About Us
Croak Capital is a scaling wealth management firm that saw 35% AUM growth in 2024. We focus on delivering measurable results for high-value clients through precise strategies, innovative tools, and a commitment to excellence. We're building a team of professionals who thrive in high-performance environments and are driven to leave a lasting impact on the industry.
The Opportunity
We're seeking a Private Wealth Manager to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning processes. This is a leadership role for someone ready to drive outcomes and contribute to a bold growth trajectory.
What You'll Do
- Own Client Relationships: Build trust with high-value clients, delivering personalized advice and measurable results.
- Drive Portfolio Strategy: Lead the creation and execution of investment plans aligned with client objectives and our growth goals.
- Innovate Financial Planning: Enhance our financial planning tools and processes to deliver superior outcomes for clients and the firm.
- Deliver Results: Conduct rigorous portfolio reviews, proactively identify opportunities, and mitigate risks.
- Lead by Example: Mentor team members and foster a culture of accountability and excellence.
What We're Looking For
We're looking for someone who is already performing at an elite level and is ready for a high-impact role.
- Proven Results: 3+ years of client-facing experience in wealth management, with a demonstrated ability to grow AUM and achieve client goals.
- Credentials: CFP®, CFA, or JD preferred, Series 65 or comparable license required.
- Tech Mastery: Advanced skills in financial planning software, Salesforce, and leveraging AI tools to drive efficiency and insight.
- Exceptional Communication: Ability to distill complex strategies into clear, actionable advice.
- Leadership Mindset: A proactive problem solver who thrives in fast-paced, high-stakes environments.
Compensation Package
We reward high performance with high opportunity:
- Competitive Pay: $150,000–$210,000 base salary, plus performance-based bonuses tied to firm and client growth.
- Impact and Autonomy: Take ownership of outcomes and make decisions that directly shape the firm's trajectory.
- Legacy Opportunity: Be a critical part of scaling Croak Capital while creating meaningful value for clients and the firm.
- Recognition and Growth: Your contributions will be visible, valued, and rewarded in a firm that prioritizes excellence.
This role is based in our Toledo, OH office. Collaboration, accountability, and impact demand a strong in-office presence.