Careers
Beacon Pointe is the firm it is today because of its people. We are a team of talented, diverse, upstanding and passionate individuals and are always looking for qualified candidates that fit our company culture. Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.
The FACES of Beacon Pointe
Be Family
We live by the golden rule of treating those the way we would like to be treated. We see ourselves as a work family, mentoring those new to the company and learning from our peers. We embrace the communities we live within and strive to make a positive impact.
Be Ambitious
With a culture of transparency and accountability, we enable our employees to be evaluated on their contribution to their team and the firm as they blaze their own trails of career development.
Be Collaborative
Beacon Pointe has a team-centric mentality, challenging each other to personally thrive and excel while being supportive when a colleague is in need of assistance or there is an opportunity to join forces on a project.
Be Entrepreneurial
From every viewpoint, we value creativity and innovation. Our business is built on consistently challenging the norm and finding a better way to approach what we currently do. We encourage individuals to take initiative, think outside of the box through idea sharing, and formulate solutions that can have a direct positive impact on the company, employees and the clients we serve.
Be of Service
Lastly but most importantly, we are about service to our clients, to our team, and to the community in which we live. Each year, we give a paid day of work to each team member to spend their time volunteering for a local 501(c)(3) non-profit, and many in our firm serve on boards or in other volunteer capacities within our nonprofit community.
Employee Support
Award-winning culture that rewards drive and teamwork
Competitive compensation with potential bonuses
Women’s leadership and development workshops
Community outreach and philanthropic activities
Training options for personal and professional growth
Robust suite of health plan options
Job Openings
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Relationship Manager for our Family Office offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Prepare client account paperwork, submit to custodians and follow-up to confirm completion
- Quality control of submitted requests and account set up in Tamarac following firm procedures
- Execute account maintenance tasks such as, account terminations and other special requests as directed
- Review custodian alerts, document in applicable systems and follow-up as needed to resolve
- Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
- Research and respond to routine-to-complex inquires within defined service level commitments
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac)
- Partner with internal teams to document, review and update firm policies & procedures
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Account Services Associate | Scottsdale, AZ & Remote
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office as well as a remote position. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Prepare client account paperwork, submit to custodians and follow-up to confirm completion
- Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures
- Execute account maintenance tasks such as, account terminations and other special requests as directed
- Review custodian alerts, document in applicable systems and follow-up as needed to resolve
- Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
- Research and respond to routine-to-complex inquires within defined service level commitments
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView)
- Partner with internal teams to document, review and update firm policies & procedures
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Account Services Trader | Scottsdale, AZ
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Account Services Trader in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Place Mutual Fund, ETF and equity trades through Charles Schwab, TD Ameritrade or Fidelity
- Research and respond to routine-to-complex inquires within defined service level commitments
- Trade Correction processing, reporting and analysis
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Partner with internal teams to document, review and update firm policies & procedures
- Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
- Assist advisors and their team with system navigation, configuration, and account setup
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- Experience with Envestnet preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
- 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Operations Integration Specialist | Remote
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Integration Specialist. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
As an Operations Integration Specialist for Beacon Pointe you will be responsible for assisting in onboarding new offices to Beacon Pointe Advisors, including training financial advisors and operations staff on Beacon Pointe processes and systems. This individual will also be responsible for paperwork preparation and completion during transitions and video and written training content for firm wide use. The Operational Integrations Specialist must have an in-depth knowledge and experience in the financial services industry that includes concierge level service and operational critical thinking skills.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- White Glove Service Offering to new offices joining Beacon Pointe
- Training advisors and operations staff on Beacon Pointe processes and procedures
- Integrate the new office into the firm’s operational model
- Create and maintain video and written training content for firm wide use
- Introduce and transition the office to Account Services once onboarded
- Prepare client account paperwork, custodian maintenance paperwork, and submit to custodians and follow-up to confirm completion during and immediately following transition to Beacon Pointe
- Research and respond to routine-to-complex inquires within defined service level commitments
- Participate in team meetings and collaborate with operations leadership, M&A teams and other operations team in support of transitioning offices
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 3+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Data Reconciliation & Reporting Associate | Scottsdale, AZ
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Data Reconciliation & Reporting Associate to join our growing central support team in our Scottsdale, AZ office. The Data Reconciliation & Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting, providing internal support, and integrating external reporting & CRM systems following new office acquisitions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Conduct routine audits to ensure accounts are setup according to the firms polices & procedures
- Work with Transition Services to integrate external reporting systems into Tamarac & Salesforce
- Input and updating of client information into various internal systems
- Maintain and update firm’s policies & procedures as needed to ensure adherence
- Manage external resources who assist with new account setup in Tamarac
- Oversee firm’s quarterly reporting cycle, including establishing communication plan, execution and delivery of reports, and auditing and maintenance of performance issues
- Daily research and assignment of security classifications utilizing various sources of information
- Handle incoming inquiries from field offices related to the troubleshooting and review of complex account and data discrepancies
- Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred)
- 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred)
- Proficiency in Microsoft Office applications (advanced Excel skills preferred)
- Proficiency in working with multiple data sets and databases
- Advanced technical aptitude & superior troubleshooting skills
- Strong commitment to detail with excellent organization and prioritization skills
- Proven ability to work in a fast-paced, evolving work environment
- Excellent interpersonal and verbal/written skills
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Associate Wealth Advisor | Greensboro, NC
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Greensboro, NC office or our Durham, NC office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning
- Assist with business development efforts
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems.
