Client Development & Portfolio Manager; Gray Private Wealth

Salary Range: $ To $ Annually

Candidates must reside in Greater Boston, MA

Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm’s value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals.

This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client’s unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm.

• 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.

• Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice.
• 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.

• 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.

• $140, Base salary.
• Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits.
• Healthcare, Vision, Dental.
• 401k Eligibility with Company Match.
• Education and conferences reimbursement upon completion.