Principal Wealth Manager
4 weeks ago
Harrison Gray Search has partnered with a growing technology-driven wealth management firm searching for a Principal Wealth Manager.
Our Client:
Our client is transforming advisors into fintech entrepreneurs. They have an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters quality time with clients. They are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with their software to make them dramatically more efficient and support more clients without adding additional headcount.
They are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from high-performing VC-backed firms.
Our client is backed by top-tier VC firms based in Silicon Valley and New York City and a panel of A-list executives from the wealth management industry.
Who They're Looking For:
The Principal Wealth Manager is a high-impact role, you will operate in a dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high-net-worth client relationships and portfolios, as well as cultivating sources of qualified high-net-worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of the firms advisor technology platform, vet and persuade other top wealth managers to join our client and train new staff.
Job Requirements:
Develop new client relationships and support Business Development efforts.
Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third party effectively and at the right time.
Advise the Product Development team on your or your clients pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining our client's platform.
Required Experience and Knowledge:
10+ years of investment advisory experience
An existing client book of business that you actively advise today
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited by more ownership and the opportunity to have a meaningful impact
Excited to work in the Fintech industry
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
Knowledge and Skills
Past professional experience at a technology company
BS or MS in an analytical or technical degree
Experience working with clients whose assets are in excess of $1 million
Depth of knowledge in at least one key area of financial planning
Experience working with financial planning software
Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem-solving, and taking immediate ownership of your work allowing you to think big, adapt quickly, and act fast
Benefits:
Competitive salary and equity package
100% employer-covered, best-in-class medical, dental, and vision plans
Company HSA contribution ($900/year)
Unlimited PTO + paid company holidays
Company 401(k), Commuter, and FSA plans
NYC office with breathtaking views in the heart of Manhattan
Relocation support (if you want to join us in NYC)
Life and disability insurance
Lunch, dinner, and snacks provided in the office ($10,400/year)
Gym reimbursement ($400/year)
Free virtual medical and mental health care ($550/year)
Free access to OneMedical ($199/year)
Location:
This individual can reside in New York City or remote.
-
Principal Wealth Manager
2 months ago
New York, United States Freelance Recruiters Full timeJob DescriptionJob DescriptionFreelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and...
-
Principal Wealth Manager
1 week ago
New York, United States Freelance Recruiters Full timeJob DescriptionJob DescriptionFreelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and...
-
Principal Wealth Manager
4 weeks ago
New York, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray Search has partnered with a growing technology-driven wealth management firm searching for a Principal Wealth Manager. Our Client: Our client is transforming advisors into fintech entrepreneurs. They have an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters - quality...
-
Principal Wealth Manager
1 week ago
New York, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray Search has partnered with a growing technology-driven wealth management firm searching for a Principal Wealth Manager.Our Client:Our client is transforming advisors into fintech entrepreneurs. They have an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what...
-
Senior Wealth Manager
1 month ago
New York, United States Selby Jennings Full timeTitle: Join Our Team as a Principal Wealth Manager in the Financial Services Sector! Introductory paragraph: We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management....
-
Wealth Management Specialist
3 weeks ago
New York, United States Guardian Life Insurance Company Full timeWealth Management Specialist Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field...
-
Wealth Management Specialist
1 week ago
New York, United States Guardian Life Insurance Company Full timeWealth Management Specialist Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field...
-
Senior Wealth Manager
2 weeks ago
New York, United States JK Executive Strategies, LLC Full timeSenior Wealth ManagerRochester, NYJK Executive Strategies is partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join its team. This position is responsible for servicing an existing book of business by assisting clients in meeting financial goals by recommending appropriate plans and products.We are seeking a...
-
Senior Wealth Manager
1 week ago
New York, United States JK Executive Strategies, LLC Full timeSenior Wealth ManagerRochester, NYJK Executive Strategies is partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join its team. This position is responsible for servicing an existing book of business by assisting clients in meeting financial goals by recommending appropriate plans and products.We are seeking a...
-
BA with Wealth Management
3 weeks ago
New York, United States Visionary Innovative Technology Solutions LLC Full timePosition: BA with Wealth ManagementLocation : NYC, NY (Hybrid onsite)Duration: Full TimeJob Description:Business Analyst with strong work experience in Wealth management firm focused on Clearing & Settlement processing.Around 10+ years of experience as Business analyst with prior experience working in Capital Markets with Asset & Wealth Management /...
-
Business Analyst
1 week ago
New York, United States Pierce Technology Corporation Full timeCollaborate with stakeholders to gather and document business requirements for wealth management technology projects. Analyze and assess current business processes and systems to identify areas for improvement and optimization. Work closely with development teams to translate business requirements into technical specifications. Participate in the design and...
-
Business Analyst
1 month ago
New York, United States Pierce Technology Corporation Full timeCollaborate with stakeholders to gather and document business requirements for wealth management technology projects. Analyze and assess current business processes and systems to identify areas for improvement and optimization. Work closely with development teams to translate business requirements into technical specifications. Participate in the design and...
-
Project /program Manager Wealth Management
9 hours ago
New York, United States DataAxxis Full time**Project /Program Manager Wealth Management Operations** **Duration**:6+ months **Location**:Downtown NYC **Pay rate**:$550 C2C / $500 W2 based on 8 hour day **Description**: Our client who is a management consultant group is immediately seeking two (2) experienced Project/Program Managers to join their team of one of their Global Investment Bank...
-
Wealth Management Associate
3 weeks ago
New York, United States Siebert Financial Full timeBusiness Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...
-
Wealth Management Associate
3 weeks ago
New York, United States Siebert Financial Full timeBusiness Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...
-
Wealth Management Associate
1 week ago
New York, United States Siebert Financial Full timeBusiness Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...
-
Wealth Management Associate
1 week ago
New York, United States Siebert Financial Full timeBusiness Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...
-
Business Analyst
4 weeks ago
New York, United States Pierce Full timeCollaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and optimizationWork closely with development teams to translate business requirements into technical specificationsParticipate in the design and...
-
Business Analyst
2 months ago
New York, United States Pierce Full timeCollaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and optimizationWork closely with development teams to translate business requirements into technical specificationsParticipate in the design and...
-
Business Analyst
1 week ago
New York, United States Pierce Full timeCollaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and optimizationWork closely with development teams to translate business requirements into technical specificationsParticipate in the design and...