WHO WE ARE
Sage Financial Group is a privately held wealth management firm serving high-net-worth individuals and families. Managing over $3.2 billion in assets and serving more than 660 clients, Sage has built a reputation for exceptional service, innovative solutions, and enduring relationships. Our 98% team member and client retention rates reflect our unwavering commitment to trust, expertise, and personalized care.[1]
Sage is recognized nationally as a top wealth management firm by Barron’s (3/2024 for the 2024 calendar year) and CNBC (10/2024 for the 2023 calendar year) and as a best place to work by the Philadelphia Business Journal (7/2024 for the 2023 calendar year).[2]
THE OPPORTUNITY
We are seeking a Senior Wealth Manager to join our dynamic team and integrate into one of Sage’s established teams, learning our approach to investment management, financial planning, and client relationships. This is not a sales position.
KEY RESPONSIBILITIES
Client Advisory & Relationship Management
- Partner with an Executive Wealth Manager, the senior member of the team, to help manage, service, and deepen client relationships.
- Maintain an in-depth understanding of clients’ goals, ensuring tailored solutions that evolve with their needs.
Investment Management & Financial Planning
- In consultation with the Executive Wealth Manager, recommend and implement asset allocation and portfolio diversification strategies aligned with the recommendations of Sage’s Investment Committee.
- Proactively monitor asset allocations, liquidity needs, and investment performance.
- Lead efforts to create and present customized, holistic financial plans, utilizing financial planning software to align investment strategies with long-term financial objectives.
Leadership & Team Development
- Help foster a collaborative culture.
- Contribute to firm-wide initiatives and best practices.
WHAT WE LOOK FOR
Successful candidates will demonstrate:
- 5+ years of professional experience in financial services or a related field.
- High ethical standards and an unwavering commitment to fiduciary responsibility.
- Proven expertise in investment management and financial planning for high-net-worth individuals.
- Strong analytical and quantitative skills, with market trend awareness.
- Exceptional communication and interpersonal skills, fostering trust.
- Strategic, ownership mindset, aligning with firm-wide goals.
- Proficiency in Microsoft Office and financial planning software.
WHY JOIN SAGE?
At Sage, we offer more than just a job—we provide a career with purpose and impact. Our cultural values:
- Career Growth: Continuous learning, mentorship, and growth opportunities.
- Collaborative Culture: A team-driven environment where we make each other better.
- Meaningful Work: The opportunity to build deep, long-lasting relationships.
- Strong Firm Legacy: 35+ years of excellence in wealth management.
Interested candidates should submit a cover letter and resume to Rebecca Anderson at randerson@sagefinancial.com.
Footnotes
[1] Our team member retention rate is calculated annually and reflects the average of five years. Our client retention rate is calculated annually and reflects one year. We update either figure if it changes by more than 2%.
[2] For the “Best Places to Work” recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings and recognitions.
Learn More About Sage
