Vice President, Senior Wealth Manager

Key Responsibilities

• Provide Comprehensive Wealth Strategies
• Manage Client Relationships
• Collaborate with Investment Teams
• Collaborate with Client-Service Teams
• Direct Investment Deployments
• Prepare and Conduct Regular Portfolio Review Meetings
• Drive Business Growth
• CRM & Engagement Tracking
• Presentations & Business Development
• Referral Network Development
• Product & Policy Knowledge

Key Qualities & Skills

• Proven Success in Client Acquisition & Retention
• Expertise in Wealth Management & Investment Strategies
• Client-Centric Approach
• Financial Planning & Critical Thinking
• Independent & Results-Oriented
• Ethical Standards

Requirements

• Bachelor’s Degree in Finance, Business, or a related field
• 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment
• Series 65 or equivalent required
• 5+ Years of Current IAR Registration preferred
• Strong interpersonal skills and the ability to work well with internal teams
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus