Harrison Gray Search has partnered with a premier investment management firm seeking a Private Wealth Manager to join their Client Services team in San Francisco
Our client is looking for a leader who is interested in a dynamic and cross-functional leadership role. This individual is genuinely interested in:
The Purpose of the Role
The purpose of the Manager role is to provide passionate and responsible stewardship of employees, client experience, policies and procedures, and business strategies that lead to continuous growth and success.
What the Role Entails
Job Qualifications
The Ideal candidate should know the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:
Managers must become Series 9 and 10 licensed within six months of their start date
Compensation & Benefits: