Chicago, IL
12/18/2023

The successful candidate will be primarily responsible for working with our Client Advisors to deliver wealth management services to sophisticated UHNW families.

DUTIES & RESPONSIBILITIES:

  • Organize and prepare materials for regular client meetings that occur 2-4 times per year
  • Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
  • Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
  • Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
  • Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
  • Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
  • Assist in the preparation of new business development presentations
  • Participate in other internal firm initiatives

QUALIFICATIONS:

Successful candidates will possess the following key skills and abilities:

  • A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
  • Consistently high attention to detail, accuracy, thoroughness, and execution
  • Strong analytical skills
  • Outstanding written and oral communications skills
  • Demonstrated strength in Microsoft Office suite, particularly Excel
  • Familiar with various investment asset classes and basic investment concepts, including alternative investments