Manager - Investment Advisory

We seek a highly skilled and experienced Manager - Investment Advisory to join our team at Aspiriant, a leading independent wealth management firm. This role involves building and maintaining client relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments, and foundations. The ideal candidate will have a substantial investment advisory services and wealth planning background, excellent communication skills and the ability to work effectively in a collaborative environment.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Client Relationship Management: Develop and maintain strong relationships with current and prospective clients, including ultra-high-net-worth individuals and family offices.
• Investment Strategy Development: Identify client goals, objectives, and risk tolerance to develop and implement comprehensive wealth plans.
• Market and Economic Analysis: Stay informed about economic, market, and tax legislation to advise clients effectively.
• Client Service Team Leadership: Manage day-to-day client engagements and coordinate with other departments to enhance client relationships.
• Risk Management: Conduct high-level reviews of clients' risk management posture and oversee the development of insurance programs (life, property and casualty, health, long-term care, and disability), working with third-party vendors.
• Communication and Coordination: Prepare meeting materials, draft summary emails, and manage follow-up tasks with internal and external resources.
• Investment Analysis and Recommendations: Conduct asset allocation analyses, develop investment policy statements, and recommend investment portfolios aligned with client objectives.
• Business Development: Participate in business development efforts and build referral networks.
• Team Leadership: Supervise and coordinate the preparation of meeting materials and assist in the training and development of junior team members.
• Financial Planning: Develop customized client cash flow/spending analyses and prepare statements of net worth, cash flow, and long-term capital sufficiency analyses.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to "a cocker spaniel." We like the comparison. Our relationships with clients are professional first and foremost. They're also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

• In-depth knowledge of various investment solutions (separate accounts, mutual funds, ETFs, alternative investments).

Skills:

• Strong analytical and project management skills.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, and Salesforce.
• Excellent oral and written communication skills.

Abilities:

• Ability to communicate complex investment issues effectively.
• Capacity to prioritize tasks and manage a heavy workload.
• Ability to work independently and as part of a team.

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• A bachelor's degree in business or finance is required; an MBA, CPA, CFP, CFA, and/or CIMA is preferred.
• Minimum four years of experience in an investment advisory role.

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future...a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.