Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.
Responsibilities:
Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
Delegate work efficiently to support professionals.
Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
Contribute actively to internal committees as part of the senior team.
Requirements:
Bachelor's degree required; advanced degree (MBA or JD) highly preferred.
Professional certifications such as CTFA, CFP, CFA, or CPA.
Minimum of 8 years of Trust and Estate Planning experience.
Minimum of 5 years in general Wealth Advisory, interfacing with UHNW individuals.
Proven business development experience within the UHNW space.
Proficiency in legal documents related to trusts, estate planning, and finance.
Established local and regional network of accounting and legal professionals.
Rewards:
High visibility to internal executives with opportunities for position expansion and continued professional development.
Competitive base salary, bonus, and compensation structure with excellent benefits.
Rewarding culture within a client-focused, family-oriented firm.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.