Head of Private Asset Management

Head of Private Asset Management

Boston Region, MA

Overview

Well established, multi-billion Investment Management Firm seeks a leader over the Private Client Group to manage a the team with a focus on business development, high touch relationship management and client retention strategies.

Highlights

• Lead team by example through sourcing new clientele from referrals from existing clients, as well as externally developed referral sources

• Mentor current Financial Advisors with regards to relationship management and business development skills while recruiting additional team members
• Requires a track record of sourcing high net worth clients from external channels (Centers of Influence, Seminars, Events etc.)
• No portable book of business necessary

Job Type: Full-time

Salary: $200,000.00 to $400,000.00 /year

Additional Compensation:

• Commission
• Bonuses

Work Location:

• One location

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan

This Job Is Ideal for Someone Who Is:

• People-oriented — enjoys interacting with people and working on group projects
• Achievement-oriented — enjoys taking on challenges, even if they might fail
• Autonomous/Independent — enjoys working with little direction

This Company Describes Its Culture as:

• Stable — traditional, stable, strong processes
• People-oriented — supportive and fairness-focused
• Team-oriented — cooperative and collaborative

Schedule:

• Monday to Friday