We founded Longview so that we could put to work the investment principles we have always followed on behalf of our own families — for clients we care about.

Our goal is to safely increase our clients’ wealth over time. We want them to sleep well and have peace of mind.

Our strategy starts with keeping things simple and safe. We invest with our eyes on stability and growth over the long term. We believe so strongly in our strategy that we have literally bought into it — everyone at Longview is invested alongside our clients, in the same stocks and in the same weightings.

We also keep our client base small enough to ensure that we can provide consistently excellent service. Whether client or colleague, we build relationships of mutual respect designed to stand the test of time.

Experience:

Senior-level

Education Required:

Required Education/Experience:

  • University degree
  • CFA designation and/or other complementary professional designation
  • 10+ years’ work experience, with a network of relevant high net worth contacts
  • Wealth management experience
Salary Range:

Not Specified

Position description

Longview has an excellent reputation and AUM in excess of $1 billion, built on 13 years of investment outperformance and high-touch client service. We are seeking a partner to accelerate the growth of our client base and to help manage the relationships with our increasing number of clients and contacts.

Key Responsibilities:

  • Expand our asset base, network of potential clients and client references
  • Develop and bring on board new clients
  • Manage client relationships, including discussing investments and financial planning
  • Attend the firm’s Investment Committee meetings
Required skills / Experience

Required Personal Characteristics/Skills:

  • Integrity and intelligence
  • Team player
  • High self-motivation and energy
  • Strong interpersonal and communication skills
  • Attention to detail
Business Development & Relationship Management
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How to Apply

Please send resume and cover letter via e-mail to Doug McCutcheon: dmccutcheon@longviewassets.com