About The Company

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

Essential Duties and Responsibilities: The below statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The below is not intended to be an exhaustive list of all responsibilities and duties.Perform other duties as assigned or required.

• Establish, maintain, and nurture client relationships (front line and decision makers).
• Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client.
• Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
• Independently consult and advise with clients on complex retirement plan issues.
• Address, resolve, follow-up and communicate resolutions to clients
• Responsible for coordinating data collection and presentation preparation for client meetings.
• Conduct investment analysis on plan investment options.
• Manage all internal reporting/tracking components required of the retirement department
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed
• Operate in accordance with established Wealthspire internal protocol and procedures.
• Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients

General:

• Provide progress reports as needed
• Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc.