Senior Wealth Manager - Private Client

About the role

The Senior Wealth Manager, Private Client is a relationship-centered, strategically minded professional who elevates how Annex serves high- and ultra-high-net-worth households. This role blends deep client engagement with advanced planning leadership, ensuring every client receives personalized, sophisticated, and proactive guidance aligned with their goals, values, and long-term vision.

Responsibilities

• Exceptional Client Advisory & Service: Provide high-touch, relationship-driven service as the primary Wealth Manager for existing high-net-worth households, ensuring a seamless and elevated Private Client experience.
• Strategic Client Relationship Management: Maintain active management of an approved range of HNW households, ensuring sustained loyalty through proactive financial needs management, strategic planning solutions, and anticipatory guidance tailored to complex financial lives.
• Market Insights & Financial Strategy Development: Stay up to date on market trends, advanced financial strategies, and regulatory changes to provide informed, sophisticated recommendations that support the unique needs of high-net-worth clients.
• Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies, modeling the standards expected within a Private Client/HNW environment.
• Cross-Functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, and the overall Private Client experience. Lead all client needs through seamless collaboration with Associate Wealth Managers and appropriate internal staff.

Requirements

• Education: Bachelor’s degree from an accredited college or university required. Advanced designations such as CFP, CFA, MBA or JD are strongly preferred.
• Experience: Minimum of 15 years of demonstrated success in wealth management or financial advisory roles working with high net worth or ultra-high net worth clients, and in a leadership or management position leading high-performing teams.
• Leadership Skills: Proven ability to lead, mentor, and motivate a team of financial wealth managers.
• Client-Centric Approach: Strong commitment to client service excellence and fiduciary responsibility.
• Business Acumen: Demonstrated success in client relationship management and service delivery.
• Communication Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients, wealth managers, and internal partners.
• Regulatory Knowledge: In-depth understanding of regulatory requirements and compliance in the financial services industry.
• Lifelong Learner: Ongoing pursuit of industry and professional education to contribute to better team management and coaching, and client delivery and financial concepts and application.
• Technology Proficiency: Proficiency in financial planning software (eMoney), CRM systems, and other relevant technology platforms.

Qualifications

• Knowledge: Proven knowledge of financial planning, wealth management, and related fields.
• Accountability: A strong sense of responsibility and reliability.
• Integrity: Uphold the highest ethical standards in all professional dealings.
• Courage: Demonstrate resilience and initiative in challenging situations.
• Respect: Foster a respectful and inclusive work environment.
• Ownership: Take ownership of tasks and projects, demonstrating a commitment to excellence.

Skills

• Financial Planning: Ability to develop and implement comprehensive financial plans.
• Client Relationship Management: Expertise in building and maintaining strong client relationships.
• Strategic Thinking: Strong analytical and problem-solving skills to develop strategic financial plans.
• Team Leadership: Effective leadership and mentoring abilities.
• Collaboration: Ability to work collaboratively with cross-functional teams.
• Adaptability: Flexibility to adapt to changing market conditions and client needs.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: Celebrate wins and create connections – whether it’s through get-togethers, our Annual Picnic, or company milestones
• Parental Leave
• Opportunities for Professional Growth and Development
• Holiday & Summer Hours
• Casual Fridays

Pay

Competitive compensation package including base salary, bonus opportunities, and benefits.

Schedule

Full-time position with flexible working arrangements to accommodate client needs.