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Senior Wealth Management Professional

2 months ago

Greenwich, Connecticut, United States Gpac Full time
Unlock Your Potential as a Portfolio Manager

Gpac is proud to partner with a renowned boutique firm in lower Fairfield County, offering unparalleled wealth management and investment services for over 30 years. This esteemed organization is seeking a seasoned Portfolio Manager to grow an established book, providing a unique opportunity for professionals to excel in a supportive environment.

This role is ideal for independent Planners or Advisors with their own RIA, looking to leverage the firm's marketing, back-office support, and community benefits. Alternatively, it's an excellent chance for a PM or FA to transition into the independent wealth management sector, with potential for the company to purchase their existing book.

Key Highlights:

  • 30 years of experience in lower Fairfield County, delivering highly customized comprehensive investment management and holistic financial advice.
  • Consistent client retention of over 25 years, demonstrating a strong commitment to client satisfaction.
  • Offers investment expertise and tech capabilities of large firms, within a boutique environment, providing a unique blend of scale and personalization.
  • Full back-office support, marketing, 3 admins, full-time trader, stock analyst, and 3 other portfolio managers, ensuring a collaborative and dynamic work environment.
  • Compensation is over half of the management fees, providing a competitive and attractive remuneration package.
  • Firm pays FULL travel & expenses, 2/3rd of top-shelf medical, and 401k, offering a comprehensive benefits package.

Preferred Qualifications:

  • RIA status
  • Local to Stamford
  • Experience in managing customized individual accounts, buying individual securities, and managing customized funds of individual securities.

Requirements:

  • 4+ years of experience
  • 20M book minimum
  • No licenses or MBA required, could have 65
  • Desire to grow your own business
  • Strong prospecting & business development skills

Gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.