Senior Director, Client Executive

About the role

We're seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth team. This role is located in Miami, FL.

Responsibilities

• Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
• Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 12+ years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
• No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.