RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $8 billion in assets under management. We are currently seeking a Wealth Planning Strategist to join our Family Office Services team. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.
Deliver comprehensive wealth management advice and planning under the direction of a Senior Relationship Manager
Develop and implement client specific plans
Prepare complex client and prospect meeting materials
Coordinate with clients and trusted advisors
Participate in cross-functional projects which support the development and implementation of new processes, systems and best practices
Lead training of team members on administrative and client service responsibilities
Provide quality control on client facing documentation
Manage the administrative workflow on the team
RMB Capital Management, LLC offers a dynamic work environment and competitive compensation and excellent benefits such as:
401(k) and profit sharing plan
Flexible spending accounts
RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.
Minimum of 5 year experience at a comprehensive wealth management or multi-family office firm
Series 65 or 66 preferred
Strong personal computer skills including Microsoft Word and Excel
Excellent written and verbal communication skills
Attention to detail and strong organizational skills
Strong work ethic and able to prioritize multiple projects
An entrepreneurial spirit and passion to serve clients
RMB Capital is an independent investment advisory firm that takes the time to understand our clients and their needs, using a broad range of services and strategies to help them reach their goals. Our decisions are made with each client’s best interests in mind, and our aim is to serve every client with the highest standard of care.We operate in four distinct business units:1. Wealth Management pr...ovides comprehensive financial planning and investment services to wealthy individuals and families. We strive to develop a deep understanding of each client’s personal situation to create a customized plan that's designed with that individual’s best interests, unique needs, and long-term objectives in mind.2. Asset Management offers comprehensive investment services to address the entire spectrum of institutional investors’ portfolio management needs. We're able to provide end-to-end solutions, where we effectively serve as the “outsourced CIO,” or specific services on an a la carte basis, including separate account management for specific asset classes such as domestic fixed income and equity.3. Retirement Plan Solutions serves as a co-fiduciary to employers that sponsor retirement plans. We perform a comprehensive assessment of each employer’s unique needs and aim to optimize outcomes for the organization, its employees, and its executives.4. Iron Road Capital Partners provides alternative investments to accredited and qualified individual and institutional investors.