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Assistant Vice President, Wealth Management


Company Overview:

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

Position OvervieW:

The Assistant Vice President, Wealth Management is a key contributor and trusted resource for clients, Client Advisors, and Client Relationship Associates. This role supports a wide range of wealth management services, with a strong emphasis on tax planning, financial planning, and client service.

KEY RESPONSIBILITIES:

Client & Advisor Support

  • Lead monthly client work meetings with Client Advisors and Client Relationship Associates. Attend meetings with clients, as requested by Advisors
  • Develop internal presentations and materials on financial planning, tax, and risk management topics. Participate in educational presentations in client forums and with third parties
  • Provide support to annual Medicare open enrollment process

Tax-Related Support & Planning

  • Serve as a resource and counsel for clients on basic tax-related questions and inquiries
  • Participate in meetings with clients’ accountants and trust & estate attorneys to identify tax and financial planning opportunities
  • Contribute to the creation of client content, including newsletters on timely tax topics
  • Support clients and Advisors with tax-planning strategies (i.e., Roth conversions), executive compensation, stock option planning, business succession planning, and real estate tax considerations

Operational & Team Support

  • Assist with maintaining the Wealth Management resource library, departmental templates, email inbox, and SharePoint content
  • Document, save and organize all materials related to client(s) correspondence


Qualifications:

  • Bachelor’s degree in Business Administration, Finance, or a related field
  • 5 - 7 years of experience in the wealth management or accounting/tax industry
  • CPA designation preferred
  • Willingness to obtain the CFP designation within two years of hire
  • Interest in developing expertise in tax planning, insurance analysis, Social Security, Medicare, retirement planning, annuities, charitable giving, and education planning
  • Strong interpersonal, written and verbal communication skills. Prior client-facing experience preferred
  • Familiarity with financial planning concepts and software programs, such as MoneyGuide Pro


Benefits:

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Exempt
R.M. Davis is an Equal Opportunity Employer

To apply, please submit a cover letter and resume to Denise Vigneault, Managing Director – Human Resources at careers@rmdavis.com.