BBR Partners

Director, Portfolio & Wealth Advisory

Chicago, IL · Director

Sponsorship not specifiedDetected 7 days ago

Business DevelopmentTaxPremiere Pro

About the role

This is an enterprising business development and client service focused opportunity and requires someone with experience working with ultra-high-net-worth individuals and families on their investment and wealth management needs.
Flexibility to travel for client meetings is expected.
The expected base salary for the role will generally be between $180,000 and $220,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.

Develop new business opportunities as well as maintain and expand referral sources. Establish relationships with prospective clients and transition new clients into the firm.
Develop and execute the overall strategy for clients' investment and wealth management plans
Work with clients' team of external advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services
Lead and manage internal BBR client teams
BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families.
This person will help manage the firm's client relationships, overall strategy for clients' investment and wealth management plans, and identification of prospective clients.
This position requires an individual who is self-motivated, creative and enjoys developing new clients on a continuous basis and has a track record of success.

10+ years of relevant work experience
Comfort and ability working in a collaborative, team-based environment
Extensive experience working with ultra and high net worth individuals and families on their investment and wealth management needs
Strong business development skills, including experience building relationships with prospective clients to identify their needs, determining client fit and successfully onboard them into the firm
Skill in various aspects of portfolio management, including asset allocation theory
Strong familiarity with other wealth management issues (e.g., wealth transfer strategies, tax planning, insurance, single stock risk management, philanthropy)

The expected base salary for the role will generally be between $180,000 and $220,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.
Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
Competitive base salary and incentive compensation.

Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Flexible time off, paid parental leave, and Sabbatical with company tenure.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
We are currently seeking an entrepreneurial, dynamic, senior professional to join the firm in our Chicago office.

The firm, originally founded in early 2000, now manages over $35 billion in assets.

This listing is sourced directly from BBR Partners's careers page and normalized into a canonical job model.