Senior Vice President of Wealth Management
About the Company
A leading wealth management firm dedicated to delivering exceptional financial advisory services.
Industry
Financial Services
Type
Privately Held
About the Role
We are seeking a dynamic Senior Vice President of Wealth Management with a proven ability to cultivate and manage relationships with high and ultra-high-net-worth individuals. The ideal candidate will excel in providing comprehensive wealth management solutions that include investment, estate, tax, and financial planning. This role requires an entrepreneurial spirit combined with a strong client-service focus, ideally gained from experience at a registered investment advisor (RIA), private bank, or boutique wealth management firm.
The successful candidate will possess an in-depth knowledge of equity and alternative investments, portfolio construction, and asset allocation. A team-oriented approach is crucial, as you will collaborate with internal partners and utilize firmwide resources to enhance client offerings.
In this position, you will spend the majority of your time engaging with clients to drive growth while enjoying the support of a comprehensive suite of in-house services. Our firm is designed to cater to advisors dedicated to delivering highly customized wealth solutions to diverse client households. We offer the infrastructure, tools, and transition assistance necessary for a seamless onboarding experience.
Additionally, we are looking for candidates who are eager to advance within a firm that offers equity participation and long-term partnership potential. Join us to build deep client relationships while enjoying the autonomy supported by institutional resources.
Travel Percent
Less than 10%
Functions
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