Senior Managing Director

We are seeking a Senior Managing Director at our downtown Portland, ME Trust company. The Senior Managing Director will be responsible for building and maintaining strong client relationships, driving business development efforts, client retention, and utilizing extensive investment and planning acumen to provide tailored financial solutions while maintaining the highest standards of trust and integrity.

In this position you will :

Develop and maintain strong, lasting relationships with clients, acting as their trusted advisor for all financial matters.

Understand their unique goals, values, and financial needs

• Expand and enhance the book of business through networking, referrals, and relationship building. Identify opportunities for additional fiduciary services and investments
• Utilize your deep knowledge of investment strategies, financial planning, and estate planning to create and implement customized wealth management solutions for clients
• Ensure the retention and satisfaction of existing clients by delivering high-quality service, addressing their concerns, and adapting strategies as necessary
• Collaborate with senior management to set strategic goals for your client portfolio and contribute to the company's overall growth
• Ensure all financial activities and fiduciary services adhere to relevant laws and regulations
• Other duties as assigned

Requirements

The successful candidate will have :

• A minimum of 15 years of experience in wealth management, trust, or financial planning
• CFA (Chartered Financial Analyst) certification is preferred
• Proven track record of business development and client retention
• Strong knowledge of investment and wealth management strategies
• Excellent interpersonal, communication, and presentation skills
• Exceptional problem-solving and decision-making abilities
• Commitment to maintaining the highest ethical standards and client confidentiality

Clearstead Trust is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect :

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
• The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead Trust... providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner.

In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our thoughtfully determined growth targets and safety standards in an objective manner.

We then combine these carefully selected investment opportunities with our high-quality fiduciary and planning services.

Simply put, Clearstead Trust wants to be positioned to look out for our clients' best interest at every turn in the road.