What are the responsibilities and job description for the Managing Director position at Alpha Careers?
Company Description
Alpha Careers is a retained national executive search firm exclusive to the Private Wealth space. We place senior-level professionals at RIAs, private banks, investment firms, and MFOs nationwide.
Role Description
This is a full-time role for a Managing Director at a $45B RIA located in Portland, Oregon. The Managing Director should be a planning-focused private wealth advisor with experience working with existing clients in addition to leading the firm’s growth and expansion with clients >
5M in the Portland market. Very attractive compensation package includes a robust salary annual bonus incentive pay.
Qualifications
- 10 years of experience
- Robust network of Centers of Influence
- Financial Planning experience
- Proven track record of identifying and closing new client relationships >
- Client Relationship Management skills
For more information, please contact me at 310-666-5789 or at Denise@alphacareersllc.com
J-18808-Ljbffr