Director of Client Service

About the OpportunityDo you have exceptional client services skills? Are you ready to play a significant leadership role in a rapidly growing entrepreneurial firm? As the Director of Client Service, you will build relationships with prospective high net worth clients to identify their needs, determine whether there is a good fit and successfully transition them to clients. You must be comfortable working in a collaborative, team-based environment that promotes a fun and enthusiastic atmosphere. If you have a proven track record of excellence in managing and mentoring people, this position is perfect for you! ** Company Description Major asset management company Job Description Responsibilities for the Director of Client Service include: Acting as the primary cultivator of client relationships Developing and executing the overall strategy for clients' investment and wealth management plans Determining asset allocation Overseeing on-going portfolio management Monitoring performance and clients' financial situation to ensure alignment with clients' customized strategies Leading and managing internal client teams Working with clients' team of external advisors to deliver integrated advisory services Identifying new business opportunities and strategies to pursue them Required Skills 10+ years of experience working with high net worth individuals and families on their investment needs Strong business development skills Skilled in various aspects of portfolio management, including asset allocation theory Experience in a broad range of investment offerings Strong familiarity with other wealth management issues (i.e. wealth transfer strategies, tax planning, insurance, single stock risk management and philanthropy) Company: Execu/Search Group Job Title: Director of Client Service Job Category: Accounting/Finance/Insurance Location: US-NY-New York City Reference Id: J49637