... economic outlook in order to provide both client and portfolio management support to the team. *DUTIES ... meetings Client Support: Regularly meets with clients to discuss investment strategy options and ...

... POSITION SUMMARY: The Director of Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The ...

... RESPONSIBILITIES:* Client Support: Establishes and cultivates trusting relationships with new and existing ... holdings and generating quarterly investment performance monitors Provides ongoing support in educating ...

... managing all business operations and overseeing the essential activities of all Support Professionals ... support the Financial Advisor/Private Wealth Advisor team scale their business. *DUTIES and ...

... career in global wealth management and financial services. Provide marketing and sales support ...