Senior Wealth Manager - Private Client Team

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, investment strategies, and regulatory compliance.
• Accountability: A strong sense of responsibility and reliability in managing client portfolios and financial plans.
• Integrity: Uphold the highest ethical standards in all client interactions and business practices.
• Courage: Demonstrate resilience and initiative in navigating complex financial challenges and opportunities.
• Respect: Foster a collaborative and inclusive environment, valuing diverse perspectives and experiences.
• Ownership: Take ownership of client relationships, actively seeking ways to improve service and outcomes.

Skills

• Financial Planning: Ability to develop and implement comprehensive financial plans for high-net-worth clients.
• Strategic Thinking: Capacity to anticipate and address evolving financial needs and market trends.
• Team Leadership: Effective leadership and mentoring skills to guide and inspire a team of wealth managers.
• Client Relationship Management: Strong interpersonal and communication skills to build and maintain long-term client relationships.
• Adaptability: Flexibility to adapt to changing market conditions and client needs.
• Problem Solving: Ability to analyze complex financial situations and provide innovative solutions.

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 through various company events
• Parental Leave
• Professional Growth & Development: Opportunities for ongoing learning and skill enhancement
• Holiday & Summer Hours
• Casual Fridays

Pay

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

Schedule

Full-time position with flexible work arrangements to accommodate client needs and personal commitments.

Company Culture

We are committed to fostering a culture where our values—Knowledge, Accountability, Integrity, Courage, Respect, and Ownership—are the foundation of everything we do. Join us at Annex Wealth Management, where we know the difference we make in our clients' lives.

Equal Employment Opportunity

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Contact Us

To learn more about this exciting opportunity, please contact us at [Contact Information].