Vice President, Client Relationships - Client Relationships

Return to search results Vice President, Client Relationships - Lazard Wealth Region   Americas Business Unit   Asset Management Location   New York Job Description   Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Our wealth management business (Lazard Wealth) collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs.We are seeking a Vice President to support the team’s relationship management efforts, investment coordination, and financial planning, among other responsibilities. In this role, you would be client-facing, and would be expected to interface with internal and external stakeholders with discretion, care, and pride in your work.We’ll trust you to: Proactively own and execute on projects and logistics related to client portfolios including all areas of client’s wealth profile across investment management, wealth transfer, tax planning and insuranceGenerate monthly and quarterly client presentations including investment portfolio updates, market reviews and other relevant topicsClose collaboration with Investment, Family Office Services, and Portfolio & Quantitative Analytics teams to gather and aggregate data for clientsCoordinate with senior and junior team members to respond to client requests/portfolio questionsProactively identify client needs and collaborate with internal resources to effectively communicate recommendations to clientSend out and upload regular mailings including performance reports, capital account statements, tax estimates and annual audited financialsAssist with client account pro-forma generation and account rebalancing processMeeting preparation and agendas for client and prospect meetingsAttend client meetings, take notes during client meetings, add notes to Salesforce and track/execute post-meeting action itemsAssist with new client onboarding process in conjunction with Family Office Services and Investment teamsResearch and create in-depth presentations about ad hoc client needs and potential areas of interest/investmentOn occasion, assist other teams with ad hoc projects as needed, including business development needsTrack all client and associated third-party service provider activity in CRM (Salesforce)Update internal tracking requirements for all client activity You’ll need to have:A Bachelor’s degreeMinimum of 6 – 8 years of relevant work experienceRelevant experience working with ultra high-net-worth clients on their investment and wealth management goalsA very strong work ethic and drive with keen attention to detail and accuracyAbility to work in a team-based environment and to become an integral part of existing client relationship, external advisor, and internal Lazard Wealth teamsAnalytical thinking, strong communication skills, creativity, intellectual curiosity and resourcefulnessWorking knowledge of capital markets and an understanding of investment strategies, financial and estate planning, and economic and accounting principles and practicesExperience with performance reporting and portfolio analysisStrong organizational skillsUnderstand need for confidentiality and discretion with clientsA proactive approach to problem-solvingStrong Microsoft Word, Excel, PowerPoint and CRM skillsA passion for the wealth management industry and client relationships What we offerWe strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.We expect the base salary range for this role to be approximately $145,000-$165,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.Does this sound like you?Apply! We’ll get in touch on the next steps.Representation at LazardLazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success. #LAM#LI-AK1      This opportunity is closed to applications.