Director | Wealth Management

Santa Barbara, California
Sep 07, 2021
Oct 07, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

The Wealth Management team of One Capital Management is in search of a Director | Wealth Management to support the firm’s Santa Barbara based Family Office practice.  The Director | Wealth Management is a senior position and will play an integral role in the firm’s growth strategy. Key responsibilities include: working closely with the Managing Director of the Santa Barbara office to help run the business, creating customized financial plans, working on creating and developing marketing presentations, assisting in our social media strategy, helping service our client relationships, and as a liaison to our portfolio management team.

  • Working with the firm’s financial planning team to evolve our planning process.
  • Liaise with other departments internally including Senior Portfolio Managers, Sales/Marketing, Trading, and Investment Operations.
  • Analyzing client portfolios to facilitate investment decision & wealth-forecasting analysis.
  • Producing firmwide planning and strategy research.

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