Lead Financial Strategist

2 weeks ago


San Antonio, Texas, United States Sendero Wealth Management Full time
About Sendero Wealth Management
Sendero is a distinguished, majority employee-owned advisory firm. As one of the largest registered independent investment advisory firms in Central and South Texas, we cater to families and select institutions by crafting customized solutions and nurturing long-term relationships grounded in our core values of trust, honor, respect, service, and family.

Position Overview
We are in search of a seasoned financial expert with a profound comprehension of market dynamics who is relationship-focused to assume the role of Senior Financial Analyst. This position is pivotal in assisting our wealth management clients in safeguarding, preserving, and responsibly enhancing their wealth. The role involves close collaboration with our investment advisors, clients, and other team members.

Key Responsibilities
- Foster a relationship-driven practice: Establishing deep, trusted, and enduring connections across generations to assist families in navigating life stages and wealth transfer decisions.
- Support clients by taking a leadership role in managing 10-20 client relationships.
- Independently provide investment guidance and execute strategies for clients.
- Oversee monthly financial modeling and database management responsibilities, including IPS targets and portfolio monitoring to proactively identify opportunities.
- Manage the rebalancing process, ensuring error-free trading.
- Utilize judgment and decision-making skills to challenge conclusions and probe deeper for optimal decision-making.
- Lead the Sendero Guidance Process with clients.
- Formulate asset allocation recommendations based on the investment team's targets and clients' requirements.
- Collaborate across all firm areas to ensure timely execution of client requests and needs.
- Take charge of the request for proposals process.
- Assume a leadership role in firm projects.
- Participate in prospect presentations and assist in the onboarding process for new clients.
- Attend marketing and business-related events as necessary.

Qualifications
- A minimum of a bachelor's degree in a business-related field (accounting, finance, economics, risk management, data analytics, data science, or mathematics) is preferred.
- CFP designation is a plus.
- Required: 7-10+ years of experience in portfolio management or investment-related roles.
- Strong knowledge of portfolio performance and rebalancing systems.
- Excellent presentation skills in front of individuals and groups.
- Familiarity with Bloomberg and/or FactSet.
- Series 65 license is required and must remain in good standing.
- Active involvement with community board(s) is expected.

Competencies
- Experience with and/or knowledge of behavioral finance.
- Extensive experience serving families of wealth, including cash flow analysis, income protection, and asset protection.
- Deep understanding of asset allocation and market operations.
- Ability to build trust and relationships with clients and their families.
- Capability to manage multiple tasks with acute attention to detail while working independently.
- Consistent delivery of results in a timely manner.
- Understanding and ability to articulate the value proposition for all Sendero business lines.
- Ability to simplify complex topics and listen actively while asking probing questions.
- Intellectually curious, team-oriented individual with a desire to make a positive impact.
- Personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation.

Compensation and Benefits
- Competitive salary range: $120,000 - $150,000 per year.
- 401(k) matching.
- Comprehensive dental, health, and vision insurance.
- Flexible work schedule and spending accounts.
- Life insurance and paid time off.
- Professional development assistance and tuition reimbursement.

Impact of Your Role
As a Senior Financial Analyst, your expertise and dedication to building lasting relationships will play a crucial role in attracting new clients while effectively serving and retaining existing ones.

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