Overview • Lead personalized wealth management services for high-net-worth clients, focusing on tailored financial strategies and long-term relationship building. • Develop and implement advanced estate planning, tax optimization, and investment strategies to achieve client objectives. • Collaborate with internal teams to ensure seamless delivery of comprehensive financial solutions. • Contribute to firm growth by nurturing existing relationships and identifying new business opportunities. • Engage in strategic planning to enhance client satisfaction and organizational performance. • Work in a dynamic, client-focused environment with opportunities for professional growth. • Benefit from a collaborative culture that values innovation and excellence in wealth management. Key Responsibilities & Duties • Serve as the primary relationship manager, delivering customized financial advice and solutions to high-net-worth clients. • Coordinate with internal teams to ensure integrated and comprehensive service delivery. • Design and execute sophisticated wealth transfer, liquidity planning, and tax mitigation strategies. • Collaborate with external advisors to align strategies with client goals and objectives. • Identify and convert prospective clients into long-term relationships. • Mentor and lead team members, fostering professional development and enhancing team capabilities. • Participate in firm-wide initiatives to drive innovation and client satisfaction. • Travel as needed to meet clients and attend relevant industry events. Job Requirements • Bachelor's degree in finance, economics, or a related field is required. • Minimum of 5 years of experience in wealth management, with a preference for 10 years. • Proven expertise in estate planning, tax strategies, and investment management. • Exceptional interpersonal skills with a track record of building and maintaining client relationships. • Demonstrated ability to develop and convert prospective clients into long-term partnerships. • Strong leadership skills to guide and develop team members effectively. • Preferred certifications: JD, CPA, or CFP, with strong technical acumen. • Ability to work on-site and travel as required to meet client needs.