Wealth Relationship Manager

Employer
Westport One
Location
Mclean, VA
Posted
Jun 13, 2017
Closes
Jun 21, 2017
Function
Management
Hours
Full Time
Wealth Relationship ManagerOur client is an RIA subsidiary of a community bank with more than $4 billion in assets, 40 plus branches and both entities are rapidly growing in the market. The holding company has been recognized by Forbes Magazine as one of the top 100 "Most Trustworthy'' corporations in America for their integrity in financial reporting. The RIA has experienced a 10% growth year over year for the past 5 years and expects this uptick in profitability to continue. Leadership is dedicated to providing superior back office and technical support as well as the marketing needed to enable team success at each level. Because of its significant growth, the RIA seeks a Relationship Manager to inherit more than $150mm in AUM, to deepen these client relationships as well as cultivate new ones and to act as the Team Lead to a trust officer, a CFA, and administrative personnel. The Relationship Manager will be the face of the company for the client while providing guidance on investment strategy, portfolio allocation, trusts and financial planning. The ideal candidate will have:* 5+ years of hands on experience in asset allocation principles, Equity Investments and Personal Financial Planning* Strong knowledge of mutual funds, stocks, municipal bonds and treasuries* Proven track record in managing more than $100mm in AUM and proven business development acumen* CFP (required.) Experience with Morningstar, Principia and Tamarac systems are a plus.Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.Any inquiries relating to this ad will be kept confidential.To learn more about our organization please visit us at www.westportone.com.To apply for this position, submit your resume by choosing one or more of the following:1.) CLICKING "APPLY NOW" ON THIS PAGE (PREFERRED) 2.) Fax resume with cover letter to: 314-991-9586. Attention: Kim Carlson. Please refer to job reference code KF/VAwealth NO CALLS PLEASE