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Relationship Manager/Portfolio Manager

Reference Number: DW5777
Location: Boston, Massachusetts

The Judson Group has partnered with a growing, fee-only wealth management firm in the search for a Relationship Manager/Portfolio Manager. The Relationship Manager/Portfolio Manager helps to maintain client relationships through client communications, financial planning needs, and coordinated delivery of services to individuals and families. This position will take over a current book of clients and will be expected to maintain and grow that book of business.

The ideal candidate will have a strong financial planning background servicing HNW and UHNW clients.

Responsibilities:

• Maintain regular client communication, attend client meetings, and handle client service process.

• Participate in maintenance of client accounts including account opening and compliance reviews.

• Prepare client meeting materials and custom reporting.

• Reviews client reports and assists with all planning and implementation for the client.

• Work closely with Senior Client Advisor and other firm members to ensure investment management activities are completed in a timely and accurate manner.

Requirements:

• 10+ years of financial services experience preferably with exposure to wealth management.

• Bachelor’s degree required; Advance degree, CFP, CFA, CDFA designations highly preferred.

Compensation: Attractive base salary with excellent benefits package.

Location: Boston, Massachusetts 

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.