About Pennington Partners:

Founded in 2016, Pennington Partners is building the leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About the role:

The Market Leader role holds a prominent role in the organization, focusing on the growth and health of Pennington’s UHNW families as well as the wellbeing of the office environment and team. As the General Manager for the territory, the ideal candidate will maintain a pulse on the business and it’s scalability as well as play a pivotal role on new business and profitability. It is likely over time that the role will report directly to the Director of Operations, Pennington Partners.

What you’ll do:

• Work directly with the CEO and Director of Operations to design and implement the wealth management territory business strategies, plans and procedures.

• Set comprehensive goals and manage to performance and growth for the territory

• Work with leadership team to promote company culture and vision

• Translate strategy into actionable goals for performance and growth helping to implement organization-wide goal setting, performance management, and annual operating planning

• Oversee territory office operations and employee productivity, building a highly inclusive culture ensuring team members thrive and organizational outcomes are met

• Ensure territory recruiting, onboarding, professional development, performance management, and retention are in effect and connected to growth objectives.

• Lead employees to encourage maximum performance and dedication

• Lead all territory operations including but not limited to, sales, marketing, client services, and portfolio management.

• Monitor performance with tracking and establish corrective measures as needed, and prepare detailed reports, both current and forecasting

What we’re looking for:

• 2 years of proven experience as Director level Wealth Manager, Investment Advisor or relevant role or progressive leadership experience within the RIA/Family Office space 

• A minimal of 5 years of experience working within RIA/Private Wealth Management/Family Office

• Bachelor’s degree in business administration, or related field, An Advanced Degree or MBA will be preferred but is not required  

• Outstanding organizational and leadership abilities and personal integrity  

• A solid grasp of data analysis and performance metrics 

• Aptitude in decision-making and problem-solving 

• Able to diagnose problems quickly and have foresight into potential issues 

• Belief in, and willing to champion the Core Values of the company

How to apply:

Please send your resume to careers@penningtonptrs.com.