Client Services Manager

5 days ago


Oakland, California, United States Candide Group Full time

{"About Candide Group": "Candide Group is a Registered Investment Advisor that leverages capital to support the transition to a global economy built on social justice and sustainability. We work with families, foundations, and institutions to flow their money to social justice-focused companies, funds, and organizations building a new economy.", "Our Mission": "Our mission is to provide authentic and educational services to our clients, helping them achieve their impact goals while aligning their wealth with their values.", "Key Responsibilities": "The Client Services Manager will provide leadership for all aspects of the client experience within the Advisory practice at Candide Group. This includes building and holding detailed knowledge of our clients, their portfolio strategies, impact goals, and general preferences. The role will also oversee pipeline management, the matching of clients to opportunities, and the execution of investment strategies.", "Requirements": "We are seeking a highly skilled and experienced professional with a strong track record in client services, investment portfolio management, and compliance practices. The ideal candidate will have a deep understanding of social justice issues and impact investing, with a willingness to continuously learn and align investment strategies with social and environmental justice goals.", "What We Offer": "Candide Group offers a competitive salary range of $126,000.00 - $137,000.00, commensurate with experience. We also offer benefits such as medical, dental, and vision insurance, an employer-contributed 401K, 15 days of PTO, and our office is closed the first week of July and the last week of December.", "How to Apply": "Please email your cover letter and resume to [insert email address] with the subject line 'Client Services Manager Application.' We look forward to hearing from you.", "Equal Opportunity Employer": "Candide Group is an equal opportunity employer committed to diversity, equity, inclusion, and justice. We strongly encourage and seek applications from women, people of color, including bilingual and bicultural individuals, formerly incarcerated individuals, as well as members of the lesbian, gay, bisexual, and transgender communities.", "Location": "The preference is for this position to be located in the San Francisco Bay Area, and we will prioritize those applications. However, we are potentially open to other locations nationally if the skill set is compatible.", "Contact Information": "Please do not contact us with unsolicited applications or inquiries.", "Disclaimer": "Candide Group reserves the right to modify or withdraw this job posting at any time.", "Language": "English"}



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