Client Service Manager

State: USA
Full-Time Regular
Client Service Manager Chapel Hill, NC We are currently seeking a talented and dedicated Client Service Manager for a great opportunity in Chapel Hill, NC. The ideal candidate will possess 7+ years of experience in a client service role within wealth management or a Registered Investment Advisor (RIA). About Our Client: Hamilton Point Investment Advisors is a boutique Registered Investment Advisor specializing in providing sophisticated investment strategies and financial advice to high-net-worth families and nonprofit organizations. We pride ourselves on offering a highly personalized, meticulous service experience that fosters long-lasting client relationships. Rewards of the Client Service Manager A collaborative, supportive team culture where everyone’s contributions are valued. Opportunities for professional growth in a dynamic and evolving industry. A balanced work-life environment, with reasonable hours and a focus on well-being. Health Insurance Paid Time Off Paid Holidays 401(k) Flexible Spending Account Performance-based incentives Group Long-Term Disability Insurance Continuing Education and Tuition Assistance Responsibilities of the Client Service Manager CLIENT RELATIONS: Acts as a primary liaison for high-net-worth clients, investment professionals, and other members of the operations team to provide clients with a personalized, high-touch service experience. Coordinates, prepares, mails, and processes client onboarding documents and returned documents from clients, including agreements, transfer paperwork, account maintenance requests, communications, etc. with professionalism and accuracy. Assists in the preparation of client meeting materials, performance reporting, management fee calculation, and the preparation and mailing of quarterly reporting packages. ACCOUNT MAINTENANCE: Acts as primary liaison with our custodians and class action recovery claims litigation vendor. Verifies that service requests on behalf of our clients are properly and timely executed. Handles account maintenance tasks such as transfers of assets, cashiering, RMD processing, changes of address, and other account-related tasks. OFFICE ADMINISTRATION: Responsible for opening and closing the Chapel Hill office for daily operations. Effectively manages phone calls and emails from clients, CRM action items, and other tasks as assigned. Creates and maintains client files utilizing internal systems, including DocuSign, Wealthbox CRM, and Addepar reporting databases. Acts as a “Super User” for DocuSign and Wealthbox CRM platforms. Maintains internal reports and documentation for team meetings. Assists with projects related to client service or internal business operations as requested. Handles client and vendor escalations with care, resolving issues efficiently and minimizing client inconvenience. Requirements of the Client Service Manager Bachelor's degree in English, Communications, Marketing, Journalism, a related field, or equivalent experience Must have at least 7+ years of experience in a client service role within wealth management or a Registered Investment Advisor (RIA). A polished demeanor, high emotional intelligence, and the ability to represent the firm confidently and competently. Strong understanding of investment management vocabulary, financial products, and client-service best practices. Proficiency with CRM platforms, DocuSign, and portfolio management systems (e.g., Addepar) is a plus. Strong operational background.
Posted Posted 3 Days ago

Chief Executive Officer (CEO)

State: USA
Full-Time Regular
Chief Executive Officer (CEO) U.S. (Headquarters) We are currently seeking a talented and dedicated CEO for a great opportunity in the USA. The ideal candidate will possess 10 years of current experience with a track record of success in the AgTech industry. About Our Client: WayBeyond America is a newly formed AgTech company. It was created to merge three innovative firms based in New Zealand, Germany, and Mexico. We are seeking a seasoned CEO to lead this global integration and drive rapid growth from a new U.S. headquarters. This is a rare opportunity to shape a high-impact company from the ground up. The CEO will be responsible for unifying operations across three countries, building a top-tier leadership team, and accelerating revenue growth. You will report directly to the Board of Directors and play a central role in defining the company’s vision, culture, and success. Rewards of the Chief Executive Officer (CEO) Significant performance bonus Full benefits package Responsibilities of the Chief Executive Officer (CEO) Leads critical decision-making and problem-solving - The CEO will make important decisions that impact the Company’s future and success. These decisions range from high-stakes choices, including proposed mergers and acquisitions to operational decisions related to product development, pricing strategies, and resource allocation. Manages financial health - The CEO is in charge of keeping the Company financially healthy. They collaborate closely with the CFO and finance team to create budgets, predict financial trends, and plan investments. Cultivates strong stakeholder relationships - The CEO will actively build and maintain relationships with various stakeholders, including investors, customers, partners, employees, suppliers, regulators, and the community. Nurtures talents - The CEO will bring in, keep, and grow the best talent in the Company. They will hire key leaders, offer leadership growth opportunities, and create a work environment that celebrates customer success, innovation, growth, diversity, inclusion, and employee involvement. Roll-ups - The Company has developed a strategic plan to roll up other start-up companies to make an investment in WayBeyond a more attractive proposition. Three small start-ups, which operate in the Company’s sector of the Agtech industry, have been approached and identified as being suitable roll-up targets. Requirements of the Chief Executive Officer (CEO) Bachelor’s Degree required, MBA preferred. A key skill will be strategic thinking, including the setting of long-term goals and positioning the company to take advantage of future opportunities. Experience in merging separate companies into one. Resilience, adaptability, and being proactive are requirements of the role, and people leadership skills are highly valued in this high-growth global context. Experience in leadership roles such as CEO or senior executive is required; any experience as a director is desired, along with a track record of success in the agriculture industry.
Posted Posted 1 Week ago

REMOTE Psychiatrist

State: NC
Full-Time Regular
Psychiatrist Greater Asheville Area, NC We are currently seeking a talented and dedicated Psychiatrist for a great opportunity in the Greater Asheville, NC area. The ideal candidate will possess 1 year of current experience working in a clinical setting and have 1 year of experience working in a behavioral health environment. About Our Client: As one of the largest networks of community health centers in our area, the organization offers a wide variety of healthcare services to meet the needs of our community, with four medical locations and a dental center. We have a team of dedicated and compassionate providers and staff members who focus on caring for the whole patient, regardless of their ability to pay. We bring care and wellness to more than 10,000 patients annually and have been committed to community-based rural health since 1947. Rewards of the Psychiatrist Sign-on Bonus offered Medical, Dental & Vision Health insurance 401k, paid holidays, & paid time off “PTO” Family atmosphere Service driven organization Live and Breath mission statement Put values into action Responsibilities of the Psychiatrist Evaluate and treat patients within the scope of training, capabilities, and license criteria as a health care provider. Provide evaluation, psychoeducation, and medication management through a collaborative approach with other members of the care team and family members when appropriate and at any location identified in the WeCare2, MCHP, scope of practice. Monitor metabolic problems related to anti-psychotic medications and chronic mental illness routinely. Provide treatment planning and/or written approval of treatment plans as appropriate in those cases where third-party payers require a physician’s approval. Requirements of Psychiatrist 1 year of experience working within a psychiatry or behavioral health clinical environment is required. M.D. is required Board certification in Psychiatry is required DEA certification is required upon hire. Knowledge of First Episode Psychosis patient presentations, appropriate diagnostic evaluations, and treatment planning.
Posted Posted 6 Months ago