Director, Wealth Management

As a Senior Recruiter at Fanning
- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves a HNW/ UHNW client base, is seeking a Director, Wealth Management. The diverse duties of this role include maintaining a keen understanding of client's investment objectives (including tax and estate planning needs) to provide customized counsel with portfolio construction, portfolio monitoring, leading periodic portfolio reviews and executing portfolio rebalancing as necessary.

This individual will have the opportunity to collaborate with multiple Firm departments during the execution of these duties.

This role is a FANTASTIC opportunity for an individual who offers 10-20 years of direct experience

Advanced degrees or certifications such as the CFP or CFA, while not a prerequisite to be considered a viable candidate for this role, is a plus.

Compensation includes a base salary in the $200K- $300K range, depending on experience, plus bonus

If you are qualified and interested in pursuing this role, please send your updated resume

Fanning, a division of Masis Staffing Solutions, LLC