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Wealth Management Manager

2 months ago

Mountain View, California, United States ASPIRIANT LLC Full time
Job Overview

Position Summary –

Aspiriant is seeking a skilled professional to oversee a targeted market segment with significant potential for expansion. The firm has developed a strategic plan to engage this segment and foster enduring client connections. This role is pivotal in the San Francisco Bay Area, where the manager will execute the established business strategy and drive results. We are looking for a collaborative individual who excels in communication, possesses a friendly demeanor, enjoys networking, and is highly driven by outcomes.

Key Responsibilities –

Market Engagement:

  • Gain a comprehensive understanding of the market dynamics, strategic plan, and opportunities, alongside Aspiriant's competitive strengths.
  • Implement the business strategy, which includes participating in regular activities aimed at introducing Aspiriant and establishing connections with prospective clients.
  • Support community and organizational initiatives through personal involvement, such as delivering presentations and providing financial backing for events.
  • Conduct follow-up meetings with interested prospects to cultivate and sustain relationships with potential clients and influential contacts.
  • Manage and nurture client relationships continuously while pursuing new opportunities.

Wealth Management Duties:

  • Establish and nurture new wealth management client relationships.
  • Prepare and oversee meeting materials for personal financial planning and ongoing wealth management tasks.
  • Create investment policy statements and other essential tools for wealth planning.
  • Draft initial comprehensive meeting agendas and presentations.
  • Contribute to the formulation and execution of tailored strategies for clients.
  • Review client tax documents and projections to derive insights and develop tax planning strategies.
  • Summarize client meetings through follow-up emails, clarifying agreements and outlining next steps.
  • Coordinate follow-up actions, ensuring completion of tasks involving internal and external advisors.
  • Respond to client communications promptly, ensuring thoroughness and timeliness in interactions.
  • Undertake additional responsibilities as assigned.

Administrative Responsibilities:

  • Engage actively in firm-wide and client-specific strategy meetings and educational discussions.
  • Contribute as a member of internal committees and task forces.
  • Participate in the strategic growth and process improvement initiatives of Aspiriant, proposing efficient solutions to identified challenges.
  • Perform other duties as assigned.

Qualifications –

  • Bachelor's degree is required.
  • Certified Financial Planner or equivalent designation is mandatory.
  • Minimum of five years of experience in comprehensive personal financial planning, with at least two years managing client engagements.
  • Experience in investment management, including portfolio design and execution.
  • In-depth knowledge of commonly used investment vehicles, such as mutual funds and ETFs.
  • Exceptional attention to detail is essential.
  • Outstanding written and verbal communication skills are required.
  • Strong passion for business development and advanced skills in this area.
  • Self-starter who takes ownership of responsibilities.
  • A collaborative partner who thrives in a dynamic environment.
  • Ability to prioritize tasks effectively amidst a diverse workload.
  • Proficiency in Excel, Word, Outlook, and PowerPoint is necessary.
  • Excellent personal and professional references are expected.

What We Offer –

  • A collaborative and enjoyable work environment.
  • 401(k) plan with company matching.
  • Bonus opportunities.
  • Competitive contributions to medical benefits.
  • Support for continuing education.
  • Expense reimbursement policies.

About Aspiriant –

Aspiriant is a premier independent wealth management firm. We value the contributions of each employee and strive to create a work environment that balances professional and personal lives. Our core values guide us in seeking diverse perspectives and talents to fulfill our mission, ensuring that all staff members contribute to and share in our success. Aspiriant is committed to diversity and equal opportunity in employment practices.