What are the responsibilities and job description for the Managing Director position at Gorra Financial Group?
Company Description
Gorra Financial Group is dedicated to understanding the needs, wants, and long-term goals of our clients. We help develop, implement, and monitor personalized financial plans to address individual situations. Our commitment is to utilize all resources to help clients pursue their financial goals by challenging conventional wisdom in investing and wealth preservation.
Role Description
This is a full-time hybrid Managing Director role based in Boston, MA with the flexibility for some work from home. The Managing Director will oversee the financial professionals in the practice, ensure the best interests of clients are met, and focus on client satisfaction. Day-to-day tasks include strategic planning, financial analysis, team management, and client relationship management.
Qualifications
- Financial Planning, Investment Management, and Wealth Preservation skills
- Experience in strategic planning and financial analysis
- Team management and leadership skills
- Client relationship management and client-centric approach
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Experience in the financial services industry
- Master’s degree in Finance, Economics, Business Administration, or related field