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 Client Advisor, VP 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 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 and/or Families.
· Proven business development experience within the UHNW space.
· Proficiency in legal documents related to trusts, estate planning, and finance.
· Established a 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.
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