Senior Client Advisor

Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families.

With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support.

We’ve been retained to find a Senior Client Advisor to support UHNW individuals and families. This position is critical in meeting the needs of clients, trust beneficiaries, co-fiduciaries, and internal teams.

The Senior Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the Pacific Northwest market.

Senior Client Advisor Responsibilities :

• Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
• Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
• Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
• Partner closely with other departments (investment / portfolio management, tax, operations, and planned giving / foundations) to ensure client activities are properly handled.
• Oversee the processes of opening accounts, drafting correspondence to clients, and transferring / distributing 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 to internal committees on an ongoing basis as a part of the senior team.

Senior Client Advisor Requirements :

• Bachelor’s degree is required, an advanced degree is highly preferred, MBA or JD.
• CTFA, CFP, CFA, and / or CPA designation are a plus
• Minimum of 5 years of Trust and Estate Planning experience - preferred.
• Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
• Minimum of 5 years of proven business development within the HNW space.
• Proficient knowledge and understanding of legal documents surrounding trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
• Previous leadership experience.
• Established network accounting and legal professionals in the local and regional markets.

Senior Client Advisor Rewards :

• Rapidly growing and well-established organization.
• High visibility to Leadership with opportunities to expand the position and continued professional development.
• Competitive base, bonus, and comp structure with excellent benefits.
• Rewarding culture and team within a client-focused, family-oriented firm.
25 days ago