Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy
Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines
Manage and execute client cash flows, asset transfers, and account maintenance
Leverage AI and other emerging technologies to streamline account servicing, surface client needs proactively, and improve the accuracy of information delivered across teams
Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions)
Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits
Communicate and work with client's attorneys, CPAs, and outside advisors
Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance
Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder
Qualifications
Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability.
Four-year college degree (B.A. or B.S.) with an excellent academic record
Minimum of five years of experience working with high net worth separate account clients
Adept at using AI or other emerging technologies to work more efficiently and deliver a stronger client experience
Familiarity with estate planning, various trust instruments, and personal financial planning preferred
Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products
Exceptional verbal and written communication skills; strong proofing and editing skills
Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented
Strong analytical and problem-solving skills
Ability to manage multiple priorities and meet tight deadlines
Collegial and collaborative
Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat
Comfortable with proactively soliciting input and feedback from colleagues
Candidates with CFP, CFA, or CPA are preferred though not required
Who Should Apply
This role is well suited to candidates with hands-on experience servicing ultra-high-net-worth clients on discretionary investment accounts. Strong candidates are able to speak knowledgeably to aspects of an investment portfolio, coordinate effectively with outside advisors on tax and estate matters, and manage the operational complexity inherent to sophisticated investment relationships. This role calls for direct experience servicing investment accounts; a background in private banking or trust administration alone, without that investment exposure, would not fully prepare a candidate for the scope of this position.
The salary range for this position is $130k - $185k.
The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit.
The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy
All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
