Manager - Wealth Management

We seek a highly skilled and experienced Manager – Wealth Management to join our team s role involves building and maintaining client relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments, and foundations. They display integrated understanding of wealth planning processes, proactively identify client issues, propose solutions, and research technical issues. Managers add insight to analysis and communicate effectively (orally and in writing) with clients.

The position requires extensive contact with clients, prospects, and centers of influence. They participate actively in firm initiatives.

We are Aspiriant
, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive of learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

• Manage most day-to-day aspects of client engagements
• Participate in client service teams as one of two or three Wealth Managers.
• Proactively manage client communication and expectations, ensuring a high-touch service experience.
• Work alongside the lead advisor to deliver and present tailored financial plans, investment reviews, and scenario analyses aligned with client objectives.
• Collaborate closely with the lead advisor to develop and deliver targeted recommendations that are tailored to the client’s unique circumstances, life milestones, and evolving goals.
• Help coordinate with clients’ tax, legal, and other outside advisors to ensure alignment and integration of planning strategies.
• Manage and supervise (or self-prepare) meeting materials for use in personal financial planning engagements and ongoing wealth management work.
• Prepare statements of net worth, cash flow, long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions. Prepare investment policy statements, and other tools for use in wealth planning engagements.
• Prepare initial drafts of comprehensive meeting agendas and PowerPoint presentations .
• Participate in the development and execution of recommended strategies for over- or under-capitalized clients.
• Review client tax returns and tax projections as needed, to gather relevant insights and/or to model complex transactions and provide tax planning strategies to clients .
• Review client estate planning documents and provide recommendations for modifications, if necessary. Assist clients with the development of new estate plans and work closely with outside estate planning attorneys while documents are being drafted to ensure they are complete and designed according to the client’s intentions.
• Perform high level reviews of the risk management posture of clients and supervise work with outside vendors to develop and implement insurance programs (life, property and casualty, health, long term care and disability).
• Draft summary emails following client meetings, clarifying understandings, and outlining steps for implementation.
• Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for making sure everything gets…