Careers – Senior Associate

Position Description: Senior Client Associate

senior client associate careers at Versant

Reports to: Senior Wealth Counselor

Benefits: Yes

Status: Full time; Exempt

To apply: Email resume and qualifications to connected@versantcm.com

Versant Capital Management, Inc. is seeking to add a Senior Associate to our growing team.  Versant is an independent, Phoenix wealth management firm. We are a team of experienced wealth management counselors and investment professionals that manage family resources around what’s important to our clients.

Job Summary

The Senior Associate is a mid-level (3-5 years’ experience) client relationship management position that provides technical support for the Senior Wealth Counselor and/or Wealth Counselor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. The Senior Associate is also responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems. The position may participate in client meetings but not always in an advice or decision-making capacity. The position may also be the primary contact on small client relationships.

Duties and Responsibilities

The Senior Associate can expect to focus in the following areas:

  • Communicate with clients and their outside advisors, verbally and in writing
  • Deliver superior client service—troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed
  • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update Junxure and Mind Maps
  • Gather, organize, input and synthesize client data within a financial planning context
  • Prepare client financial plans and presentations for review by supervisors
  • Prepare other client deliverables for review by supervisors, i.e. Net Worth Statements, Cash Flow Schedules, Rebalancing Schedules, etc
  • Prepare capital sufficiency analysis scenarios
  • Review performance reports, including tracking and reconciling of account history
  • Attend client meetings in a technical, supporting and meaningful role
  • Providing ongoing, actionable intellectual contributions to work processes and intellectual capital base, focusing on one or two areas of expertise
  • Maximizing productive use of one or more technology platforms involved in executing other duties and responsibilities

Qualifications

The Associate position typically requires the following qualifications:

  • CFP, CPA, or CFA designation or enrolled in candidacy of
  • Series 65 or 66 Examination
  • Proficiency with Junxure, Black Diamond, RedBlack, Word, Excel, PowerPoint and Outlook
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong written and verbal communication skills
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience
  • Eligible for discretionary bonus pool
  • Eligible for incentive compensation plan
  • Benefits include parking, health care, short and long term disability insurance, 401(k), including three percent employer contribution
  • Eligible for discretionary profit sharing
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities