Our confidential client, a top Private Wealth Management firm with over 1B AUM is seeking a driven professional for a client-facing relationship management role.
The firm serves ultra-high net worth individuals and families with a client centric approach to finance and wealth. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.
Key Responsibilities:
Serve as the primary relationship manager for a subset of HNW and UHNW clients.
Act as a liaison between leadership, client service teams, and clients to manage advisory, estate planning, governance, and service needs.
Assist clients with estate planning while coordinating with colleagues on investment management and service needs.
Stay current on estate planning regulations and industry trends.
Lead client discussions and collaborate with third-party professionals on planning, reporting, and investment management.
Interact with third-party portfolio managers on transactions, valuations, and financial statements.
Draft and present internal and client-facing guidance on investment processes and planning.
Assist with operational and regulatory compliance projects.
Preferred Qualifications:
2-5 years of recent CFP experience, particularly in trusts, estates, and planning software such as eMoney.
Experience with multi-generational clients in real estate, private equity, or complex investments is beneficial.
Undergraduate degree in business, finance, or accounting, along with a CFP license; additional credentials such as an MBA or estate planning/investment licenses are a plus.
Strong problem-solving, critical thinking, and multitasking skills.
High sense of accountability and dedication to client needs.
Benefits:
Competitive compensation and bonus structure.
Path to profit and equity participation.
401(k) with employer contribution.
Unlimited PTO and fully paid health insurance.
Annual team events and career development support.
Salary Range: Base Comp Target DOE: 110-130K base plus bonus commiserate with experience
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