This job has closed.

One Capital Management, LLC · 1 day ago

Wealth Management Senior Analyst (Director)

Alpharetta, GA

Full-time

Onsite

Mid Level

$85K/yr - $110K/yr

3+ years exp

One Capital Management, LLC is a leading global wealth management firm that offers diversified wealth management services to private clients. The Wealth Management Senior Analyst (Director) will play a key role in driving the firm's growth strategy, providing sophisticated financial analyses and strategic solutions for clients, and mentoring junior analysts.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million

Taking an active and primary role in presenting complex analyses, findings, and strategic recommendations directly to clients, prospects, and intermediaries

Overseeing the firm’s planning software updates to reflect the current capital asset projections, tax, legal, and regulatory environment

Producing firm-wide planning and strategy research to inform investment policy and enhance client service models

Leading the quality control process for Wealth Forecasting Analyses (WFAs) to ensure the highest standards of accuracy and consistency

Training and mentoring new Advisors and Associates on the firm’s analytical tools, processes, and wealth management philosophies

Identifying key client planning issues, strategizing innovative solutions, and helping to build custom analytics to meet evolving client needs

Qualification

Wealth planningEMoney softwareAnalytical skillsPowerPointExcelMorningstar DirectLeadershipCFA® designationCFP® designationCPWA® designationHolistiplanCommunication skillsPresentation skillsMentoringInterpersonal skillsCreative thinking

Required

A bachelor's degree is required; an advanced degree is a plus

Candidates must have at least 3 years of significant experience in wealth planning, with a proven track record of managing complex client relationships and analyses

Superior analytical and strategic problem-solving skills are essential, with the ability to think creatively and develop innovative solutions for sophisticated clients

Mastery of eMoney software, PowerPoint, Excel, and Morningstar Direct is required

Exceptional communication and presentation skills, with the ability to articulate complex concepts and analytics confidently and clearly to clients, prospects, and intermediaries

Demonstrated leadership qualities, with experience or a strong desire to train and mentor junior team members

Must be a self-starter comfortable working with a high degree of autonomy, while also possessing strong interpersonal skills to lead and collaborate within a team environment

Preferred

Experience with Holistiplan is a plus

The CPWA®, CFP®, or CFA® designation is strongly preferred

Benefits

Competitive base salary and annual bonus potential.

Eligibility to participate in the company's health care plan. Current plan options include select plans that cover the full premium for employees and their eligible dependents.

Participation in the Company 401(k) Plan, available from the first day of hire.

A company Wellness Program, which includes reimbursement of up to $75.00 per month for membership fees.

A flexible and responsible paid time off (PTO) policy.

Company sponsorship for approved continuing education and professional development.

Company

One Capital Management, LLC

Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans.

Founded in 2001

Westlake Village, California, USA

51-200 employees