Director of Wealth Management
Buffalo, NY 14201
Great opportunity to work for a busy and hard-working team.
Competitive salary and benefits package offered!
A small Buffalo consulting firm is looking to add a Director of Wealth Management to their close-knit team. In this role, you will be the head of investment offering, investment consulting, and research offering.
The Director of Wealth Management will be:
- Monitoring investment solutions
- Managing the performance of the investment activity for each client and the professional experience that clients experience on a daily basis
- Controlling all trade and compliance for the firm
About 30% travel will be required.
Qualified candidates should submit their resume today to be considered for this exciting opportunity.
- 5+ years in the financial services industry
- Bachelor`s Degree required; MBA, CFA or CIMA preferred
- Proven experience in portfolio management and asset allocation
- Proficient in analytical tools/database applications and market data systems
Key Resource Group, LLC considers applicants for all positions without regard to gender, race, color, religion, national origin, ancestry, age, marital status, sexual orientation, pregnancy, physical or mental disability, citizenship, veteran status, gender expression and/or identity, or any other class protected by federal, state, or local laws. Key Resource Group, LLC is an equal opportunity employer.