Hermitage Wealth Management, Inc., a full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting, is seeking a talented team player.  Due to our continued growth, we are seeking a leadership-level candidate who has the capacity to flourish in a multifaceted role.

Must identify with firm's Core Values

• “Be Able” - reliable, accountable, capable
• Nimble & Efficient
• Deliver an Apple Pie Experience
• Candor and Forgiveness
• Is your heart in it?

Individual Wealth Management- Service

1. Serve as primary contact for a subsection of firm clients
2. Overseeing Plan Analyst to ensure coordination of deliverables

Corporate Retirement- Service

1. Assist Corporate Plan Analyst
2. Coordinate efforts of Corporate Plan Analyst and Advisor

 People

1. Staff Development
2. Performance management
3. Daily point of contact

Process & Technology

1. Audit workflows to ensure adherence to firm processes
2. Review, monitor processes and solicit feedback regularly to ensure effectiveness
3. Partner with vendors to increase capabilities
4. Investigate new technology to increase effectiveness, improve results

 Leadership

1. The ideal candidate can serve as an “Integrator” to the leadership team. An Integrator is the glue for the organization, holds everything together, beats the drum (provides cadence), is accountable for the P&L results, executes the business plan, holds the Leadership Team accountable, and is the steady force in the organization.
2. The Integrator also creates organizational clarity, communication, and consistency; typically (but not always) operates more on logic; drives results; forces resolution, focus, team unity, prioritization and follow-through; is the filter for all of the Visionary’s ideas; harmoniously integrates the Leadership Team; and helps to remove obstacles and barriers.