Client Development – Portfolio Manager
Gray, Gray & Gray
full-time
Posted on:
Location Type: Hybrid
Location: Canton • Massachusetts • United States
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Salary
💰 $140,000 - $150,000 per year
About the role
- Identify and pursue new business opportunities through networking, referrals, and strategic outreach
- Qualify prospective clients and guide them through the onboarding process
- Collaborate with marketing and operations to support lead generation campaigns
- Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects
- Track and report on business development metrics (e.g., close rate, pipeline growth)
- Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners
- Stay informed on industry trends and competitor offerings to position the firm effectively
- Support the development of associate advisors by sharing business development strategies
- Conduct discovery meetings to understand client goals, values, and financial considerations
- Develop and present customized financial models and investment strategies
- Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances
- Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice
- Ensure high levels of client satisfaction and retention through proactive communication and service
- Mentor associate advisors and contribute to their technical and professional development
- Participate in firm-wide initiatives to improve client experience and operational efficiency
Requirements
- 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans
- Demonstrable network of centers of influence, business owners, and high net worth individuals
- CFA or CFP® designation or progress toward certification preferred
- Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
- Strong communication, prioritization, and relationship-building skills
- Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
- Experience with the Charles Schwab platform preferred
- Qualified candidates must submit a cover letter and resume when applying
- Must be present in-office at least 2 days per week, or more depending on needs of the department
Benefits
- Healthcare, Vision, Dental
- 401k Eligibility with Company Match
- Education and conferences reimbursement upon completion
- Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial modelinginvestment strategiesclient portfolio managementbusiness developmentlead generationmetrics trackingonboarding processclient satisfactionholistic advice
Soft Skills
communicationrelationship buildingprioritizationmentoringcollaborationstrategic outreachclient retentionnetworkingteam supportdiscovery meetings
Certifications
CFACFP