Director, Family Office Management Team - Boston, MA
Only for registered members Boston, MA, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
The Director assists in managing complex client relationships by liaising with various business groups across Service, Investment Research, and Advisory teams to deliver a multidisciplinary solution.
Responsibilities
- Understand fundamentals of financial, tax, retirement, and estate planning
- Consult on strategic asset allocation, portfolio structure design, and performance monitoring
- Provide comprehensive guidance to clients on investment and portfolio needs
- Collaborate with internal team members to troubleshoot portfolio implementation, trading, servicing, and reporting
Requirements
- 10+ years of experience in wealth management, estate planning, and/or tax planning
- Bachelor's degree required; Series 65 (or equivalent) certification required
- Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, LLM, etc.) strongly preferred
Job description
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