Well established billion+ Wealth Management Firm with strong year over year organic growth seeks a President in Boston, MA to develop and implement the strategic vision.
- Lead the Firm’s continued development as the Founder transitions away from day to day management responsibilities.
- The Firm services high net worth individuals and families (5M – 150M+ level clientele) and their related trusts, foundations, partnerships, and retirement accounts and provides high touch relationship management, strategic holistic wealth planning solutions, and a customized investment management approach, building portfolios from individual securities and fixed income positions inclusive of select private equity and venture capital opportunities.
- Build and mentor staff with a focus on investment process, sales, marketing, and relationship management
- Collaborate with the partners to develop and implement strategies to accelerate business growth while continuing to maintain excellence in client service.
- Provide high touch customer service to existing client base, developing a deep level of understanding of the investment and wealth management needs of current clients and of how the Firm can add value to existing relationships
If interested, please apply here.