- Developing in depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications is a must, with strong excel skills preferred
- Minimum of two years’ experience in the financial services industry preferred
- Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Advisors & Consultants |
Sales Support Associate | Scottsdale, AZ
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sales Support Associate (SSA) in our Scottsdale, AZ office. The SSA will work with and support the business development activities of the Regional Director and Managing Directors / Partners as needed including executing marketing campaigns, event coordination & frequent communications with prospective clients, existing clients and partners related to sales & marketing strategies. The SSA may also work in conjunction with other groups across the firm including, but not limited to Marketing, Central Operations, Human Resources, and Compliance in supporting the business development needs and activities of the local offices. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Assist in the execution of proactive outreach efforts to strategic business partners as directed via phone, email and/or other contact methods.
- Should business volumes warrant, the SSA will be a backup resource and field incoming / re-routed phone calls.
- Proactively arrange, schedule (and confirm) quarterly reviews between the RD and Custodial Branch Managers
- Proactively arrange, schedule (and confirm) regular and frequent branch visits as well as tracking said visits to ensure that objectives are met.
- Be actively engaged in the development and execution of local, regional, and national events and visibility opportunities.
- Coordinate with Regional Director and Wealth Advisors on prospect follow up activities with an emphasis on long dated opportunities.
- May involve outbound calls, email follow up, and/or other contact methods.
- Other duties, as assigned.
- Bachelors degree preferred (Finance, Marketing or Economics preferred)
- 2+ years of relevant experience working directly with clients, prospective clients, and business partners; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
- Excellent interpersonal and verbal/written skills.
- Strong work ethic and outstanding follow up skills.
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.); Zoom; Outlook
- Working knowledge of, and ability to articulate, Beacon Pointe’s investment solutions, strategies, and philosophy.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Client Service & Operations |
Director, Strategic Integration | Newport Beach, CA
Job Description
We are looking for an experienced financial service professional to join our Beacon Pointe team as Director of Strategic Integration in our Newport Beach, CA office. This person would be responsible for managing a team of Project Managers and Associates who integrate all newly acquired teams into Beacon Pointe. This person would collaborate directly with the Managing Directors, Partners, and department Directors across the firm to expertly map out and execute the integration process all while delivering an exceptional overall experience. The ideal candidate would have years of experience working in financial services supporting M&A or acquisition efforts, strong operational background, be detail oriented, proven success in coordinating and completing projects, be a self-starter, a strong collaborator, and lead team members. This role would entail enhancing and documenting processes and procedures and developing new ways to improve our new office onboarding experience.
Responsibilities
About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial
- Work closely with the M&A team to understand the pipeline and strategically plan for success from due diligence to execution
- Serve as the bridge between the newly acquired team, the Project Managers and internal and external stakeholders throughout the integration process
- Lead a team of Project Managers on all new acquisitions from start to finish by partnering with Beacon Pointe internal teams (i.e. Technology, Human Resources, Marketing, etc)
- Lead cross-functional Strategic Integration meetings, author and distribute regularly scheduled written updates for each deal, and present updates to executive management
- Lead integration planning and execution efforts, to ensure that we achieve the strategic and operational objectives of each transition
- Nurture strong stakeholder relationships with cross-functional partners
- Communicate clearly and succinctly with all stakeholders to ensure alignment and meet integration objectives and timelines
- Establishes quantitative and qualitative metrics, guidelines, and standards by which the company’s efficiency and effectiveness can be evaluated; identifies opportunities for improvement
- Reviews, analyzes, and evaluates business procedures
- Implements policies and procedures that will improve day-to-day operations
- Partners with the COO to plan, direct, control, implement, evaluate, monitor, and forecast a budget for the strategic integration team
- Communicates and explains new directives, policies, or procedures to integration team; for major changes, meets with staff to explain changes, answer questions, and maintain morale
- Leads coordination of efforts among internal departments to produce smoother workflow and effective business processes.
- Projects a positive image of the organization to employees, customers, industry, and community
- Performs other related duties as assigned
- Bachelor’s degree required; Master’s preferred
- Experience in mergers, acquisitions and integration preferred
- Very strong project management, planning, and organization skills, including the ability to handle multiple projects simultaneously in a fast-paced environment
- Ability to take initiative and lead and navigate through ambiguity
- Effective written and verbal communication skills; ability to influence stakeholders and cross-functional partners, motivating and collaborating while driving results
- Excellent interpersonal and team-building skills; ability to work with a diverse team and influence/drive change across functional and business boundaries
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Team oriented approach
- Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Job Features
| Job Category | Client Service & Operations |
Associate Wealth Advisor | Indianapolis, IN
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Indianapolis, IN office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
- Assist with business development efforts
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
- Developing in depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Advisors & Consultants |
Relationship Manager | Metairie, LA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Relationship Manager in our Metairie, LA office. The Client Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
- Research and respond to routine-to-complex HNW client inquires in a timely fashion.
- Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
- Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
- Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
- Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
- Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
- Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- CFP or willing to pursue the CFP for completion within 24 months
- 1-2+ years relevant experience
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications is a must
- Experience using Tamarac is a plus.
Job Features
| Job Category | Client Service & Operations |
Associate Wealth Advisor | Dallas, TX
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
- Assist with business development efforts
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
- Developing in depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Advisors & Consultants |
Job Description | San Diego, CA
We are currently seeking high quality, motivated individuals to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Diego, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners. Associate Wealth Advisors are paid a salary plus bonus with potential for variable compensation later when promoted to Wealth Advisors.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Beacon Pointe team members have the opportunity to participate financially in the growth of the firm. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates – both verbally and in writing
- Serving as liaison to firm professionals and client service associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning
- Assist with business development efforts and generating proposals
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data and notes in various internal systems including the firm’s portfolio management database (Tamarac) and CRM (Salesforce)
- Developing an in-depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Positive attitude and ability to work collaboratively with colleagues
- Proficiency in Microsoft Office applications is a must
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Beacon Pointe team members have the opportunity to participate financially in the growth of the firm. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Advisors & Consultants |
Job Description | Campbell, CA
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.
Responsibilities
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
- Assist with business development efforts
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
- Developing in depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Job Features
| Job Category | Advisors & Consultants |
Operations Integration Specialist | Scottsdale, AZ
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Integration Specialist. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
As an Operations Integration Specialist for Beacon Pointe you will be responsible for assisting in onboarding new offices to Beacon Pointe Advisors, including training financial advisors and operations staff on Beacon Pointe processes and systems. This individual will be responsible for client paperwork preparation, processing and completion tracking during new office transitions. This individual will be responsible for creating and maintaining video and written training content for firm wide use. The Operational Integrations Specialist must have an in-depth knowledge and experience in the financial services industry that includes concierge level service and operational critical thinking skills.
Responsibilities
Salary Range: $70,000 - $80,000
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Referral Code 01
- White Glove Service Offering to new offices joining Beacon Pointe
- Training advisors and operations staff on Beacon Pointe processes and procedures
- Integrate the new office into the firm’s operational model
- Create and maintain video and written training content for firm wide use
- Introduce and transition the office to Account Services once onboarded
- Prepare client account paperwork, submit to custodians and follow-up to confirm completion during and immediately following transition to Beacon Pointe
- Research and respond to routine-to-complex inquires within defined service level commitments
- Participate in team meetings and collaborate with operations leadership, M&A teams and other operations team in support of transitioning offices
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 3+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
Salary Range: $70,000 - $80,000
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Referral Code 01
Job Features
| Job Category | Client Service & Operations |
Relationship Manager | Newport Beach
Job Description
We are currently seeking an individual who has found success in a detail- oriented, collaborative environment where innovative ideas are welcome. If you are a motivated self-starter and quick learner with the ability to take initiative you are a perfect fit to join the Beacon Pointe team as a Client Relationship Manager in our Newport Beach office. The Client Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
Salary Range: $80,000 - $100,000
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Referral Code 01
- Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
- Provide direct support to the Managing Director and Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning.
- Research and respond to HNW client inquires in a timely fashion.
- Participate in client meetings as directed by the Managing Director and/or present on relevant service engagements.
- Partner with clients, wealth advisory and central operations teams in all aspects of client service including general account set up and alternative subscription documents.
- Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
- Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
- Responsibility for downloading, Maintaining, and updating notes from client reviews utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
- 4+ years relevant experience, including working knowledge of custodian’s requirements
- Excellent written and verbal communication skills.
- Strong organizational, analytical, and interpersonal skills
- Detail oriented
- Ability to excel in a fast-paced, team environment.
- Proficiency in Microsoft Office applications is a must.
- Experience using Tamarac and Professional Certifications is a plus.
Salary Range: $80,000 - $100,000
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Referral Code 01
Job Features
| Job Category | Client Service & Operations |
Equal Employment Opportunity and Diversity: We are committed to equal-employment principles, and we recognize the value of committed worksite employees who feel they are being treated in an equitable and professional manner. We strive to find ways to attract, develop and retain the talent needed to meet business objectives, and to recruit and employ highly qualified individuals representing the diverse communities in which we live. Employment policies and decisions on employment and promotion are based on merit, qualifications, performance, and business needs. The decisions and criteria governing the employment relationship with all worksite employees are made in a non-discriminatory manner—without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, military status, sexual orientation, or any other factor (including medical marijuana cardholder status for Arizona applicants and worksite employees) determined to be an unlawful basis for such decisions by federal, state, or local statutes. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.
Beacon Pointe is committed to ensuring equal access for people with disabilities. As potential employees of Beacon Pointe, people with disabilities can be important contributors to Beacon Pointe’s business success and should not be excluded, but rather welcomed into the Beacon Pointe family. Please do not hesitate to reach out to info@beaconpointe.com to request a PDF format of existing Beacon Pointe Job Opportunities.
