Wealth Director

Ongoing Responsibilities

• Pursue prospective new business situations with high net worth (HNW) individuals and families;
• Lead segment new business strategies for the New York tri-state area, including:
• Maintaining contact with known referral source relationships and prospective clients;
• Maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services;
• Coinciding presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants);
• Contribute to the development and enhancement of prospect presentations and on-going marketing material;
• Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients;
• Manage new clients from prospecting stage to onboarding

Ideal Qualifications, Skills and Experience

• 8-10 years' experience in financial services with experience servicing high net worth (HNW) individuals, families, and their advisors;
• Proven sales success servicing HNW individuals;
• Experience selling directed trust, estate settlement, and custody a plus;
• Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools;
• Highly motivated and capable of initiating and cultivating new client relationships;
• Strong oral and written communication skills for effective technical and interpersonal interaction with clients, intermediaries, and colleagues;
• CFP designation a plus;
• Community engagement (boards/volunteerism) preferred.