Senior Consultant

at  Altair Advisers

About Us: Altair Advisers is an independent wealth advisory firm providing investment
management, financial planning and client education services. We counsel a select
group of individuals, families, foundations and endowments. As a fiduciary, we serve as
an advocate for our clients, providing objective advice and comprehensive guidance
across all aspects of our clients’ financial lives.
Position Summary: The Senior Client Services Consultant is an integral member of the
client services team who directly serve Altair Adviser’s clients. He or she works with the
Client Services Managing Directors to manage client relationships. He or she is
expected to participate in marketing efforts with referral sources and prospective clients.
The Senior Consultant is also expected to mentor the junior members of the client
service team.

Responsibilities

• Proactively manages client engagements and provides investment

recommendations to clients

• Leads client meetings, sends client communications, keeps Managing

Directors informed of relevant issues with common clients

• Delegates client projects to Client Services Consultants and Associate

Consultants

• Works closely with third-party money managers, custodians and other

providers

• Builds relationships with clients’ other advisors (attorneys, accountants,

insurance professionals, etc.)

• Prepares for and participates in prospective client meetings
• Leads internal projects to improve the efficiency, quality and scope of

services provided by Altair. Examples include projects relating to tax planning,
investment performance tracking, charitable gifting, 529 plans, and IRA RMD

calculations and tracking

• Mentor the Client Services Consultants and Client Service Associate

Consultants

• Maintain and grow an outside professional network that will eventually result

in business development opportunities

• All other duties as assigned by senior management

Qualifications

• Highly motivated, strong work ethic
• Bachelor’s degree in finance, accounting, economics or other business

related field is required

• Superior analytical skills with strong attention to detail
• Highly proactive; must have a strong work ethic
• High level of team orientation; strong interpersonal and communication skills
• Ability to multi-task and work with minimal supervision in a rapidly changing

environment

• Proficient in the use of Microsoft Office software
• 7 to 10 years relevant experience in investment consulting or similar industry
• CFP™ certification or candidate; CFA charterholder or candidate preferred

To learn more about Altair and apply for this position, please visit altairadvisers.com

• Proactively manages client engagements and provides investmen