Manager - Wealth Management

ASPIRIANT LLC•San Diego, CA

10h•Hybrid

About The Position

We seek a highly skilled and experienced Manager – Wealth Management to join our team at Aspiriant. This role involves building and maintaining client relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments, and foundations. They display integrated comprehension of wealth planning processes, proactively identify client issues, propose solutions, and research technical issues. Managers add insight to assessment+ and communicate effectively (orally and in writing) with clients. The position requires extensive contact with clients, prospects, and centers of influence. They participate energetically in firm initiatives. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

Comprehension of estate planning techniques, executive compensation, income taxation, company-granted stock options, retirement planning, and deferred compensation techniques
Skill in supervising the preparation of meeting materials, including agendas, planning assessments, and investment materials
Strong analytical and project management skills
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, and Salesforce
Must be extremely detail oriented
Impeccable ability to maintain privacy
OUTSTANDING written and verbal communication skills
Enthusiasm for business development and fundamental business development skills
A self-starter who takes responsibility for his/her work
A team player who will thrive in a fast-paced environment
Ability to set priorities among a variety of tasks and an occasionally heavy volume of work
Bachelor’s degree required. Prefer Accounting, Finance, Law, Economics, and/or significant experience in a related field. Graduate degree, CPA designation highly desirable
Experience in comprehensive personal financial planning required (minimum 4 years’ experience in financial planning and minimum 2 years actively managing client engagements)
Certified Financial Planner designation required

Nice To Haves

Proficient with use of eMoney and/or financial planning applications preferred
Experience using Salesforce as client relationship management software is helpful
Excellent personal and professional references

Responsibilities

Manage most day-to-day aspects of client engagements
Participate in client service teams as one of two or three Wealth Managers
Proactively manage client communication and expectations, ensuring a high-touch service experience
Work alongside the lead advisor to deliver and present tailored financial plans, investment reviews, and scenario evaluations aligned with client goals.
Collaborate closely with the lead advisor to develop and deliver targeted recommendations that are tailored to the client’s unique circumstances, life milestones, and evolving goals.
Help coordinate with clients’ tax, legal, and other outside advisors to ensure alignment and integration of planning strategies
Manage and supervise (or self-prepare) meeting materials for use in personal financial planning engagements and ongoing wealth management work
Prepare statements of net worth, cash flow, long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions. Prepare investment policy statements, and other tools for use in wealth planning engagements
Prepare initial drafts of comprehensive meeting agendas and PowerPoint presentations
Participate in the development and execution of recommended strategies for over- or under-capitalized clients
Review client tax returns and tax projections as needed, to gather relevant insights and/or to model complex transactions and provide tax planning strategies to clients
Review client estate planning documents and provide recommendations for modifications, if necessary. Assist clients with the development of new estate plans and work closely with outside estate planning attorneys while documents are being drafted to ensure they are complete and designed according to the client’s intentions
Perform high level reviews of the risk management posture of clients and supervise work with outside vendors to develop and implement insurance programs (life, property and casualty, health, long term care and disability)
Draft summary emails following client meetings, clarifying understandings, and outlining steps for implementation
Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for making sure everything gets done
Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner (within 24 hours) with prior consultation with a Wealth Management Director
Draft trade proposals based on facts and circumstances, such as new cash under management and withdrawals requiring account re-balancing via iRebal. Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required
Other duties as assigned
Dilligently participate in business development efforts, including building referral network and generating qualified prospects
Assist with the training and development of the associates, including preparing and delivering engagement reviews
Research financial planning topics and coordinate projects from time to time as assigned by Wealth Planning Committee
Actively participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
Other duties as assigned