Aldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $5 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today’s financial complexities to protect and grow their financial assets for tomorrow.

About the Position

We are looking for an experienced and highly responsive professional to join our dynamic team as a Client Services Manager for our Private Wealth division. Successful candidates will be self-motivated, detail-oriented problem solvers who are exceptional at building rapport internally and externally to support and promote a positive client experience. This position is integral to our high net worth clients’ relationship with the firm.

You’ll Get a Chance To

• Manage the Private Wealth Client Services Team with responsibility for training, coaching, and professional development.
• Oversee the quality, accuracy, and timeliness of all aspects of the Client Services team’s work.
• Work directly with Partners, Management, and Advisors on outside-the-box client and firm-related requests.
• Liaise with custodial service teams, vendors, and any other third parties.
• Resolve escalated client issues swiftly and positively.
• Utilize your deep level of industry knowledge to provide leadership to the team in resolving service-related matters.
• Evaluate and improve Client Services process and training, including maintenance, development, and adherence to Standard Operating Procedures and the Client Services Manual.
• Review and resolve Private Wealth accounts receivable issues.
• Participate in software conversions and new software implementations, if applicable
• Maintain and update software related to the high net worth business line in partnership with the IT Business Solutions Analyst.
• Provide training to Aldrich staff members on Wealth-specific software to support processes, efficiencies, and protocols.

What You Bring to the Team

• Accountability and Dependability – Take responsibility for the quality and timeliness of work and achieve results with little oversight. Stay focused on tasks despite interruptions. Manage own time, priorities, and resources to achieve goals.
• Attention to Detail – Diligently attend to details and pursue quality in accomplishing tasks. Perform tasks with care; is thorough.
• Coaching and Mentoring – Enable others to grow and succeed through feedback, instruction, and encouragement. Help others identify key goals and use their talents to achieve them. See others’ potential and strengths and work to build on them. Model success behaviors, a high-performance work ethic, and constant self-improvement.
• Leadership – Create a positive work environment where team members are motivated to do their best. Remain steady and able to thrive in fast-paced environments. Help remove barriers to team productivity and success.
• Results Focus – Focus on results and desired outcomes and how best to achieve them to get the job done. Set high goals and work diligently to achieve them. Able to handle several challenges or tasks at once. Ensure work is complete and accurate; develop and use systems to organize and keep track of information, work requests, and progress.

Skills for Success

• Capable of advanced, multi-level data queries in portfolio management software and CRM.
• Proficient in non-standard client requests and complex account troubleshooting.

• Strong understanding of complex client account setups – such as PALs, Margin, SMAs and Third-party Trustees – both at the custodian and within the portfolio management software.
• Extensive experience with a variety of custodians.
• Extensive experience with a variety of investment vehicles and products, including Alternative Investments.
• Extensive, demonstrable experience in creative problem-solving.
• Excellent communication skills (both written & oral) and a professional persona with clients and team.
• Project management expertise.

Education and Experience

• Bachelor’s degree from an accredited college/university or applicable years of experience in the Financial Services industry.
• Minimum of 7-10 years of experience in the Financial Services industry.
• Minimum three years of experience supervising others.
• Extensive experience with portfolio management software(s), contact management software(s), and strong Microsoft Office and Outlook skills.

How We’ll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and approximately 5% annual discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

What You Should Know

This is a full-time position. Candidates will be in the Portland, OR area and oversee team members in multiple locations outside of Portland. Hybrid workplace options are available.

Why Aldrich

Aldrich Wealth is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich’s leadership philosophy encompasses the firm’s clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared vision. Aldrich supports individuals’ pursuit of success in life and work and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://wealthadvisors.com/

To Apply

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.

#LI-Hybrid