About the Role
You will lead Wealth Management Planning Consultants and Senior Relationship Managers, overseeing hiring, coaching, and development. You will manage high-net-worth client relationships, shape service strategy, resolve complex issues with internal partners, and uphold operational, risk, and compliance standards. This role requires up to 50% travel.
Requirements
•Bachelor's degree
•Series 7, Series 66, and Series 9/10 licenses
•10+ years of relevant financial services experience
•Understanding of financial markets, industry trends, and high-net-worth client needs
•Understanding of high-net-worth products and services
•Presentation skills
•Analytical skills
•Time management skills
Responsibilities
•Lead a team of Wealth Management Planning Consultants and Senior Relationship Managers
•Oversee hiring, coaching, and development
•Manage relationships with high-net-worth clients
•Drive relationship management, service excellence, and business results
•Shape service strategy and business objectives
•Partner with internal stakeholders to resolve complex client issues
•Ensure operational, risk, and compliance standards are met
•Travel up to 50%
Benefits
•Comprehensive health care coverage
•Emotional well-being support
•Retirement benefits
•Paid time off
•Parental leave
•Charitable giving employee match program
•Student loan repayment
•Tuition reimbursement
•Learning resources
