Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support.
We've been retained to find a Senior Client Advisor to support UHNW individuals and families. This position is critical in meeting the needs of clients, trust beneficiaries, co-fiduciaries, and internal teams.
The Senior Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the Pacific Northwest market.
Senior Client Advisor Responsibilities:
Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing 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 to internal committees on an ongoing basis as a part of the senior team.
Senior Client Advisor Requirements:
Bachelor's degree is required, an advanced degree is highly preferred, MBA or JD.
CTFA, CFP, CFA, and/or CPA designation are a plus
Minimum of 5 years of Trust and Estate Planning experience - preferred.
Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
Minimum of 5 years of proven business development within the HNW space.
Proficient knowledge and understanding of legal documents surrounding trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
Previous leadership experience.
Established network accounting and legal professionals in the local and regional markets.
Senior Client Advisor Rewards:
Rapidly growing and well-established organization.
High visibility to Leadership with opportunities to expand the position and continued professional development.
Competitive base, bonus, and comp structure with excellent benefits.
Rewarding culture and team within a client-focused, family-oriented firm.