Internships: Networker to Bay Area Firms

Our Firm Specialty Pertaining to this Search:
Most Bay Area firms use various forms of stock and option grants to lure and motivate employees, yet few employees possess an understanding of how to manage these positions to best serve their interests even while these positions may represent a significant portion of their net worth. Our specialties include the ongoing management of concentrated stock positions with a close eye on risk management to best serve our client’s lives. Our role is to create and implement a plan specifically addressing these positions and then, as a comprehensive wealth manager, to broaden our service relationship with each client over time. Middle market services in this area represent an enormous opportunity given the proliferation of Bay Area companies compensating employees in this important but often misunderstood area.

Your Roles & Responsibilities:
With the above in mind, your primary role will be focused on the research and development of a marketing plan to determine the business development potential that exists in the area of concentrated stock and option management. This Intern role will be an integral part of new business development and will be expected to strategically approach this underserved market. Given the numerous technology companies in the Bay Area that use stock and option as part of their compensation structure, this position represents a meaningful opportunity for our firm and for the successful candidate. We believe that approaching this market segment in a comprehensive and deliberate fashion will create an opportunity to engage these employees in an advisory relationship focused on the financial planning issues that surround concentrated wealth accumulation.
With the assistance of ongoing discussions with principals, the intern will be expected to proactively research, create and document a related marketing plan and to persevere through challenges in order to meet the objective of this project. The final plan should be a working (vs. theoretical) product that can be used by the firm to pursue this market niche.

Minimum Qualifications:
– Working and excelling in a team driven setting should be natural for you.
– You must be driven to succeed and understand that no effort of substance is easy but that through constant re-direction, support and undying persistence you will succeed.
– Proficiency with Microsoft Excel and Microsoft Word

Compensation and Benefits:
– Salary based on your experience

Marin Capital Management
We are a 17 year old wealth management firm located in San Rafael, California. We provide comprehensive financial planning, portfolio management and insurance services to individuals, families and businesses. Our specialties include utilizing both conventional and a broad range of alternative investment tools allowing client portfolios to be both defensive and productive regardless of market direction. Our firm culture is forward thinking, creative, entrepreneurial, ethical, open, team driven, results driven and hard charging.
Please send your resume to Geoff Hakim at Geoff@mcmwealth.com. We will contact you after review.