We are seeking an entrepreneurial professional who is comfortable working as part of a team implementing investment and planning strategies for high net-worth families.

Century Wealth Managementis a dynamic, growing, multi-family office serving the complex needs of high net-worth families. Century Wealth Managementhas grown rapidly – revenue and assets under management have doubled over the last five years – as we have implemented our well-defined business model. We work with a small number of high net-worth families, and have built an intimate but scalable practice, which has been recognized as having one of the highest assets-to-client ratios in the industry.

We offer our clients a unique value proposition that is about more than money. We are dedicated to inspiring and empowering families to live their ideals. This philosophy, along with our base of large clients, makes us unique in the industry and unique in our market.

On any given day, we are:

 - Managing investment portfolios with an institutional approach

 - Recommending, and implementing advanced estate planning strategies

 - Researching sophisticated investment ideas

 - Interfacing with other professionals on our clients’ behalf

 - Proactively managing our clients’ tax liabilities

 - Managing family limited partnerships and trusts

 - Helping our clients manage their charitable giving

 - Evaluating vendors and solutions needed to expand our business

 -  Meeting face to face with clients to address all of the above and more

Job Description

This is an opportunity for an experienced investment professional to maximize his or her talent using our best-of-breed trading and reporting systems to provide world-class service to our clients. You will work alongside the principal of the firm, crafting and implementing investment strategies across our client base.

Your responsibilities will include:

 - Managing the systems used in portfolio management and reporting (Schwab, TDA, Advent Axys, By All Accounts, Tamarac Rebalancer, Lightport, Packman)

 - Daily reconciliation of accounts

 - Creation and distribution of quarterly reports

 - Cost basis and tax reporting

 - Researching investment ideas and opportunities

 - Implementing investment strategies across our client base

 - Interacting with clients on relevant issues

If you are accomplished in these areas, and you:

   - Prize integrity above all else

 -  Are comfortable in a small, flexible team environment

 -  Strive for accuracy and excellence in your work

 -  Are highly productive and self-directed

 - Have the ability to communicate complicated topics simply but thoroughly

 - Have a proven ability to build and maintain relationships  

Then this may be the ideal position for you. Once here, you will find a professional culture that values integrity and excellence, while maintaining a relaxed, flexible work environment. Every day presents a combination of new challenges and recurring activities. We believe in rewarding great work and can tailor a compensation and benefits package around your skill set and experience.

Requirements: