Director, Private Wealth Management

Overview

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process. I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW client base, is seeking a Director, Private Wealth Management.

Responsibilities

• Work with the client\'s Advisory staff to provide counsel with their portfolio construction, including tax and estate planning needs, portfolio monitoring, leading periodic portfolio reviews, executing portfolio rebalancing as necessary.
• Collaborate with multiple Firm departments during the execution of these duties.

Qualifications

• 10-20 years of experience supporting an UHNW client base in this capacity.
• Advanced degrees or certifications such as the CFP or CFA are a plus but not required for consideration.

Compensation

Compensation includes a base salary in the $200K- $300K range, depending on experience, plus bonus

Application

If you are qualified and interested in pursuing this role, please send your updated resume [email protected]

Fanning, a division of Masis Staffing Solutions, LLC