Manager - Client Experience (Planning, Strategy & Research)

What we are looking for -

Aspiriant seeks to recruit a Manager for our Client Experience (Planning Strategy & Research) (PS&R) group. This is a nationwide search, with the opportunity to be located anywhere that Aspiriant has an office (Los Angeles, San Francisco, Mountain View, Irvine, San Diego, Austin, Minneapolis, Milwaukee, Cincinnati, or New York).

The Manager is an important generalist role, accountable for helping to maintain and improve our centralized wealth management platform and its integration with other client service areas. The Manager will also provide deep technical financial planning expertise and hands-on operational development and support.

The Manager will report to the Chief Client Officer, and will collaborate, as part of PS&R with other departments across the firm, including the Practice, Investment Strategy & Research, Client Service Operations, and IT.

PS&R is responsible for building, innovating, and maintaining Aspiriant’s wealth planning platform and serving as the guardian and advocate of the Client Experience for the entire firm. PS&R’s mission is to help advisors across the Practice foster intimate and durable client relationships that help our clients achieve their financial goals, peace of mind and live life well. We endeavor to build a wealth planning platform that supports advisors across the Practice with the technology, tools, training, and materials that make client service seem intuitive, effortless, and satisfying.

Here are some examples of PS&R initiatives to demonstrate the range of our work:

• Prepare quarterly meeting materials as a starting place for the Practice to utilize with clients
• Develop wealth planning conventions for the Practice to use
• Develop and refine the new client onboarding process
• Enhance the process for the Practice to provide an excellent and caring experience when a client during major life events that are well coordinated with our Client Service Operations, Compliance and Finance teams
• Facilitate our annual client survey, including preparing related client and internal communications
• Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., COVID pandemic, regional banking concerns, etc.)
• Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps in our processes to be compliant with the recent new DOL IRA rollover and SEC Marketing rules.

You will -

• Partner with key stakeholders to proactively develop and then maintain the processes, intellectual capital, communications, tools, etc., that create an effective decision-making environment for clients and superior Client Experience
• Promote and champion Aspiriant’s wealth planning philosophy and consistent use of key planning tools by the Practice to deliver high quality wealth planning services
• Stay apprised of wealth management trends, best practices, and developing law changes to help bring innovative planning strategies and techniques to Aspiriant
• Serve as a point person for PS&R’s Subject Matter Experts (SMEs), providing technical expertise, quality control, and direct assistance to create leverageable wealth planning materials and related processes
• Partner with our Learning & Development (L&D) team to create advisor focused training and education programs to further build competencies (technical and relational) among the Practice, needed to serve clients with distinction
• Partner with our Compliance team to develop and/or modify our standard processes to adhere to the changing regulatory landscape
• Partner and collaborate with the Information Technology (IT) department to identify technology solutions that modernize and enhance the Client Experience
• Proactively monitor all aspects of the Client Experience across the Practice, developing and executing enhancements as needed
• Develop materials (articles, webinars, and internal and external presentations) to educate current and future clients on a broad range of wealth planning topics. This includes partnering with our internal marketing team to enhance Aspiriant’s brand and create content for select initiatives
• Serve as a respected external ambassador for Aspiriant, continuing to build on our strong reputation
• Perform other duties as and when required

Critical Capabilities -

• Possesses deep technical knowledge of and passion for wealth management, including expertise in income tax, estate planning, family governance, executive compensation and/or insurance
• Brings effective communication (both written and verbal) and presentation skills for internal and external purposes
• Excellent listening skills
• Ability to interact and collaborate effectively and respectfully with colleagues across a range of functions to help Aspiriant become more successful
• Willing and able to jump in on any tasks requiring attention
• Able to help establish more effective and efficient client service processes for the benefit of clients and Aspiriant
• Exceptional relationship management and interpersonal skills.
• An initiative-taker who takes accountability for their work and enjoys working as part of a team completing important projects.
• Excellent attention to detail and follow-through
• Dedication to developing leadership skills and a growth mindset
• Strong project management skills, including the ability to set priorities among a variety of tasks and an occasionally heavy volume of work
• Innovative and goal oriented
• Embodies the core values of Aspiriant and contributes to the firm’s culture

You have -

• Bachelor’s Degree with preference for experience in business, tax, finance, economics, and financial planning
• A CFP® designation is required
• Seven or more years of direct client service experience in a wealth management firm, working with high net worth and/or ultra-high net worth individual and families
• Experience participating and/or leading a wealth management committee at an RIA is highly desired
• Demonstrated ability and experience with the financial planning process, including discovery, date gathering, analysis and plan development, implementation, and monitoring
• Demonstrated analytical skills
• Excellent personal and professional references

We offer –

• Collaborative, fun environment
• 401(k) with company match
• Individual and cash profit-sharing bonuses
• Competitive company contribution to medical benefits
• Hybrid work environment
• Continuing education assistance program
• Pathway to Partnership

We are –

ASPIRIANT IS A LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.

We recognize, respect, and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talents, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘careers’ link in the footer and search for open positions. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.