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Career Opportunities

Career Opportunities

Are you looking for that next career opportunity? Sapers & Wallack, for over 80 years a leading independent, full-service financial and insurance advisory firm, with a positive and client centered culture, is looking to make key hires as we continue to expand and solidify our reputation as the leading financial and benefits advisor to businesses and high net worth individuals in the New England Market.

The professionals on our team are not just people sitting at a desk. They are part of our family. Our employees embrace a number of commonly shared values: collaboration, accountability, customer focus, a bias toward actions and results, entrepreneurial spirit and, at all times, the highest ethical standards. These values represent the behavior each employee is expected to exhibit in their role. In our view, fostering a culture that embodies these values will lead to success and growth for our employees and our business.

 

Director of Wealth Management

The Director of Wealth Management will be an experienced and passionate Certified Financial Planner who will join the Sapers & Wallack leadership team as a key hire in expanding their wealth management practice. The ideal candidate will be confident in his/her ability to generate new business, as well as lead relationships on behalf of the firm with existing clients and identify additional services from  other departments.. We are looking for a candidate with an entrepreneurial spirit who is open-minded in their approach to acquiring new clients and delivering customized solutions. With ambitious growth targets set for the next few years, we are looking for an advisor that is interested in expanding the firm’s existing structure and contributing to the overall long-term success of the practice.

 Qualifications

  • 5+ years of experience advising high net worth clients
  • Strong track record of building their own book of business and generating new clients for their firm
  • Certified Financial Planner© (CFP) designation required
  • Strong knowledge of overall wealth management, investments, financial planning techniques, tax strategies, and estate planning solutions
  • A self-starter that thrives on the opportunity to work in a growing, boutique firm and assist with developing systems, policies, and procedures
  • Familiarity with SEI, Pershing, NetX360, eMoney, Money Guide Pro or other wealth software
  • Familiarity with the Office 365 and SalesForce environment
  • Series 65, Series 7, Series 63 Required
  • Having an existing book of business to transit over is a plus

To apply contact Evan Macedo, Vice President of Finance & Operations, at emacedo@sapers-wallack.com.

 

Client Relationship Coordinator

The Client Relationship Coordinator (RC) will be part of a client service team responsible for the overall satisfaction of our corporate retirement plan and wealth management clients. The RC will work closely with the Vice President of Retirement and Wealth Management in managing the day-to-day operations of our retirement plan and individual wealth management relationships.   The RC will be mainly responsible for the coordination of scheduling client meetings, assist in the development and delivery of presentations and be a consistent point of contact for the Retirement Planning and Wealth Management Division. This division of the firm provides fiduciary governance, operational and compliance support and employee education. Our client’s locations are predominantly located in the Greater New England area.

Responsibilities:

  • Assist in the retention, servicing, onboarding, and satisfaction of our retirement plan and wealth management clients
  • As the main point of contact representing the division, this position will be responsible for fielding corporate client and plan participant phone and email inquiries and triaging questions to the appropriate team member
  • Schedule annual/semi-annual/quarterly meetings with retirement planning and wealth management clients using automated scheduling software
  • Assist with streamlining tasks/forms that are used on a consistent basis
  • Maintain client database; help with auditing of clients to ensure all documentation is current and accessible
  • Prepare new Retirement Plan Quarterly Review Presentations in advance of the meeting; schedule prep meeting for appropriate internal team members
  • Draft client meeting minutes for meetings attended
  • Manage the day to day relationships of current clients
  • Data entry into Salesforce; run appropriate reports when required; update information as necessary
  • Utilize Salesforce to drive daily/weekly workflow tasks
  • Carry out day-to-day trading activity on our wealth management platform
  • Other similar duties as assigned by the team

 Requirements:

  • Bachelor’s degree required
  • Must have one of the following licenses: Series 65, 66, 7, and/or 63.
  • Strong interpersonal skills with team members, internal stakeholders, and clients
  • High Emotional Intelligence (EQ) with mindful yet strong negotiation and conflict resolution skills
  • Ability to collaborate with a team as well as able to work independently
  • Proficient in Microsoft Office; Adobe Acrobat, Moneyguide Pro, eMoney, DocuSign, Acuity Scheduling, RPAG, Morningstar and Salesforce experience is a plus

 Prior experience:

  • 3-5+ years relevant work experience
  • Experience in the investment industry
  • Client relationship manager/coordinator experience
  • Office operations and team organizational experience

To apply contact Evan Macedo, Vice President of Finance & Operations, at emacedo@sapers-wallack.com.

 

Intern / Financial Administrative Assistant

The individual must be highly motivated and demonstrate strong clerical and organizational skills.  They must pay close attention to detail, as well as be comfortable working with MS Office applications (Outlook, Word, Excel, and PowerPoint).  They will preferably be a student studying accounting, finance, or a similar discipline.

Office duties include: entering in all revenue, accounts payable, payroll, and general journal entries into our accounting system, conducting all purchasing for all office supplies and equipment, aiding with entry level human resource administrative tasks, compiling all insurance carrier commission statements, conducting the month end close, aiding in all office administrative general tasks, compiling information for insurance policy review process, implementing database clean ups and improvements in Salesforce, filing, mailing, spreadsheets, binding presentations, operation of basic office equipment and supporting the overall team.

Programs Utilized: Sage 50 (accounting software), Salesforce, Sharepoint, Box.com, Microsoft Office Programs: Outlook, Excel, Word, PowerPoint, and OneNote.

To apply contact Evan Macedo, Vice President of Finance & Operations, at emacedo@sapers-wallack.com.

 

Business Development Officer

We are seeking an established sales professional to generate qualified prospects/leads from his/her own professional network in a related or complementary business field and through ongoing networking with centers of influence and third party professionals for the following areas of our firm:

  • Retirement Planning
  • Executive Benefits
  • Corporate Continuation Planning
  • Charitable concepts;
  • Life, disability and long-term care insurance; Wealth management and investment services
  • Risk Mitigation/Protection

Key Responsibilities and Desired Attributes:

  • Establish and execute prospecting and sales strategies that results in shepherding prospects through the sales process in collaboration with the management team;
  • Become knowledgeable about our business areas to speak intelligently about them and identify new business opportunities;
  • Be a results-driven and self-starter willing to take ownership of the job and motivated to achieve success;
  • Be an experienced networker with a deep, developed network throughout the Greater Boston business community and the willingness to expand this network through event attendance and active participation in industry associations or other organizations relevant to our target audience;
  • Be a team player who possesses excellent interpersonal skills and face-to-face relationship building abilities, along with a high degree of self-confidence;
  • Possess consistently proven and demonstrated experience in developing and deploying strategies that have resulted in the attainment of sales goals, along with proven prospecting and closing skills;
  • Possess an undergraduate degree;
  • Possess the required FINRA securities licenses and MA life and health licenses or acquire them within 90 days of hire; and
  • The following licenses and credentials are not required but are a plus: MBA, CFP®, CPA, CLU, Series 7.

Rewards:

  • A strong base salary with an aggressive un-capped incentive compensation plan;
  • Industry leading health and dental plans with generous employer contributions; and
  • A generous paid-time off allowance.
  • Employer Contributions to Profit Sharing Plan.

To Apply:

Kindly email a cover letter and resume to Aviva Sapers, CEO at asapers@sapers-wallack.com for immediate consideration.