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Client Services Manager
4 months ago
Harrison Gray Search has partnered with a premier investment management firm seeking a Private Wealth Manager to join their Client Services team in San Francisco
Our client is looking for a leader who is interested in a dynamic and cross-functional leadership role. This individual is genuinely interested in:
- Coaching and developing team members in their careers
- Understanding the firm's offering and how to execute these complex strategies
- Ensuring an excellent client experience
- Providing proper financial stewardship of the firm's clients' assets
- Positively driving a diverse, equitable, and inclusive office culture and the company's prestige brand recognition.
The Purpose of the Role
The purpose of the Manager role is to provide passionate and responsible stewardship of employees, client experience, policies and procedures, and business strategies that lead to continuous growth and success.
What the Role Entails
- Partner with the Managing Directors and Wealth Advisors to ensure client experience excellence, office staffing and continuity, and strategic brand and market growth
- Recruit, develop, and manage multiple teams of Client Service team members, responsible for an exceptional wealth management client experience
- Drive a positive office culture through proactive engagement with team members in areas such as capital market and industry knowledge, business operations, client interactions, and career development
- Provide Supervisory Principal approval on client-related strategies in order to mitigate risk
- Lead the partnership with supporting business units (i.e. portfolio management, legal, operations, etc.) to drive collaborative and impactful results for clients
- Sets strategic direction for DEI initiatives and drives critical business opportunities
- Participate in manager development sessions led by Senior leaders to elevate your impact in the role and position yourself for future opportunities
Job Qualifications
The Ideal candidate should know the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:
- Possesses strong leadership, interpersonal, and communication skills
- Works well independently, under pressure, and as part of a team
- Holds a Bachelor’s degree and Series 7 and 63 licenses
- Has 3+ years of financial industry managerial experience
Managers must become Series 9 and 10 licensed within six months of their start date
Compensation & Benefits:
- Medical, Dental, Vision and 401k
- Base compensation, which is just one component of total compensation, for this role is $100k-$120k with a bonus opportunity.
