Sr Client Service Associate | Scottsdale, AZ We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our ­Scottsdale, AZ office. The Sr Client Service Associate 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

• 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.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 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.

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. 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.  

Associate Wealth Advisor | Bala Cynwyd, PA Job Description  We are currently seeking high quality, motivated individuals  to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia 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

• 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.

Qualifications

• 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

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. 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.

Human Resource Generalist | Newport Beach  Job Description We are currently seeking qualified candidates to join Beacon Pointe as an HR Generalist in our Newport Beach, CA office. The candidate will be responsible for a wide range of HR responsibilities, along with assisting the HR Manager in all aspects of the firm’s HR operations. The 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 employees. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions. Responsibilities

• Completing onboarding process and conducting new hire orientations
• Maintain HR Inbox and responds to human resources-related inquiries
• Administration of benefits programs including health and 401(k)
• Assist in the implementation and management of the new HRIS platform
• Coordinate employee development plans and assist with the performance management
• Maintain organizational charts, employee directory and HR related documents
• Ownership of internal, employee-focused communications
• Manage leave of absences, including disability, FMLA, PDL and workers’ compensation, in accordance with company policy and the law
• Partner with the HR Manager in revising the employee handbook
• Act as a culture ambassador by organizing and launching employee engagement activities
• Assist the development, documentation and recommendation of continuous improvement of HR processes, procedures and programs

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications

• Well-rounded in HR practices with 3-5 years of experience in the field
• Bachelor’s degree in human resources, business administration, or a related field
• Excellent written, verbal, and interpersonal communication abilities
• Ability to maintain confidentiality
• Experience in HR policies and procedures, Federal/ State legal requirements
• Must have excellent people skills
• Proficiency in Microsoft Office
• Experience at multi-site company is a plus

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. 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.

Strategic Integration Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm’s merger and acquisitions (M&A) efforts. This candidate will act in a support role to a Project Manager for new firms joining Beacon Pointe. The successful candidate will have a demonstrated track record of educational achievement, is process driven, detail oriented, a strategic problem solver and takes ownership in seeing projects to completion. Responsibilities

• Supports Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
• Acts as a liaison between project manager(s) and new partner offices to handle various requests via phone, email and/or other contact methods
• Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
• Assists in managing our proprietary due diligence process
• Meets regularly with partner offices to document meeting notes
• Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
• Participates in team meetings with the project managers to help streamline firm policies and procedures with new offices
• Other duties, as assigned

Qualifications

• Bachelor’s degree required
• 1-3 years of experience in the financial industry specifically within client service and/or operations
• Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
• Excellent interpersonal and verbal/written skills
• Attention to detail and organizational skills
• Team oriented
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.

Strategic Integration Manager | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Manager in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm’s mergers and acquisitions (M&A) efforts. This candidate will act as a Project Manager for new firms joining Beacon Pointe. The successful candidate will have a demonstrated track record of educational achievement, is process driven, detail oriented, a strategic problem solver and takes ownership in seeing projects to completion. Responsibilities

• Supports M&A initiatives by running the project plan and working to cohesively integrate new offices to the firm
• Acts as a liaison to all partner offices to handle various requests via phone, email and/or other contact methods
• Coordinates between internal departments to complete merger projects as well as solve day to day operational hurdles
• Assists in managing our proprietary due diligence process
• Meets regularly with partner offices to prioritize workload, provides timely updates on M&A items, and escalates potential issues when appropriate
• Synchronizes data transfer between new firms, custodians, and third-party vendors
• Participates in team meetings and collaborates with the department leads on projects and/or initiatives designed to streamline firm policies and procedures with new offices
• Other duties, as assigned

Qualifications

• Bachelor’s degree required (Finance, Business or Economics preferred)
• 2-5 years of experience in the financial industry specifically within client service and/or operations
• Experience with custodian partners; Charles Schwab and Fidelity Investments
• Excellent interpersonal and verbal/written skills
• Attention to detail and organizational skills
• Team oriented
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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 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

• 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

  Qualifications

• 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

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.

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

• 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

  Qualifications 

• 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 

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.

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  

• 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

Qualifications

• 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.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.

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

• 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

  Qualifications

• 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

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.  

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

• 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.

Qualifications

• 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

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.  

Sales & Event Associate | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sales & Event Associate (SEA) in our Scottsdale, AZ office. The SEA 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 SEA 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

• 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 SEA 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.

Qualifications

• 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.

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   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.

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

• 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.

  Qualifications

• 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.

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. 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.

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

• 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.

Qualifications

• 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.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Thank you!   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.

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

• 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.

Qualifications

• 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.

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Thank you! 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

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  

• 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

 

Qualifications

• 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.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Thank you! Salary Range: $60,00 - $75,000  

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.