As an UHNW Investment Advisor, you will consult with an assigned group of key ultra high net worth clients to evaluate client investment objectives and develop a written investment policy statement defining the investment strategies to be implemented for the relationship.  You will be responsilbe for implementation and monitoring the strategies recommended in the investment policy statement using Hawthorn models, products and investment processes as well as proprietary and non proprietary resources.  You will participate with other experts in the annual client relationship review and conduct periodic interim investment meetings with clients and team members.  You will also communicate investment performance to clients, relative to benchmards and in aligment with the agreed upon investment policy statement.  You will ensure a smooth transition as clients move among our service models.  You will also educate clients regarding markets in general and the Hawthorn investment process and strategy while proactively introducing investment solutions to clients. 

The successful candidate will have the following qualifications:

Bachelors degree strongly preferred and MBA, CIMA, CFA or CFP preferred

Seven or more years related experience in investment management, preferably within the unltra high net worth space or multi-family office

Expertise with investment products including alternative investments, separately managed accounts and non-proprietary funds

Leadership and relationship management skills, persentation and salesmanship skills, interpersonal communication skills

In depth investment knowledge, as well as working knowledge of a variety of entities including Trusts, Partnerships and LLC's