Senior Client Advisor And Business Consultant

Description: Senior Client Advisor

Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 100 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial work environment. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management in multiple years.

The Family Office Practice is a group within Ballentine Partners, focused specifically on clients with investable assets above $25 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.

This is a fantastic opportunity for an experienced professional interested in helping grow a practice within a highly successful firm. If you have strong technical investment, financial planning, and business consultancy skills as well as exceptional emotional intelligence, we would like to speak with you.

• Set client expectations for deliverables, timing, etc.
• Assist senior corporate executives and business owners with strategic advice, tax planning, profit maximization, risk management, and estate planning.
• Answer clients' questions about the purposes and details of financial plans and strategies
• Train and mentor other team members
• Coach clients through a range of stages for business development including seeding, start up growth, expansion, maturity, and possible exit.
• Serve as ambassador to the firm in business development settings, network opportunities; contribute to firms growth by earning referrals from clients and advisors
• Coordinate the activities of multiple client teams and third-party advisors
• Achieve high client retention
• Design and implement innovative strategies for clients to achieve their financial goals and objectives
• Explain and document for clients the types of services that are to be provided; negotiate contracts with clients
• Review clients' financial situation regularly to assess risks and opportunities
• Other duties as assigned
• Act as lead on client engagements with responsibility for managing the financial affairs of the client family and business planning support for their closely held business

Requirements:

The right candidate will be someone who:

• Has excellent interpersonal & relationship skills including a positive attitude
• Can learn new things quickly
• Ability to achieve high client satisfaction in working with sophisticated clients and contribute to the strategic initiatives of the firm
• Ability to build teams utilizing his/her strong credibility
• Has strong communication skills, verbal and written
• Is highly organized with a very strong attention to detail
• Can navigate difficult emotional conversations with clients and explain complicated technical concepts in a concise and clear manner
• Has a strong understanding of the strategic and financial opportunities and challenges facing operating businesses
• Experience navigating complex corporate transactions
• Can work both independently and in a team structure with a diverse group of people
• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
• Can juggle and prioritize a variety of tasks daily
• Has demonstrated the ability to advise executives on strategic and financial matters in public or private companies
• Has high professional standards, judgment, and discretion

An MBA with at least 5 years of demonstrated experience working with business executive clients is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Impact Report.

Ballentine Partners compensation is made up of a base salary and performance bonus. The base salary for this position begins at $155,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.