Private Wealth Manager

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Job description

We are seeking a Manager of Client Services to join our Private Wealth New York office. This position is responsible for managing all aspects of the sales support and client service functions for select teams within the New York Office. Key responsibilities include the following:

" Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Financial Advisors and their clients

" Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback

" Partner with the Managing Directors and Financial Advisors to ensure continuity of business and client service excellence

" Implement procedures and department policies with teams

" Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients

" Serve as a resource to Financial Advisors and teams regarding service-related inquiries and exceptions

" Manage operational, firm and client risk through due diligence and effective communication

" Review and approve various transactions and exceptions

" Oversee resource distribution and headcount

" Engage in and lead local and national projects

Ideal candidate should have a detailed knowledge of the Private Wealth Management business (services, procedures, wealth planning, etc.). The ideal candidate also:

" Possesses strong interpersonal, communication and leadership skills

" Can work independently under pressure and as part of a team

" Has a Bachelor's degree and is Series 7 and 63 licensed

" Has 3+ years of wealth management experience and/or 3+ years of managerial experience

" Ideally a graduate or current member of the Next Program or equivalent

Managers must become Series 9 and 10 licensed within four months of joining role.