JOB DESCRIPTION

Job #: 6067
Title: Managing Director of Financial and Investment Planning
Job Location: New York City, New York - United States
Employment Type:
Salary: $350,000.00 - $600,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Managing Director of Financial and Investment Planning - New York, New York - 10mm+ level clientele

Multi-Billion Boutique Wealth Management Firm in NYC seeks Managing Director to work directly with the CEO and serve as the lead relationship manager and technical resource to existing high net worth and ultra high net worth clientele. The current partners will be retiring and transitioning out over the next few years and are actively seeking to build the next generation management and leadership team.

The Firm is Fee-Only and enjoys full wallet share of the clients' investable assets. There are no product sales and the MD's act as holistic unbiased advisors to their clients. The focus is not only on guidance, but also implementation in every aspect of investment, trust and estate, financial and tax planning.

The role will offer the opportunity to work closely with the CEO and other MD's in developing staff, strategic growth initiatives and positioning the firm for continued long term success.

JOB DESCRIPTION

The focus is not only on guidance, but also implementation in every aspect of investment, trust and estate, financial and tax planning.

QUALIFICATIONS

Seeking candidates that have begun their career in a law or CPA firm and developed their investment acumen at another financial services firm.

Advanced degree required.

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