Client Relationship Manager and Investment Analyst recruitment
Bridgewater Wealth Financial Management (bridgewaterwealth.com) is a wealth advisory and financial management firm located in Bethesda, Maryland. Bridgewater is a boutique firm that caters to high net worth individuals, athletes, families, foundations, and organizations. At Bridgewater, personable and highly experienced professionals bring the resources and sophistication of an institutional firm with the care, discretion and personal service of a small boutique office. Bridgewater offers an array of investment management services and acts as a central resource for its clients’ comprehensive financial needs. From investment consulting to tax planning, we deliver customized plans based on our client needs and are unique in the breadth of services we provide.
The primary role includes maintaining a pulse on the client’s overall financial picture and needs; managing day-to-day client needs to ensure timely and accurate implementation of paperwork, cash/wire transfers, preparing spending analysis, and other client requests; providing analysis and recommendations including rebalances; reviewing client reporting on at least a quarterly basis; developing proposals for prospects and new clients; on-boarding new clients; assisting the investment team with analytical support and due diligence; and other special projects as needed.
The ideal candidate will have solid experience in managing client relationships and a strong understanding in working in the financial markets. Experience in analyzing and rebalancing client portfolios is preferred. A successful candidate will be an energetic self-starter who has excellent presentation and communication skills, effective time management skills, strong analytical ability, a client centric attitude, and is effective in working with teams. Finally, the right candidate has a strong desire to work in a smaller and entrepreneurial firm environment. Minimum requirements include a bachelor’s degree in business or finance, a minimum of 3 years of relevant industry experience in financial advisory, brokerage or private banking. A Series 65 or equivalent certification is preferred.
Compensation is commensurate with experience and ability. Please email your resume to careers@bridgewaterwealth.com. We can only respond to qualified candidates and only individual candidates should respond. No agencies. Equal opportunity employer.