The Senior Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to their clients regardinginvestment, trust and estate, insurance,tax andbanking needs. SeniorWealth Advisors work with clients to design and implement asset allocation strategies andfinancial plans that meet their unique circumstances,risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and managerisk. The incumbent will workcooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. Inpartnership with WealthDirectors, Wealth Manager Fiduciary Specialists andPrivate Bankers, he/she will beresponsiblefor developing current and future fee business.
The ideal candidate will have an undergraduatedegree or equivalent work experience with 8+ years of equivalent experience in the investment management industry. Prior experience managing large and complex family relationships preferred. Advanced degree or professional certification expected.