Head of Client Investments Initiatives- 3438295

Job Description

Job Description

Job Title: Head of Client Investments Initiatives

Location: New Providence, NJ 07974

Salary/Payrate: $100K-$150K and AWESOME BENEFITS

Work Environment: Flexible

Term: Permanent or Contract depending on experience

Bachelor’s degree required: Yes

Referral Fee: AMS will pay $500 should the person you refer gets hired

Job Description: #LI–JP1

Please send your resume in Word format if you are interested in a Head of Client Investment Initiatives opening with a firm in New Providence, NJ 07974. Salary in the $100K-$150K range + AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.

Our client is seeking a polished, experienced professional with a background in the securities’ industry or wealth management industry to lead an initiative of a new business.

Unlike traditional financial services roles, this is not a sales or client acquisition position. Instead, the Head of Client Investments will act as a steward relationship partner and thought partner — ensuring that each curated investment opportunity - with our investment partner will be communicated by them with with clarity, elegance, accuracy, and with ease. The initiative will be an independent business - that is non-legal - partnering with a substantial and well-established asset management and private equity firm.

This individual will prepare and coordinate meetings for each selected client.

Responsibilities

• Serve as a key client-facing representative for the new investment platform, in partnership with the investments team.
• Collaborate with the investments team, who will provide the majority of analytics and presentation materials, to ensure clarity and consistency in communications.
• Present opportunities to UHNW clients with discretion, elegance, and an emphasis on client ease.
• Draft and refine client communications, memoranda, and reports with impeccable writing and attention to detail.
• Ensure that financial metrics and materials prepared by the investments team are communicated in a clear, client-friendly way.
• Work closely with firm leadership to shape the group’s strategy and positioning.
• Maintain the highest standards of confidentiality, professionalism, and client service.

Qualifications

• Prior experience in sales for securities, wealth management, private banking, RIAs, or multifamily office environment is never
• Strong command of financial concepts and ability to explain them clearly, without needing to perform all analytics independently.
• Exceptional written and verbal communication skills.
• Highly organized, detail-oriented, and comfortable managing financial documentation.
• Elegant presence and ability to engage confidently with sophisticated clients.
• A collaborative, low-ego professional who values quality of life as much as professional excellence.
• Active or prior FINRA/SEC licensing (e.g., Series 7/63/65/66) a plus but not required.