Fractional CFO | Scrabble
Posted on December 12, 2023
Job Description
<div>UWS Candidate FAQs</div>
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<div>For Potential Relationship Managers and Advisors</div>
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<div>Qualifications: CFA, MBA, CFP, CA, or equivalent. Strong academic background, 5-10 years of experience in RIA, family offices, or client-facing roles. Proficiency in portfolio management and construction. Exceptional communication skills required.</div>
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<div>Q: Why should I consider leaving a prominent Indian company to start anew in the American market with UWS?</div>
<div>A: UWS is a dynamic growth company, experiencing significant annual net new asset under management (NN AUM) growth. We manage an expanding family office, with our AUM increasing by $50-100M yearly. Additionally, we offer diverse services including pension employee benefits, estate planning, and insurance, providing a rich environment for professional growth.</div>
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<div>Q: Given the small size of UWS, how stable is employment here?</div>
<div>A: Despite our lean team of 12, UWS boasts senior leadership with over 30 years of industry experience. Our growth rate exceeds 35% per year in gross revenue. Established in 1997, we have expanded to serve clients across 27 states, demonstrating our stability and continuous growth in the market.</div>
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<div>Q: What future trajectory can I expect at UWS?</div>
<div>A: UWS is continually evolving, with plans to expand into Multi Family Office services and proprietary alternative investments. We focus on staying ahead of market trends to maintain our leading edge, offering exciting opportunities for professional advancement and involvement in innovative financial strategies.</div>