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? Join our rapidly growing and well-established organization as 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 8 years of Trust and Estate Planning experience.
• 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.