Senior Wealth Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Detroit, United States Judson Group Full time

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.


The ideal candidate has 5+ years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.


Responsibilities:

  • Serve as a primary point of contact for the senior wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
  • Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
  • Create client presentations and assist with client meetings.
  • Handle client-related requests and account service inquiries.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Execute and reconcile trades as directed by the senior wealth managers.
  • Assist clients with implementation of recommended and agreed-upon strategies.


Requirements:

  • Bachelor’s Degree required.
  • CFP or CFA highly preferred.
  • Series 65 or 66 is required or must be obtained within the timeframe determined by manager.
  • 5+ years’ experience in an RIA or similar firm required.
  • Ability to take initiative and prioritize tasks.
  • Strong Microsoft Suite skills including Excel.
  • Ability to work independently and collaborate/communicate well in a team environment.


Compensation: Highly competitive compensation package with base salary, bonus, and benefits.


Location: Detroit, Michigan

  • Senior Wealth Manager

    7 days ago

    Detroit, United States The Judson Group Full time

    Senior Wealth Manager | Detroit, Michigan Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing...

  • Senior Wealth Manager

    1 week ago

    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Senior Wealth Manager

    3 days ago

    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Senior Wealth Manager

    2 weeks ago

    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Wealth Manager

    7 days ago

    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding...

  • Wealth Manager

    1 week ago

    Detroit, United States CareerBuilder Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding...

  • Account/Client Onboarding Manager

    Found in: beBee S US - 2 days ago

    DETROIT, United States COMERICA MANAGEMENT CO INC Full time

    Trust Ops Alt Group Manager Define and lead the ongoing strategic design, development and execution of Wealth platform account opening applications, products and processes. Manage and develop a collaborative team of professionals comprised of managers, advisors and analysts who serve as subject matter experts responsible for the successful date to day...

  • Account/Client Onboarding Manager

    Found in: beBee jobs US - 2 days ago

    Detroit, Michigan, United States COMERICA MANAGEMENT CO INC Full time

    Trust Ops Alt Group ManagerDefine and lead the ongoing strategic design, development and execution of Wealth platform account opening applications, products and processes. Manage and develop a collaborative team of professionals comprised of managers, advisors and analysts who serve as subject matter experts responsible for the successful date to day...

  • Senior Estimator

    Found in: beBee jobs US - 7 days ago

    Detroit, Michigan, United States The Christman Company Full time

    Build More with Your Career at ChristmanAre you interested in becoming an employee-owner with a leading national general contractor that will provide you with opportunities to Build More in your professional career? is looking for a Senior Estimator in the Southeast Michigan region.As a Senior Estimator, you'll work closely with the Preconstruction team in...

  • Director, Case Management

    7 days ago

    Detroit, United States Wealth Recruitment, LLC Full time

    Job DescriptionJob DescriptionThe Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations. · Will ensure effective utilization of resources, timely and accurate revenue cycle processes,...

  • Senior Account Manager

    2 weeks ago

    Detroit, United States ABC Technologies Full time

    A Senior Account Manager in a global manufacturer of automotive parts plays a critical role in managing key client accounts and driving business growth. This role drives drive revenue growth & profitability, fostering client relationships, and ensuring the company's competitiveness in the market. They combine strong leadership, strategic thinking, and...

  • Senior Account Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Detroit, United States ABC Technologies Full time

    A Senior Account Manager in a global manufacturer of automotive parts plays a critical role in managing key client accounts and driving business growth. This role drives drive revenue growth & profitability, fostering client relationships, and ensuring the company's competitiveness in the market. They combine strong leadership, strategic thinking, and...

  • Senior Project Manager

    1 week ago

    Detroit, United States Colasanti Companies Full time

    Job Description:Colasanti is kicking off one of the largest new high-rise concrete projects in the state of Michigan, located in Downtown Detroit. Our self-perform concrete division is seeking an experienced Senior Project Manager to lead this endeavor, offering a unique opportunity for a two-year project with significant long-term growth potential...

  • Senior Property Manager/Housing Administrator

    7 days ago

    Detroit, United States Presbyterian Villages of Michigan Full time

    Presbyterian Villages of Michigan, a faith-based, premier nonprofit organization providing senior living and services in Michigan, has a great opportunity to join our leadership team as the Senior Housing Administrator/Property Manager at the Village of Brush Park Manor in Detroit, MI We invite you to help us create new possibilities for quality living for...

  • Director, Case Management

    Found in: Resume Library US A2 - 7 days ago

    Detroit, Michigan, United States Wealth Recruitment, LLC Full time

    The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations.  ·      Will ensure effective utilization of resources, timely and accurate revenue cycle processes, denial prevention,...

  • Trust Reporting and Reconciliation Analyst

    Found in: beBee S US - 2 days ago

    DETROIT, United States COMERICA MANAGEMENT CO INC Full time

    Trust Accounting, Reconciliation, and Regulatory Reporting Primarily responsible for the creation, meaningful assessment, and distribution of financial and regulatory reports. Provide direct oversight of report and reconciliation functions to ensure accuracy and completeness. Provides initial assessment of aging exceptions and directing of research and...

  • Chief Financial Officer

    1 day ago

    Detroit, United States Kapstone Employment Services Full time

    Job Description Job Description This organization empowers entrepreneurs through a range of programs and services, including access to capital, mentorship, business education, and policy advocacy. We create spaces for Black businesses to incubate and thrive. We position ourselves in key locations and events and we leverage our voice to advance our ambitious...

  • Trust Reporting and Reconciliation Analyst

    Found in: beBee jobs US - 2 weeks ago

    Detroit, Michigan, United States Comerica Bank Full time

    Trust Accounting, Reconciliation, and Regulatory ReportingPrimarily responsible for the creation, meaningful assessment, and distribution of financial and regulatory reports. Provide direct oversight of report and reconciliation functions to ensure accuracy and completeness. Provides initial assessment of aging exceptions and directing of research and...

  • Senior Program Manager

    1 week ago

    Detroit, United States Securitas Security Services USA, Inc. Full time

    **Securitas Security Services USA, Inc.** **Position Title:** Senior Program Manager **Location:** Sterling Heights, Michigan (MI) **Summary:** The Global Clients Americas Program Manager (GCA PM) serves as the security advisor for the client and provides strategic direction and leadership for the assigned account(s). The GCA PM will have full responsibility...

  • Senior Civil Project Manager

    Found in: Talent US C2 - 2 weeks ago

    Detroit, United States The Perillo Group Full time

    We are currently seeking an experienced Senior Civil Project Manager for a full-time position in the Greater Detroit, Michigan area. The qualified candidate will be a licensed engineer and have a minimum of 10 years of professional experience working with communities from design though construction on a broad range of municipal projects. This opportunity is...