Role details

This position is now filled

Director of Wealth Management

Boston   •  Permanent

Bullet points

  • Director-level opportunity at growing advisory firm looking to build practice
  • Ability to generate new clients & develop a growth strategy to grow the group

About Our Client

My client is a distinguished wealth management and advisory firm in the Greater Boston Area. They offer a holistic approach to wealth management, integrating all aspects of tax, investment, legal, and philanthropic planning to their clients.

Job Description

Responsibilities of the Director of Wealth Management include but are not limited to:

  • Advise on client's strategic asset allocation, portfolio design, and performance
  • Advise on all areas of financial, tax, retirement, and estate planning
  • Oversee all client servicing activities from investment policy guidelines, portfolio trading, tax analysis, and asset allocation
  • Oversee and manage annual client tax reporting efforts
  • Assist with new client on boarding and monitor client portfolios on an ongoing basis

The Successful Applicant

The ideal candidate for the Director, Wealth Management & Client Advisory would have the following qualifications:

  • 7+ years of experience in wealth management with exposure to estate planning and tax planning
  • Experience working with high net worth individuals
  • CFP required

What's on Offer

Competitive base salary + bonus potential + comprehensive benefits package + long term incentives