Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Senior Wealth Manager will work closely with the CEO to drive growth in the Florida market for a Registered Investment Advisor managing over 3.5 billion for high-net-worth clients, significantly impacting the company's expansion plans.
Responsibilities and impact
The role involves collaborating with the CEO on strategy and execution to grow the Florida business while providing exceptional Wealth Management services to clients.
Experience and skills
Candidates should have 5+ years of experience in a Senior or Lead Wealth Management position, with a strong understanding of industry concepts and a desire to enhance their career and earnings.
Work environment and culture
The company fosters a fun, agile, and open environment, emphasizing long-term success and personal growth opportunities.
Company information
The company is a Registered Investment Advisor managing over 3.5 billion for high-net-worth individuals and families, focusing on growth in the Florida market.
Application process
If interested, candidates will have the opportunity to speak directly with the CEO to discuss expectations and earnings.
Unique job features
The position offers a unique opportunity to fast-track career growth and earnings potential in a supportive environment.
Company overview
Simplex is a fintech company specializing in providing secure fiat-to-crypto onramp solutions, enabling users to purchase cryptocurrencies using credit and debit cards. Founded in 2014, Simplex has established itself as a trusted partner for many leading cryptocurrency exchanges, wallets, and platforms by offering fraud-free payment processing services. The company generates revenue through transaction fees and partnerships with financial institutions. Notably, Simplex was acquired by Nuvei, a global payment technology provider, in 2021, enhancing its capabilities and market reach.
How to land this job
Position your resume to highlight your experience in Wealth Management, particularly your ability to collaborate on growth strategies and execute plans effectively, as this is crucial for the Senior Wealth Manager role at Simplex.
Emphasize your established business connections and networks, as the company values candidates who can bring these resources to the table to help grow the Florida business.
Apply through multiple channels such as Simplex's corporate site and LinkedIn to enhance your visibility for this position, increasing your chances of being noticed by hiring managers.
Connect with individuals in the Wealth Management division at Simplex on LinkedIn to inquire about the position; potential ice breakers could include discussing recent trends in Wealth Management or asking about their experience working with the CEO.
Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'Wealth Management,' 'client services,' and 'growth strategy' to ensure your resume passes initial screenings.
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