Associate Director, Private Wealth Management

ASSOCIATE DIRECTOR, PRIVATE WEALTH

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW client base, is seeking an Associate Director, Private Wealth.

The diverse duties of this role include working with the client's Advisory staff to provide counsel with their portfolio construction, including tax and estate planning, portfolio monitoring, leading periodic portfolio reviews, executing portfolio rebalancing as necessary, etc. This individual will have the opportunity to collaborate with multiple Firm departments during the execution of these duties.

This role is a FANTASTIC opportunity for an individual who offers 5+ years of experience supporting an UHNW client base in this capacity.

Advanced degrees or certifications such as the CFP or CFA, while not a prerequisite to be considered a viable candidate for this role, is/are a plus.

Compensation includes a base salary in the $130K- $170K range, depending on experience, plus bonus

If you are qualified and interested in pursuing this role, please send your updated resume View email address on click.appcast.io

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC