Windhaven is a wholly owned subsidiary of Charles Schwab and is located in Boston, MA
Organizational Objective/Purpose: Windhaven is an RIA serving high net worth individuals, trusts, retirement plans, foundations and endowments.
Brief Description of Role: The Senior Manager will provide marketing and sales support for Senior Investment Professionals who work directly with Branch Financial and Private Client Portfolio Consultants and their clients.
* Bachelor's degree
* Advanced degree or CFA, CFP designation highly preferred.
* 8+ years of financial services experience.
* Comprehensive understanding of investment products, capital
markets and economy.
* Passion for service and finance with strong client-focus
* Excellent analytical skills and attention to details
* Positive attitude, enthusiasm, professionalism and strong ethics
* Collaborative and relational work style
* Excellent communication and interpersonal skills
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