File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Director, Client Advisory
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
6704
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Investment Management
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Dec 1 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Dec 19 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Understand fundamentals of financial, tax, retirement and estate planning
Offer consultation on client's strategic asset allocation, portfolio structure design, report overview and performance monitoring
Provide comprehensive guidance to clients regarding investment and portfolio needs
Proactively work with Client Service Associates and Portfolio Analysts internally to problem solve and troubleshoot as situations arise regarding portfolio client implementation, trading, servicing, and reporting
Prepare for client meetings, presentation, and conference calls (and provide follow-up after), and oversee, monitor and manage the timely internal administration of client accounts and assets;
Develop thoughtful strategies that enhance client service delivery
Oversee client servicing activities for a specific group of delegated clients including coordination of necessary client infrastructure documentation, presentation of investment policy guidelines, development of marketing materials, portfolio trading, tax analysis, and asset allocation/portfolio structuring analyses
Spearhead and proactively recommend and coordinate portfolio rebalancing strategies, working with the firm's Portfolio Advisory and Investment Research teams to effectuate the investment decisions;
Prepare client follow-up memoranda and other supporting reports/ documents/ memoranda as required, within strict deadlines
Oversee and manage annual client tax reporting efforts and periodic tax reporting requests
Assist with new client onboarding including the coordination of asset management and trust/custody relationships and the construction of reporting infrastructure, drafting Investment Policy Statements and implementation memoranda.
Monitor client portfolios on an ongoing basis, including cash management and liquidity provisioning efforts to assure all portfolios are invested according to asset allocation models, fixed and custom. Factor and actively manage cash inflows from various sources
Work with other firm personnel in preparing internal management memoranda and actively participate and make contributions to periodic firm management meetings.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
•Five to ten years of experience in wealth management, estate planning and/or tax planning
•Ability to multi-task, manage projects within strict deadlines, work independently, demonstrate creativity, flexible to handle responsibilities beyond the core job, and be articulate
•Strong commitment to teamwork, and be able to take instruction and guidance from the Partners
•Solid organizational and communication skills as this position involves extensive writing;
•Passion for family office client service and attention to detail at all levels.
•Technology savvy and ability to handle industry software programs, Excel
•At a minimum must have attained a bachelor's degree. Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, etc.) are strongly preferred.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
5
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
For more information contact: Adam Cordeiro (617)-912-2307 |adamc@fanning-boston.com
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
SalaryRange
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Salary Range
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
200k
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
Understand fundamentals of financial, tax, retirement and estate planning
Offer consultation on client's strategic asset allocation, portfolio structure design, report overview and performance monitoring
Provide comprehensive guidance to clients regarding investment and portfolio needs
Proactively work with Client Service Associates and Portfolio Analysts internally to problem solve and troubleshoot as situations arise regarding portfolio client implementation, trading, servicing, and reporting
Prepare for client meetings, presentation, and conference calls (and provide follow-up after), and oversee, monitor and manage the timely internal administration of client accounts and assets;
Develop thoughtful strategies that enhance client service delivery
Oversee client servicing activities for a specific group of delegated clients including coordination of necessary client infrastructure documentation, presentation of investment policy guidelines, development of marketing materials, portfolio trading, tax analysis, and asset allocation/portfolio structuring analyses
Spearhead and proactively recommend and coordinate portfolio rebalancing strategies, working with the firm's Portfolio Advisory and Investment Research teams to effectuate the investment decisions;
Prepare client follow-up memoranda and other supporting reports/ documents/ memoranda as required, within strict deadlines
Oversee and manage annual client tax reporting efforts and periodic tax reporting requests
Assist with new client onboarding including the coordination of asset management and trust/custody relationships and the construction of reporting infrastructure, drafting Investment Policy Statements and implementation memoranda.
Monitor client portfolios on an ongoing basis, including cash management and liquidity provisioning efforts to assure all portfolios are invested according to asset allocation models, fixed and custom. Factor and actively manage cash inflows from various sources
Work with other firm personnel in preparing internal management memoranda and actively participate and make contributions to periodic firm management meetings.
Qualifications:
•Five to ten years of experience in wealth management, estate planning and/or tax planning
•Ability to multi-task, manage projects within strict deadlines, work independently, demonstrate creativity, flexible to handle responsibilities beyond the core job, and be articulate
•Strong commitment to teamwork, and be able to take instruction and guidance from the Partners
•Solid organizational and communication skills as this position involves extensive writing;
•Passion for family office client service and attention to detail at all levels.
•Technology savvy and ability to handle industry software programs, Excel
•At a minimum must have attained a bachelor's degree. Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, etc.) are strongly preferred.
Required Years of Experience:
5
Additional Info:
For more information contact: Adam Cordeiro (617)-912-2307 |adamc@fanning-boston.com