Kloudhire

Director, Client Advisory Team Location - Seattle WA / SFO,CA / NJ / DE

Posted on : 09-08-2023
Job Type :

Job Description:

Job Responsibilities

Develop and maintain trusted advisor relationships with clients

Engage collaboratively with each member of the client team to deliver on the firm’s holistic proposition

Work with clients to build customized investment and wealth planning strategies

Effectively communicate firm views and strategies when implementing client objectives

Proactively prepare for and deliver materials (i.e. client presentations, quarterly reports, market overviews, financial planning analysis, etc.) in client meetings, with the support and engagement of other team members

Preemptively assess client needs and organize the team around client projects, like sustainability analyses, estate planning strategies, or portfolio migration to greater impact alignment

Think proactively about client situations (i.e. births, deaths, divorces, liquidity events, large purchase decisions, estate planning needs, etc.) and develop appropriate analysis and resources to suit

Demonstrate proficiency in reading performance reports in order to offer feedback/corrections to the production team, as well as manage any questions from the client

Responsible for management and oversight of multiple complex client relationships

Coordinate with outside advisors of the client (CPAs, Attorneys, etc.)

Review, assess and discuss cash flow forecasting models (Monte Carlo)

Comfort in discussing trusts and estate planning concepts at a high level and know when to bring in additional internal or external resources to further refine any planning

Offer constructive advice, feedback and mentorship to other teammates

Aid in business development efforts of the firm, contributing meaningfully to proposal development, RFP editing / construction, developing prospect materials, etc. with the ultimate goal of closing and serving new client relationships

Participate in team and / or firm wide meetings and review global communications to remain present to our ongoing proposition and investment positioning

Engage in other projects to enhance the proposition and / or culture of the firm

Qualifications

Bachelor’s degree or higher in Finance, Economics or Business – or relevant work or life experience

Minimum 12 years of relevant industry experience in a client facing role

Excellent communicator, showing attentive listening skills married with empathetic and educated speaking and writing capabilities

Non-negotiable integrity in dealing with clients and with the firm

Collaborative, introspective, and energetic team player

Represent and our work with utmost professionalism in external events and within one’s network

Ability to speak on our business proposition with understanding and authenticity

Strong organizational skills with the ability to maintain details around multiple complex clients simultaneously

Experience in working with HNW / UHNW clients from a planning and investment perspective

Demonstrable knowledge in financial markets, investment management, asset allocation, manager attribution, portfolio construction and ability to speak fluently and with confidence about these concepts

Independently motivated self-starter able to manage workflow without regular oversight and demonstrates willingness to support broader efforts of the firm

Humble, curious learner who seeks out expertise from colleagues, and works to attain greater knowledge themselves

Ability to travel within the United States as business needs arise

Experience with or interest in Impact Investing concepts preferred

CFA, CTFA, CPA or CFP designation preferred