Are you an experienced risk management professional with a passion for wealth planning? Join our prestigious client, a leading firm in the financial services sector, located in the bustling city of Minneapolis, MN, as a Wealth Planning Risk Manager. We are seeking a strategic leader to oversee risk management strategies and ensure the financial well-being of our high-net-worth clients.
About Our Client:
Our client is a recognized leader in the financial services industry, renowned for their commitment to providing tailored wealth management solutions. With a strong emphasis on risk mitigation and financial security, they are dedicated to helping clients achieve their long-term financial goals. As they continue to grow, they are looking for a skilled professional to join their team and lead the risk management efforts within their wealth planning division.
Responsibilities of Wealth Planning Risk Manager:
As the Wealth Planning Risk Manager, you will play a critical role in:
- Risk Assessment: Identifying, analyzing, and mitigating risks associated with wealth planning and financial strategies.
- Compliance Oversight: Ensuring all wealth planning activities comply with relevant regulations and industry standards.
- Client Advisory: Collaborating with financial advisors to develop risk-aware strategies that align with clients’ financial objectives.
- Risk Reporting: Preparing and presenting comprehensive risk reports to senior management, providing insights and recommendations.
- Cross-functional Collaboration: Working closely with legal, compliance, and financial planning teams to integrate risk management practices across all services.
- Continuous Improvement: Staying ahead of industry trends and regulatory changes to refine and enhance risk management processes.
Qualifications:
To excel in the role of Wealth Planning Risk Manager, you should possess:
- Risk Management Expertise: Proven experience in risk management, particularly within wealth planning, financial services, or a related field.
- Regulatory Knowledge: Deep understanding of financial regulations and compliance requirements.
- Analytical Skills: Strong analytical abilities with a data-driven approach to decision-making.
- Leadership: Excellent leadership and communication skills, with the ability to influence and guide cross-functional teams.
- Educational Background: A bachelor’s degree in Finance, Risk Management, or a related field is required; advanced degrees or certifications like CFA or FRM are highly desirable.
How to Apply:
If you’re a seasoned risk management professional ready to make a significant impact as the Wealth Planning Risk Manager, we encourage you to submit your resume and a compelling cover letter outlining your qualifications and vision for the role.
Ready to take the next step in your career in the financial services industry? Get in touch with us, the best Wealth Planning Recruiters, and make a difference in securing financial futures! Explore our current job opportunities and apply today to be part of our dynamic team.
