FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementaccount retentioninvestment management
Industry Keywords
Private Wealth Managementinvestment objectivesNet Portfolio growthinvestment experience
About the role
Key responsibilities & impact- Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
- Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
- Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law