Hermitage Wealth Management, Inc., a full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting, is seeking a talented team player. Due to our continued growth, we are seeking a leadership-level candidate who has the capacity to flourish in a multifaceted role.
Must identify with firm's Core Values
“Be Able” - reliable, accountable, capable
Nimble & Efficient
Deliver an Apple Pie Experience
Candor and Forgiveness
Is your heart in it?
Individual Wealth Management- Service
Serve as primary contact for a subsection of firm clients
Overseeing Plan Analyst to ensure coordination of deliverables
Corporate Retirement- Service
Assist Corporate Plan Analyst
Coordinate efforts of Corporate Plan Analyst and Advisor
Daily point of contact
Process & Technology
Audit workflows to ensure adherence to firm processes
Review, monitor processes and solicit feedback regularly to ensure effectiveness
Partner with vendors to increase capabilities
Investigate new technology to increase effectiveness, improve results
The ideal candidate can serve as an “Integrator” to the leadership team. An Integrator is the glue for the organization, holds everything together, beats the drum (provides cadence), is accountable for the P&L results, executes the business plan, holds the Leadership Team accountable, and is the steady force in the organization.
The Integrator also creates organizational clarity, communication, and consistency; typically (but not always) operates more on logic; drives results; forces resolution, focus, team unity, prioritization and follow-through; is the filter for all of the Visionary’s ideas; harmoniously integrates the Leadership Team; and helps to remove obstacles and barriers.
Internal Number: 001
About Hermitage Wealth Management, Inc.
A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting.