Onsite Manager for the assembly and management of energy supply systems at Energy Projects GmbH. Collaborating with teams and clients on various innovative projects while ensuring workplace safety.
About the role
- Client Development & Portfolio Manager in a wealth management firm. Focusing on expanding client base and delivering financial guidance.
Responsibilities
- Identify and pursue new business opportunities through networking, referrals, and strategic outreach
- Qualify prospective clients and guide them through the onboarding process
- Collaborate with marketing and operations to support lead generation campaigns
- Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects
- Track and report on business development metrics (e.g., close rate, pipeline growth)
- Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners
- Stay informed on industry trends and competitor offerings to position the firm effectively
- Support the development of associate advisors by sharing business development strategies
- Conduct discovery meetings to understand client goals, values, and financial considerations
- Develop and present customized financial models and investment strategies
- Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances
- Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice
- Ensure high levels of client satisfaction and retention through proactive communication and service
- Mentor associate advisors and contribute to their technical and professional development
- Participate in firm-wide initiatives to improve client experience and operational efficiency
Requirements
- 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans
- Demonstrable network of centers of influence, business owners, and high net worth individuals
- CFA or CFP® designation or progress toward certification preferred
- Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
- Strong communication, prioritization, and relationship-building skills
- Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
- Experience with the Charles Schwab platform preferred
- Qualified candidates must submit a cover letter and resume when applying
- Must be present in-office at least 2 days per week, or more depending on needs of the department
Benefits
- Healthcare, Vision, Dental
- 401k Eligibility with Company Match
- Education and conferences reimbursement upon completion
- Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
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