Wealth Advisor & Relationship Manager at B. F. Saul Company in Bethesda, Maryland

Posted in Accounting 7 days ago.

Job Description:

B. F. Saul Company


Location Bethesda, MD
City Bethesda
State MD
ID 1519


Retain, develop and grow the firm's investment management business in the high net worth and non-profit space

Duties & Responsibilities

  • Serve as a strategic advisor and relationship manager, coordinating all aspects of the advisory team's advice and implementation on behalf of clients
  • Maintain highly consultative and solutions based discussions with existing and prospective clients
  • Coordinate and lead CCT client relationship and portfolio review meetings to confirm objectives, deliver performance results and solicit feedback & referrals
  • Proactively identify prospective new clients from among the broader high net worth and non-profit community including endowments and foundations, as appropriate
  • Develop superior knowledge of CCT's Global Thematic Equity & Fixed Income strategies, financial planning capabilities and fiduciary services
  • Lead team presentations of CCT qualifications and direct the sales process for prospective clients and their professional advisors
  • Effectively communicate CCT's history, investment philosophy and differentiated approach
  • Represent Chevy Chase Trust to a wide range of investors, articulating the firm's competitive advantages to prospective clients, their CPAs, attorneys, and other professional advisors
  • Identify and cultivate long term relationships with key professional advisors to CCT's clients while developing relationships with high quality advisors with whom CCT should be aligned
  • Work closely with other members of the team to thoughtfully leverage their relationships, time and expertise in communicating with existing and potential clients
  • Develop and execute a strategic business development plan focused on expanding CCT's client base
  • Assist in development and execution of CCT's sales, marketing and event plans

Qualifications & Skills

Job Requirements (Skills/Abilities):
  • 10+ years of investment management and/or fiduciary industry experience with a minimum of 5 years in a business development or related industry experience
  • Ability to establish and build relationships among a broad client base to include high net worth individuals, endowments, foundations, and their professional advisors
  • Superior analytical ability with strong knowledge of investment management, financial planning and fiduciary services
  • Ability to effectively communicate and advise on a wide range of wealth management issues
  • Demonstrated career history of continued growth and success, in roles of increased complexity and responsibility
  • Proven success in setting and achieving goals
  • Excellent oral and written communication skills

Education / Licenses / Certfications:
  • Bachelor's Degree in Business, Finance, Marketing or related field

Equal Opportunity Employers / Veterans / Disabled