Senior Client Advisor (VP/SVP)
Seattle, WA
Are you a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families? International Search Consultant's team of recruiters have been retained by a rapidly growing and well-established organization to find a Senior Client Advisor, where you will play a pivotal role in expanding our client's footprint and making a lasting impact within a collaborative and dynamic environment.
Requirements:
- Bachelor’s degree required, advanced degree highly preferred (MBA or JD).
- Professional certifications such as CTFA, CFP, CFA, or CPA.
- Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
- Proven business development experience within the UHNW space.
- Proficient knowledge of legal documents related to trusts, estate planning, and finance.
- Established network with accounting and legal professionals in local and regional markets.
Rewards:
- High visibility to Leadership with opportunities for position expansion and continued professional development.
- Competitive base salary, bonus, and compensation structure with excellent benefits.
- Rewarding culture within a client-focused, family-oriented firm.
- Join a rapidly growing and well-established organization.
Responsibilities:
- Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
- Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
- Lead a team of Client Advisory support individuals, delegating work effectively to an assigned assistant.
- Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
- Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of 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 actively to internal committees as part of the senior team.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of our organization, apply now to join our dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.
