Job Posting for Part-time Account Manager (AM)

Ryan Investments is looking for a responsible and organized Account Manager that meets the following requirements and is willing to take on the following responsibilities. This position is currently offered for only 3 days per week but could work into full-time as our firm grows. Office hours: 8:30am-4:30pm. 

Job Role:

This position will primarily fill of the role of Account Manager in addition to some responsibilities as Office Manager. In this role, you will be responsible for:

  • New account opening, wires & transfers, and liaison to custodians.
  • Assist Investment Advisors in prospecting efforts and client servicing as requested.
  • Daily download and reconciliation with custodians.
  • Prepare monthly review reports to distribute to clients.
  • Reception / Office Manager responsibilities to include:
    • Phone and in-person reception.
    • Office management – computers, equipment, facilities, kitchen.

Requirements (Brief):

  • Lives in the Roaring Fork Valley, Colorado (anywhere else need not apply).
  • BS or BA degree. Experience in banking, accounting and client service is preferred.
  • Accurate, responsible, organized, timely.
  • Disciplined use of the company’s CRM. Proficient in Microsoft Office. Experience in Junxure and Advent/Black Diamond is a plus.
  • Ability to prioritize and focus on multiple tasks.
  • Ensure client satisfaction to maintain client retention.
  • Strong professional oral and written communication.
  • Ability to work well with the Ryan Investment team.
  • Review onboarding process with all new clients.
  • Take on office manager responsibilities when needed.
  • Take on compliance related tasks when needed.

Job Posting for Investment Advisor (IA)

Ryan Investments is always looking for a professional and motivated Investment Advisor that meets the following requirements and is willing to take on the following responsibilities.  This position is not currently one we need to fill, but we are always searching for this ideal candidate and welcome inquires if you are both qualified and interested.

Job Role:

As an Investment Advisor at Ryan Investments, you will be responsible for:

  • Developing and maintaining relationships with clients including, but not limited to, understanding their investment objectives, risk tolerance, and any concerns they have. 
  • Conveying to clients and prospects a strong sense of your knowledge and experience in investments, financial planning, economics, markets, and wealth advisory.
  • Becoming a strong and vocal advocate for our iFolios strategy.
  • Documenting all activity in our CRM software.
  • Business Development and the ability to bring in new clients with a minimum of $20m/year. 
  • Providing leadership and energy to the Ryan Investments team.

Requirements (Brief):

  • Lives in the Roaring Fork Valley, Colorado (anywhere else need not apply).
  • BS or BA degree, minimum.  Strongly prefer degree in Finance, Accounting, or Economics.
  • Minimum 5+ years of experience as an Investment Advisor, preferably at another money management firm, bank, or private wealth firm.  “Brokers” are less preferred.    
  • CFA strongly preferred.  Would consider CIMA, CFP, or CPWA designations.
  • Series 65 registration or the commitment to become registered.
  • Self-starter with a high level of energy, pro-active nature, and commitment to follow-through.
  • Strongly prefer candidate that can bring a minimum of $25m in client assets with them on Day 1. 
  • Must be convincing that you can develop new business of $20m/year.
  • Ability to network with potential investors as well as influencers (CPAs, Attorneys, Others). 
  • Impeccable integrity, ethics, and reputation.
  • Accurate, responsible, organized, timely.
  • Disciplined use of the company’s CRM. Proficient in Microsoft Office. Experience in Junxure and Advent/Black Diamond is a plus.
  • Ability to prioritize and focus on multiple tasks.
  • Ensure client satisfaction to maintain client retention.
  • Strong professional oral and written communication.
  • Ability to work well with the Ryan Investments team.

 

 

 

Serious inquiries to info@ryaninvest.com.