Client Advisor

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families.

This Client Advisor, VP will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.

Responsibilities:

· Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust 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.

· Delegate work efficiently to support professionals.

· 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.

Requirements:

· Bachelor’s degree required; advanced degree (MBA or JD) highly preferred.

· 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, interfacing with UHNW individuals and/or Families.

· Proven business development experience within the UHNW space.

· Proficiency in legal documents related to trusts, estate planning, and finance.

· Established a local and regional network of accounting and legal professionals.

Rewards:

· High visibility to internal executives 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.