Senior Private Wealth Manager/Portfolio Manager - Team Lead
Focus Financial Partners · CA
19 days agoImpress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Senior Private Wealth Manager/Portfolio Manager - Team Lead role.
Rezi rewrites your resume against Focus Financial Partners's job description. Free.
Tailor your resume to this Senior Private Wealth Manager/Portfolio Manager - Team Lead role.
Rezi rewrites your resume against Focus Financial Partners's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Senior Private Wealth Manager/Portfolio Manager - Team Lead posting at Focus Financial Partners — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Senior Private Wealth Manager/Portfolio Manager - Team Lead posting at Focus Financial Partners — free, in seconds.
About the Role
Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role, managing 200-300 households across Canada and the United States. This is a great opportunity for a leader to build and lead a client team.
Responsibilities
- Manage client relationships for 200-300 households, leading a team to provide investment management and financial planning services.
- Collaborate with financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.
- Complete annual client portfolio management reviews, including KYC, AML/ATF, and FATCA compliance documentation.
- Engage with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements.
- Perform asset allocation modeling and develop transition plans for migrating legacy holdings.
- Coordinate tax and investment processes with clients' tax and outside investment professionals.
- Oversee financial planning in accordance with company standards and client service expectations.
Requirements
- Minimum 5 years' experience managing a book of business.
- CFA or CIM required.
- Bachelor’s degree required.
- Fully licensed in Canada.
- US/cross-border licensing and experience is a plus.
- Some financial planning experience is a plus.
Skills
- Good communicator
- Organized
- Strong process acumen
Location
- Toronto
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Bachelor's degree
Salary/Compensations
- $150,000-180,000 base salary
Benefits
- Annual cash bonus
- Comprehensive benefits package including medical, dental, vision, and life insurance.
About the Company
- Cardinal Point Wealth Management is a Canadian-U.S. wealth management company servicing high-net-worth families.
- Financial advisors operate under the fiduciary standard.
- Provides investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad.
- Cardinal Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
- Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions.
Equal Opportunity
- Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.