Private Wealth ManagerPortfolio Manager

Job Description Summary:

Job Description:

Primary Responsibilities

• Client relationship management responsibility for assigned clients to meet or exceed the clients expectations in accordance with each clients contract and all promises and expectations set for the relationship on behalf of both the clients and the Company.

• Complete annual (at minimum) client portfolio management reviews which include the completion of Know Your Client (KYC) compliance documentation.

• Engaging with clients to establish investment objectives portfolio asset allocation guidelines and investment policy statements for individual clients.

• Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.

• Serve as the clients liaison team leader and advocate within the organization and with outside providers to ensure that the clients financial plans are implemented in accordance with the companys client relationship standards each plans recommendations and remain on track throughout all relationship phases with an emphasis on helping achieve the clients goals and objectives.

• Oversee the ongoing relationship procedures which include annual or semi-financial planning annual reviews for assigned clients and prepare review modules (annual or periodic plan reviews of individual pieces of the financial plan).

• Coordination of the tax and investment processes with the clients tax professionals both internal and external and the investment professionals both internal and external in accordance with the client contract and the Companys relationship standard.

• Seek to coordinate and follow the companys financial planning standards and expectations for the clients when providing financial planning advice.

• Coordination with a Client Relationship Specialist on the onboarding of clients and in the administration of the clients investment paperwork.

• Community outreach including contributing to overall company communications such as blog posts or client-friendly investment writing for distribution.

Qualifications

• Over 5 years relevant experience required.

• CFP and CIM required or equivalent.

• Bachelors Degree required.

This position is an exempt position. The annualized base pay range for this role is expected to be between $00 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision and life insurance. Please note that the job title is subject to change based on the selected candidates experience and education.

Cardinal Point Focus Partners Canadais a Canadian-U.S. wealth management company created to service the sophisticated needs ofhigh-net-worth families. Our financial advisorsoperateunder the fiduciary standard and understand that your wealth family interestsand values are all interconnected. Weare dedicated to providinginvestment management financial estateand tax planning solutions to residents of Canada and the U.S. Canadians moving to the U.S. Americans moving to Canadaand Canadian and U.S. expats living abroad. Cardinal Point is part of Focus a leading financial services firmcomprisedof wealth management family office and business management services. For more about Cardinal Point visit: follow the company onLinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.