Grimes & Company Wealth Management, LLC

Investment Management51-200 employeesWebsite

3

Open Roles

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm in the Investment Management industry, headquartered in Westborough, Massachusetts, with satellite offices and employees across the U.S. Recently named one of the 2025 Best RIAs to Work For, Grimes & Company is seeking talented individuals to join its growing team. Grimes & Company currently has three open positions: * **Client Service Manager:** This hybrid position requires previous experience in Investment Management, Finance, or a related industry. Responsibilities include being the first point of contact for client requests, managing inquiries, preparing paperwork, and ensuring accurate data entry into the firm’s CRM. This role requires excellent communication, organizational, and prioritization skills. Candidates will report to the headquarters in Westborough, MA. * **Financial Advisor II:** The firm is seeking a Financial Advisor II (CFP® or actively pursuing the designation) to support a lead Financial Advisor. This role involves managing client relationships, participating in client meetings, preparing reports, and maintaining CRM records. A Bachelor’s degree is required, and two years of experience as an Investment Adviser Representative (IAR) is preferred. This is a hybrid position. * **Data Analytics Project Lead:** This hybrid role requires 5-7 years of experience in business intelligence or data-focused project roles. The Data Analytics Project Lead will lead data and analytics initiatives, including dashboard implementation and data transformation. Strong interpersonal and communication skills are essential. Candidates will report to the headquarters in Westborough, MA. The positions utilize various technologies, including: * **Client Service Manager:** Client Service, Communication Skills, Detail-Oriented, Problem-Solving, Organization, Prioritization, Investment Management, Finance, Salesforce, Docusign, Laserfiche, Orion Advisor Services, Team Player, Multitasking, Compliance, and Follow Up. * **Financial Advisor II:** Client Relationships, Financial Planning, Investment Management, Communication Skills, Organizational Skills, Results Driven, Data Analysis, CRM Management, Team Collaboration, Fiduciary Service, Financial Software, Investment Products, Retirement Planning, Process Improvement, Client Service, Planning Recommendations. * **Data Analytics Project Lead:** Data Analytics, Project Leadership, Business Intelligence, SQL, Data Transformation, Dashboard Implementation, ETL Workflows, Stakeholder Engagement, Cross-Functional Coordination, Data Requirements Translation, Training Development, Feedback Gathering, Cloud-Based Data Platforms, Salesforce Financial Services Cloud, Organizational Skills, Interpersonal Skills, Communication Skills. Grimes & Company offers a hybrid work environment for all three open positions. Candidates for the Client Service Manager and Data Analytics Project Lead roles will be expected to report to the headquarters in Westborough, MA. Here are some frequently asked questions about working at Grimes & Company Wealth Management, LLC: * **What benefits does Grimes & Company offer?** Grimes & Company offers a comprehensive benefits package, including a 401(k) retirement plan, health, dental, and vision insurance, flexible spending accounts, life insurance, disability insurance, employee assistance program, paid time off, and parental leave. * **What are the growth opportunities like?** Grimes & Company invests in the professional development of its team members, offering training and career advancement pathways. * **What is the company culture like?** Grimes & Company fosters a collaborative and supportive culture where employee contributions are valued. * **What are the requirements for the Financial Advisor II position?** The Financial Advisor II position requires a Bachelor’s degree, with two years of experience as an Investment Adviser Representative (IAR) preferred. The CFP® designation, or work towards this designation, is highly preferred. * **What is the remote work policy?** All three open positions are hybrid roles, with in-office requirements in Westborough, MA for the Client Service Manager and Data Analytics Project Lead roles. * **What are the required skills for the Client Service Manager position?** The Client Service Manager position requires previous experience in Investment Management, Finance, or a related industry, and strong communication, organizational, and prioritization skills. * **What are the requirements for the Data Analytics Project Lead position?** The Data Analytics Project Lead role requires 5-7 years of experience in business intelligence or data-focused project roles.