About Us
Sendero is an independent, majority employee-owned advisory firm. As one of the largest registered independent investment advisory firms in Central and South Texas, we serve families and select institutions by developing tailored solutions and cultivating long-term relationships founded on our core values of trust, honor, respect, service, and family. Our entrepreneurial spirit drives our desire to create better, more impactful ways to serve our clients through investment management, financial planning, and education services.
Position Summary
We seek a proven financial professional with a deep understanding of the markets who is relationship-oriented to serve as a Senior Financial Analyst. This position helps our wealth management clients protect, preserve, and grow wealth responsibly. This role works collaboratively with our investment advisors, clients, and other staff members. The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals. As asset allocators, we do not buy and sell individual stocks; we find strategies with a competitive advantage in each asset class. This person will need a strong understanding of the challenges families of wealth face.
Responsibilities
- This role works collaboratively with our investment advisors, clients, and other staff members.
- The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals.
- Build a relationship-based practice: fostering deep, trusted, and long-term relationships across generations to help families navigate situations and decisions related to life stages and wealth transfer.
- Support 100-125 clients, taking a leadership role in 10-20 client relationships.
- Independently provide investment guidance and implement strategies for clients.
- Own monthly financial modeling and database management responsibilities such as IPS targets and portfolio monitoring to proactively identify opportunities.
- Responsible for the rebalancing process, including error-free trading.
- Use own judgment and decision-making abilities to challenge conclusions and probe deeper to ensure the best decisions are made.
- Lead the Sendero Guidance Process with clients.
- Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs.
- Collaborate with all areas of the firm ensuring client requests and needs are executed in a timely manner.
- Have full control in the request for proposals process.
- Take a leadership role in firm projects.
- Attend prospect presentations and assist in the onboarding of new clients process.
- Attend marketing and business-related events as necessary and/or required.
- Develop a masterful understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance.
- Develop a masterful understanding of global markets.
- Possess the ability to successfully discuss in-depth investment-related questions.
- Lead, mentor, and coach a team.
Qualifications
- A minimum of a bachelor’s degree preferred in a business-related field (accounting, finance, economics, risk management, data analytics, data science, or mathematics).
- CFP is a plus.
- Required: 7-10+ years portfolio management or investment-related experience.
- Strong knowledge of portfolio performance and rebalancing systems.
- Strong presentation skills in front of individuals and groups.
- Knowledge of Bloomberg and/or FactSet.
- Series 65 license is required and must remain in good standing.
- Assume an active role with community board(s).
Competencies
- Experience with and/or knowledge of behavioral finance.
- Extensive experience in serving families of wealth including cash flow analysis, income protection, and asset protection.
- Deep understanding of asset allocation and how markets work.
- Ability to build trust and relationships with clients and their families.
- Ability to manage multiple tasks with acute attention to detail while working autonomously.
- Ability to consistently deliver results in a timely manner.
- Understanding and ability to articulate the value proposition for all five Sendero business lines.
- Ability to simplify complex topics.
- Ability to listen and ask probing questions.
- Intellectually curious, team player with a desire to make a difference.
- The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation.
Benefits
- Pay: $120,000.00 - $150,000.00 per year.
- 401(k) matching.
- Dental insurance.
- Flexible schedule.
- Flexible spending account.
- Health insurance.
- Health savings account.
- Life insurance.
- Paid time off.
- Professional development assistance.
- Tuition reimbursement.
- Vision insurance.
How Your Work Impacts the Organization
As a Senior Financial Analyst, your passion, expertise, and commitment to long-standing relationships will attract new clients while serving and retaining existing clients.
Beginning Your Sendero Career
Sendero has built a reputation as one of Central Texas and South Texas' most trusted names in wealth management and financial services. We provide our team members opportunities to work in an exciting, fast-paced environment with competitive salaries, flexible work arrangements, and access to robust benefits packages. Join our friendly, family-focused team in San Antonio as we celebrate 15 years of serving the families, businesses, and foundations of South and Central Texas. Sendero is an equal opportunity employer.
Job Type
Full-time
Work Location
Hybrid remote in San Antonio, TX 78209.
#J-18808-Ljbffr
