Regional Manager of Investment and Fiduciary Services-Wealth Planning

Location: Palo Alto, CA
Date Posted: 03-07-2017
Responsible for leading a team of investment and fiduciary professionals and the performance of the Fiduciary and Investment Wealth Management line of business within the Palo Alto Wealth Management hub office. Office assets under advisement exceed $3BBN. Fiduciary and investments team currently consists of 8 FTE and is expected to grow. Key management responsibilities include: business growth, sales management, client retention, economic stewardship, risk management, team member development, recruitment and partner engagement. Key areas of focus include: new client acquisition relationship management discovery and planning penetration implementation of wealth planning and, advice model execution by integrating knowledge and fiduciary principles, as well as sourcing Specialized Wealth Services sales.
The RMIF will serve as the chief advocate of investment services in the market, which includes the ability to articulate and present Investment Institute’s perspectives and advice on portfolio construction, investment themes and asset allocation. The RMIF will oversee portfolio construction by the hub investment strategy team and will be responsible for driving fiduciary awareness and adoption throughout the hub and FA teams.
The RMIF is a representative of Wealth Management Services and partners across lines of business, channels, and external partners including centers of influence. •10+ years of wealth management experience including 5+ years of experience in one or a combination of the following: investment management, trust, or investment planning•5+ years of leadership experienceMust have CFA or strong Investment Management acumen
Desired Qualifications •Knowledge and understanding of wealth planning, trust, estate, fiduciary law, taxation, and investments•A BS/BA degree or higher•Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)•Business development experience•Ability to provide leadership by coaching, training, and mentoring•Knowledge and understanding of portfolio management services to clients with accounts in excess of $2MM•Knowledge and understanding of fiduciary, investment, or planning disciplines
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
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This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

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