Director of Wealth Management
- Employer
- Strategic Wealth Partners
- Location
- Cleveland, Ohio
- Salary
- Up to $120k per year + excellent benefits
- Closing date
- May 17, 2019
View more
- Job Function
- Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
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
Company
Strategic Wealth Partners is a Registered Investment Advisor specializing in wealth management strategies for high net worth business professionals and entrepreneurs.
Company info
- Location
-
5005 Rockside Rd
Suite 1200
Independence
OH
44131
US
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