Director of Wealth Management

Cleveland, Ohio
Up to $120k per year + excellent benefits
Apr 17, 2019
May 17, 2019
Employment Type
Full Time

Director of Wealth Management

Role – The Director of Wealth Management (DWM) is the engine behind the client experience, responsible for the development and implementation of all things wealth management – financial planning, investment strategies, tax planning, etc.

Responsibilities & Activities:

  • Generate financial plans for clients (eMoney Advisor)
  • Oversee our portfolio management software (Orion Advisor)
  • Present planning and investment solutions and recommendations to clients
  • Actively cultivate relationships with clients and prospects through proactive communication
  • Develop new business generation ideas for existing clients and prospects such as insurance and estate planning strategies
  • Oversee our suite of family office services for HNW clients
  • Investigate and implement sophisticated strategies for HNW clients and business owners
  • Prepare and follow up on document requests
  • Demonstrate the client portal to new clients
  • Manage clients’ portals and financial plans and respond to any aggregation or user issues that arise

Knowledge, Skills & Abilities:

  • Extreme attention to detail
  • Excellent interpersonal skills
  • Positive attitude and an extraordinary client service orientation
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • An ability to handle multiple projects and meet timelines
  • PREFERRED: CFA or CFP designation