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Family Wealth-Wm Director

Expired Job

RSM Cleveland , OH 44114

Posted 2 months ago

Manages individual, foundation, endowment and trust account assets and investment relationships consistent with the Investment Policy Statement objectives of the client and the criteria of the firm. Strong focus on managing client account retention though effective planning and portfolio management. Responsibility for presenting investment strategies to clients.

  • Serves as the primary point of contact for client relationships

  • Serves as the primary point of contact with third party manager platform, mutual fund, ETF, alternative and annuity providers

  • Creates, directs and over-sees clients' financial investment portfolios

  • Manages staff updates and progress reporting, rebalancing of asset allocation model and recommendations for portfolio rebalancing

  • Over-sees and manages staff with respect to daily deposits/withdrawals, cash balances, and rebalancing the portfolio Presents reports for client review meetings

  • Uses various tools to research and provide investment portfolio, life & disability insurance analysis for prospects and clients

  • Consistently follows procedures to be compliant

Preferred Skills/Experience:

  • Thorough understanding of investment management

  • Strong knowledge of finance, economics and general business

  • Effective sales and relationship management/client services skills

  • Ability to effectively present investment strategies to clients

  • Ability to make critical decisions independently

  • Excellent interpersonal and verbal and written communication skills

Basic Qualifications:

  • Business experience of 5 or more years in the Wealth Management or Financial Services industry

  • Series 65 licensing

  • Good communicative and analytical skills for working with prospects and clients

  • Acceptable compliance record in prior position(s)

  • Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion

Preferred Qualifications:

  • Undergraduate Degree in Business (Accounting a plus)

  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools

  • Life and Annuity License

  • CFP, CFA, JD, or MBA

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Job ID req6158

Line of Business: Wealth Management

SubFunction: Family Wealth Services - WM

Job Type: Full Time

Req #: req6158

Location: 23340 Miles Road, , Cleveland, OH US

Region: Great Lakes Region

Job Category: Wealth Management

Employment Type: Experienced

Degree Required: Bachelor

Travel: Yes


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Family Wealth-Wm Director

Expired Job

RSM