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Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following positions.

Business and Technology Solutions Manager Associate Financial Planner Trader / Investment Associate Client Services Assistant

About Foster & Motley

Foster & Motley, Inc. is seeking an Associate Financial Planner to join our team.  We are an independent, employee-owned, fee-only firm that provides clients with comprehensive financial planning and investment management.  We manage $1.4 Billion in client assets and have 35 dedicated employees. We were recently ranked in the top 100 financial advisory firms in the nation by CNBC and locally recognized as finalist in the Cincinnati Business Courier’s “Best Places to Work” award. Our culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.  

What We Offer

  • Challenging work environment where you can make a difference in the lives of our client
  • Competitive salary commensurate with experience
  • Annual profitability/performance bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Short-Term/Long-Term Disability and Group Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education


Business and Technology Solutions Manager

Position Summary

Full time opportunity in Cincinnati, Ohio (Kenwood area) for experienced Business and Technology Solutions Manager reporting to the firm’s managing partner. Candidates must possess an aptitude and commitment to:

  • Develop and execute a small business technology strategy.
  • Deliver and support cloud-based business software solutions that optimize client engagement while improving internal efficiencies and process standardization,
  • Provide network, systems and technical support services utilizing a combination of 3rd party technology providers and internal resources.

An immersive knowledge transfer program guided by current manager will ease the new manager’s transition into this key role.

Major Responsibilities

Leadership
  • Develop and execute firm’s technology strategy. Engage firm management and other internal stakeholders.  Provide expert advice regarding technology trends and industry best practices.
  • Manage team of two operations specialists responsible for a variety of technical, business application, website, compliance, marketing and data management support activities.
  • Leverage strong project management and team leadership skills to organize, prioritize and manage multiple team projects. Maintain technology roadmap and budget.
Business Solutions
  • Become familiar with firm’s business practices and processes to identify opportunities to improve processes through automation.  Lead and facilitate process improvement initiatives.
  • Provide advanced user support and training for desktop software including Microsoft Outlook, Word and Excel, OneDrive, Adobe Acrobat, LastPass, ShareFile, etc.
  • Oversee administration of industry specific, business applications including Tamarac Reporting and Trading, netDocuments, Salesforce CRM, eMoney and PreciseFP.
  • Continually assess and plan for future business needs. Research and prototype prospective solutions. Lead selection, deployment and integration of new systems. Coordinate user training.
  • Support marketing activities including website content updates, image editing, Mail Chimp and Google Analytics.
Network & Systems
Utilize 3rd party technology vendors and internal resources to deliver a secure, high performance network, systems and telecommunications infrastructure.
  • Manage Office365 Business Premium tenant. Maintain user and email accounts, distribution and security groups, and enterprise email policies (spam, phishing, domain spoofing).
  • Administer internal Microsoft Active Directory network. Provide secure VPN remote access. Maintain and audit data backups, email archiving and other compliance mandated systems. Support user computers, laptops, tablets, printers, copiers and phones. 
  • Conduct regular network cybersecurity risk assessments. Implement tactical controls and policies to mitigate potential threats.
  • Maintain response procedures for cybersecurity incidents, disaster recovery and business continuity.  Conduct cybersecurity training, phishing tests and readiness drills.

Knowledge, Skills and Abilities

  • Experience providing comprehensive technology services and business applications for small-to-medium sized businesses.
  • Familiar with a variety of technology system concepts, best practices, and procedures. 
  • Rely on experience and judgment to plan and accomplish goals.
  • A wide degree of technical problem-solving skills, creativity and business aptitude is expected.
  • Excellent written and verbal communication skills.  Present ideas in non-technical language.
  • Must be able to work independently and with others.

Qualifications

  • Bachelor’s degree in relevant field and / or equivalent work experience.
  • Relevant experience in financial services sector (accounting, financial planning, investment management) is a plus. 

To Apply

If interested, please email a cover letter and resume to careers@fosterandmotley.com.


Associate Financial Planner

Position Summary

Support Foster & Motley Financial Planners in preparation of client financial plans.  This is a full-time position located in Cincinnati, Ohio. 

Job Responsibilities

  • Support Financial Planners in the development and maintenance of comprehensive financial plans focused on cash flow, tax planning, investment strategy, retirement planning, estate planning, executive compensation planning and risk management.
  • Assist Financial Planners with client communications, implementing a financial plan, researching specific planning issues, and developing specialized analyses for a client’s comprehensive plan.
  • Develop and maintain a “client-first” service mentality.
  • Demonstrate a willingness to work as a team, find solutions and develop new skills.
  • This is a position that has room for advancement.
  • Support tax manager with the preparation of income tax returns.

Qualifications

  • Progress towards CFP® and/or CPA designation preferred.
  • Bachelor’s Degree required.
  • 0-5 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required.
  • Detail-oriented with a demand for a high degree of accuracy and ability to follow direction.
  • Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required.
  • Excellent written and verbal communication skills.
  • Team player, able to work well with all levels of the firm and with clients.
  • Interest in professional and personal growth by involvement with professional and/or community organizations.

To Apply

If interested, please email your resume to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.


Trader / Investment Associate

Position Summary

This is a full-time position located in Cincinnati, Ohio. 

Job Responsibilities

  • Enter trade orders, ensure best execution, and reconcile trades.
  • Facilitate fixed income trading with bond brokers.
  • Research and analyze investment related data.
  • Organize meetings and record meeting minutes for investment team.
  • Assist in data gathering for Investment Managers.
  • Assist in preparing compliance reports.
  • Perform other such duties as assigned.

Qualifications

  • Bachelor’s degree required.  Finance background and knowledge of investment products is preferred.
  • Strong technology skills, including thorough knowledge of Microsoft Office applications with an emphasis on Excel is essential.
  • Experience using Bloomberg Terminal and Tamarac is a plus.
  • Aptitude for learning and improving upon processes.
  • Excellent communication skills – oral and written.
  • Ability to work independently and within a team environment.
  • Focus on ethical conduct and maintaining confidentiality.
  • Organized, detail oriented, and proficient at multi-tasking.
  • Dependable and personable.

To Apply

If interested, please email your resume to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.


Client Services Assistant

Position Summary

Full time position assisting and supporting the Client Service Specialist Team with client related financial planning and investment management activities, including preparing documents and reports and addressing their administrative needs, while exercising a high degree of confidentiality and initiative

Essential Functions

  • Establish, prepare, and maintain a variety of electronic files, and documents.
  • Maintain control of matters in progress and follow up to ensure actions are completed.
  • Compile regular and special reports selecting data from various sources.
  • Open, maintain and service client accounts.
  • Draft correspondence.
  • Make arrangements for meetings and conferences.
  • Coordinate office functions with other departments.
  • Perform other such duties as may be assigned.

Knowledge, Skills and Abilities

  • General knowledge of office protocol and procedures.
  • Organized.
  • Detail oriented.
  • Ability to multi-task.
  • Excellent communication skills – oral and written.
  • Ability to work independently and within a team environment.
  • Customer service mentality.
  • Dependable, and personable.
  • Ability to utilize computer programs effectively.

Qualifications

  • College degree is preferred.
  • Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential.
  • Administrative experience - within the financial services industry is a plus.
  • Experience with Customer Relationship Management (CRM) systems and Document Management Systems is a plus.

To Apply

Please email a cover letter and resume to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.