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About the Role
Partner with Client Portfolio Managers to manage separate account relationships for high-net-worth investors, family offices, and non-profit organizations. Coordinate all non-investment aspects of these relationships and interface with internal departments and external custodians to meet client objectives while providing excellent personal service.
Responsibilities
- Act as the primary operational point of contact for clients, custodians, consultants, and third parties
- Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures
- Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy
- Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines
- Manage and execute client cash flows, asset transfers, and account maintenance
- Leverage AI and other emerging technologies to streamline account servicing, surface client needs proactively, and improve the accuracy of information delivered across teams
- Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions)
- Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits
- Communicate and work with client's attorneys, CPAs, and outside advisors
- Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance
- Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder
Requirements
- Four-year college degree (B.A. or B.S.) with an excellent academic record
- Minimum of five years of experience working with high net worth separate account clients
- Adept at using AI or other emerging technologies to work more efficiently and deliver a stronger client experience
- Familiarity with estate planning, various trust instruments, and personal financial planning preferred
- Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products
- Exceptional verbal and written communication skills; strong proofing and editing skills
- Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities and meet tight deadlines
- Collegial and collaborative
- Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat
- Comfortable with proactively soliciting input and feedback from colleagues
- Candidates with CFP, CFA, or CPA are preferred though not required
- Hands-on experience servicing ultra-high-net-worth clients on discretionary investment accounts
- Ability to speak knowledgeably to aspects of an investment portfolio
- Ability to coordinate effectively with outside advisors on tax and estate matters
- Ability to manage the operational complexity inherent to sophisticated investment relationships
- Direct experience servicing investment accounts
- Adhere to the Firm’s security policies and Code of Ethics
- Consider for employment qualified applicants with arrest and conviction records
Skills
- AI
- Estate planning
- Trust instruments
- Personal financial planning
- Investment portfolio
- Tax matters
- MS CRM
- MS Excel
- MS PowerPoint
- MS Office
- Adobe Acrobat
Experience Level
- Minimum of five years of experience working with high net worth separate account clients
Education Level
- Four-year college degree (B.A. or B.S.)
Salary/Compensations
- $130k - $185k
Benefits
- Coverage of 100% of all healthcare premiums for employees and their families
- Fully funding a retirement plan at 25% of the total compensation to the IRS limit
About the Company
- The Private Client Group sits at the intersection of every function at the firm.
- This team is the trusted face of Dodge & Cox for some of our most sophisticated clients, and the primary channel through which their objectives are understood, translated, and delivered across the organization.
- Few roles offer this level of direct client trust combined with this much cross-firm visibility, from Portfolio Management and Trading to Legal, Compliance, and senior leadership.
Equal Opportunity
- The Company’s policy is to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws.
- This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination.
- By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy