What are the responsibilities and job description for the Wealth Planning Practice Lead position at The Partners Group?
Job Type
Full-time
Description
Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.
TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.
Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!
The Partners Group currently has an outstanding opportunity for a dynamic and experienced professional to join our Wealth Management team in Portland, Oregon as a Wealth Planning Practice Lead.
How You Will Make An Impact At TPG
The primary role of the Wealth Planning Practice Lead is to lead client strategy and financial planning while leading the Wealth Planning team. This individual will foster client relationships, provide tailored advice, and drive business growth, ultimately contributing to the organization’s overall success.
What a Typical Day In This Role Looks Like
Location: Portland, OR; in-office with hybrid remote opportunities
Hours: 40 hours/week, Mon-Fri
Salary Range: $150,000-175,000 annually (DOE)
Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.
Travel: Minimal
Requirements
What you’ll bring to the table
TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.
Apply Today
Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.
Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.
The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
We use E-Verify to confirm the identity and employment eligibility of all new hires.
Full-time
Description
Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.
TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.
Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!
The Partners Group currently has an outstanding opportunity for a dynamic and experienced professional to join our Wealth Management team in Portland, Oregon as a Wealth Planning Practice Lead.
How You Will Make An Impact At TPG
The primary role of the Wealth Planning Practice Lead is to lead client strategy and financial planning while leading the Wealth Planning team. This individual will foster client relationships, provide tailored advice, and drive business growth, ultimately contributing to the organization’s overall success.
What a Typical Day In This Role Looks Like
- Develop and implement client financial strategies, leading advisory teams to meet client goals
- Provide personalized financial advice as the primary client advisor, optimizing relationships and identifying opportunities
- Prepare and deliver financial plans and updates using tools like eMoney, collaborating with advisors on recommendations
- Lead, mentor, and train Wealth Planning team members, fostering skill development and team growth
- Build and maintain a high-net-worth client portfolio through prospecting, cross-selling, and retention efforts
- Stay informed on advanced planning topics and competitor offerings to enhance client solutions and maintain a competitive edge
Location: Portland, OR; in-office with hybrid remote opportunities
Hours: 40 hours/week, Mon-Fri
Salary Range: $150,000-175,000 annually (DOE)
Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.
Travel: Minimal
Requirements
What you’ll bring to the table
- At minimum, an undergraduate degree in a business-related field
- 10 years of demonstrated planning and business development experience working with high-net-worth clients, with proven results using the Certified Financial Planner (CFP) designation
- In-depth knowledge of financial products and relevant regulations
- Strong client advisory skills and demonstrated leadership experience
- Financial planning skillset and familiarity with eMoney as planning tool
- Registered Investment Advisor (RIA) background preferred
- Excellent verbal and written communication skills for internal and external needs
- Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word
- A high level of accountability, organization, and attention to detail
- Strong self-sufficiency and able to work independently, as well as in team settings
- Professional working proficiency in Spanish language desired (conversational, reading, and writing)
- A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, a retirement plan, and company ownership opportunities
- Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
- Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day
TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.
Apply Today
Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.
Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.
The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
We use E-Verify to confirm the identity and employment eligibility of all new hires.
Salary : $150,000 - $175,000
