Senior Wealth Manager

Senior Wealth Manager New York, New York ISC's team of Financial Services Recruiters has been retained by a growing investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're seeking a talented Senior Wealth Manager to join their centralized team in their NYC Office. The Senior Wealth Manager will provide strategic support to the end clients by interpreting investment objectives and designing/implementing a holistic strategy aligning with client values and risk tolerances. Requirements - To qualify, you must possess the following: Bachelor's Degree is required - Finance or Business preferred. CFP or CPWA, CIMA, or CFA designation preferred. 10+ years of HNW and institutional relationship experience. Strong foundation in portfolio construction, asset allocation, and performance monitoring. Strong knowledge of financial products and services for the very high-end net worth individual market. Experience in a similar role with a successful track record in new business development. Rewards - If you qualify for this opportunity, the Firm offers the following: Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work. Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth. Competitive full compensation package. Responsibilities, continually expanding and changing: The Senior Wealth Manager partners with high-net worth clients to identify their financial goals, analyze their financial landscape, and develop recommendations that will help them work towards well defined financial objectives with an impact investing lens. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Performs investment research and stays informed of developments in security markets in order to provide clients with up-to-date financial guidance. Support business development efforts in order to cultivate prospects and transition them to clients. Monitor all transaction activity and performance of accounts to ensure alignment with established goals. Manages ad hoc projects as assigned. How to Apply: Please contact Lisa Finch at or .

Created: 2024-10-26