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Vice President, Private Client Services

Vice President, Private Client Services

SIFMA Asset Management GroupWashington, DC, US
13 days ago
Job type
  • Full-time
Job description

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We are seeking an individual who enjoys working in the financial services industry and would like to engage with the many professionals in the private client wealth management space at SIFMA member firms. This position will be based in NY and reports to the Managing Director, Head of Private Client Services.

Responsibilities :

  • Work with the Managing Director on member engagement through 21 Roundtables, each covering a different constituency and / or function within Private Client Services at SIFMA member firms.
  • Lead individual roundtable meetings and interact with the respective Chairpersons to establish agendas, priorities, and deliverables.
  • Develop in-depth knowledge of private client issues, such as fiduciary responsibility, savings and retirement issues, holistic wealth management, marketing, investment products, financial planning, practice management, and management of financial advisors.
  • Develop written materials in both preparation and summation of meetings.
  • Interact with senior leaders in the industry, regulatory agencies, and Congressional staff.
  • Coordinate across SIFMA's business groups and staff advisors to address member issues.
  • Respond to member inquiries.

Qualifications :

  • Bachelor's degree from an accredited college or university.
  • A minimum of five years of work experience in a financial services related area.
  • Must be able to travel.
  • Two writing samples are required, one of which is limited to one page.
  • Work easily in a service-oriented manner with individuals from all levels of organization and cross-functionality in a team environment.
  • Knowledge of securities industry and legislative / regulatory structure it operates in.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects / priorities.
  • Strong writing, presentation, and organizational skills.

    • About us :

    SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry's one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity

    and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).

    Benefits Include :

  • Life and AD&D Insurance
  • Short-Term and Long-Term Disability Insurance
  • 401(k) with employer contribution
  • Generous paid time off and holidays
  • Eligible to work remotely (up to 2 days per week)
  • Commuter Subsidy

    • Salary range : $100,000 - $120,000

    How to apply :

    Please apply directly via our Careers Site or send your cover letter, resume, and salary requirements to [emailprotected] and indicate "VP, Private Client" in the subject line of your email.

    SIFMA is an Equal Opportunity Employer and encourages interested individuals to apply.

    Equal Opportunity Employer

    We are seeking an individual who enjoys working in the financial services industry and would like to engage with the many professionals in the private client wealth management space at SIFMA member firms. This position will be based in NY and reports to the Managing Director, Head of Private Client Services.

    Responsibilities :

  • Work with the Managing Director on member engagement through 21 Roundtables, each covering a different constituency and / or function within Private Client Services at SIFMA member firms.
  • Lead individual roundtable meetings and interact with the respective Chairpersons to establish agendas, priorities, and deliverables.
  • Develop in-depth knowledge of private client issues, such as fiduciary responsibility, savings and retirement issues, holistic wealth management, marketing, investment products, financial planning, practice management, and management of financial advisors.
  • Develop written materials in both preparation and summation of meetings.
  • Interact with senior leaders in the industry, regulatory agencies, and Congressional staff.
  • Coordinate across SIFMA's business groups and staff advisors to address member issues.
  • Respond to member inquiries.

    • Qualifications :

  • Bachelor's degree from an accredited college or university.
  • A minimum of five years of work experience in a financial services related area.
  • Must be able to travel.
  • Two writing samples are required, one of which is limited to one page.
  • Work easily in a service-oriented manner with individuals from all levels of organization and cross-functionality in a team environment.
  • Knowledge of securities industry and legislative / regulatory structure it operates in.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects / priorities.
  • Strong writing, presentation, and organizational skills.

    • About us :

    SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry's one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity

    and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).

    Benefits Include :

  • Life and AD&D Insurance
  • Short-Term and Long-Term Disability Insurance
  • 401(k) with employer contribution
  • Generous paid time off and holidays
  • Eligible to work remotely (up to 2 days per week)
  • Commuter Subsidy

    • Salary range : $100,000 - $120,000

    How to apply :

    Please apply directly via our Careers Site or send your cover letter, resume, and salary requirements to [emailprotected] and indicate "VP, Private Client" in the subject line of your email.

    SIFMA is an Equal Opportunity Employer and encourages interested individuals to apply.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

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    Vice President, Private Client Services • Washington, DC, US