Simplex. ยท 1 week ago
Senior Wealth Manager
United States
Full-time
Remote
Senior Level
$200K/yr - $250K/yrSimplex is a Registered Investment Advisor that manages over 3.5 Billion for high-net-worth individuals and family clients. They are seeking a Wealth Manager to work directly with the CEO to grow the Florida business, offering top-notch wealth management services and collaborating on strategic initiatives.
Hiring Manager
Julia Littleton
Responsibilities
Collaborating directly with the CEO to grow the Florida business. ( strategy, growth, execution)
Offer top-notch Wealth Management services to the client base
Qualification
Required
Experience in a Senior or Lead Wealth Management position
Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
The desire to push their career, earnings, and personal opportunities through the roof
Strong Customer / Client services orientation
Company
Simplex.
10 years in third party agency and corporate recruiting with a specialization in IT/Engineering placements in high tech companies.
Founded in 2012
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Mike Morgan
Partner
Company data provided by crunchbase