About the position
Responsibilities
• Identify, close, and deepen client relationships.
• Use familiarity with client circumstances to frame, acquire, and retain relationships.
• Drive growth through internal and external sales.
• Develop new client relationships within PWM.
• Collaborate with a team of specialists to provide deeper knowledge in respective areas of expertise.
Requirements
• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
Nice-to-haves
• Established network with strong relationship management, networking, and business development skills.
• Demonstrated success in specific client segments or verticals with developed strategic partnerships.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists.
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication.
• A passion for problem-solving and acting as a strategic advisor.
• Ability to make critical decisions independently and act as a business owner.
• Professional designation such as CFA or CFP is preferred.
Benefits
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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Apply Now