Job Description
This Jobot Job is hosted by: Merwan Zattam
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $115,000 - $140,000 per year
A bit about us:
Company Overview
We are a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. Everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.
Our culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.
Why join us?
Comprehensive Health Coverage: Employees have access to medical, dental, and vision insurance plans.
Retirement Plans: There are options for 401(k) plans with company matching to help employees save for their future.
Paid Time Off: Generous vacation, sick leave, and holiday policies ensure employees can balance work and personal life.
Professional Development: Opportunities for continuous learning and career growth through training programs and educational assistance.
Wellness Programs: Initiatives to support physical and mental well-being, including gym memberships and wellness workshops.
Flexible Work Arrangements: Options for remote work and flexible schedules to accommodate different needs.
Job Details
Associate Relationship Manager
Overview
The Associate Relationship Manager plays a critical role in supporting client relationships by managing the day-to-day needs of clients. This position enables senior Relationship Managers to focus on client acquisition and long-term relationship development.
Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high-quality client experience.
Key Responsibilities
Client & Prospect Engagement
Lead and manage preparation for all client and prospect meetings
Attend meetings, document key takeaways, and oversee follow-up communication and next steps
Coordinate pre-meeting strategy sessions ("huddles") with internal teams to deliver tailored client presentations
Partner with internal teams (Reporting, Portfolio Analysts, and Administrative staff) to review and validate client reports and materials
Financial Planning & Analysis
Oversee and perform data entry for financial plans, balance sheets, and client documentation using financial planning tools
Review tax analysis reports and communicate key insights and recommendations to clients
Develop and review implementation plans to ensure alignment with client goals and strategies
Assist in the development of estate planning recommendations
Utilize risk assessment tools to evaluate client risk tolerance and guide investment strategies
Portfolio & Account Management
Act as a central liaison between Relationship Managers, associates, and administrative teams to support client needs
Monitor client portfolios and recommend asset allocation adjustments aligned with client objectives
Provide proactive tax-related support, collaborating with clients' CPAs to ensure accurate and timely information sharing
Serve as a liaison to the investment team, including identifying opportunities for private capital participation where appropriate
Qualifications
Bachelor's degree required
5+ years of experience in investment management, portfolio construction, or wealth management
3+ years of client-facing experience
Willingness to pursue or obtain a CFP or similar professional certification
Strong ability to analyze financial data and align investment strategies with client goals
High level of technical proficiency, including advanced Excel skills
Experience with financial platforms such as eMoney, Addepar, RedBlack, Salesforce, NetX360, or similar systems
Core Competencies
Professionalism & Integrity
Maintains strict confidentiality and professionalism at all times
Demonstrates a positive attitude and respectful communication style
Builds trust and credibility with clients and colleagues
Emotional Intelligence & Communication
Strong interpersonal skills with the ability to build relationships and adapt communication style
Effectively interprets and responds to client needs and emotions
Organization & Execution
Highly organized with strong project management skills
Able to manage multiple priorities and deadlines without sacrificing quality
Self-motivated with the ability to work both independently and collaboratively
Composure & Problem Solving
Maintains a calm, solutions-oriented approach in fast-paced environments
Demonstrates sound judgment when navigating complex or high-pressure situations
Adaptability & Reliability
Flexible and responsive to changing priorities
Consistently dependable, prepared, and proactive
Compensation & Benefits
This position offers a competitive compensation package, including a base salary and a comprehensive benefits program.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $115,000 - $140,000 per year
A bit about us:
Company Overview
We are a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. Everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.
Our culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.
Why join us?
Comprehensive Health Coverage: Employees have access to medical, dental, and vision insurance plans.
Retirement Plans: There are options for 401(k) plans with company matching to help employees save for their future.
Paid Time Off: Generous vacation, sick leave, and holiday policies ensure employees can balance work and personal life.
Professional Development: Opportunities for continuous learning and career growth through training programs and educational assistance.
Wellness Programs: Initiatives to support physical and mental well-being, including gym memberships and wellness workshops.
Flexible Work Arrangements: Options for remote work and flexible schedules to accommodate different needs.
Job Details
Associate Relationship Manager
Overview
The Associate Relationship Manager plays a critical role in supporting client relationships by managing the day-to-day needs of clients. This position enables senior Relationship Managers to focus on client acquisition and long-term relationship development.
Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high-quality client experience.
Key Responsibilities
Client & Prospect Engagement
Lead and manage preparation for all client and prospect meetings
Attend meetings, document key takeaways, and oversee follow-up communication and next steps
Coordinate pre-meeting strategy sessions ("huddles") with internal teams to deliver tailored client presentations
Partner with internal teams (Reporting, Portfolio Analysts, and Administrative staff) to review and validate client reports and materials
Financial Planning & Analysis
Oversee and perform data entry for financial plans, balance sheets, and client documentation using financial planning tools
Review tax analysis reports and communicate key insights and recommendations to clients
Develop and review implementation plans to ensure alignment with client goals and strategies
Assist in the development of estate planning recommendations
Utilize risk assessment tools to evaluate client risk tolerance and guide investment strategies
Portfolio & Account Management
Act as a central liaison between Relationship Managers, associates, and administrative teams to support client needs
Monitor client portfolios and recommend asset allocation adjustments aligned with client objectives
Provide proactive tax-related support, collaborating with clients' CPAs to ensure accurate and timely information sharing
Serve as a liaison to the investment team, including identifying opportunities for private capital participation where appropriate
Qualifications
Bachelor's degree required
5+ years of experience in investment management, portfolio construction, or wealth management
3+ years of client-facing experience
Willingness to pursue or obtain a CFP or similar professional certification
Strong ability to analyze financial data and align investment strategies with client goals
High level of technical proficiency, including advanced Excel skills
Experience with financial platforms such as eMoney, Addepar, RedBlack, Salesforce, NetX360, or similar systems
Core Competencies
Professionalism & Integrity
Maintains strict confidentiality and professionalism at all times
Demonstrates a positive attitude and respectful communication style
Builds trust and credibility with clients and colleagues
Emotional Intelligence & Communication
Strong interpersonal skills with the ability to build relationships and adapt communication style
Effectively interprets and responds to client needs and emotions
Organization & Execution
Highly organized with strong project management skills
Able to manage multiple priorities and deadlines without sacrificing quality
Self-motivated with the ability to work both independently and collaboratively
Composure & Problem Solving
Maintains a calm, solutions-oriented approach in fast-paced environments
Demonstrates sound judgment when navigating complex or high-pressure situations
Adaptability & Reliability
Flexible and responsive to changing priorities
Consistently dependable, prepared, and proactive
Compensation & Benefits
This position offers a competitive compensation package, including a base salary and a comprehensive benefits program.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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