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Director of Wealth Management

Buffalo, NY 14201

Posted: 05/13/2019 Employment Type: Permanent Industry: Financial Services Job Number: 4149 Pay Rate: DOE
Direct Hire opportunity!
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
To succeed in this position, candidates must have exceptional customer service, communication and relationship building skills. Must understand investment strategies, portfolio construction concepts and market analysis.

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.

Peggy Koch
President

As President, Peggy brings over 15 years of experience in recruiting to the KRG team, where she specializes in legal placements.
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