Senior Consultant
Job Description
About Us: Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.
Position Summary: The Senior Client Service Consultant is an integral member of the client service team who directly serve Altair Adviser’s clients. He or she works with the Client Service Managing Directors to manage client relationships. He or she is expected to participate in marketing efforts with referral sources and prospective clients. The Senior Consultant is also expected to mentor the junior members of the client service team.
Responsibilities
- Proactively manages client engagements and provides investment recommendations to clients
- Leads client meetings, sends client communications, keeps Managing Directors informed of relevant issues with common clients
- Delegates client projects to Client Service Consultants and Associate Consultants
- Works closely with third-party money managers, custodians and other providers
- Builds relationships with clients’ other advisors (attorneys, accountants, insurance professionals, etc.)
- Prepares for and participates in prospective client meetings
- Leads internal projects to improve the efficiency, quality and scope of services provided by Altair. Examples include projects relating to tax planning, investment performance tracking, charitable gifting, 529 plans, and IRA RMD calculations and tracking
- Mentor the Client Service Consultants and Client Service Associate Consultants
- Maintain and grow an outside professional network that will eventually result in business development opportunities
- All other duties as assigned by senior management
Qualifications
- Highly motivated, strong work ethic
- Bachelor’s degree in finance, accounting, economics or other business related field is required
- Superior analytical skills with strong attention to detail
- Highly proactive; must have a strong work ethic
- High level of team orientation; strong interpersonal and communication skills
- Ability to multi-task and work with minimal supervision in a rapidly changing environment
- Proficient in the use of Microsoft Office software
- 7 to 10 years relevant experience in investment consulting
- CFP™ certification or candidate; CFA charterholder or candidate preferred
