Manager, Wealth Planning

About the role

We are seeking an experienced Manager of Wealth Planning to oversee a high-performing team while delivering sophisticated planning strategies for ultra-high-net-worth individuals and families.

Responsibilities

• Oversee a high-performing wealth planning team
• Deliver sophisticated planning strategies for ultra-high-net-worth clients
• Collaborate with senior investment professionals
• Design customized wealth plans
• Mentor advisors
• Help drive exceptional client outcomes

Requirements

• 15+ years of experience advising complex, ultra-high-net-worth clients
• Proven track record of managing and developing teams
• Deep expertise in comprehensive wealth planning
• Experience with leading financial planning tools

Qualifications

• Certified Financial Planner (CFP)
• CPA
• JD

Skills

• Exceptional leadership skills
• Strong communication and collaboration abilities
• Expertise in wealth planning
• Ability to mentor and develop team members

Benefits

• Compensation package of $200,000 - $225,000 plus bonus
• Opportunity to make a significant impact at a premier investment firm

Pay

$200,000 - $225,000 plus bonus

Schedule

Full-time

Contact

If you're ready to take the next step in your leadership career with a top-tier organization, we'd love to hear from you. Job Code: 18881*

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!