP CAIA designation preferred
· Exceptional communication skills
· Proven track record managing client relationships
· Strong investment knowledge
· Salesforce experience preferred
· Team-oriented
· Comfortable in a fast-paced, high-growth environment
Benefits include:
· Health, Dental, and Vision insurance
· Training and continuing education reimbursement
· Lunch provided in office 3 days per week
· 401k retirement plan with up to 5% matching
· Wellness reimbursements
· Donation matching
· Accrued paid time off starting at 3 weeks for the first 3 years of service, 4 weeks for 4-9 years, and 5 weeks for 10+ years
· Sick leave
· 10 paid holidays
Pay Details: $120,000.00 to $200,000.00 per year
Search managed by: Sara Neuville
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
