Overview Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm. Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds. This is a fantastic opportunity for an experienced professional interested in helping grow a practice within a highly successful firm. If you have strong technical investment and financial planning skills and exceptional emotional intelligence, we would like to speak with you. Responsibilities Client Engagement and Portfolio Management Manage client relationships and their investment portfolios Coach clients through the process of determining their financial goals Help clients develop financial plans and provide advice regarding estate and wealth transfer planning, tax planning, and executive compensation plans Oversee onboarding of new clients Direct trades to ensure compliance with the Investment Policy Statements Prepare and present periodic client reviews Establish positive, collaborative relationships with clients’ external advisors Team Management: Contribute to the leadership of the group through active participation and mentoring of the team. Participate in and contribute to group strategy discussions. Business Development: Serve as an ambassador to the firm in business development settings; contribute to the growth of the firm by earning referrals from clients and advisors. Maintain compliance with all company policies and regulatory policies at the highest standards. Other duties as assigned. Qualifications The ideal candidate will have a minimum of 10 years relevant experience, plus: Bachelor's degree, or higher CFP or CFA credentials required Excellent interpersonal, communication and presentation skills Able to work independently and act proactively Ability to learn things quickly and juggle and prioritize a variety of tasks daily Is highly organized with strong attention to detail Has skills in problem analysis and resolution at both strategic and tactical levels Experience achieving a high level of client satisfaction Has skills and experience in managing teams Has high professional standards, judgement and discretion A desire to be part of an entrepreneurial and growing team, and participate in strategic initiatives A Bachelor’s Degree is required. Benefits Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well. For more information on our culture please view our Stakeholder Report and our Culture page. Compensation & Visa Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $160,000 to $265,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually. We will sponsor applicants for work visas. Ballentine Partners is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community. The pay range for this role is: 160,000 - 265,000 USD per year (Hybrid (Boston, Massachusetts, US))

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