Our work is highly personalized, so we encourage an atmosphere where people can be people, not just workers. We always keep our ears and eyes open for bright, personable talent.

If WrapManager sounds like a cultural fit for you — and if you’re seeking a wealth management career opportunity where you can collaborate and problem solve with some of the most intelligent and fun personalities in the industry — we want to hear from you.

Launched in 2000, WrapManager, Inc. is a privately held wealth management firm specializing in separately managed accounts (SMAs).

Our success with managing private clients’ assets is a result of our customer care approach, financial insights, deep experience, integrity and value. It’s why clients turn to us and why we get up in the morning.

Yes, WrapManager, Inc. offers a competitive benefits package. Here’s how to apply:

• Through our white glove service approach and consultative sales process, you will build long term client relationships.
• Retain long term clients by providing continuous communication, intelligent advice and suitable investment recommendations.
• Manage existing client base by focusing on deepening the relationships and increasing referrals.
• Provide feedback and ideas that contribute to the growth of the firm and maintain high client retention.
• Mentoring of junior wealth managers.

Mandatory Requirements:

• Minimum of 3-5 years experience working with high net worth individuals.
• Demonstrated success offering consultative solutions that result in new client relationships.
• CFP® or willing to gain these credentials within 1 years.
• Series 7 and 66 or 65.