Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Market Manager role involves leading wealth advisor teams for a large financial institution's private wealth division across multiple states, impacting client management and team leadership.
Responsibilities and impact
The candidate will lead wealth advisor teams in Houston, Irvine, San Diego, or Phoenix, managing high-net worth client services and ensuring team performance across locations.
Experience and skills
Requires a bachelor's degree, clean U4 and Series 7, 63, 65, and General Lines Insurance Agent licenses, 8+ years of advisory or leadership experience, with CFP preferred and ability to travel.
Company information
The client is a Top 50 Bank Holding Company with $90 billion in assets, operating for over 150 years with affiliates in California, Arizona, Nevada, and Texas.
Job location and travel
Role can be based in Houston, Irvine, San Diego, or Phoenix with travel required.
Company overview
The Anderson Search Group is a specialized executive search firm that focuses on recruiting top-tier talent for various industries, including finance, healthcare, and technology. They generate revenue by providing recruitment services to companies seeking highly qualified candidates for executive and senior-level positions. Founded in the early 2000s, the company has built a reputation for its personalized approach and deep industry expertise, which has enabled it to establish long-term relationships with both clients and candidates.
How to land this job
Position your resume to highlight leadership in wealth advisory management, emphasizing at least 8 years of experience and any work with high-net-worth clients to align with The Anderson Search Group's needs.
Showcase your licenses such as U4, Series 7, 63, 65, and General Lines Insurance Agent licenses prominently, as these are mandatory for the Wealth Market Manager role.
Apply through multiple channels including The Anderson Search Group's corporate website and LinkedIn to maximize your visibility and increase your chances of landing an interview.
Connect on LinkedIn with current employees in the private wealth division at The Anderson Search Group; use ice breakers like commenting on recent company achievements or asking about the team culture to start meaningful conversations.
Optimize your resume for ATS by embedding keywords from the job description such as 'Wealth Market Manager,' 'high-net worth clients,' 'leadership,' and the required licenses to ensure your resume passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn connections, allowing you to focus your energy on preparing for interviews and networking.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.