Wealth Planning Practice Lead

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 partner ships. 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

Key details

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

What you'll bring to the table

What will make you really stand out

What TPG can offer you

Commitment To Diversity

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