Principal Investment Manager

6 days ago


Boston, Massachusetts, United States Goodwin Recruiting Full time
Job Overview

Goodwin Recruiting, a leading full-service recruiting agency, is seeking a seasoned Principal Wealth Manager to join our team. As a key member of our organization, you will be responsible for managing high net worth client relationships and portfolios, while also nurturing new client leads.

Key Responsibilities:

  • Develop and maintain strong client relationships, supporting business development efforts.
  • Analyze client data to define their financial planning and investment goals.
  • Provide comprehensive financial advice, including investment strategy, tax planning, retirement planning, and estate planning.
  • Identify and address potential client issues, clarify goals, and prepare financial plans.
  • Design and implement long-term investment strategies and asset allocations.
  • Collaborate with third-party service providers to optimize client outcomes.
  • Contribute to product development and enhancement of our advisor technology platform.

Requirements:

  • 10+ years of experience in investment advisory services.
  • Existing client book of business.
  • Certified as an Investment Adviser Representative (Series 65, Series 7).
  • Strong passion for the Fintech industry.

Benefits:

  • Comprehensive medical, dental, and vision plans.
  • Unlimited PTO and paid company holidays.
  • Solo 401(k) retirement plan.
  • Competitive compensation package, including revenue participation and equity.

At Goodwin Recruiting, we value diversity and inclusion, and we are committed to providing a welcoming and inclusive work environment for all employees and clients. We believe that our unique approach to recruiting sets us apart from other agencies, and we are excited to find the right candidate to join our team.



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