Join the RJ Patterson Group Team

• Manage both existing sales pipeline and the development of new business opportunities
• Take a lead role in developing new-business proposals and presentations that create and nurture opportunities and partnerships
• Identify trends and customer needs, building a sales pipeline for short/medium/long term in accordance with targets
• Assist in the coordination and implementation of marketing strategies, and delegate tasks to achieve strategic goals
• Motivate the team, track performance, and report metrics
• Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sources
• Generate new leads, identify and contact decision-makers, screen potential business opportunities and facilitate pitch logistics
• Develop and implement business development strategy, sales processes, structure, and best practices across the company
• Maintain and share professional knowledge through education, networking, events, and presentations

• Successful track record in customer sales and negotiation
• Excellent verbal and written communication skills
• Experience in sales techniques
• Proficiency in data analysis, forecasting, and budgeting
• Proven ability to plan and manage resources
• Experience with CRM software (ex: Salesforce)
• Ability to deliver presentations

• Market research
• Market analysis
• Recruit and solicit clients
• Assess clients’ needs and goals
• Recommend and execute investment strategies
• Monitor client accounts
• Identify new opportunities across a broad spectrum of client types and asset levels

• Tracking data and projecting future performances of various stocks, bonds, and funds
• Application of critical thinking to client needs analyzation and assessment
• Thorough understanding of the client goals, priorities and aspirations
• Familiarity with current applicable financial technologies and tools

• Bachelor’s Degree in Finance, Business, or Economics
• Must successfully pass CFA (Chartered Financial Analyst) exam
• Must obtain Series 7 license
• Previous work experience or internship in the financial sector strongly preferred

• Work directly with clients to provide high-quality financial coaching via individualized counseling
• Provide ongoing support and continue to actively engage clients to promote financial health
• Document services and gather session data for program reporting and evaluation
• Achieve program goals for client impact and service outputs, taking initiative with client outreach
• Deliver presentations on personal finance topics and our services
• Participate in regular team meetings and continued skill-building training sessions
• Research financial products and resources on an ongoing basis

• Strong attention to detail
• Robust critical thinking skills
• Excellent communication and interpersonal skills; ideally coaching and facilitation skills with adults or in non-traditional settings
• Ability to exercise knowledge-based professional judgment and discretion to adapt services as needed
• Ability to effectively receive and implement feedback
• Self-motivated – must work independently, meet deadlines without supervision and take ownership of research and continued learning
• 2+ years of full-time work experience in personal finance, education, social services, community organizing or a related field.
• Specialized knowledge in financial empowerment services across income levels strongly preferred.

This individual will work with experienced financial planners, providing financial planning and investment advisory support.

• Providing support for processing client service needs.
• Portfolio administration
• Investment research and analysis
• Coordination of client service needs with team members
• Preparing financial analyses and financial plans for clients.
• Assisting with analysis, rebalancing, and administration of client investment portfolios.
• Conducting investment research, reporting, and analysis.
• Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

• Strong analytical skills
• Excellent written and verbal communication skills
• Self-starter, productive, works well with a team and independently
• Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail
• Excellent project management skills with ability to prioritize and track multiple tasks
• Proficiency in Microsoft Office Suite
• Knowledge of CRM (i.e. Salesforce), eMoney, and Morningstar a plus

• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics

• Monitor client investments
• Maintain records and files of all portfolio activity
• Keep client up to date on the state of their portfolios
• Study stock market trends on a daily basis
• Analyze Roth IRAs, hedge funds, 401(k)s, stock options, and other investment opportunities
• Apply knowledge of trends to client portfolios, suggesting changes or adjustments accordingly
• Meet with clients to determine their investment goals
• Study clients’ financial holdings, income, and financial background
• Advise clients on the best investment opportunities and strategies for their lifestyle
• Explain and differentiates between various investment opportunities, stocks, and funds
• Assist clients in developing a tailor-made portfolio
• Consult with clients prior to making any major changes or decisions with regard to portfolios
• Deliver presentations on client portfolios and recent market trends
• Devise new and effective ways to successfully manage client portfolios

• Ability to conduct ongoing independent research into market trends and activity
• Detailed knowledge of economic theory and financial terminology
• Detailed knowledge of best investment practices
• Professional and confident demeanor
• Communicates clearly and effectively
• Ability to translate financial language into layman’s terms for explanatory purposes
• Strong analytical and problem-solving skills
• Ability to make informed and logical management decisions
• Affinity for strategic financial planning
• Strong interpersonal skills
• Application of economic theory and research to daily practical management activity
• Ability to remain calm and think analytically during stressful situations

• Bachelor’s Degree in Finance, Business, or Economics
• Must successfully pass CFA (Chartered Financial Analyst) exam
• Must obtain Series 7 license
• Previous work experience or internship in the financial sector strongly preferred

Managing the overall delivery of the wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other advisors. In addition, this position will oversee a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services.

Client Service

• Extensive communication with clients and their advisors
• Ability to discuss investment performance, economic and market trends
• Presentations to clients on financial and tax planning options and opportunities
• Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning
• Client meeting planning, facilitation and presentation
• Develop and/or deliver private wealth education sessions to clients and staff

Financial Planning

• Develop knowledge of client’s entire financial and family situation and be able to structure a goals based investment and financial plan
• Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client
• Understand and coordinate income tax planning and work closely with client tax advisors
• Evaluate and discuss options to meet client philanthropic goals
• Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered

Investment Management

• Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
• Implementation of investment plans
• Translate investment policy to individual investment objectives
• Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors
• Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance
• Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
• Present alternative investment ideas to clients
• Manage investment transition for new clients
• Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing
• Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

New Business Development and Marketing

• Develops leads and referrals from current clients and outside contacts
• Seek to increase current accounts through additions to AUM
• Offer value-added fee-based services
• Participate in sales meetings with prospective clients
• Represent our investment philosophy and views to colleagues, clients and prospects

• Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes – Ability to operate in an autonomous and entrepreneurial environment
• Ability to foster teamwork and motivate colleagues
• Capacity to work with demanding clients and diverse groups of people
• Client-centered focus
• Excellent strategic thinking ability
• Excellent consultative skills
• Strong written and verbal communication skills
• Self-confidence, personal integrity, credibility
• Skilled at analyzing and solving problems
• Results driven team player with entrepreneurial spirit
• Demonstrates and promotes integrity and dignity of the individual in an environment of mutual trust and respect
• Exhibits a commitment to lifelong learning
• Demonstrates a servant-leadership mindset toward all
• Encourages a direct and positive relationship between community and company
• Maintains the utmost discretion in working with sensitive and confidential information

• Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
• 15 years of related experience; or an equivalent combination of education and experience
• At least one CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned
• Extensive leadership, communication and coaching classes (Coaching for Results, Meeting Facilitation, Leadership 360, etc.)