Job Details

Manager Wealth Management

Company name

Aspiriant, LLC

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

May 23,2019

Valid Through

Sep 05,2019

Posted on

Feb 27,2018

Years of Experience

Min 5 yrs required

Location

Los Angeles, CA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Manager - Wealth Management
The candidate will manage most day-to-day aspects of client engagements as a member of a client service team. Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. Coordinate bringing proactive planning opportunities to clients that enhance their overall plan with the other departments within Family Office Services. Perform high level reviews of the risk management posture of clients and supervise work with outside vendors to develop and implement insurance programs (life, property and casualty, health, long term care and disability). Supervise and co-ordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials. Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation. Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation. Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for making sure everything gets done. Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner (within 24 hours). Actively participate in business development efforts, including building referral network and actively participating in prospect meetings. Supervise the preparation of meeting materials, including agendas, planning analyses, and investment materials. Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.

Qualification and Experience

The candidate must be Certified Financial Planner designation. Should have Bachelor's degree. Prefer Accounting, Finance, Law, Economics and/or significant experience in a related field. Graduate degree, EA and / or CPA designation is desired. Sophisticated understanding of estate planning techniques, executive compensation, income taxation, company-granted stock compensation, deferred compensation techniques, and retirement planning is required.

Company info

Hiring Coordinator
Aspiriant, LLC
11100 Santa Monica Blvd
Ste 600
Los Angeles, CA 90025

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