Careers

Ours is a family-friendly place to work.

Our work is highly personalized, so we encourage an atmosphere where people can be people, not just workers. We always keep our ears and eyes open for bright, personable talent.

If WrapManager sounds like a cultural fit for you — and if you’re seeking a wealth management career opportunity where you can collaborate and problem solve with some of the most intelligent and fun personalities in the industry — we want to hear from you.

Launched in 2000, WrapManager, Inc. is a privately held wealth management firm specializing in separately managed accounts (SMAs).

Our success with managing private clients’ assets is a result of our customer care approach, financial insights, deep experience, integrity and value. It’s why clients turn to us and why we get up in the morning.

Yes, WrapManager, Inc. offers a competitive benefits package. Here’s how to apply:

  1. Review the positions currently available on our three teams: Wealth Management, Client Relations, and Marketing
  2. Research our company and send us a note as to why you want to join our team.
  3. If you match the job qualifications, fill the form on this page.
     

Wealth Management

Wealth Managers and Relationship Managers

  • Through our white glove service approach and consultative sales process, you will build long term client relationships. 
  • Retain long term clients by providing continuous communication, intelligent advice and suitable investment recommendations.
  • Manage existing client base by focusing on deepening the relationships and increasing referrals.
  • Provide feedback and ideas that contribute to the growth of the firm and maintain high client retention.
  • Mentoring of junior wealth managers.

Mandatory Requirements:

  • Minimum of 3-5 years experience working with high net worth individuals.
  • Demonstrated success offering consultative solutions that result in new client relationships.
  • CFP® or willing to gain these credentials within 1 years.
  • Series 7 and 66 or 65.


Client Relations

No available positions – check back soon


Marketing

Freelance Writer
We are always looking for freelance writers who can capture facts and convey information in an approachable style. If you have a portfolio of recent financial industry pieces, please submit along with your resume and rate for consideration.

Content Editor, Project Manager (part-time)
Do you get excited when you coordinate many contributors? Are you comfortable guiding and editing other writers towards a common tone and style? Have you worked with compliance level content and its processes? We're seeking a content editor and project manager for our numerous collateral pieces. You'll be expected to collaborate and coordinate a team including writers, graphic designers and compliance officers, learn by doing (and self-directed video training) and contribute to the rapid growth of our department and firm.

 

Apply Today

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