If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé]
or call at (415) 434-1900 Looking to join a team of self-starters in a transformational asset management firm? We invite you to apply to the position of Director today! A newly formed, independent asset management firm is looking for passionate, highly motivated individuals to join their firm and help build their success. The firm is made up of experts in wealth management and financial markets who are seeking to transform the industry through a value-oriented culture and collaboration with clients. This is an exceptional opportunity to join an innovative, transformational firm! Role Description: As Director, you will use your professional expertise to take a leading role in maintaining client relationships. You will work closely with the team to support the CEO and Partners by providing functions as such portfolio analysis, trade execution, account maintenance, and client and prospect meeting preparation. Other duties and responsibilities include, but are not limited to: ** Review various non-publicly traded alternative investments and communicate these strategies to clients as a part of their asset allocation ** Construct client performance and asset allocation reports ** Provide exceptional service and devise customized financial strategies for existing and prospective clients ** Actively participate in client meetings with CEOs and Partners and at times one-on-one with clients If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé]
or call at (415) 434-1900
To be successful in this role, you will need: ** 5-7 years of wealth management experience ** Experience in financial markets ** CFA, CFP, CAIA designation is a plus ** Experience with Salesforce and Fidelity Investments is a plus ** Exceptional relationship building skills both inside and outside of the organization and the ability to work in a fast paced, high-volume environment
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of 'World's Most Admired Companies' since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 888-490-5461 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
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