Director

LHH Recruitment Solutions is currently hiring a Director to manage client relationships, participate in portfolio recommendations, and engage in investment strategy discussions while ensuring high-touch client service. This role requires 6+ years of wealth management experience, and strong client relationship management skills. This role is in San Francisco, CA and offers a hybrid work environment with 3 days onsite. The anticipated salary is $120,000 -$200,000 annually.

Responsibilities:

• Provide exceptional client service to existing and prospective clients, including leading client meetings, developing customized financial strategies, and confidently discuss investments with clients
• Manage portfolio analysis, trade execution and account maintenance
• Assist with preparation of client meeting materials, reports, and presentations
• Engage in investment strategy discussions
• Participate in portfolio recommendations
• Construct performance and asset allocation reports
• Monitor investment performance and manage portfolios
• Review alternative investment strategies
• Research client inquiries and conduct quarterly performance reviews

Qualifications:

• Bachelor's degree required
• Minimum 6 years of wealth management experience required\
• CFA, CFP CAIA designation preferred
• Exceptional communication skills
• Proven track record managing client relationships
• Strong investment knowledge
• Salesforce experience preferred
• Team-oriented
• Comfortable in a fast-paced, high-growth environment

Benefits include:

• Health, Dental, and Vision insurance
• Training and continuing education reimbursement
• Lunch provided in office 3 days per week
• 401k retirement plan with up to 5% matching
• Wellness reimbursements
• Donation matching
• Accrued paid time off starting at 3 weeks for the first 3 years of service, 4 weeks for 4-9 years, and 5 weeks for 10+ years
• Sick leave
• 10 paid holidays

Pay Details: $120,000.00 to $200,000.00 per year

Search managed by: Sara Neuville

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.