Key responsibilities

Client relationship management

• Cultivate and retain long-term relationships with private clients and trust families through proactive communication and highly personalized service.
• Conduct regular client reviews to discuss financial goals, risk tolerance, liquidity needs, portfolio performance, and changes in family or financial circumstances.
• Respond promptly to inquiries about portfolios, account activity, and market conditions; research and resolve complex or escalated service issues.
• Identify opportunities to deepen relationships and connect clients with appropriate investment, trust, and wealth management resources.
• Coordinate with clients’ attorneys, accountants, and other professional advisors, as authorized, to support a consistent client experience.

Investment servicing and fiduciary oversight

• Monitor portfolios for alignment with applicable trust provisions, regulatory requirements, and firm policies; document fiduciary reviews and delegated advisor oversight.
• Track private investment capital calls, distributions, valuations, and registration changes, coordinating funding and documentation with the appropriate teams.

• Coordinate rebalancing, tactical adjustments with delegated authority; communicate authorized trade instructions to Operations and Analysts.

Investment Management

• Serve as the lead investment contact for assigned relationships and support portfolio oversight consistent with investment objectives, risk tolerance, liquidity needs, and fiduciary guidelines.
• Review portfolio performance, allocations, and investment suitability; support due diligence on public securities, private equity, private debt, real estate, and other alternative investments.
• Coordinate rebalancing, tactical adjustments, and model implementation within approved investment programs.

Investment reporting and committee participation

• Prepare client portfolio reviews, and meeting presentations that clearly explain investment results, positioning, and relevant account activity.
• Prepare investment reports and presentation materials for the Trust Investment Committee and trust board-level oversight, as assigned.
• Participate in DAIC quarterly asset allocation meetings; coordinate follow-up items and communicate relevant information to internal partners.

Account administration and collaboration

• Coordinate new client onboarding, asset transfers, account openings, third-party account setups, and ongoing account maintenance.
• Partner with Compliance, Operations, Trust, and investment teams to complete client requests accurately and promptly.
• Maintain complete and accurate records, including client communications, approvals, reviews, and follow-up tasks.
• Perform duties within the authority, licensing, and supervision applicable to each DTC or DAIC capacity; escalate matters requiring additional approval or specialized expertise.

Required qualifications

• Bachelor’s degree; finance, economics, accounting, or a related field preferred.
• Active and valid FINRA Series 7 and Series 66 registrations or willingness to obtain in one year.
• 1-3 years of relevant experience in wealth management, trust services, or a similar client-facing investment role.
• Strong written and verbal communication, analytical judgment, attention to detail, and organizational skills; ability to manage competing priorities and resolve complex client needs.
• Professionalism, discretion, and a commitment to protecting confidential client information.

Preferred qualifications

• Knowledge of trust structures, estate planning concepts, fiduciary investment oversight, and private or alternative investments.
• Working knowledge of wealth management products, portfolio concepts, and retirement planning, including IRAs, 401(k) rollovers, and income distribution planning.
• Experience with Salesforce, Orion, or comparable CRM and investment reporting platforms, and collaborating across trust, investment, compliance, and operations teams.

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare

Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits!

401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events