Director, Portfolio & Wealth Advisory

BBR Partners•Chicago, IL

3h•$180,000 - $220,000•Hybrid

About The Position

BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. We are currently seeking an entrepreneurial, dynamic, senior professional to join the firm in our Chicago office. This person will help manage the firm’s client relationships, overall strategy for clients’ investment and wealth management plans, and identification of prospective clients. This is an enterprising business development and client service focused opportunity and requires someone with experience working with ultra-high-net-worth individuals and families on their investment and wealth management needs. This position requires an individual who is self-motivated, creative and enjoys developing new clients on a continuous basis and has a track record of success. Flexibility to travel for client meetings is expected.

Requirements

Minimum of 15 years of relevant work experience
Extensive experience working with ultra and high net worth individuals and families on their investment and wealth management needs
Strong business development skills, including experience building relationships with prospective clients to identify their needs, determining client fit and successfully onboard them into the firm
Comfort and ability working in a collaborative, team-based environment
Skill in various aspects of portfolio management, including asset allocation theory
Strong familiarity with other wealth management issues (e.g., wealth transfer strategies, tax planning, insurance, single stock risk management, philanthropy)

Nice To Haves

Self-motivated, creative and enjoys developing new clients on a continuous basis and has a track record of success.
Flexibility to travel for client meetings is expected.

Responsibilities

Develop new business opportunities as well as maintain and expand referral sources.
Establish relationships with prospective clients and transition new clients into the firm.
Primary cultivator of client relationships; actively nurture and deepen strong rapport with clients to win confidence, establish mutual trust and gain intimate knowledge of their lives in order to be able to anticipate their needs.
Develop and execute the overall strategy for clients’ investment and wealth management plans.
Determine asset allocation, oversee on-going portfolio management and proactively monitor performance and clients’ financial situation to ensure alignment with clients’ customized strategies.
Work with clients’ team of external advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services.
Contribute to internal meetings regarding the firm’s strategies, offering your thoughts, solutions and suggestions.
Lead and manage internal BBR client teams.

Benefits

Competitive base salary and incentive compensation.
Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.
Volunteerism opportunities and matching gift program.
Flexible time off, paid parental leave, and Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.