What are the responsibilities and job description for the Manager position at myCIO Wealth Partners?
myCIO Wealth Partners is a Comprehensive, Independent and Objective wealth management firm that provides comprehensive financial planning services to high-net-worth individuals, families and institutions managing over approximately $14.4 billion dollars of client overall assets as of December 31, 2024.
myCIO Wealth Partners is one of the largest independent wealth management firms in the country and is a leader in objective comprehensive financial planning and investment advisory advice.
We are looking for organized, energetic, smart, and hardworking team members to join and participate in our unprecedented growth.
Key Areas of Responsibilities:
• Manage team members in compiling monthly & quarterly reports on portfolio performance
• Manage and/or assist in updating client meeting materials and special projects
• Provide quantitative & qualitative analysis of client investments
• Manage or assist in compiling quarterly tax projections
• Review client estate plans and assist in developing wealth transfer strategies for clients
Qualifications:
• Four (4) to six (6) years of relevant experience (wealth management / financial planning experience preferred)
• Bachelors’ degree or higher from an accredited university; math or accounting background preferred
• Experience working with various account custodians
• Must be organized, detail-oriented and able to manage and prioritize tasks
• Able to work in a fast-paced, dynamic consulting environment
myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit-sharing plans.